TwinBeech Capital’s Cogent Communications CCOI Stock Holding History

TwinBeech Capital’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	$247K	Buy	17,769 +1,369	+8%	+$25.2K	0.04%	316
2026 Q1	$309K	Sell	16,400 -2,073	-11%	-$45.7K	0.03%	450
2025 Q4	$398K	Buy	+18,473	New	+$545K	0.03%	438
2025 Q2	–	Sell	-51,837	Closed	-$3.18M	–	677
2025 Q1	$3.18M	Buy	+51,837	New	+$3.82M	0.06%	322
2021 Q1	–	Sell	-9,068	Closed	-$543K	–	472
2020 Q4	$543K	Buy	9,068 +3,261	+56%	+$193K	0.09%	272
2020 Q3	$349K	Sell	5,807 -557	-9%	-$40.6K	0.08%	323
2020 Q2	$492K	Buy	+6,364	New	+$515K	0.11%	234

Other funds holding CCOI

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TwinBeech Capital's CCOI Position: Q2 2026 in Review

TwinBeech Capital increased its Cogent Communications (CCOI) stake by 8.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 17,769 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #316.

TwinBeech Capital first reported a position in CCOI in Q2 2020 and has held it in 7 quarters since. The position peaked at $3.18M in Q1 2025. 224 funds tracked by Wall St. Rank hold CCOI as of Q2 2026.

TwinBeech Capital held 17,769 shares of Cogent Communications worth $247K as of Q2 2026.
TwinBeech Capital bought 1,369 Cogent Communications shares in Q2 2026, an estimated $25.2K.
Cogent Communications made up 0.04% of TwinBeech Capital's portfolio in Q2 2026, its #316 holding.
TwinBeech Capital first reported a position in Cogent Communications in Q2 2020 and has held it in 7 quarters since.
TwinBeech Capital's Cogent Communications position peaked at $3.18M in Q1 2025.
224 funds tracked by Wall St. Rank held Cogent Communications as of Q2 2026.

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