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Ciena Corporation

CIEN Technology
$348.8 +$4.55 (1.32%)
Market Cap: $49.46 B
Gurus Holding
10
Popularity Rank
#473
% of Shares Held
1.18%
Net Activity (Q2 2026)
-$448.23 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $581.81 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $448.23 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Steven Cohen reduced exposure by 61.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$78.9 M
Total Buy Value
New Buys 1
Additions 3
-$527.13 M
Total Sell Value
Reductions 5
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
8
Net Buyers
4

FAQs for Ciena Corporation (CIEN)

Major holders include Cliff Asness ($507.24 M), Steven Cohen ($103.27 M), Renaissance Technologies (RenTech) ($90.64 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.67 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $448.23 M, with 4 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited CIEN. The total reported sell value was $527.13 M.

Yes, 1 managers opened new positions in CIEN, and 3 increased their existing holdings. The total reported buy value was $78.9 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Add 7.7% 1,052,165 $507.24 M Q2 2026
0.11% Reduce -61.4% 210,516 $103.27 M Q2 2026
0.12% Add 88.9% 184,774 $90.64 M Q2 2026
0.13% Reduce -6.8% 113,019 $55.44 M Q2 2026
0.20% Reduce -29.8% 101,038 $49.57 M Q2 2026
0.01% 2,800 $1.37 M Q2 2026
0.00% Reduce -23.1% 2,000 $981,120 Q2 2026
0.00% Reduce -43.0% 1,035 $507,730 Q2 2026
0.00% Add 11.3% 679 $333,272 Q2 2026
0.00% New Buy 12 $5,747 Q2 2026
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