undamentalytics Newsletter

Cogent Communications Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Cogent Communications Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 116 institutions that filed 13F reports for both quarters added to or opened positions in Cogent Communications Holdings, and 116 cut or closed them. Together they sold a net 737K shares, −1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.1M shares (+11.2%); index fund managers were net buyers of 456K shares (+2.7%). 40 opened a new position and 44 sold out entirely.

Bought, Q2 2026 116 institutions, 40 of them new holders Sold, Q2 2026 116 institutions, 44 of them sold out
Net change, all compared −737K shares (−1.5%)
Net change, active managers +1.1M shares (+11.2%), 20 bought, 17 sold

Buyers versus sellers

institutions compared, 264
Active managers and hedge funds 20 bought · 17 sold · +1.1M
Index fund managers 6 bought · 3 sold · +456K
Other institutions 90 bought · 96 sold · −2.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Park West Asset Management LLC Hedge fund +1.2M +60.5% 3.1M $43.1M
Citadel Advisors LLC Hedge fund +746K +175.1% 1.2M $16.3M
State Street Corp Index funds +506K +22.3% 2.8M $38.6M
AQR Capital Management LLC Hedge fund +406K +193.3% 616K $8.5M
Ayal Capital Advisors Ltd +400K New position 400K $5.6M
Blackrock, Inc. Index funds +301K +4.3% 7.4M $102M
Gilder Gagnon Howe & Co LLC Active manager +284K +57.0% 784K $10.9M
Goldman Sachs Group Inc +260K +36.5% 973K $13.5M
Jump Financial, LLC +252K New position 252K $3.5M
BNP Paribas Financial Markets +250K +321.7% 328K $4.6M
Myda Advisors LLC +240K New position 240K $3.3M
Xtx Topco Ltd +191K +651.2% 220K $3.1M
Squarepoint Ops LLC Hedge fund +175K +341.1% 226K $3.1M
Y-Intercept (Hong Kong) Ltd +154K New position 154K $2.1M
Susquehanna International Group, LLP +151K +115.8% 281K $3.9M
Global Endowment Management, LP +140K +759.9% 159K $2.2M
Algert Global LLC Hedge fund +132K New position 132K $1.8M
Caxton Associates LLP Hedge fund +92K +174.4% 145K $2M
UBS Group AG +87K +20.3% 513K $7.1M
Schonfeld Strategic Advisors LLC Hedge fund +87K New position 87K $1.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley −1.3M −66.7% 628K $8.7M
Digitalbridge Group, Inc. −1.1M Sold out 0 —
Harspring Capital Management, LLC −488K −44.9% 599K $8.3M
D. E. Shaw & Co., Inc. Hedge fund −454K −61.5% 285K $4M
683 Capital Management, LLC Hedge fund −450K Sold out 0 —
FMR LLC Active manager −424K −71.9% 165K $2.3M
Vanguard Portfolio Management LLC Index funds −364K −13.2% 2.4M $33.1M
Magnolia Group, LLC −311K −24.1% 980K $13.6M
Boothbay Fund Management, LLC Hedge fund −261K −68.8% 118K $1.6M
Blackbarn Capital Partners LP −250K −50.0% 250K $3.5M
Walleye Capital LLC Hedge fund −227K −94.9% 12K $170,308
Jpmorgan Chase & Co −225K −45.7% 267K $3.5M
Jane Street Group, LLC −208K −74.9% 70K $966,312
Turtle Creek Asset Management Inc. −145K −3.3% 4.2M $58.3M
Bluefin Capital Management, LLC −132K Sold out 0 —
Millennium Management LLC Hedge fund −109K −47.8% 119K $1.7M
Palliser Capital (UK) Ltd −98K −29.3% 236K $3.3M
Man Group PLC Hedge fund −90K Sold out 0 —
Vanguard Capital Management LLC Index funds −83K −3.9% 2.0M $28.3M
Simplex Trading, LLC −77K −83.7% 15K $207,728

New positions

largest by value
InstitutionSharesValue June 30, 2026
Ayal Capital Advisors Ltd 400K $5.6M
Jump Financial, LLC 252K $3.5M
Myda Advisors LLC 240K $3.3M
Y-Intercept (Hong Kong) Ltd 154K $2.1M
Algert Global LLCHedge fund 132K $1.8M
Schonfeld Strategic Advisors LLCHedge fund 87K $1.2M
Acadian Asset Management LLCActive manager 57K $781,000
New Age Alpha Advisors, LLC 38K $523,443
Numerai Gp LLC 36K $504,816
Occudo Quantitative Strategies LP 34K $466,909

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Digitalbridge Group, Inc. 1.1M $21.5M
683 Capital Management, LLCHedge fund 450K $8.5M
Bluefin Capital Management, LLC 132K $2.5M
Man Group PLCHedge fund 90K $1.7M
Aristeia Capital, L.L.C.Hedge fund 59K $1.1M
Caption Management, LLC 55K $1M
Corient Private Wealth LP 48K $897,633
Navis Wealth Advisors, LLC 40K $744,180
Altfest L J & Co Inc 30K $570,684
Reaves W H & Co Inc 28K $529,366

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
223
Ten largest holders
59.7%
of 13F-reported shares
Index fund managers
37.2%
of 13F-reported shares
Active managers and hedge funds
23.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 20 17 6 5 +1.1M +11.2%
Index fund managers 6 3 0 0 +456K +2.7%
Other institutions 90 96 34 39 −2.3M −11.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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