COGENT COMMUNICATIONS HOLDINGS, INC.(CCOI)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,283 of 2,879 stocks
View Communication Services peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CCOI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores CCOI at 32.2/100 on a 32-signal composite quality model, placing it at rank #2,283 of 2,879 stocks — the bottom half of the AI-ranked universe. CCOI scores in the top quartile across institutional flow (89.9). Areas of concern include free cash flow (14.5) and profitability (15.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 35.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), COGENT COMMUNICATIONS HOLDINGS, INC. reports quarterly revenue of $239.2M, net income of $-39.5M, free cash flow of $-31.4M. Top institutional holders of CCOI by reported 13-F value include Turtle Creek Asset Management, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. CCOI trades on the Nasdaq exchange and files with the SEC under CIK 1158324. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CCOI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COGENT COMMUNICATIONS HOLDINGS, INC. directly from SEC EDGAR. COGENT COMMUNICATIONS HOLDINGS, INC.'s 13F Pro composite quality score has ranged between 23 and 32 since 2026, currently 32.2 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.
Revenue
Q1 2026
$239.2M
Net Income
Q1 2026
$-39.5M
Free Cash Flow
Q1 2026
$-31.4M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-5.8% YoYNet Income
+10.7% YoYOperating Income
+48.9% YoYEPS (Diluted)
+11.2% YoYTotal Assets
-2.3% YoYTotal Debt
+18.8% YoYOp. Cash Flow
-22.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $975.8M -5.8% | $1.04B +10.1% | $940.9M +56.9% | $599.6M +1.7% | $589.8M +3.8% | $568.1M |
| Net Income | $-182.2M +10.7% | $-204.1M -116.0% | $1.27B | — | — | — |
| Operating Income | $-101.1M +48.9% | $-197.6M -52.8% | $-129.3M -213.5% | $114.0M -4.4% | $119.2M +11.5% | $106.9M |
| EPS (Diluted) | $-3.80 +11.2% | $-4.28 -116.1% | $26.62 +24100.0% | $0.11 -89.3% | $1.03 +692.3% | $0.13 |
| Total Assets | $3.10B -2.3% | $3.17B -1.2% | $3.21B +217.9% | $1.01B +2.6% | $984.6M -1.6% | $1.00B |
| Total Debt | $1.73B +18.8% | $1.46B +53.3% | $950.0M +0.0% | $950.0M +5.8% | $897.8M +1.8% | $882.0M |
| Operating Cash Flow | $-10.6M -22.4% | $-8.6M -149.8% | $17.3M -90.0% | $173.7M +2.0% | $170.3M +21.3% | $140.3M |
Get alerted when CCOI's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for COGENT COMMUNICATIONS HOLDINGS, INC. including:
Top Institutional Holders of CCOI
Turtle Creek Asset Management Inc.
$155.5M8,252,844 shBlackRock, Inc.
$133.3M7,075,372 shVANGUARD PORTFOLIO MANAGEMENT LLC
$51.8M2,748,759 shEdgePoint Investment Group Inc.
$43.0M2,283,378 shSTATE STREET CORP
$42.8M2,273,265 shVANGUARD CAPITAL MANAGEMENT LLC
$40.0M2,120,531 shPark West Asset Management LLC
$36.5M1,935,201 shMORGAN STANLEY
$35.5M1,883,072 shNewtyn Management, LLC
$30.1M1,600,000 shTyro Capital Management LLC
$30.1M1,600,000 sh
| Fund | Value | Shares |
|---|---|---|
| Turtle Creek Asset Management Inc. | $155.5M | 8,252,844 |
| BlackRock, Inc. | $133.3M | 7,075,372 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $51.8M | 2,748,759 |
| EdgePoint Investment Group Inc. | $43.0M | 2,283,378 |
| STATE STREET CORP | $42.8M | 2,273,265 |
| VANGUARD CAPITAL MANAGEMENT LLC | $40.0M | 2,120,531 |
| Park West Asset Management LLC | $36.5M | 1,935,201 |
| MORGAN STANLEY | $35.5M | 1,883,072 |
| Newtyn Management, LLC | $30.1M | 1,600,000 |
| Tyro Capital Management LLC | $30.1M | 1,600,000 |
More Communication Services Companies
View all Communication Services →Put CCOI on your watchlist
Track score changes the day COGENT COMMUNICATIONS HOLDINGS, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is CCOI a good stock to buy?
13F Pro's AI-powered analysis of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CCOI are available on the CCOI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own CCOI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CCOI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COGENT COMMUNICATIONS HOLDINGS, INC.'s investment landscape.