[SCHEDULE 13G/A] Cohu Inc SEC Filing

Rhea-AI Filing Summary

What this filing says: Victory Capital Management reports it beneficially owns 4,158,817 shares of Cohu Inc common stock, equal to 8.94% of the outstanding shares.

Why it matters: That stake is large enough to be material for investors but the filer classifies itself as an investment adviser (IA) and certifies the shares are held in the ordinary course of business and not to change or influence control of Cohu. The filing also shows Victory Capital has sole voting power for 4,131,717 shares and sole dispositive power for 4,158,817 shares.

Positive

• Significant institutional backing: Victory Capital holds 4,158,817 shares, representing 8.94% of Cohu, which demonstrates notable investor interest.
• Passive intent declared: The filer certifies the shares are held in the ordinary course of business and not to change or influence control, reducing immediate governance risk.

Negative

• None.

Insights

Financial Analyst

TL;DR: A sizable institutional stake (8.94%) disclosed, but labeled passive — monitor for future activity.

This Schedule 13G/A shows an institutional investor with a materially large position in Cohu that is reported as passive. The stake of 4,158,817 shares represents meaningful ownership and gives Victory Capital substantial voting and dispositive authority in absolute terms, though the filer affirms it is not seeking to change control. For investors, the key takeaway is that an experienced asset manager holds a close to single-digit double-digit stake, which can affect liquidity and may be rebalanced over time.

Corporate Governance Expert

TL;DR: Ownership is material but classified as ordinary-course; no immediate governance change signaled.

The filing identifies Victory Capital as an investment adviser (IA) with sole voting power over 4,131,717 shares and dispositive power over 4,158,817 shares. Because the filer uses Schedule 13G (not 13D) and provides a certification that holdings are not intended to influence control, this disclosure indicates a passive, regulatory-reporting position rather than an activist move. Governance-sensitive investors should note the size of the holding and watch for any future amendment that might shift classification or intent.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Cohu Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

192576106

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 192576106

1

Names of Reporting Persons

Victory Capital Management, Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,131,717.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 4,158,817.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,158,817.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.94 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Cohu Inc
(b)	Address of issuer's principal executive offices: 12367 Crosthwaite Circle Poway, Ca 92064
Item 2.
(a)	Name of person filing: Victory Capital Management, Inc.
(b)	Address or principal business office or, if none, residence: 15935 La Cantera Pkwy San Antonio, TX 78256
(c)	Citizenship: New York
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 192576106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 4,158,817
(b)	Percent of class: 8.94 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 4,131,717
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 4,158,817
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Victory Capital Management, Inc.

Signature:	Barry Garrett
Name/Title:	Chief Compliance Officer
Date:	08/08/2025

FAQ

How many COHU shares does Victory Capital own?

Victory Capital beneficially owns 4,158,817 shares of Cohu common stock.

What percentage of COHU does Victory Capital hold?

The position represents 8.94% of the outstanding class of Cohu common stock.

Does Victory Capital have voting power over its COHU shares?

Yes. The filing reports sole voting power for 4,131,717 shares and shared voting power of 0.

Is the stake held to influence control of COHU?

No. The filing certifies the shares are held in the ordinary course of business and not to change or influence control.

What type of filer is Victory Capital in this filing?

Victory Capital is classified as an investment adviser (IA) in the Schedule 13G/A.