Cogent Communications Holdin (CCOI) 13F Filing Data & Analysis (Q2 2026)

CCOI ranks #2685 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CCOI is a top-conviction position for Harspring Capital Management, LLC — at 15.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CCOI belongs to BlackRock, Inc., but the position matters far more to Harspring Capital Management, LLC, who has 15.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Park West Asset Management LLC has added to its CCOI position for two straight quarters, increasing it by $12.7M to reach $43.1M today.

BlackRock has trimmed its CCOI position for two straight quarters, cutting it by $52.7M while still holding $102.4M.

CCOI is up 13.4% today, but institutions show net selling of $47.4M this quarter — a divergence between today's price move and the underlying institutional flow.

CCOI reported a net loss of $45.2M over the trailing twelve months.

• Not yet profitable — net loss of $45.2M over the trailing twelve months
• Revenue grew 8.0% year over year
• Net income improved year over year, from -$216.3M to -$45.2M
• Operating cash flow was negative, using $10.6M in cash
• Current ratio of 2.04x — enough short-term assets to cover short-term liabilities
• Total liabilities currently exceed total assets (negative shareholder equity)