1 tracked superinvestor hold CIENA CORP (CIEN), worth $3.7B combined, led by Steve Wymer. Smart money is trimming CIEN as of the latest 13F filings.
Current price
$321.00
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$3.7B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing CIEN: 1 funds trimmed versus 0 adding.
CIENA CORP (CIEN) appears mainly in diversified and quant books here (1 funds, $3.7B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Steve Wymer at 4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 4% | $3.7B |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
5 insiders filed SEC Form 144 for $6M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| David Rothenstein | Officer | 2,500 | $1M | 2026-07-15 |
| Brodie Gage | Officer | 1,200 | $539K | 2026-07-15 |
| Jason Phipps | Officer | 2,629 | $1M | 2026-07-01 |
| Sheela Kosaraju | Officer | 2,013 | $938K | 2026-07-01 |
| Joseph Cumello | Officer | 1,586 | $769K | 2026-06-26 |
| David Rothenstein | Officer | 2,500 | $1M | 2026-06-15 |
| Brodie Gage | Officer | 1,200 | $559K | 2026-06-15 |
Which superinvestors own CIEN?
1 tracked funds hold CIENA CORP (CIEN), the largest being Steve Wymer (Fidelity Growth Company) at 4% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CIEN?
In the most recent 13F quarter, 0 tracked funds added or opened CIEN and 1 trimmed it.
How much CIEN do tracked funds hold?
Combined disclosed long exposure to CIEN across tracked superinvestors is $3.7B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.