K2 Principal Fund’s Ciena CIEN Stock Holding History

K2 Principal Fund’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
2025 Q2	–	Sell	-40,000	Closed	-$2.42M	–	307
2025 Q1	$2.42M	Sell	40,000 -20,000	-33%	-$1.58M	0.31%	103
2024 Q4	$5.09M	Buy	+60,000	New	+$4.31M	0.57%	67

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

K2 Principal Fund's CIEN Position: Q3 2025 in Review

K2 Principal Fund sold out of Ciena (CIEN) in Q3 2025, closing a stake of 13,013 shares — an estimated $1.06M sold.

K2 Principal Fund first reported a position in CIEN in Q1 2024 and held it in 6 quarters. The position peaked at $1.8M in Q4 2024. 689 funds tracked by Wall St. Rank hold CIEN as of Q3 2025.

K2 Principal Fund reported no remaining Ciena position as of Q3 2025 after selling out during the quarter.
K2 Principal Fund sold 13,013 Ciena shares in Q3 2025, an estimated $1.06M.
K2 Principal Fund first reported a position in Ciena in Q1 2024 and held it in 6 quarters.
K2 Principal Fund's Ciena position peaked at $1.8M in Q4 2024.
689 funds tracked by Wall St. Rank held Ciena as of Q3 2025.

Based on K2 Principal Fund's 13F filing for Q3 2025, filed 13 Nov 2025.