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Senvest Management’s Ciena CIEN Stock Holding History

Senvest Management’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
2026
Q2 		$64M Sell
130,426
-42,500
-25% -$21.7M 1.88% 23
2026
Q1 		$67.1M Sell
172,926
-112,550
-39% -$34.4M 2.23% 15
2025
Q4 		$66.8M Sell
285,476
-581,839
-67% -$113M 2.07% 18
2025
Q3 		$126M Sell
867,315
-787,697
-48% -$80.2M 4.05% 8
2025
Q2 		$135M Buy
1,655,012
+182,900
+12% +$13.1M 4.51% 4
2025
Q1 		$89M Sell
1,472,112
-110,154
-7% -$8.71M 3.72% 11
2024
Q4 		$134M Sell
1,582,266
-379,700
-19% -$27.2M 4.12% 9
2024
Q3 		$121M Sell
1,961,966
-368,453
-16% -$19.4M 4.22% 7
2024
Q2 		$112M Buy
2,330,419
+22,662
+1% +$1.08M 4.31% 10
2024
Q1 		$114M Sell
2,307,757
-644,507
-22% -$34M 4.37% 8
2023
Q4 		$133M Buy
2,952,264
+552,882
+23% +$24.4M 5.11% 6
2023
Q3 		$113M Buy
2,399,382
+132,770
+6% +$5.85M 4.4% 7
2023
Q2 		$96.3M Buy
2,266,612
+371,311
+20% +$16.9M 3.17% 13
2023
Q1 		$99.5M Buy
1,895,301
+270,320
+17% +$13.5M 3.62% 9
2022
Q4 		$82.8M Buy
1,624,981
+409,639
+34% +$18.5M 2.82% 12
2022
Q3 		$49.1M Buy
1,215,342
+158,432
+15% +$7.61M 2.05% 17
2022
Q2 		$48.3M Buy
1,056,910
+147,400
+16% +$7.64M 1.65% 18
2022
Q1 		$55.1M Buy
909,510
+192,101
+27% +$12.6M 1.58% 19
2021
Q4 		$55.2M Sell
717,409
-652,256
-48% -$40.2M 1.55% 23
2021
Q3 		$70.3M Buy
1,369,665
+148,367
+12% +$8.24M 2.01% 23
2021
Q2 		$69.5M Buy
1,221,298
+239,460
+24% +$13.2M 2.02% 18
2021
Q1 		$53.7M Buy
981,838
+372,866
+61% +$20.1M 1.69% 20
2020
Q4 		$32.2M Buy
+608,972
New +$27.1M 1.26% 23

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Senvest Management's CIEN Position: Q2 2026 in Review

Senvest Management reduced its Ciena (CIEN) stake by 25% in Q2 2026, selling an estimated $21.7M and leaving 130,426 shares worth $64M. The position accounts for 1.88% of the portfolio, ranked #23.

Senvest Management first reported a position in CIEN in Q4 2020 and has held it in 23 quarters since. The position peaked at $135M in Q2 2025. 1,224 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Senvest Management held 130,426 shares of Ciena worth $64M as of Q2 2026.
  • Senvest Management sold 42,500 Ciena shares in Q2 2026, an estimated $21.7M.
  • Ciena made up 1.88% of Senvest Management's portfolio in Q2 2026, its #23 holding.
  • Senvest Management first reported a position in Ciena in Q4 2020 and has held it in 23 quarters since.
  • Senvest Management's Ciena position peaked at $135M in Q2 2025.
  • 1,224 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

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