North Growth 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 | $61M | Sell |
157,000
-90,000
| -36% | -$27.5M | 9.34% | 1 |
|
|
2025
Q4 | $57.7M | Sell |
247,000
-78,000
| -24% | -$15.1M | 9.03% | 1 |
|
|
2025
Q3 | $47.3M | Sell |
325,000
-82,000
| -20% | -$8.35M | 8.24% | 1 |
|
|
2025
Q2 | $33.1M | Sell |
407,000
-22,000
| -5% | -$1.58M | 6.21% | 2 |
|
|
2025
Q1 | $26M | Sell |
429,000
-29,000
| -6% | -$2.29M | 5.48% | 2 |
|
|
2024
Q4 | $38.9M | Sell |
458,000
-73,000
| -14% | -$5.24M | 7.38% | 2 |
|
|
2024
Q3 | $32.7M | Buy |
531,000
+2,000
| +0.4% | +$105K | 6.08% | 3 |
|
|
2024
Q2 | $25.5M | Buy |
529,000
+1,000
| +0.2% | +$47.5K | 5.04% | 3 |
|
|
2024
Q1 | $26.1M | Sell |
528,000
-4,000
| -0.8% | -$211K | 4.98% | 3 |
|
|
2023
Q4 | $24M | Hold |
532,000
| – | – | 5.11% | 3 |
|
|
2023
Q3 | $25.2M | Sell |
532,000
-11,000
| -2% | -$485K | 5.58% | 2 |
|
|
2023
Q2 | $23.1M | Buy |
543,000
+25,000
| +5% | +$1.14M | 4.74% | 3 |
|
|
2023
Q1 | $27.2M | Sell |
518,000
-9,000
| -2% | -$449K | 5.8% | 2 |
|
|
2022
Q4 | $26.8M | Hold |
527,000
| – | – | 6.1% | 1 |
|
|
2022
Q3 | $21.3M | Buy |
527,000
+33,000
| +7% | +$1.59M | 5.31% | 2 |
|
|
2022
Q2 | $22.6M | Hold |
494,000
| – | – | 5.24% | 1 |
|
|
2022
Q1 | $30M | Buy |
494,000
+2,000
| +0.4% | +$131K | 5.54% | 1 |
|
|
2021
Q4 | $37.9M | Sell |
492,000
-41,000
| -8% | -$2.53M | 6.29% | 1 |
|
|
2021
Q3 | $27.4M | Buy |
533,000
+1,000
| +0.2% | +$55.5K | 4.83% | 2 |
|
|
2021
Q2 | $30.2M | Buy |
532,000
+3,000
| +0.6% | +$165K | 4.91% | 2 |
|
|
2021
Q1 | $29M | Hold |
529,000
| – | – | 5.13% | 2 |
|
|
2020
Q4 | $28M | Sell |
529,000
-9,000
| -2% | -$400K | 5.73% | 1 |
|
|
2020
Q3 | $21.3M | Buy |
538,000
+69,000
| +15% | +$3.63M | 4.7% | 1 |
|
|
2020
Q2 | $25.4M | Sell |
469,000
-53,000
| -10% | -$2.63M | 6.08% | 1 |
|
|
2020
Q1 | $20.8M | Buy |
522,000
+194,000
| +59% | +$7.96M | 5.84% | 1 |
|
|
2019
Q4 | $14M | Hold |
328,000
| – | – | 3.15% | 9 |
|
|
2019
Q3 | $12.9M | Buy |
328,000
+3,000
| +0.9% | +$126K | 3.11% | 8 |
|
|
2019
Q2 | $13.3M | Hold |
325,000
| – | – | 3.3% | 5 |
|
|
2019
Q1 | $12.1M | Hold |
325,000
| – | – | 3.24% | 7 |
|
|
2018
Q4 | $11M | Hold |
325,000
| – | – | 3.08% | 10 |
|
|
2018
Q3 | $10.1M | Hold |
325,000
| – | – | 2.57% | 18 |
|
|
2018
Q2 | $8.6M | Hold |
325,000
| – | – | 2.17% | 24 |
|
|
2018
Q1 | $8.4M | Hold |
325,000
| – | – | 2.17% | 21 |
|
|
2017
Q4 | $6.79M | Buy |
+325,000
| New | +$6.89M | 1.78% | 27 |
|
Other funds holding CIEN
VCM
VPM
North Growth Management's CIEN Position: Q1 2026 in Review
North Growth Management reduced its Ciena (CIEN) stake by 36% in Q1 2026, selling an estimated $27.5M and leaving 157,000 shares worth $61M. The position accounts for 9.34% of the portfolio, ranked #1.
North Growth Management first reported a position in CIEN in Q4 2017 and has held it in 34 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.
- North Growth Management held 157,000 shares of Ciena worth $61M as of Q1 2026.
- North Growth Management sold 90,000 Ciena shares in Q1 2026, an estimated $27.5M.
- Ciena made up 9.34% of North Growth Management's portfolio in Q1 2026, its #1 holding.
- North Growth Management first reported a position in Ciena in Q4 2017 and has held it in 34 quarters since.
- 1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.
Based on North Growth Management's 13F filing for Q1 2026, filed 24 Apr 2026.