Ciena Corporation (CIEN) is Gaining From Hyperscaler And AI-Related Demand
Diamond Hill Capital, an investment management company, released its “Mid Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ciena Corp (CIEN)
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Sector: Telephone & Telegraph Apparatus
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,236,835 | $523,128,601 | +96% | 0.31% |
| 2. | Jericho Capital Asset Management Josh Resnick | 1,656,172 | $387,328,946 | -17% | 4.41% |
| 3. | Atreides Management Gavin Baker | 1,428,230 | $334,020,150 | +2% | 4.08% |
| 4. | AQR Capital Management Cliff Asness | 1,412,560 | $330,355,301 | -6% | 0.17% |
| 5. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,289,427 | $301,558,292 | -12% | 1.17% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.31 | 5,000 | $71,550.00 | 367,736 | 2014-10-13 | Filing | |
| $10.98 | 100 | $1,097.75 | 25,906 | 2009-12-23 | Filing | |
| $10.83 | 2,400 | $25,991.76 | 25,806 | 2009-12-22 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $359.53 | 2,952 | $1,061,324.59 | 293,084 | 2026-03-16 | Filing | |
| $345.00 | 2,500 | $862,500.00 | 197,194 | 2026-03-16 | Filing | |
| $354.64 | 2,952 | $1,046,893.15 | 296,036 | 2026-03-02 | Filing | |
| $300.20 | 2,500 | $750,498.00 | 199,694 | 2026-02-17 | Filing | |
| $299.51 | 2,952 | $884,157.36 | 298,988 | 2026-02-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,128,210 | $4,941,254,307 | 0.25% | |
| 2. | 16,668,830 | $3,898,339,156 | 0.07% | |
| 3. | 14,376,579 | $3,362,250,530 | 0.05% | |
| 4. | 10,864,292 | $2,540,832,224 | 0.16% | |
| 5. | 5,102,409 | $1,193,300,393 | 0.04% |
News See All
Madison Small Cap Fund’s Standout Performer: Ciena Corp (CIEN)
Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here.
Ciena Corp. (CIEN) Unveils Networking Innovations for AI-Driven Bandwidth Growth
Ciena Corporation (NYSE:CIEN) is one of the best multibagger stocks to invest in according to billionaires.
12 Best Multibagger Stocks to Invest In According to Billionaires
On March 11, Tom Lee of Fundstrat joined 'Closing Bell' on CNBC to discuss his market outlook amid rising oil prices and sector volatility.
Ciena Corporation (NYSE:CIEN) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to Ciena Corporation's fiscal first quarter 2026 financial results conference call. All participants will be in listen-only mode.
Morgan Stanley Raises its Price Target on Ciena Corporation (CIEN) to $280 and Maintains an Equal Weight Rating
On February 23, 2026, Morgan Stanley raised its price target on Ciena Corporation (NYSE:CIEN) to $280 from $213 and maintained an Equal Weight rating.
Jim Cramer’s Takes on These 17 S&P 500 Stocks
After an eventful weekend, it seems pretty clear that March is going to be very different from the month of February, but before we can focus on the new world where we're exchanging rockets with Iran, ...
15 Best Stocks to Buy and Hold for the Next 10 Years
Long-term investing only works if earnings keep compounding. That is the part of the equation investors cannot substitute with sentiment or short-term multiple expansion.
Ciena Corporation (CIEN): A Bull Case Theory
We came across a bullish thesis on Ciena Corporation on X.com by @TheValueist.
Ciena Corporation’s (CIEN) Underweight Position Hurt BTX’s Performance
BlackRock, an investment management company, released its fourth-quarter 2025 investor letter for the “BlackRock Technology and Private Equity Term Trust”.
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