TwinBeech Capital’s Ciena CIEN Stock Holding History

TwinBeech 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 Q2	–	Sell	-90,170	Closed	-$5.45M	–	684
2025 Q1	$5.45M	Buy	+90,170	New	+$7.13M	0.1%	234
2024 Q1	–	Sell	-366,237	Closed	-$16.5M	–	588
2023 Q4	$16.5M	Buy	+366,237	New	+$16.1M	0.27%	109
2023 Q3	–	Sell	-27,223	Closed	-$1.16M	–	665
2023 Q2	$1.16M	Buy	27,223 +5,359	+25%	+$244K	0.02%	439
2023 Q1	$1.15M	Sell	21,864 -189,894	-90%	-$9.48M	0.02%	439
2022 Q4	$10.8M	Buy	+211,758	New	+$9.57M	0.21%	139
2022 Q2	–	Sell	-68,729	Closed	-$4.17M	–	528
2022 Q1	$4.17M	Buy	+68,729	New	+$4.5M	0.18%	148
2021 Q4	–	Sell	-20,667	Closed	-$1.06M	–	599
2021 Q3	$1.06M	Buy	+20,667	New	+$1.15M	0.07%	316
2021 Q2	–	Sell	-40,700	Closed	-$2.23M	–	462
2021 Q1	$2.23M	Buy	+40,700	New	+$2.19M	0.33%	97

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

TwinBeech Capital's CIEN Position: Q2 2025 in Review

TwinBeech Capital sold out of Ciena (CIEN) in Q2 2025, closing a stake of 90,170 shares — an estimated $5.45M sold.

TwinBeech Capital first reported a position in CIEN in Q1 2021 and held it in 8 quarters. The position peaked at $16.5M in Q4 2023. 562 funds tracked by Wall St. Rank hold CIEN as of Q2 2025.

TwinBeech Capital reported no remaining Ciena position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 90,170 Ciena shares in Q2 2025, an estimated $5.45M.
TwinBeech Capital first reported a position in Ciena in Q1 2021 and held it in 8 quarters.
TwinBeech Capital's Ciena position peaked at $16.5M in Q4 2023.
562 funds tracked by Wall St. Rank held Ciena as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.