Cogent Communications Holdings, Inc. (CCOI): A Bull Case Theory
We came across a bullish thesis on Cogent Communications Holdings, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen.
Cogent Communications Holdings Inc. (CCOI)
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Sector: Communications Services, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Magnolia Capital Fund Adam Peterson | 1,272,337 | $48,794,124 | +17% | 7.74% |
| 2. | Tyro Capital Management Dan Mcmurtrie | 935,287 | $35,868,256 | +47% | 13.32% |
| 3. | Harspring Capital Management Harry Gail | 875,000 | $33,556,250 | +3% | 12.85% |
| 4. | Newtyn Management Noah Levy And Eugene Dozortsev | 700,000 | $26,845,000 | +12% | 3.29% |
| 5. | 683 Capital Partners Ari Zweiman | 650,000 | $24,927,500 | +133% | 1.3% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.61 | 10,000 | $526,130.00 | 79,468 | 2024-06-11 | Filing | |
| $54.90 | 5,000 | $274,500.00 | 71,212 | 2022-11-09 | Filing | |
| $54.85 | 5,000 | $274,250.00 | 66,212 | 2022-11-09 | Filing | |
| $45.30 | 700 | $31,710.00 | 71,045 | 2017-12-05 | Filing | |
| $14.18 | 8,700 | $123,366.00 | 34,700 | 2010-01-07 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.79 | 4,800 | $94,992.00 | 33,800 | 2025-12-08 | Filing | |
| $20.34 | 4,000 | $81,340.80 | 19,267 | 2025-12-02 | Filing | |
| $0.00 | 2,400 | $0.00 | 38,600 | 2025-12-01 | Filing | |
| $21.34 | 2,400 | $51,220.56 | 10,012 | 2025-11-11 | Filing | |
| $36.99 | 2,400 | $88,776.00 | 36,200 | 2025-09-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,892,096 | $264,311,893 | 0% | |
| 2. | 5,362,821 | $205,664,186 | 0% | |
| 3. | 4,603,933 | $176,560,831 | 5.33% | |
| 4. | 2,281,878 | $87,510,021 | 0.65% | |
| 5. | 1,937,678 | $74,309,951 | 0% |
News See All
Wall Street Sees a 180% Upside to Cogent Communications (CCOI)
Cogent Communications Holdings, Inc. (NASDAQ:CCOI) is one of the best dividend stocks to buy.
12 Best Small-Cap Dividend Stocks To Buy
In a report dated September 4, 2025, Reuters mentioned how small-cap American stocks have been slow-moving for a long time.
Recurve Capital’s Updates on Cogent Communications Holdings (CCOI)
Recurve Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q3 2025 Earnings Call Transcript
Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q3 2025 Earnings Call Transcript November 6, 2025Cogent Communications Holdings, Inc. beats earnings expectations.
Alphyn Capital Management’s Views on Cogent Communications Holdings (CCOI)
Alphyn Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Expect Great Results From Cogent Communications Holdings (CCOI)?
Recurve Capital, an investment management company, released its second-quarter 2025 investor letter. Recurve had a strong second quarter. A copy of the letter can be downloaded here.
Cogent Communications Holdings, Inc. (CCOI): A Bull Case Theory
We came across a bullish thesis on Cogent Communications Holdings, Inc. on Compound & Fire’s Substack. In this article, we will summarize the bulls’ thesis on CCOI.
Madison Small Cap Fund: Cogent Communications (CCOI) is Experiencing Early Growing Pains
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q2 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Cogent Communications Holdings Second Quarter 2025 Earnings Conference Call.
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