TCP
CIEN icon

ThornTree Capital Partners’s Ciena CIEN Stock Holding History

ThornTree Capital Partners’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 		$63.9M Hold
130,272
– – 8.74% 2
2026
Q1 		$50.6M Sell
130,272
-48,385
-27% -$14.8M 8.97% 2
2025
Q4 		$41.8M Sell
178,657
-160,484
-47% -$31.1M 6.99% 7
2025
Q3 		$49.4M Sell
339,141
-39,821
-11% -$4.06M 7.56% 3
2025
Q2 		$30.8M Sell
378,962
-54,527
-13% -$3.91M 5.13% 13
2025
Q1 		$26.2M Sell
433,489
-178,503
-29% -$14.1M 5.78% 10
2024
Q4 		$51.9M Buy
611,992
+11,683
+2% +$838K 6.74% 3
2024
Q3 		$37M Buy
+600,309
New +$31.6M 6.15% 6

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

ThornTree Capital Partners's CIEN Position: Q2 2026 in Review

ThornTree Capital Partners held its Ciena (CIEN) position steady in Q2 2026 at 130,272 shares worth $63.9M. The position accounts for 8.74% of the portfolio, ranked #2.

ThornTree Capital Partners first reported a position in CIEN in Q3 2024 and has held it in 8 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • ThornTree Capital Partners held 130,272 shares of Ciena worth $63.9M as of Q2 2026.
  • ThornTree Capital Partners left its Ciena share count unchanged in Q2 2026.
  • Ciena made up 8.74% of ThornTree Capital Partners's portfolio in Q2 2026, its #2 holding.
  • ThornTree Capital Partners first reported a position in Ciena in Q3 2024 and has held it in 8 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on ThornTree Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.