Cliff Asness's CCOI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 29,732 shares of Cogent Communications Holdings, Inc. (CCOI) worth $641,022, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in CCOI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 45,101 shares. Largest reduction occurred in Q4 2020, reducing 20,119 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Cogent Communications Holdings (CCOI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cogent Communications Holdings (CCOI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,391 | Reduce 7.44% | 29,732 | $21.56 |
| Q3 2025 | +27,075 | Add 536.35% | 32,123 | $38.35 |
| Q2 2025 | +1,750 | Add 53.06% | 5,048 | $48.21 |
| Q1 2025 | +3,298 | New Buy | 3,298 | $61.31 |
| Q1 2023 | -4,015 | Sold Out | 0 | $0.00 |
| Q4 2022 | +4,015 | New Buy | 4,015 | $57.08 |
| Q2 2022 | -3,073 | Sold Out | 0 | $0.00 |
| Q1 2022 | +3,073 | New Buy | 3,073 | $66.38 |
| Q4 2021 | -6,987 | Sold Out | 0 | $0.00 |
| Q3 2021 | +1,241 | Add 21.60% | 6,987 | $70.85 |
| Q2 2021 | +2,485 | Add 76.20% | 5,746 | $76.92 |
| Q1 2021 | -17,599 | Reduce 84.37% | 3,261 | $68.69 |
| Q4 2020 | -20,119 | Reduce 49.10% | 20,860 | $59.88 |
| Q3 2020 | -18,255 | Reduce 30.82% | 40,979 | $60.06 |
| Q2 2020 | +2,794 | Add 4.95% | 59,234 | $77.35 |
| Q1 2020 | +45,101 | Add 397.75% | 56,440 | $81.96 |
| Q4 2019 | -3,237 | Reduce 22.21% | 11,339 | $65.79 |
| Q3 2019 | +5,327 | Add 57.60% | 14,576 | $55.09 |
| Q2 2019 | +2,704 | Add 41.31% | 9,249 | $59.36 |
| Q1 2019 | +6,545 | New Buy | 6,545 | $54.24 |
| Q4 2018 | -3,829 | Sold Out | 0 | $0.00 |
| Q3 2018 | +76 | Add 2.03% | 3,829 | $55.89 |
| Q2 2018 | -1,637 | Reduce 30.37% | 3,753 | $53.29 |
| Q1 2018 | -4,093 | Reduce 43.16% | 5,390 | $43.41 |
| Q4 2017 | +9,483 | New Buy | 9,483 | $45.34 |
| Q1 2017 | -9,129 | Sold Out | 0 | $0.00 |
| Q4 2016 | -2,649 | Reduce 22.49% | 9,129 | $41.30 |
| Q3 2016 | +4,392 | Add 59.46% | 11,778 | $36.85 |
| Q2 2016 | +7,386 | New Buy | 7,386 | $40.08 |
| Q2 2015 | -8,919 | Sold Out | 0 | $0.00 |
| Q1 2015 | -4,800 | Reduce 34.99% | 8,919 | $35.32 |
| Q4 2014 | -3,200 | Reduce 18.91% | 13,719 | $35.43 |
| Q3 2014 | -18,300 | Reduce 51.96% | 16,919 | $33.63 |
| Q2 2014 | -6,400 | Reduce 15.38% | 35,219 | $34.56 |
| Q1 2014 | +8,100 | Add 24.17% | 41,619 | $35.54 |
| Q4 2013 | +305 | Add 0.92% | 33,519 | $40.42 |
| Q2 2013 | +33,214 | Add 0.00% | 33,214 | $28.15 |
| Q4 2012 | +18,114 | Add 0.00% | 18,114 | $22.63 |
Cliff Asness's Cogent Communications Holdings Investment FAQs
Cliff Asness first purchased Cogent Communications Holdings, Inc. (CCOI) in Q4 2012, acquiring 18,114 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Cogent Communications Holdings, Inc. (CCOI) for 40 quarters since Q4 2012.
Cliff Asness's largest addition to Cogent Communications Holdings, Inc. (CCOI) was in Q1 2020, adding 56,440 shares worth $4.63 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 29,732 shares of Cogent Communications Holdings, Inc. (CCOI), valued at approximately $641,022.
As of the Q4 2025 filing, Cogent Communications Holdings, Inc. (CCOI) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Cogent Communications Holdings, Inc. (CCOI) was 59,234 shares, as reported at the end of Q2 2020.