Follow-The-Filings

Security

COHU

Cohu Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

11 owners 1 exit max 0.0% (First Eagle Investment Ma...)

grid → activity →
owners 11
max % 0.0%
tracked value $191M
qoq A 6 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
First Eagle Investment Management, LLC 2026 Q1 0.0% — 474,068 $15M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 541,922 $13M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 688,003 $21M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 544,991 $17M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 4,361,164 $101M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 311,931 $10M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 207,552 $6M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 103,701 $3M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 84,500 $3M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce 0.00 pp 46,714 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 44,341 $1M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 30,192 $703 hist

11 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $636.32M $401.78M $452.96M
Gross profit — — —
Gross margin — — —
Net income $28.16M -$69.82M -$74.27M
Net margin * 4.4% -17.4% -16.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $638.82M $534.31M $749.99M
Total non-current assets * $511.53M $465.11M $492.99M
Total assets $1.15B $999.42M $1.24B
Total current liabilities $103.42M $85.18M $109.08M
Total non-current liabilities — — —
Total equity $950.17M $856.89M $785.54M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $101.47M $2.78M $31.69M
Cash from investing -$30.21M $21.92M -$257.02M
Cash from financing -$68.14M -$59.04M $246.33M
Net change in cash $3.18M -$39.12M $20.65M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders