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
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
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.