Security

CIEN

Ciena Corp. · COM NEW

CUSIP 171779309 Equity holders as of 2026 Q1 (each manager’s latest book)

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owners 16
rank #190
master % 0.04%
max % 5.3%
tracked value $4.5B
qoq N 1 A 3 R 10

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Gavin Baker - Atreides Management, LP 2026 Q1 5.3% Reduce +1.17 pp 676,807 $263M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 2.5% New 2.5% 809,522 $314M hist
Alex Sacerdote - Whale Rock Capital Management LLC 2026 Q1 1.2% Reduce -1.51 pp 231,267 $90M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.3% Add +0.15 pp 544,655 $211M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.3% Reduce +0.07 pp 143,846 $56M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce +0.03 pp 121,304 $47M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.05 pp 97,800 $38M hist
Vanguard Group Inc. 2025 Q4 0.1% Reduce +0.02 pp 14,376,579 $3.4B hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce +0.01 pp 67,502 $26M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 140,435 $55M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.03 pp 90,716 $35M hist
Two Sigma Investments, LP 2025 Q4 0.0% Exit -0.01 pp 21,101 $5M hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 2,800 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 8,912 $3M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 2,600 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 24 $9 hist

16 tracked managers · options excluded

financials

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

Income statement

line 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

line 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 $932.02M $999.84M $1.31B
Total non-current liabilities * $1.82B $1.83B $1.83B
Total equity $2.85B $2.82B $2.73B

Cash flow

line 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 · CIK 0000936395

ownership over time

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