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CIENA CORP

CIEN

Holders

2

Combined Value

$352.25M

Combined Shares

907,322

Current Price

$445.98

52W High

$637.51

vs 52W High

−30.0%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

—$151.26$302.53$453.79Q1'25Q2'25Q3'25Q4'25Q1'26Q1 2025 · implied price $60.43Q3 2025 · implied price $145.67Q4 2025 · implied price $233.87Q1 2026 · implied price $388.23Jim Simons - Renaissance Technologies · bought 309,174 shares @ ~$60.43 · Q1 2025 (new position)Jim Simons - Renaissance Technologies · sold 309,174 shares @ ~$60.43 · Q2 2025 (sold out)Jim Simons - Renaissance Technologies · bought 32,600 shares @ ~$233.87 · Q4 2025 (new position)Stephen Mandel - Lone Pine Capital · sold 2,006,662 shares @ ~$145.67 · Q4 2025 (sold out)Stephen Mandel - Lone Pine Capital · bought 809,522 shares @ ~$388.23 · Q1 2026 (new position)Jim Simons - Renaissance Technologies · bought 65,200 shares @ ~$388.23 · Q1 2026Stephen Mandel - Lone Pine Capital · bought 2,006,662 shares @ ~$145.67 · Q3 2025 (new position)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Stephen Mandel - Lone Pine Capital$314.28M2.51%~$388.23+14.9%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$37.97M0.06%~$336.78+32.4%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Stephen Mandel - Lone Pine CapitalNEW BUY+$314.28M~$388.23
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$25.31M~$388.23
Q4 2025Stephen Mandel - Lone Pine CapitalSOLD OUT−$292.31M~$145.67
Q4 2025Jim Simons - Renaissance TechnologiesNEW BUY+$7.62M~$233.87
Q3 2025Stephen Mandel - Lone Pine CapitalNEW BUY+$292.31M~$145.67
Q2 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$18.68M~$60.43
Q1 2025Jim Simons - Renaissance TechnologiesNEW BUY+$18.68M~$60.43

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20262907,322+2683.2%$352.25M$388.23
Q4 2025132,600-98.4%$7.62M$233.87
Q3 202512,006,662+549.0%$292.31M$145.67
Q1 20251309,174—$18.68M$60.43