Cohu, Inc.
US ˙ NasdaqGS ˙ US1925761066

SecurityCOHU / Cohu, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership130,107 shares
Latest Disclosed Value $ 3,027,465
Sei Investments Co reports 117.97% increase in ownership of COHU / Cohu, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 130,107 shares of Cohu, Inc. (US:COHU) valued at $3,027,590 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 59,690 shares of Cohu, Inc.. This represents a change in shares of 117.97% during the quarter. The current value of the position is $6,480,630 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F COHU COM 192576106 130,107 70,417 117.97 3,027 149.55 0.0030
2025-11-13 2025-09-30 13F COHU COM 192576106 59,690 -749 -1.24 1,214 4.39 0.0013
2025-08-14 2025-06-30 13F COHU COM 192576106 60,439 37,368 161.97 1,163 242.77 0.0013
2025-05-14 2025-03-31 13F/A-1 COHU COM 192576106 23,071 13,281 135.66 339 29.89 0.0004
2025-05-13 2025-03-31 13F COHU COM 192576106 22,835 13,045 451 0.0005
2025-02-11 2024-12-31 13F COHU COM 192576106 9,790 1,587 19.35 261 24.29 0.0003
2024-11-12 2024-09-30 13F COHU COM 192576106 8,203 -3,301 -28.69 211 -44.74 0.0003
2024-08-13 2024-06-30 13F COHU COM 192576106 11,504 -148,755 -92.82 381 -92.89 0.0005
2024-05-07 2024-03-31 13F COHU COM 192576106 160,259 16,159 11.21 5,341 4.75 0.0078
2024-02-14 2023-12-31 13F COHU COM 192576106 144,100 2,475 1.75 5,100 4.55 0.0082
2023-11-14 2023-09-30 13F COHU COM 192576106 141,625 18,439 14.97 4,878 -4.73 0.0088
2023-08-11 2023-06-30 13F COHU COM 192576106 123,186 -24,465 -16.57 5,120 -9.69 0.0089
2023-05-12 2023-03-31 13F COHU COM 192576106 147,651 -20,342 -12.11 5,668 5.27 0.0105
2023-02-10 2022-12-31 13F COHU COM 192576106 167,993 -99,852 -37.28 5,384 -22.03 0.0120
2022-11-14 2022-09-30 13F COHU COM 192576106 267,845 -67,805 -20.20 6,905 -25.86 0.0154
2022-08-15 2022-06-30 13F COHU COM 192576106 335,650 94,389 39.12 9,314 30.43 0.0201
2022-05-13 2022-03-31 13F COHU COM 192576106 241,261 25,253 11.69 7,141 -13.19 0.0144
2022-02-14 2021-12-31 13F COHU COM 192576106 216,008 1,304 0.61 8,226 19.98 0.0154
2021-11-12 2021-09-30 13F COHU COM 192576106 214,704 53,445 33.14 6,856 15.58 0.0144
2021-08-06 2021-06-30 13F COHU COM 192576106 161,259 902 0.56 5,932 -10.15 0.0132
2021-05-12 2021-03-31 13F COHU COM 192576106 160,357 131,854 462.60 6,602 508.48 0.0166
2021-02-08 2020-12-31 13F COHU COM 192576106 28,503 28,503 1,085 0.0028
2018-05-11 2018-03-31 13F COHU COM 192576106 0 -111 -100.00 0 -100.00
2018-02-08 2017-12-31 13F COHU COM 192576106 111 50 81.97 2 100.00 0.0000
2017-11-06 2017-09-30 13F COHU COM 192576106 61 61 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.