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COHR Coherent Corporation

Information Technology, filed as COHERENT CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 9

  • 9 Owners
  • #133
  • Max 4.6%
  • Master 0.07%
  • $1.2B
  • 2 add 5 reduce 4 exits 2 small

In 2026 Q2, 2 managers added, 5 trimmed, and 4 sold out.

Who owns this now

Largest portfolio weights among holders, up to 4.6% (Spencer Waxman, Shannon River Fund Management). Not free-float ownership.

  1. Spencer Waxman Add 4.6%
  2. Alex Sacerdote Add 3.9%
  3. Arnold Van Den Berg Reduce 3.5%
  4. Gavin Baker Add 1.8%
  5. Ben Hoskin Reduce 0.31%
  6. Dodge & Cox Reduce 0.11%

Who owns COHR

Sorted by value, long equity only, as of 2026 Q2.

History
Alex Sacerdote, Whale Rock Capital Management 3.9%, was 3.0% Add +25.3% 1,222,035 $482M History
Gavin Baker, Atreides Management 1.8% Small add +1.7% 642,101 $253M History
Dodge & Cox 0.11% Small trim −2.6% 544,160 $215M History
Ben Hoskin, Value Aligned Research Advisors 0.31%, was 1.5% Reduce −75.2% 319,191 $126M History
Spencer Waxman, Shannon River Fund Management 4.6%, was 4.0% Add +47.1% 129,283 $51M History
Ron Baron, Bamco Inc. (Baron Capital) 0.04%, was 0.05% Reduce −5.4% 63,346 $25M History
Arnold Van Den Berg, Van Den Berg Management I 3.5%, was 3.5% Reduce −34.9% 42,046 $17M History
First Eagle Investment Management <0.01% Reduce −29.8% 3,169 $1.3M History
Lee Ainslie, Maverick Capital 0.01%, was 0.02% Reduce −66.3% 2,318 $914K History
Sachem Head Capital Management exited 2026 Q2 Last 2026 Q1 5.5% Exit −5.54% 965,000 $230M History
Estuary Capital Management exited 2026 Q2 Last 2026 Q1 6.2% Exit −6.21% 155,692 $37M History
Stanley Druckenmiller, Duquesne Family Office exited 2026 Q2 Last 2026 Q1 0.29% Exit −0.29% 40,400 $9.6M History
Ram Parameswaran, Octahedron Capital Management exited 2026 Q2 Last 2026 Q1 3.9% Exit −3.93% 22,700 $5.4M History

9 current, 4 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by COHR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All COHR insider trades
  • None no insider bought on the open market
  • $1.1B sold by 9 insiders outside a trading plan
  • $29.4M sold by 5 insiders under 10b5-1 plans
  1. Enrico Digirolomo Director
    Sale
    $1.6M 5,315 shares at $305.99 31% of stake
    Traded Sep 11 Filed Sep 15
    ↗
  2. Robert P Beard Chief Strategy & Legal Officer
    Sale
    $155K 500 shares at $309.32 1% of stake
    Traded Sep 9 Filed Sep 11
    ↗
  3. Lisa Neal-Graves Director
    Sale
    $591K 2,200 shares at $268.42 14% of stake
    Traded Sep 2 Filed Sep 4
    ↗
  4. Enrico Digirolomo Director
    Planned sale
    $629K 2,272 shares at $276.85 12% of stake
    Traded Aug 31 Filed Sep 2
    ↗
  5. Stephen A Skaggs Director
    Planned sale
    $629K 2,272 shares at $276.88 14% of stake
    Traded Aug 31 Filed Sep 2
    ↗
  6. Enrico Digirolomo Director
    Sale
    $945K 3,911 shares at $241.50 16% of stake
    Traded Mar 6 Filed Sep 2
    ↗
  7. Julie Sheridan Eng Chief Technology Officer
    Planned sale
    $3.6M 13,077 shares at $274.00 24% of stake
    Traded Aug 31–Sep 1 Filed Sep 1
    ↗
  8. Sherri R Luther CFO
    Planned sale
    $972K 3,000 shares at $324.00 4.4% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  9. Sherri R Luther CFO
    Planned sale
    $307K 1,000 shares at $306.68 1.5% of stake
    Traded Jul 22 Filed Jul 24
    ↗
  10. Howard H. Xia Director
    Sale
    $709K 2,000 shares at $354.50 3.8% of stake
    Traded May 11 Filed May 13
    ↗
  11. Sherri R Luther CFO
    Planned sale
    $746K 2,000 shares at $372.96 2.8% of stake
    Traded May 12 Filed May 13
    ↗
  12. Sherri R Luther CFO
    Planned sale
    $702K 2,000 shares at $351.00 2.8% of stake
    Traded Apr 22 Filed Apr 24
    ↗
  13. Howard H. Xia Director
    Sale
    $1M 4,240 shares at $245.51 7.8% of stake
    Traded Mar 16–17 Filed Mar 18
    ↗
  14. Julie Sheridan Eng Chief Technology Officer
    Planned sale
    $375K 1,454 shares at $258.18 2.9% of stake
    Traded Mar 10 Filed Mar 12
    ↗
  15. Stephen A Skaggs Director
    Planned sale
    $857K 3,523 shares at $243.13 17% of stake
    Traded Mar 9 Filed Mar 11
    ↗

Also filed in the last 12 months, not counted as buying or selling: 21 stock grants, 12 share withholdings for taxes, 12 option exercises, 2 gifts, 1 conversion, and 1 other transaction.

Congress

4 members of Congress traded COHR in the last three years: 7 buys and 6 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Aug 18 filed Sep 10
  2. Sheldon Whitehouse D-RI Buy $15K–$50K Jun 25 filed Jul 8
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 25 filed Apr 7
  4. Markwayne Mullin R-OKJoint Sell $15K–$50K Feb 4 filed Mar 2
  5. Markwayne Mullin R-OKSpouse Sell $15K–$50K Dec 18, 2025 filed Jan 13
  6. Markwayne Mullin R-OK Sell $15K–$50K Dec 18, 2025 filed Jan 13

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
DEF 14A FORM DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,8.01 Filing Doc
10-K Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated about 3 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $5.16B $4.71B $5.81B $7.12B
Gross profit * $1.62B $1.46B $2.04B $2.67B
Gross margin * 31.4% 30.9% 35.2% 37.5%
Net income -$259.46M -$156.15M $49.36M $805M
Net margin * -5.0% -3.3% 0.8% 11.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.25B $3.66B $3.93B $6.93B
Total non-current assets * $10.46B $10.83B $10.98B $11.37B
Total assets $13.71B $14.49B $14.91B $18.3B
Total current liabilities $1.08B $1.34B $1.79B $2.85B
Total non-current liabilities * $5.4B $5.2B $4.63B $4.21B
Total equity $4.99B $5.21B $5.64B $10.9B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $634.02M $545.73M $633.6M $79.51M
Cash from investing -$5.93B -$0.351B -$0.414B -$1.41B
Cash from financing $3.55B $0.758B -$0.452B $1.48B
Net change in cash -$1.74B $0.952B -$0.157B $0.135B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.