MIG Capital’s Ciena CIEN Stock Holding History

MIG Capital’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 Q4	$4.45M	Buy	+19,032	New	+$3.69M	0.76%	28
2025 Q1	–	Sell	-3,920	Closed	-$332K	–	62
2024 Q4	$332K	Buy	+3,920	New	+$281K	0.03%	48

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

MIG Capital's CIEN Position: Q4 2025 in Review

MIG Capital opened a new position in Ciena (CIEN) in Q4 2025: 19,032 shares worth $4.45M. The stake represents 0.76% of the portfolio and ranks #28 among its holdings. This is a return to the name: MIG Capital previously reported a position in CIEN as recently as Q4 2024.

MIG Capital first reported a position in CIEN in Q4 2024 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold CIEN as of Q4 2025.

MIG Capital held 19,032 shares of Ciena worth $4.45M as of Q4 2025.
Ciena was a new MIG Capital position in Q4 2025.
Ciena made up 0.76% of MIG Capital's portfolio in Q4 2025, its #28 holding.
MIG Capital first reported a position in Ciena in Q4 2024 and has held it in 2 quarters since.
853 funds tracked by Wall St. Rank held Ciena as of Q4 2025.

Based on MIG Capital's 13F filing for Q4 2025, filed 17 Feb 2026.