Victory Capital Amends Cohu Stake, Signals Continued Interest

TL;DR

**Victory Capital updated its Cohu stake, showing continued institutional ownership.**

AI Summary

Victory Capital Management Inc. filed an amended SC 13G/A on February 6, 2024, disclosing its ownership of Cohu Inc. common stock as of December 31, 2023. This amendment, filed under Rule 13d-1(b), indicates a change in their beneficial ownership. For investors, this filing is important because it shows that a significant institutional investor, Victory Capital, continues to hold a position in Cohu, signaling their ongoing confidence or strategic interest in the company.

Why It Matters

This filing updates the public on Victory Capital Management Inc.'s beneficial ownership in Cohu Inc., providing transparency on institutional investor activity which can influence market sentiment.

Risk Assessment

Risk Level: low — This is a routine amendment filing by an institutional investor, indicating no immediate or significant risk to the company or its shareholders.

Analyst Insight

An investor should note that Victory Capital Management Inc. continues to hold a position in Cohu Inc. as of December 31, 2023. While this filing doesn't disclose the exact number of shares or percentage owned, it confirms ongoing institutional interest. Smart investors might research Victory Capital's investment thesis or other institutional holdings in Cohu to understand broader market sentiment.

Key Players & Entities

• Victory Capital Management Inc. (company) — the reporting person filing the SC 13G/A
• Cohu Inc. (company) — the subject company whose stock is being reported
• New York (company) — place of organization for Victory Capital Management Inc.
• December 31, 2023 (date) — the date of the event requiring the filing
• February 6, 2024 (date) — the filing date of the SC 13G/A

FAQ

Filing Documents

• cohu13ga1_123123.htm (SC 13G/A) — 41KB
• 0001040188-24-000010.txt ( ) — 43KB

If this statement is filed

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) x 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) ¨ Group, in accordance with §240.13d-1(b)(1)(ii)(J).

Ownership

Item 4. Ownership. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned: 2971600 (b) Percent of class: 6.26% (c) Number of shares as to which the person has: (i) Sole power to vote or to direct the vote: 2,955,729 (ii) Shared power to vote or to direct the vote: 0 (iii) Sole power to dispose or to direct the disposition of: 2971600 (iv) Shared power to dispose or to direct the disposition of: 0 Instruction . For computations regarding securities which represent a right to acquire an underlying security see §240.13d-3(d)(1).

Ownership of Five Percent

Item 5. Ownership of Five Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial

Ownership of More than

Item 6. Ownership of More than Five Percent on Behalf of Another Person. The clients of Victory Capital Management Inc., including investment companies registered under the Investment Company Act of 1940 and separately managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the class of securities reported herein. No client has the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, more than 5% of such class.

Identification and Classification

Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company. Not applicable

Identification and Classification

Item 8. Identification and Classification of Members of the Group. Not applicable.

Notice of Dissolution

Item 9. Notice of Dissolution of Group. Not applicable.

Certification

Item 10. Certification. (a) The following certification shall be included if the statement is filed pursuant to §240.13d-1(b): 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. CUSIP No. 192576106 13G Page 4 of 4 Pages 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. 2/6/2024 Date /s/ Barry Garrett Signature Barry Garrett/ Chief Compliance Officer Name/Title

View Full Filing

View this SC 13G/A filing on SEC EDGAR