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$CIEN:NYSE · CIENA CORP

Sector: aioptical

Conviction from: S&PCitrini

Tradable on: Bitget →

52-week range: 133.67637.51

Designs and sells optical and packet networking systems, software, and services used by carriers and cloud providers to build and scale high-capacity communications networks.

4 tracked filer(s) hold this · 0 opened, 1 added, 3 trimmed in 30-JUN-2026

Aggregate 13FScore 59 — mean of 4 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Paul Tudor Jones / Tudor63Added +4%59,100$28,992,0960.0%
Steve Cohen / Point7276Trimmed -49%375,916$184,409,3530.2%
Bridgewater56Trimmed -30%101,038$49,565,2010.2%
Ancora40Trimmed -25%18$8,8300.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

4 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-05-29Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-05-14Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-03-30Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

7 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-09-22Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-08-22Trump, Donald J PresidentSELL$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentSELL$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,004 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 1 mention(s), 0 personal-position post(s) · first 2026-09-17 · last 2026-09-17

“TLDRs of things I found interesting this week: - $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027. $SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara) - $GFS + $MRVL sign extended SiGe capacity agreement for pluggable/NPO/CPO. "Expected to add significant capacity to support Marvell’s growing requi…” post →

All 1 tweet(s) mentioning this ticker
DateTweet
2026-09-17T23:56:29TLDRs of things I found interesting this week: - $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027. $SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara) - $GFS + $MRVL sign extended SiGe capacity agree… → · 1430 likes · 378,470 views

Citrini Research coverage report library →

ReportDateStance
#120 — Agentic Utilities: Always On, Never Prompted2026-03-25LONG
#119 — Let There Be Light: Revisiting the Optics & AI Connectivity Theme2026-03-12WATCH
#112 — Carving Up the TPU: Leftovers for Jensen or Just Gravy on the AI Trade?2025-11-27WATCH
#107 — Stargate: A Citrini Field Trip2025-09-28WATCH
#104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality2025-08-18WATCH
#80 — Market Memo: January Musings2025-01-09WATCH

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.