Cogent Communications Holdings, Inc. (CCOI)

About Cogent Communications Holdings, Inc.

Cogent carries over one-fifth of the world's internet traffic on its network, providing high-capacity services to businesses. Cogent's netcentric customers, which contribute nearly half of total revenue, include internet service providers and content providers, to which Cogent provides internet transit service. They hand traffic to Cogent in data centers and rely on Cogent to deliver it. About half of netcentric revenue is from outside the US. Cogent's corporate customers are in high-rise office buildings, where the firm provides two types of connections: dedicated internet access, which connects them to the internet, and virtual private networking. Cogent's corporate customers are exclusively in North America and account for about 40% of the firm's revenue.

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 218 institutions reported holding CCOI, with 47.2 million shares worth $654.7 million in aggregate. The largest reported holder was BlackRock, with 7.4 million shares worth $102.4 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

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