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Cogent Communications Holdings, Inc.

CCOI Communication Services
$19.2 +$1.04 (5.73%)
Market Cap: $917.19 M
Gurus Holding
4
Popularity Rank
#2546
% of Shares Held
0.91%
Net Activity (Q1 2026)
+$5.71 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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.39 M.

Top institutional holders include Cliff Asness and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $5.71 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 606.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 24.6%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$6.4 M
Total Buy Value
New Buys 2
Additions 1
-$692,077.99
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Cogent Communications Holdings, Inc. (CCOI)

Major holders include Cliff Asness ($3.95 M), Paul Tudor Jones ($2.63 M), Renaissance Technologies (RenTech) ($1.26 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 436,732 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.71 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited CCOI. The total reported sell value was $692,077.99.

Yes, 2 managers opened new positions in CCOI, and 1 increased their existing holdings. The total reported buy value was $6.4 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Add 606.0% 209,909 $3.95 M Q1 2026
0.00% New Buy 139,692 $2.63 M Q1 2026
0.00% Reduce -24.6% 67,131 $1.26 M Q1 2026
0.00% New Buy 20,000 $376,800 Q1 2026
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