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Story summary
- Taylor Frigon Capital Management sold its stake of 73,271 Cogent Communications shares, valued at $2.81 million, in Q4.
- As of January 23, 2026, Cogent Communications stock traded at $24.29, down 65.4% in the past year, vs. the S&P 500's 14% gain.
- Investors remain skeptical about Cogent Communications' future cash flow despite revenue growth.
- The exit reflects a strategic decision due to Cogent's capital-intensive model and the portfolio's growth focus.