Analog Century Management’s Ciena CIEN Stock Holding History

Analog Century Management’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.1M	Sell	247,412 -181,375	-42%	-$55.5M	4.59%	11
2025 Q4	$100M	Sell	428,787 -288,954	-40%	-$56.1M	4.93%	8
2025 Q3	$105M	Sell	717,741 -181,240	-20%	-$18.5M	5.61%	5
2025 Q2	$73.1M	Buy	898,981 +57,670	+7%	+$4.14M	4.29%	12
2025 Q1	$50.8M	Buy	841,311 +208,509	+33%	+$16.5M	4.12%	12
2024 Q4	$53.7M	Sell	632,802 -123,230	-16%	-$8.84M	3.59%	16
2024 Q3	$46.6M	Buy	+756,032	New	+$39.8M	3.17%	19
2024 Q2	–	Sell	-382,183	Closed	-$18.9M	–	24
2024 Q1	$18.9M	Sell	382,183 -23,063	-6%	-$1.22M	2.64%	20
2023 Q4	$18.2M	Buy	405,246 +115,603	+40%	+$5.1M	4.22%	14
2023 Q3	$13.7M	Buy	289,643 +81,756	+39%	+$3.6M	3.67%	14
2023 Q2	$8.83M	Sell	207,887 -18,500	-8%	-$842K	2.45%	16
2023 Q1	$11.9M	Sell	226,387 -15,450	-6%	-$771K	3.61%	14
2022 Q4	$12.3M	Buy	241,837 +79,070	+49%	+$3.58M	5.36%	12
2022 Q3	$6.58M	Sell	162,767 -42,700	-21%	-$2.05M	3.69%	15
2022 Q2	$9.39M	Sell	205,467 -23,600	-10%	-$1.22M	5.1%	12
2022 Q1	$13.9M	Buy	229,067 +38,900	+20%	+$2.55M	4.72%	11
2021 Q4	$14.6M	Sell	190,167 -11,400	-6%	-$703K	3.99%	15
2021 Q3	$10.3M	Buy	201,567 +90,200	+81%	+$5.01M	3.58%	14
2021 Q2	$6.34M	Buy	111,367 +1,900	+2%	+$105K	2.54%	19
2021 Q1	$5.99M	Buy	109,467 +12,900	+13%	+$694K	2.43%	21
2020 Q4	$5.1M	Buy	+96,567	New	+$4.29M	3.08%	19

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Analog Century Management's CIEN Position: Q1 2026 in Review

Analog Century Management reduced its Ciena (CIEN) stake by 42% in Q1 2026, selling an estimated $55.5M and leaving 247,412 shares worth $96.1M. The position accounts for 4.59% of the portfolio, ranked #11.

Analog Century Management first reported a position in CIEN in Q4 2020 and has held it in 21 quarters since. The position peaked at $105M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Analog Century Management held 247,412 shares of Ciena worth $96.1M as of Q1 2026.
Analog Century Management sold 181,375 Ciena shares in Q1 2026, an estimated $55.5M.
Ciena made up 4.59% of Analog Century Management's portfolio in Q1 2026, its #11 holding.
Analog Century Management first reported a position in Ciena in Q4 2020 and has held it in 21 quarters since.
Analog Century Management's Ciena position peaked at $105M in Q3 2025.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Analog Century Management's 13F filing for Q1 2026, filed 15 May 2026.