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AYAL Capital Advisors’s Cogent Communications CCOI Stock Holding History

AYAL Capital Advisors’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
2026
Q2 		$5.55M Buy
+400,000
New +$7.38M 1.5% 21
2025
Q1 		– Sell
-102,785
Closed -$7.92M – 46
2024
Q4 		$7.92M Buy
+102,785
New +$8.2M 2.03% 11
2024
Q3 		– Sell
-112,893
Closed -$6.37M – 35
2024
Q2 		$6.37M Buy
+112,893
New +$6.74M 2.42% 15

Other funds holding CCOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AYAL Capital Advisors's CCOI Position: Q2 2026 in Review

AYAL Capital Advisors opened a new position in Cogent Communications (CCOI) in Q2 2026: 400,000 shares worth $5.55M. The stake represents 1.5% of the portfolio and ranks #21 among its holdings. This is a return to the name: AYAL Capital Advisors previously reported a position in CCOI as recently as Q4 2024.

AYAL Capital Advisors first reported a position in CCOI in Q2 2024 and has held it in 3 quarters since. The position peaked at $7.92M in Q4 2024. 225 funds tracked by Wall St. Rank hold CCOI as of Q2 2026.

  • AYAL Capital Advisors held 400,000 shares of Cogent Communications worth $5.55M as of Q2 2026.
  • Cogent Communications was a new AYAL Capital Advisors position in Q2 2026.
  • Cogent Communications made up 1.5% of AYAL Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • AYAL Capital Advisors first reported a position in Cogent Communications in Q2 2024 and has held it in 3 quarters since.
  • AYAL Capital Advisors's Cogent Communications position peaked at $7.92M in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Cogent Communications as of Q2 2026.

Based on AYAL Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.