Taylor Frigon Capital Management fully exited its position in Cogent Communications Holdings (NASDAQ:CCOI) in the fourth quarter, selling 73,271 shares worth about $2.81 million.
According to an SEC filing dated January 23, Taylor Frigon Capital Management LLC sold its entire stake in Communications Holdings (NASDAQ:CCOI), reducing its holdings by 73,271 shares. The quarter-end position value in Cogent Communications Holdings declined by $2.81 million.
Top holdings after the filing:
NASDAQ:ALAB: $4.34 million (2.2% of AUM)
NASDAQ:CRDO: $4.34 million (2.2% of AUM)
NASDAQ:MDB: $3.81 million (1.9% of AUM)
NASDAQ:MPWR: $3.71 million (1.9% of AUM)
NASDAQ:TSEM: $3.49 million (1.8% of AUM)
As of January 23, shares of Cogent Communications Holdings were priced at $24.29, down a staggering 65.4% over the prior year and vastly underperforming the S&P 500’s roughly 14% gain in the same period.
Metric
Value
Revenue (TTM)
$987.53 million
Net income (TTM)
($194.71 million)
Dividend yield
12.6%
Price (as of January 23, 2026)
$24.29
Cogent Communications provides high-speed internet access, private network services, and data center colocation across multiple continents, with revenue primarily from connectivity and network solutions.
The company operates a network-centric business model, generating income through recurring service contracts and colocation fees for bandwidth-intensive organizations.
It serves small and medium-sized businesses, communications service providers, and enterprises requiring reliable, high-capacity data connectivity.
Cogent Communications Holdings is a global provider of internet access and network services, operating 54 data centers and connecting thousands of commercial buildings. The company leverages its extensive network infrastructure to deliver scalable, high-availability solutions for bandwidth-intensive clients. Its focus on recurring service revenue and broad geographic reach underpins its competitive position in the telecommunications sector.
Portfolio exits are rarely…
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