Cogent Comm Holdings Inc (CCOI) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Cogent Comm Holdings Inc (CCOI) following the 2026 Q2 hedge fund 13F filings?

As of today, CCOI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLC sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CCOI gained -18.5% vs +5.4% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Cogent Comm Holdings Inc (CCOI)

235 + Investors. Track Smart Money conviction in CCOI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CCOI

Based on 237 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds reduced or closed their CCOI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 74% of 3.0Y peak

74% of all-time peak

237 funds currently hold this stock — 74% of the 3.0-year high of 319 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 26% fewer funds vs a year ago

fund count last 6Q

82 fewer hedge funds hold CCOI compared to a year ago (-26% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 48% buying

126 buying138 selling

Last quarter: 138 funds reduced or exited vs 126 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 45 → 51 → 55 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new

144 out of 237 hedge funds have held CCOI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +14%, value -2%

Value

-2%

+13%

Last quarter: funds added +14% more shares while total portfolio value only changed -2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~41 new funds/quarter

48 → 45 → 51 → 55 → 41 new funds/Q

New funds entering each quarter: 45 → 51 → 55 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new

Entry-cohort mix of 254 holders: 172 (68%) are 2+ year veterans, 31 entered 1–2 years ago, and 51 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

43 of 230 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

2.2

out of 10

Low Exit Risk

Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	235	251	-6.37%
13F Shares	59M	52M	13.54%
Total Value	$1.09B	$1.11B	-2.14%
New Positions	39	55	-16
Increased Positions	86	88	-2
Closed Positions	55	75	-20
Reduced Positions	74	80	-6
Total Calls	13	14	-7.14%
Total Puts	11	9	22.22%
PUT/CALL Ratio	0.85	0.64	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

235

251

-6.37%

13F Shares

59M

52M

13.54%

Total Value

$1.09B

$1.11B

-2.14%

New Positions

-16

Increased Positions

-2

Closed Positions

-20

Reduced Positions

-6

Total Calls

-7.14%

Total Puts

22.22%

PUT/CALL Ratio

0.85

0.64

Neutral

Institutional Holders (2026 Q2)

235 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CCOI. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CCOI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Harspring Capital Management, LLC	15.49%	599,418	$8.3M
2	FourWorld Capital Management LLC	3.35%	265,500	$3.7M
3	Park West Asset Management LLC	2.94%	3,106,339	$43.1M
4	Newtyn Management, LLC	2.87%	1,655,895	$23.0M
5	Magnolia Group, LLC	2.86%	979,686	$13.6M
6	Turtle Creek Asset Management Inc.	2.28%	4,203,527	$58.3M
7	Palliser Capital (UK) Ltd	1.76%	236,393	$3.3M
8	AYAL Capital Advisors Ltd	1.50%	400,000	$5.6M
9	Broad Run Investment Management, LLC	1.41%	660,130	$9.2M
10	MYDA Advisors LLC	0.50%	240,000	$3.3M
11	HERALD INVESTMENT MANAGEMENT Ltd	0.46%	242,600	$3.4M
12	CenterBook Partners LP	0.34%	503,457	$7.0M
13	BlackBarn Capital Partners LP	0.29%	250,000	$3.5M
14	Salvus Wealth Management, LLC	0.27%	34,826	$483K
15	Prairieview Wealth Partners, LLC	0.27%	25,742	$357K
16	EdgePoint Investment Group Inc.	0.24%	2,283,378	$31.7M
17	Global Endowment Management, LP	0.22%	158,582	$2.2M
18	PDT Partners, LLC	0.22%	296,439	$4.1M
19	Crawford Fund Management, LLC	0.21%	99,100	$1.4M
20	Rangeley Capital, LLC	0.18%	14,000	$194K
21	Skylands Capital, LLC	0.17%	98,425	$1.4M
22	Granahan Investment Management, LLC	0.15%	302,653	$4.2M
23	Gilder Gagnon Howe & Co LLC	0.11%	783,783	$10.9M
24	Shrier Wealth Management, LLC	0.11%	23,453	$326K
25	Frontier Capital Management Co LLC	0.05%	382,608	$5.3M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Cogent Comm Holdings Inc (CCOI)

What does the Smart Money Trend signal show for CCOI?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their CCOI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CCOI?

More sellers than buyers — 48% buying: Last quarter: 138 funds reduced or exited vs 126 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CCOI holders?

Strong quality — 38% AUM from major funds: 43 of 230 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CCOI?

61% of holders stayed for 2+ years: 144 out of 237 hedge funds have held CCOI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cogent Comm Holdings Inc (CCOI) following the 2026 Q2 hedge fund 13F filings?

As of today, CCOI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLC sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CCOI has gained -18.5% vs +5.4% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Cogent Comm Holdings Inc (CCOI)

Smart Money Signals — CCOI

Selling streak — 4 quarters in a row

High ownership — 74% of 3.0Y peak

Outflows — 26% fewer funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-14 vs last Q)

61% of holders stayed for 2+ years

Buying through price weakness — shares +14%, value -2%

Steady discovery — ~41 new funds/quarter

Veteran-anchored — 68% veterans vs 20% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — CCOI

Hedge Fund Ownership: CCOI

Market Analysis: CCOI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CCOI

Is It Too Late to Buy Cogent Comm Holdings Inc (CCOI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CCOI

Statistics: CCOI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Cogent Comm Holdings Inc (CCOI)

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