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Ciena Corporation

CIEN Technology
$428.22 $-8.5 (-1.95%)
Market Cap: $60.62 B
Gurus Holding
12
Popularity Rank
#263
% of Shares Held
1.95%
Net Activity (Q1 2026)
+$107.17 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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.18 B.

Top institutional holders include Cliff Asness and Steve Mandel.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $107.17 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 200.0%. Conversely, First Eagle Investment reduced exposure by 93.6%.

Key Holders

Top 5 by Value

$374.52 M
$314.28 M
$211.45 M
$55.85 M
$47.09 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$369.72 M
Total Buy Value
New Buys 4
Additions 2
-$262.55 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
6

FAQs for Ciena Corporation (CIEN)

Major holders include Cliff Asness ($374.52 M), Steve Mandel ($314.28 M), Steven Cohen ($211.45 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 2.76 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $107.17 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited CIEN. The total reported sell value was $262.55 M.

Yes, 4 managers opened new positions in CIEN, and 2 increased their existing holdings. The total reported buy value was $369.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Reduce -30.8% 977,094 $374.52 M Q1 2026
2.51% New Buy 809,522 $314.28 M Q1 2026
0.27% Add 15.7% 544,655 $211.45 M Q1 2026
0.25% Reduce -32.4% 143,846 $55.85 M Q1 2026
0.14% Reduce -11.0% 121,304 $47.09 M Q1 2026
0.06% Add 200.0% 97,800 $37.97 M Q1 2026
0.14% Reduce -67.9% 58,545 $22.73 M Q1 2026
0.01% Reduce -6.7% 2,800 $1.09 M Q1 2026
0.00% Reduce -93.6% 2,600 $1.01 M Q1 2026
0.00% New Buy 1,815 $704,637 Q1 2026
0.00% New Buy 1,194 $463,547 Q1 2026
0.00% New Buy 610 $237,038 Q1 2026
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