Follow-The-Filings

Security

Cogent Communications Hldgs · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 2 new 1 exit max 0.0% (D. E. Shaw & Co., Inc.)

owners 8
max % 0.0%
tracked value $152M
qoq N 2 A 5 R 1 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 738,815 $14M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 5,580,271 $120M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 426,280 $8M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 228,396 $4M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 209,909 $4M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 67,131 $1M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 20,000 $377 hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 14,900 $281 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 12,963 $279 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $940.92M $1.04B $975.77M
Gross profit * $396.69M $394.27M $440.8M
Gross margin * 42.2% 38.1% 45.2%
Net income -$182.17M
Net margin * -18.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $513.63M $482.1M $450.58M
Total non-current assets * $2.7B $2.69B $2.65B
Total assets $3.21B $3.17B $3.1B
Total current liabilities $373.32M $253.34M $220.84M
Total non-current liabilities * $2.23B $2.7B $2.94B
Total equity $609.56M $222.85M -$63.85M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $17.34M -$8.64M -$10.58M
Cash from investing $76.73M $21.49M -$87.57M
Cash from financing -$257.85M $105.92M $62.9M
Net change in cash -$162.13M $114.14M -$22.8M

ownership over time

filing count by report period · click a bar for that quarter’s holders