Needham Investment Management’s Cohu COHU Stock Holding History

Needham Investment 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	$3.7M	Sell	50,000 -80,000	-62%	-$4M	0.11%	131
2026 Q1	$3.98M	Sell	130,000 -15,000	-10%	-$440K	0.2%	107
2025 Q4	$3.37M	Buy	145,000 +27,000	+23%	+$619K	0.21%	99
2025 Q3	$2.4M	Hold	118,000	–	–	0.17%	110
2025 Q2	$2.27M	Hold	118,000	–	–	0.18%	102
2025 Q1	$1.74M	Hold	118,000	–	–	0.16%	105
2024 Q4	$3.15M	Buy	118,000 +38,000	+48%	+$994K	0.24%	95
2024 Q3	$2.06M	Buy	80,000 +45,000	+129%	+$1.26M	0.16%	105
2024 Q2	$1.16M	Buy	+35,000	New	+$1.09M	0.1%	124
2022 Q3	–	Sell	-125,000	Closed	-$3.47M	–	119
2022 Q2	$3.47M	Sell	125,000 -25,000	-17%	-$690K	0.65%	50
2022 Q1	$4.44M	Buy	+150,000	New	+$4.79M	0.64%	53
2021 Q4	–	Sell	-30,000	Closed	-$958K	–	121
2021 Q3	$958K	Sell	30,000 -15,000	-33%	-$510K	0.13%	94
2021 Q2	$1.66M	Buy	+45,000	New	+$1.79M	0.24%	72
2020 Q4	–	Sell	-251,383	Closed	-$4.32M	–	111
2020 Q3	$4.32M	Sell	251,383 -23,617	-9%	-$413K	0.86%	43
2020 Q2	$4.77M	Buy	275,000 +175,000	+175%	+$2.7M	1.02%	38
2020 Q1	$1.24M	Sell	100,000 -37,500	-27%	-$765K	0.35%	67
2019 Q4	$3.14M	Buy	137,500 +2,500	+2%	+$44.9K	0.86%	37
2019 Q3	$1.82M	Buy	135,000 +25,000	+23%	+$347K	0.59%	38
2019 Q2	$1.7M	Buy	110,000 +10,000	+10%	+$155K	0.56%	46
2019 Q1	$1.48M	Buy	+100,000	New	+$1.7M	0.5%	43
2017 Q2	–	Sell	-15,000	Closed	-$277K	–	100
2017 Q1	$277K	Sell	15,000 -25,000	-63%	-$379K	0.07%	98
2016 Q4	$556K	Buy	40,000 +15,000	+60%	+$183K	0.14%	81
2016 Q3	$294K	Buy	+25,000	New	+$276K	0.08%	84

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

Needham Investment Management's COHU Position: Q2 2026 in Review

Needham Investment Management reduced its Cohu (COHU) stake by 62% in Q2 2026, selling an estimated $4M and leaving 50,000 shares worth $3.7M. The position accounts for 0.11% of the portfolio, ranked #131.

Needham Investment Management first reported a position in COHU in Q3 2016 and has held it in 23 quarters since. The position peaked at $4.77M in Q2 2020. 348 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

Needham Investment Management held 50,000 shares of Cohu worth $3.7M as of Q2 2026.
Needham Investment Management sold 80,000 Cohu shares in Q2 2026, an estimated $4M.
Cohu made up 0.11% of Needham Investment Management's portfolio in Q2 2026, its #131 holding.
Needham Investment Management first reported a position in Cohu in Q3 2016 and has held it in 23 quarters since.
Needham Investment Management's Cohu position peaked at $4.77M in Q2 2020.
348 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.