CIEN
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 83.3 | P/B | 9.79 |
| EPS (TTM) | 4.48 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 21.2M | 0.4% | +0% |
| BlackRock, Inc. | 13.4M | 0.1% | −20% |
| JPMORGAN CHASE & CO | 10.2M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.2M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.4M | n/a | n/a |
| State Street | 6.3M | 0.1% | +24% |
Top institutional owners for CIEN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 29 | Cumello Joseph | SELL | 2K | −$569K |
| SEP 28 | Claflin Bruce L. | SELL | 3K | −$1M |
| SEP 25 | NEVENS THOMAS MICHAEL | SELL | 4K | −$1M |
| SEP 17 | DiPerna Dino | SELL | 249 | −$87K |
| SEP 17 | Gage Brodie | SELL | 1K | −$390K |
| SEP 17 | SMITH GARY B | SELL | 3K | −$975K |
0 insider buys, 20 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.