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14B Capital Management’s Cogent Communications CCOI Stock Holding History

14B Capital Management’s Portfolio CCOI Stock Details CCOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.67M Sell
170,000
-279,633
-62% -$8.25M 2.95% 11
2025
Q3 		$17.2M Sell
449,633
-54,367
-11% -$2.27M 10.09% 6
2025
Q2 		$24.3M Buy
504,000
+56,000
+13% +$2.84M 9.98% 4
2025
Q1 		$27.5M Buy
448,000
+196,000
+78% +$14.5M 11.44% 4
2024
Q4 		$19.4M Buy
252,000
+39,000
+18% +$3.11M 8.45% 5
2024
Q3 		$16.2M Buy
+213,000
New +$14.7M 7.25% 5

Other funds holding CCOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
HCM
Harspring Capital Management New York $53.7M AUM 23.29% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

14B Capital Management's CCOI Position: Q4 2025 in Review

14B Capital Management reduced its Cogent Communications (CCOI) stake by 62% in Q4 2025, selling an estimated $8.25M and leaving 170,000 shares worth $3.67M. The position accounts for 2.95% of the portfolio, ranked #11.

14B Capital Management first reported a position in CCOI in Q3 2024 and has held it in 6 quarters since. The position peaked at $27.5M in Q1 2025. 246 funds tracked by Wall St. Rank hold CCOI as of Q4 2025.

  • 14B Capital Management held 170,000 shares of Cogent Communications worth $3.67M as of Q4 2025.
  • 14B Capital Management sold 279,633 Cogent Communications shares in Q4 2025, an estimated $8.25M.
  • Cogent Communications made up 2.95% of 14B Capital Management's portfolio in Q4 2025, its #11 holding.
  • 14B Capital Management first reported a position in Cogent Communications in Q3 2024 and has held it in 6 quarters since.
  • 14B Capital Management's Cogent Communications position peaked at $27.5M in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Cogent Communications as of Q4 2025.

Based on 14B Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.