Cogent Communications Holdings, Inc. (CCOI): A Bull Case Theory
We came across a bullish thesis on Cogent Communications Holdings, Inc. on Rorschach Stocks’s Substack. In this article, we will summarize the bulls’ thesis on CCOI.
Cogent Communications Holdings Inc. (CCOI)
Market is closed
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. | Harspring Capital Management Harry Gail | 1,402,500 | $30,237,900 | +61% | 11.22% |
| 2. | Magnolia Capital Fund Adam Peterson | 1,246,337 | $26,871,026 | -3% | 4.43% |
| 3. | 1,000,000 | $21,560,000 | 3.99% | ||
| 4. | Palliser Capital James Smith | 426,184 | $9,188,527 | +95% | 6.26% |
| 5. | Walleye Capital Will England | 101,408 | $2,186,356 | +59% | 0.01% |
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 |
|---|---|---|---|---|---|---|
| $23.99 | 7,300 | $175,127.00 | 88,200 | 2025-12-11 | Filing | |
| $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 |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,191,017 | $155,038,337 | 0% | |
| 2. | 5,580,271 | $120,310,643 | 0% | |
| 3. | 4,036,847 | $87,034,421 | 3.83% | |
| 4. | 2,070,132 | $44,632,046 | 0% | |
| 5. | 1,252,451 | $27,002,865 | 0% |
News See All
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Cogent Communications Holdings Inc. (NASDAQ:CCOI) ranks among the best telecom stocks to invest in.
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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.
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.
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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.
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