Intrinsic Edge Capital Management’s Cohu COHU Stock Holding History

Intrinsic Edge Capital Management’s Portfolio COHU Stock Details COHU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.57M	Buy	+116,000	New	+$5.8M	0.89%	51
2022 Q1	–	Sell	-305,099	Closed	-$11.6M	–	187
2021 Q4	$11.6M	Buy	+305,099	New	+$10.5M	0.74%	49
2019 Q4	–	Sell	-122,941	Closed	-$1.66M	–	140
2019 Q3	$1.66M	Buy	+122,941	New	+$1.71M	0.19%	126
2018 Q2	–	Sell	-73,000	Closed	-$1.67M	–	152
2018 Q1	$1.67M	Sell	73,000 -57,000	-44%	-$1.27M	0.25%	94
2017 Q4	$2.85M	Buy	+130,000	New	+$3.1M	0.5%	56
2017 Q3	–	Sell	-84,148	Closed	-$1.32M	–	120
2017 Q2	$1.32M	Hold	84,148	–	–	0.41%	78
2017 Q1	$1.55M	Buy	+84,148	New	+$1.28M	0.48%	69

Other funds holding COHU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Intrinsic Edge Capital Management's COHU Position: Q2 2026 in Review

Intrinsic Edge Capital Management opened a new position in Cohu (COHU) in Q2 2026: 116,000 shares worth $8.57M. The stake represents 0.89% of the portfolio and ranks #51 among its holdings. This is a return to the name: Intrinsic Edge Capital Management previously reported a position in COHU as recently as Q4 2021.

Intrinsic Edge Capital Management first reported a position in COHU in Q1 2017 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2021. 349 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

Intrinsic Edge Capital Management held 116,000 shares of Cohu worth $8.57M as of Q2 2026.
Cohu was a new Intrinsic Edge Capital Management position in Q2 2026.
Cohu made up 0.89% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #51 holding.
Intrinsic Edge Capital Management first reported a position in Cohu in Q1 2017 and has held it in 7 quarters since.
Intrinsic Edge Capital Management's Cohu position peaked at $11.6M in Q4 2021.
349 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.