Follow-The-Filings

Security · featured owners

CIEN Ciena Corp.

Information Technology COM NEW Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 3.6%
  • $380M
  • 1 new 1 add 1 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 3.6% (Spencer Waxman - Shannon River Fund Management) · not free-float ownership

  1. Spencer Waxman new 3.6%
  2. Gavin Baker add 2.4%
  3. Mairs & Power 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Gavin Baker - Atreides Management 2026 Q2 2.4% Add +1.7% 688,521 $338M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 3.6% New 3.6% 81,298 $40M history
Mairs & Power 2026 Q2 0.01% Hold 2,800 $1M history
First Eagle Investment Management 2026 Q2 <0.01% Reduce −23.1% 2,000 $981K history
Stephen Mandel - Lone Pine Capital exited 2026 Q2 last 2026 Q1 2.5% Exit −2.51% 809,522 $314M history
Alex Sacerdote - Whale Rock Capital Management exited 2026 Q2 last 2026 Q1 1.2% Exit −1.16% 231,267 $90M history

4 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,3.02,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 17, 2026 · 2 forms Filing Doc
4 Period Aug 14, 2026 · 2 forms Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Aug 1, 2026 Filing Doc
4 Period Jul 15, 2026 · 4 forms Filing Doc
4 Period Jul 1, 2026 · 4 forms Filing Doc
4 Period Jun 26, 2026 Filing Doc
4 Period Jun 24, 2026 Filing Doc
4 Period Jun 20, 2026 · 8 forms Filing Doc

Updated 10 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.39B $4.01B $4.77B
Gross profit $1.88B $1.72B $2B
Gross margin * 42.8% 42.8% 42.0%
Net income $254.83M $83.96M $123.34M
Net margin * 5.8% 2.1% 2.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.58B $3.54B $3.57B
Total non-current assets * $2.03B $2.1B $2.3B
Total assets $5.6B $5.64B $5.86B
Total current liabilities $0.932B $1B $1.31B
Total non-current liabilities * $1.82B $1.83B $1.83B
Total equity $2.85B $2.82B $2.73B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $168.33M $514.53M $806.09M
Cash from investing -$383.45M -$306.48M -$241.5M
Cash from financing $229.38M -$285.06M -$405.92M
Net change in cash $16.41M -$75.76M $157.17M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders