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Cogent Communications Holdings, Inc.

CCOI Communication Services
$19 +$0.69 (3.77%)
Market Cap: $907.32 M
Gurus Holding
3
Popularity Rank
#2965
% of Shares Held
0.28%
Net Activity (Q4 2025)
-$2.14 M

Guru Ownership Trend

Guru Analysis for Cogent Communications Holdings, Inc. (CCOI)

Cogent Communications Holdings, Inc. (CCOI), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.5 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.14 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 52.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$279,482
Total Buy Value
New Buys 1
Additions 0
-$2.42 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
1

FAQs for Cogent Communications Holdings, Inc. (CCOI)

Major holders include Renaissance Technologies (RenTech) ($1.92 M), Cliff Asness ($641,022), Ray Dalio ($279,482). According to the latest reported data, 3 tracked investment managers collectively hold approximately 131,726 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.14 M, with 1 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited CCOI. The total reported sell value was $2.42 M.

Yes, 1 managers opened new positions in CCOI, and 0 increased their existing holdings. The total reported buy value was $279,482.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Reduce -52.6% 89,031 $1.92 M Q4 2025
0.00% Reduce -7.4% 29,732 $641,022 Q4 2025
0.00% New Buy 12,963 $279,482 Q4 2025
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