CIEN in the 13F filings

Ciena Corp · CUSIP 171779309

Sector · Technology hardware and equipment Theme · AI infrastructure and semiconductors· L3VLUP-defined

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 39; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 21 listed it in both
Shares listed: 40,070,346; combined, among listed positions
Reported value: $15.5bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 21 buyers (opened or added shares) and 22 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,190,075.

Managers listing CIEN in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

39 of 39 holders

				Action		Filing
Fidelity (FMR LLC)	21,209,756	$8.2bn	0.43%	Added	+81,546	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	5,242,802	$2.0bn	0.24%	Added	+1,191,177	15 May 2026 (the filing on sec.gov)
Capital Research Global Investors	2,750,050	$1.1bn	0.17%	New	new	13 May 2026 (the filing on sec.gov)
Capital World Investors	1,724,807	$670m	0.09%	Trimmed	-144,074	13 May 2026 (the filing on sec.gov)
Invesco Ltd	1,530,293	$594m	0.06%	Added	+11,452	12 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	1,388,477	$539m	0.29%	Trimmed	-848,358	14 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	977,094	$375m	0.17%	Trimmed	-435,466	15 May 2026 (the filing on sec.gov)
Lone Pine Capital LLC	809,522	$314m	2.51%	New	new	15 May 2026 (the filing on sec.gov)
MFS Investment Management	582,668	$226m	0.08%	Trimmed	-24,723	14 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	544,655	$211m	0.27%	Added	+73,975	15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC	330,121	$128m	0.18%	Added	+47,157	13 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	323,419	$126m	0.16%	Trimmed	-116,667	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	527,411	$123m	under 0.1%	Added	+169,841	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	289,692	$112m	0.09%	Trimmed	-97,476	27 Oct 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	249,204	$97m	under 0.1%	Trimmed	-192,433	18 May 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC	231,267	$90m	1.16%	Trimmed	-662,216	15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	144,377	$56m	under 0.1%	Added	+36,889	15 May 2026 (the filing on sec.gov)
Bridgewater Associates LP	143,846	$56m	0.25%	Trimmed	-68,797	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	140,435	$55m	under 0.1%	Trimmed	-579,312	15 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP	133,267	$52m	0.37%	New	new	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	125,977	$49m	under 0.1%	Added	+72,776	15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	97,800	$38m	0.06%	Added	+65,200	14 May 2026 (the filing on sec.gov)
Millennium Management LLC	90,716	$35m	under 0.1%	Trimmed	-331,900	15 May 2026 (the filing on sec.gov)
Steadfast Capital Management LP	81,670	$32m	1.08%	Trimmed	-226,530	15 May 2026 (the filing on sec.gov)
Rokos Capital Management LLP	66,460	$26m	0.20%	Trimmed	-144,216	15 May 2026 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Capital Research Global Investorsnew position · 2,750,050 shares now+2,750,050
T. Rowe Price Associates Incexisting position · 5,242,802 shares now+1,191,177
Lone Pine Capital LLCnew position · 809,522 shares now+809,522
AllianceBernstein LPexisting position · 527,411 shares now+169,841
Freestone Grove Partners LPnew position · 133,267 shares now+133,267

Reductions

Arrowstreet Capital LPexisting position · 1,388,477 shares now-848,358
Whale Rock Capital Management LLCexisting position · 231,267 shares now-662,216
Citadel Advisors LLCexisting position · 140,435 shares now-579,312
AQR Capital Management LLCexisting position · 977,094 shares now-435,466
Holocene Advisors LPexisting position · 25,550 shares now-404,607

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (4)

Schonfeld Strategic Advisors LLCwas $26m
Caxton Associates LLPwas $2.5m
Winton Group Ltdwas $1.1m
Hudson Bay Capital Management LPwas $274k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

8 in Q3 2024 to 27 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

CIEN by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	8	$199m	n.a.	n.a.
Q3 2013	9	$264m	n.a.	n.a.
Q4 2013	4	$110m	n.a.	n.a.
Q1 2014	1	$28m	n.a.	n.a.
Q2 2014	4	$113m	n.a.	n.a.
Q3 2014	5	$116m	n.a.	n.a.
Q4 2014	6	$140m	n.a.	n.a.
Q1 2015	6	$320m	n.a.	n.a.
Q2 2015	9	$383m	n.a.	n.a.
Q3 2015	10	$429m	n.a.	n.a.
Q4 2015	8	$513m	n.a.	n.a.
Q1 2016	7	$308m	n.a.	n.a.
Q2 2016	7	$230m	n.a.	n.a.
Q3 2016	5	$239m	n.a.	n.a.
Q4 2016	9	$500m	n.a.	n.a.
Q1 2017	4	$272m	n.a.	n.a.
Q2 2017	8	$385m	n.a.	n.a.
Q3 2017	5	$521m	n.a.	n.a.
Q4 2017	12	$602m	n.a.	n.a.
Q1 2018	8	$340m	n.a.	n.a.
Q2 2018	6	$330m	n.a.	n.a.
Q3 2018	10	$456m	n.a.	n.a.
Q4 2018	8	$413m	n.a.	n.a.
Q1 2019	10	$548m	n.a.	n.a.
Q2 2019	17	$676m	n.a.	n.a.
Q3 2019	11	$716m	n.a.	n.a.
Q4 2019	17	$920m	n.a.	n.a.
Q1 2020	16	$887m	n.a.	n.a.
Q2 2020	16	$1.3bn	n.a.	n.a.
Q3 2020	12	$575m	n.a.	n.a.
Q4 2020	12	$774m	n.a.	n.a.
Q1 2021	9	$596m	n.a.	n.a.
Q2 2021	7	$615m	n.a.	n.a.
Q3 2021	6	$388m	n.a.	n.a.
Q4 2021	6	$1.5bn	n.a.	n.a.
Q1 2022	13	$1.5bn	n.a.	n.a.
Q2 2022	15	$1.2bn	n.a.	n.a.
Q3 2022	12	$1.1bn	n.a.	n.a.
Q4 2022	14	$1.2bn	n.a.	n.a.
Q1 2023	13	$1.2bn	n.a.	n.a.
Q2 2023	11	$498m	n.a.	n.a.
Q3 2023	10	$856m	n.a.	n.a.
Q4 2023	11	$903m	10	0
Q1 2024	7	$1.3bn	5	3
Q2 2024	11	$1.3bn	8	4
Q3 2024	8	$1.7bn	4	4
Q4 2024	12	$2.7bn	7	7
Q1 2025	16	$1.8bn	12	4
Q2 2025	17	$2.7bn	10	6
Q3 2025	21	$5.4bn	13	11
Q4 2025	24	$8.9bn	16	26
Q1 2026	29	$15.3bn	21	22
Q2 2026	27	$16.3bn	26	19

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CIEN and NVDA →CIEN and AVGO →CIEN and MU →Choose a stock to compare with CIEN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CIEN, latest filings →Back to the 13F Explorer →

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