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Ciena Corporation

CIEN Technology
$363.88 +$26.5 (7.85%)
Market Cap: $51.45 B
Gurus Holding
8
Popularity Rank
#859
% of Shares Held
1.76%
Net Activity (Q4 2025)
-$437.98 M

Guru Ownership Trend

Guru Analysis for Ciena Corporation (CIEN)

Ciena Corporation (CIEN), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $906.52 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $437.98 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Diamond Hill Capital reduced exposure by 70.2%.

Key Holders

Top 5 by Value

$330.36 M
$110.08 M
$49.73 M
$31.88 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$19.54 M
Total Buy Value
New Buys 1
Additions 1
-$457.52 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
2

FAQs for Ciena Corporation (CIEN)

Major holders include Cliff Asness ($330.36 M), Steven Cohen ($110.08 M), Ray Dalio ($49.73 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.49 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $437.98 M, with 2 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited CIEN. The total reported sell value was $457.52 M.

Yes, 1 managers opened new positions in CIEN, and 1 increased their existing holdings. The total reported buy value was $19.54 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Reduce -6.0% 1,412,560 $330.36 M Q4 2025
0.12% Reduce -19.0% 470,680 $110.08 M Q4 2025
0.18% Add 31.5% 212,643 $49.73 M Q4 2025
0.22% Reduce -70.2% 182,577 $42.7 M Q4 2025
0.12% Reduce -23.9% 136,304 $31.88 M Q4 2025
0.02% Reduce -39.3% 40,900 $9.57 M Q4 2025
0.01% New Buy 32,600 $7.62 M Q4 2025
0.01% 3,000 $701,610 Q4 2025
Date
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Transaction
Value
Shares
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SEC Form