Cogent Communications Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Cogent Communications Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report5 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, Europe, Asia, South America, Australia, and Africa. The company offers on-net Internet access and private network services to law firms, financial services firms, and advertising and marketing firms, as well as heath care providers, educational institutions and other professional services businesses, other Internet service providers, telephone companies, cable television companies, Web hosting companies, media service providers, mobile phone operators, content delivery network companies, and commercial content and application service providers. It also provides Internet access and private network services to customers that are not located in buildings directly connected to its network; and on-net services to customers located in buildings that are physically connected to its network. In addition, the company offers off-net services to corporate customers using other carriers' circuits to provide the last mile portion of the link from the customers' premises to the network. Further, it operates data centers that allow its customers to collocate their equipment and access the network. The company operates 54 data centers and provides facilities to 3,035 buildings and on-net services to 1,817 to multi-tenant office buildings. It serves primarily to small and medium-sized businesses, communications service providers, and other bandwidth-intensive organizations. Cogent Communications Holdings, Inc. was founded in 1999 and is headquartered in Washington, the District of Columbia.
Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, Europe, Asia, South America, Australia, and Africa. The company offers on-net Internet access and private network services to law firms, financial services firms, and advertising and marketing firms, as well as heath care providers, educational institutions and other professional services businesses, other Internet service providers, telephone companies, cable television companies, Web hosting companies, media service providers, mobile phone operators, content delivery network companies, and commercial content and application service providers. It also provides Internet access and private network services to customers that are not located in buildings directly connected to its network; and on-net services to customers located in buildings that are physically connected to its network. In addition, the company offers off-net services to corporate customers using other carriers' circuits to provide the last mile portion of the link from the customers' premises to the network. Further, it operates data centers that allow its customers to collocate their equipment and access the network. The company operates 54 data centers and provides facilities to 3,035 buildings and on-net services to 1,817 to multi-tenant office buildings. It serves primarily to small and medium-sized businesses, communications service providers, and other bandwidth-intensive organizations. Cogent Communications Holdings, Inc. was founded in 1999 and is headquartered in Washington, the District of Columbia.
Annual filing, covered
10-K parsed · Feb 20 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 20 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 6
Same SEC industry code: EchoStar Corp, Viasat Inc, Calix, Inc and 3 more; of Cogent Communications Holdings, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: EchoStar Corp, Viasat Inc, Calix, Inc and 3 more; of Cogent Communications Holdings, Inc.'s 6 closest co-movers, none share that code.
−15.23%
vs ±22.1% implied · ×0.69
shaded = implied · ▲▼ = realized
Cogent Communications Holdings, Inc.
6.05
−0.69 · −10.30%
post 6.06 +0.23%
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $102.4M | 15.20% | +4.25% |
| Turtle Creek | $58.3M | 8.66% | −3.34% |
| Park West | $43.1M | 6.40% | +60.52% |
| State Streetindex-like | $38.6M | 5.73% | +22.26% |
| Vanguard Portfolioindex-like | $33.1M | 4.92% | −13.24% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $102.4M | 15.20% | +4.25% |
| Turtle Creek | $58.3M | 8.66% | −3.34% |
| Park West | $43.1M | 6.40% | +60.52% |
| State Streetindex-like | $38.6M | 5.73% | +22.26% |
| Vanguard Portfolioindex-like | $33.1M | 4.92% | −13.24% |
Bull2
Bear2
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Tall tick = annual report · Source: EDGAR
Largest filed tie
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Expected move
Inputs8Q avg ±19.0%·×0.50·cheap
straddle ±31.3%
spot 6.05exp Nov 20ATM strike 5ATM straddle 2.23IV 213%