Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$275M Sell
561,513
-1,094,659
-66% -$558M 2.28% 22
2026
Q1
$643M Hold
1,656,172
9.5% 3
2025
Q4
$387M Sell
1,656,172
-326,828
-16% -$63.4M 4.41% 9
2025
Q3
$289M Buy
1,983,000
+648,000
+49% +$66M 3.01% 13
2025
Q2
$109M Buy
+1,335,000
New +$95.8M 1.45% 27
2013
Q4
Sell
-972,211
Closed -$24.3M 23
2013
Q3
$24.3M Buy
+972,211
New +$21.9M 1.72% 27

Other funds holding CIEN

Josh Resnick's CIEN Position: Q2 2026 in Review

Josh Resnick reduced its Ciena (CIEN) stake by 66% in Q2 2026, selling an estimated $558M and leaving 561,513 shares worth $275M. The position accounts for 2.28% of the portfolio, ranked #22.

Josh Resnick first reported a position in CIEN in Q3 2013 and has held it in 6 quarters since. The position peaked at $643M in Q1 2026. 1,217 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Josh Resnick held 561,513 shares of Ciena worth $275M as of Q2 2026.
  • Josh Resnick sold 1,094,659 Ciena shares in Q2 2026, an estimated $558M.
  • Ciena made up 2.28% of Josh Resnick's portfolio in Q2 2026, its #22 holding.
  • Josh Resnick first reported a position in Ciena in Q3 2013 and has held it in 6 quarters since.
  • Josh Resnick's Ciena position peaked at $643M in Q1 2026.
  • 1,217 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Jericho Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.