Balyasny Asset Management’s Ciena CIEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $126M | Sell |
323,419
-116,667
| -27% | -$35.7M | 0.16% | 130 |
|
|
2025
Q4 | $103M | Sell |
440,086
-183,588
| -29% | -$35.6M | 0.13% | 171 |
|
|
2025
Q3 | $90.9M | Sell |
623,674
-408,719
| -40% | -$41.6M | 0.12% | 198 |
|
|
2025
Q2 | $84M | Buy |
1,032,393
+1,004,323
| +3,578% | +$72M | 0.13% | 189 |
|
|
2025
Q1 | $1.7M | Buy |
28,070
+3,758
| +15% | +$297K | ﹤0.01% | 1778 |
|
|
2024
Q4 | $2.06M | Sell |
24,312
-23,186
| -49% | -$1.66M | ﹤0.01% | 1662 |
|
|
2024
Q3 | $2.93M | Buy |
+47,498
| New | +$2.5M | ﹤0.01% | 1504 |
|
|
2024
Q2 | – | Sell |
-315,641
| Closed | -$15.6M | – | 2629 |
|
|
2024
Q1 | $15.6M | Buy |
315,641
+46,557
| +17% | +$2.46M | 0.03% | 741 |
|
|
2023
Q4 | $12.1M | Buy |
269,084
+3,164
| +1% | +$139K | 0.02% | 793 |
|
|
2023
Q3 | $12.6M | Buy |
265,920
+201,316
| +312% | +$8.87M | 0.03% | 760 |
|
|
2023
Q2 | $2.75M | Sell |
64,604
-1,362,226
| -95% | -$62M | 0.01% | 1271 |
|
|
2023
Q1 | $74.9M | Buy |
1,426,830
+712,683
| +100% | +$35.6M | 0.19% | 116 |
|
|
2022
Q4 | $36.4M | Buy |
714,147
+517,663
| +263% | +$23.4M | 0.1% | 260 |
|
|
2022
Q3 | $7.94M | Buy |
+196,484
| New | +$9.44M | 0.02% | 793 |
|
|
2022
Q2 | – | Sell |
-17,940
| Closed | -$1.09M | – | 2794 |
|
|
2022
Q1 | $1.09M | Sell |
17,940
-26,115
| -59% | -$1.71M | ﹤0.01% | 1596 |
|
|
2021
Q4 | $3.39M | Sell |
44,055
-36,214
| -45% | -$2.23M | 0.01% | 991 |
|
|
2021
Q3 | $4.12M | Buy |
+80,269
| New | +$4.46M | 0.02% | 886 |
|
|
2021
Q1 | – | Sell |
-455,144
| Closed | -$24.1M | – | 1794 |
|
|
2020
Q4 | $24.1M | Buy |
+455,144
| New | +$20.2M | 0.13% | 208 |
|
|
2019
Q2 | – | Sell |
-6,934
| Closed | -$259K | – | 1497 |
|
|
2019
Q1 | $259K | Buy |
+6,934
| New | +$269K | ﹤0.01% | 1326 |
|
|
2018
Q2 | – | Sell |
-9,878
| Closed | -$251K | – | 1814 |
|
|
2018
Q1 | $256K | Sell |
9,878
-881,284
| -99% | -$20.7M | ﹤0.01% | 1673 |
|
|
2017
Q4 | $18.7M | Buy |
891,162
+881,148
| +8,799% | +$18.7M | 0.06% | 428 |
|
|
2017
Q3 | $220K | Sell |
10,014
-256,394
| -96% | -$6.14M | ﹤0.01% | 1666 |
|
|
2017
Q2 | $6.67M | Sell |
266,408
-103,137
| -28% | -$2.47M | 0.03% | 667 |
|
|
2017
Q1 | $8.72M | Sell |
369,545
-37,426
| -9% | -$918K | 0.04% | 538 |
|
|
2016
Q4 | $9.93M | Buy |
+406,971
| New | +$8.89M | 0.05% | 480 |
|
|
2016
Q3 | – | Sell |
-240,000
| Closed | -$5M | – | 1028 |
|
|
2016
Q2 | $4.5M | Sell |
240,000
-333,030
| -58% | -$6.03M | 0.03% | 529 |
|
|
2016
Q1 | $10.9M | Buy |
573,030
+541,870
| +1,739% | +$10M | 0.06% | 375 |
|
|
2015
Q4 | $645K | Buy |
+31,160
| New | +$716K | ﹤0.01% | 780 |
|
|
2015
Q3 | – | Sell |
-1,732,900
| Closed | -$40.3M | – | 1163 |
|
|
2015
Q2 | $41M | Buy |
+1,732,900
| New | +$39.6M | 0.25% | 100 |
|
Other funds holding CIEN
VCM
VPM
Balyasny Asset Management's CIEN Position: Q1 2026 in Review
Balyasny Asset Management reduced its Ciena (CIEN) stake by 27% in Q1 2026, selling an estimated $35.7M and leaving 323,419 shares worth $126M. The position accounts for 0.16% of the portfolio, ranked #130.
Balyasny Asset Management first reported a position in CIEN in Q2 2015 and has held it in 29 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.
- Balyasny Asset Management held 323,419 shares of Ciena worth $126M as of Q1 2026.
- Balyasny Asset Management sold 116,667 Ciena shares in Q1 2026, an estimated $35.7M.
- Ciena made up 0.16% of Balyasny Asset Management's portfolio in Q1 2026, its #130 holding.
- Balyasny Asset Management first reported a position in Ciena in Q2 2015 and has held it in 29 quarters since.
- 1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.