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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.3 B.
Top institutional holders include Steve Mandel and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.98 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 237.2%. Conversely, Steven Cohen reduced exposure by 78.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.13% | New Buy | 2,006,662 | $292.31 M | Q3 2025 | |
| 0.14% | Add 23.1% | 1,502,468 | $218.39 M | Q3 2025 | |
| 0.42% | Reduce -19.0% | 612,861 | $89.28 M | Q3 2025 | |
| 0.14% | Reduce -78.9% | 581,022 | $84.64 M | Q3 2025 | |
| 0.11% | Add 1.1% | 179,127 | $26.09 M | Q3 2025 | |
| 0.09% | Add 237.2% | 161,707 | $23.56 M | Q3 2025 | |
| 0.02% | Reduce -43.1% | 67,400 | $9.82 M | Q3 2025 | |
| 0.33% | Reduce -66.7% | 10,500 | $1.53 M | Q3 2025 | |
| 0.00% | Reduce -25.0% | 3,000 | $437,010 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Ciena Corporation (CIEN)
Major holders include Steve Mandel ($292.31 M), Cliff Asness ($218.39 M), Diamond Hill Capital ($89.28 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 5.12 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.98 M, with 4 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 $353.07 M.
Yes, 1 managers opened new positions in CIEN, and 3 increased their existing holdings. The total reported buy value was $350.1 M.