§ TELECOMMUNICATION
USD · TelecommunicationCCOI
COGENT COMMUNICATIONS HOLDIN
USDSector · TelecommunicationBeta · 0.89
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
128 increased/new, 78 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 16.95 | EPS (TTM) | -3.82 |
| Dividend | 8.61% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 7.1M | 0.0% | −2% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 4.3M | n/a | +8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.7M | n/a | n/a |
| EdgePoint Investment Group Inc. | 2.3M | 0.3% | ±0% |
| State Street | 2.3M | 0.0% | +10% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for CCOI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER94.5% · 0 holders
OTHER3.7% · 165 holders
PASSIVE / INDEX0.8% · 7 holders
DEALER / BANK0.6% · 28 holders
TACTICAL / MACRO0.1% · 3 holders
QUALITY / COMPOUNDER0.1% · 12 holders
SYSTEMATIC / QUANT0.1% · 6 holders
INCOME / DEFENSIVE0.1% · 19 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CCOI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CCOI yet.