undamentalytics Newsletter

Ciena: which funds bought and sold

Institutions that bought and sold Ciena shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 710 institutions that filed 13F reports for both quarters added to or opened positions in Ciena, and 488 cut or closed them. Together they sold a net 3.5M shares, −2.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 6.4M shares (−14.1%); index fund managers were net sellers of 547K shares (−1.3%). 241 opened a new position and 106 sold out entirely.

Bought, Q2 2026 710 institutions, 241 of them new holders Sold, Q2 2026 488 institutions, 106 of them sold out
Net change, all compared −3.5M shares (−2.6%)
Net change, active managers −6.4M shares (−14.1%), 61 bought, 43 sold

Buyers versus sellers

institutions compared, 1,306
Active managers and hedge funds 61 bought · 43 sold · −6.4M
Index fund managers 8 bought · 4 sold · −547K
Other institutions 641 bought · 441 sold · +3.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
American Century Companies Inc Active manager +1.3M +245.6% 1.9M $908M
Jpmorgan Chase & Co +980K +9.6% 11.2M $5.4B
Nuveen, LLC +547K +64.8% 1.4M $683M
State Street Corp Index funds +372K +5.9% 6.7M $3.3B
Pictet Asset Management Holding SA +355K +593.1% 415K $203M
Vanguard Portfolio Management LLC Index funds +312K +4.2% 7.7M $3.8B
Man Group PLC Hedge fund +311K +1331.6% 335K $164M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +294K +34.5% 1.1M $562M
Arrowstreet Capital, Limited Partnership Hedge fund +289K +20.8% 1.7M $823M
Qube Research & Technologies Ltd Hedge fund +283K New position 283K $139M
SG Americas Securities, LLC +279K +146.2% 470K $231M
Amundi +244K +56.6% 675K $331M
Legal & General Group PLC +239K +36.8% 887K $435M
Alyeska Investment Group, L.P. Hedge fund +221K New position 221K $108M
Ameriprise Financial Inc +204K +109.4% 391K $192M
Invesco Ltd. +200K +13.1% 1.7M $849M
Royal London Asset Management Ltd +184K +136.3% 319K $156M
Franklin Resources Inc Active manager +183K +235.2% 260K $128M
Goldman Sachs Group Inc +173K +22.4% 947K $464M
Bit Capital Gmbh +169K New position 169K $82.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −2.1M −9.9% 19.1M $9.4B
Capital Research Global Investors Active manager −2.1M −76.1% 657K $322M
Price T Rowe Associates Inc Active manager −1.2M −22.3% 4.1M $2B
Jericho Capital Asset Management L.P. Hedge fund −1.1M −66.1% 562K $275M
Lone Pine Capital LLC Hedge fund −810K Sold out 0 —
Polar Capital Holdings PLC Active manager −798K Sold out 0 —
Geode Capital Management, LLC Index funds −695K −17.1% 3.4M $1.6B
Blackrock, Inc. Index funds −655K −4.9% 12.7M $6.2B
Voya Investment Management LLC −473K −39.3% 732K $359M
Alliancebernstein L.P. Active manager −381K −72.3% 146K $56.7M
Point72 Asset Management, L.P. Hedge fund −334K −61.3% 211K $103M
Anatole Investment Management Ltd −311K −99.1% 2,782 $1.4M
UBS Group AG −286K −44.1% 362K $178M
William Blair Investment Management, LLC Active manager −265K −66.4% 134K $65.6M
Whale Rock Capital Management LLC Hedge fund −231K Sold out 0 —
1832 Asset Management L.P. −187K −64.9% 101K $49.4M
Munro Partners Active manager −177K −82.3% 38K $18.6M
Prudential Financial Inc −167K −51.4% 158K $77.7M
Bank Of America Corp −166K −8.5% 1.8M $877M
Zurich Insurance Group Ltd −165K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Qube Research & Technologies LtdHedge fund 283K $139M
Alyeska Investment Group, L.P.Hedge fund 221K $108M
Bit Capital Gmbh 169K $82.8M
Altshuler Shaham Ltd 118K $58.1M
Caxton Associates LLPHedge fund 118K $57.8M
Pfa Pension, Forsikringsaktieselskab 95K $46.8M
Nearwater Capital Markets, Ltd 93K $45.6M
Scge Management, L.P.Hedge fund 89K $43.7M
Silvant Capital Management LLC 86K $42.2M
Shannon River Fund Management LLCHedge fund 81K $39.9M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Lone Pine Capital LLCHedge fund 810K $314M
Polar Capital Holdings PLCActive manager 798K $310M
Whale Rock Capital Management LLCHedge fund 231K $89.8M
Zurich Insurance Group Ltd 165K $64.1M
E20 Capital Ltd 107K $41.7M
Ardmore Road Asset Management LP 91K $35.3M
Cloudalpha Capital Management Limited/Hong Kong 88K $34.2M
Liontrust Investment Partners LLPActive manager 82K $31.9M
Steadfast Capital Management LPHedge fund 82K $31.7M
Virtus Wealth Solutions LLC 63K $24.6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,221
Ten largest holders
58.8%
of 13F-reported shares
Index fund managers
32.8%
of 13F-reported shares
Active managers and hedge funds
29.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 61 43 21 13 −6.4M −14.1%
Index fund managers 8 4 0 0 −547K −1.3%
Other institutions 641 441 220 93 +3.4M +7.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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