CIEN CIENA ORD

Ownership history in Analog Century Management LP  ·  20 quarters on record

AI Ownership Summary

Analog Century Management LP reported CIENA ORD (CIEN) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.61% in 2025 Q3. The latest visible filing shows CIEN at 4.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CIEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Analog Century Management LP's position in CIENA ORD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CIEN was reported at 4.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.61% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Analog Century Management LP held CIEN — position size vs. price
% of Fund (quarterly)    CIEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 428,787 -288,954 -40.3% 4.93% $100.3M 2026-02-14 (Est.) $303.92
2025 Q3 REDUCED 717,741 -181,240 -20.2% 5.61% $104.6M 2025-11-14 $191.71
2025 Q2 ADDED 898,981 +57,670 +6.9% 4.29% $73.1M 2025-08-14 $91.42
2025 Q1 ADDED 841,311 +208,509 +33.0% 4.12% $50.8M 2025-05-15 $79.80
2024 Q4 REDUCED 632,802 -123,230 -16.3% 3.59% $53.7M 2025-02-14 $89.80
2024 Q3 ADDED 756,032 +373,849 +97.8% 3.17% $46.6M 2024-11-14 $69.75
2024 Q1 REDUCED 382,183 -23,063 -5.7% 2.64% $18.9M 2024-05-15 $49.32
2023 Q4 ADDED 405,246 +115,603 +39.9% 4.22% $18.2M 2024-02-14 $57.38
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Analog Century Management LP and CIEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Analog Century Management LP reported owning CIEN?

Analog Century Management LP reported CIEN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CIEN position in Analog Century Management LP's portfolio?

The largest reported portfolio weight for CIEN was 5.61% in 2025 Q3.

What is the latest reported CIEN position on this page?

The most recent filing on this page is 2025 Q4, when Analog Century Management LP reported 428,787 shares, equal to 4.93% of portfolio, with an estimated market value of $100.3M.

What does the chart on this CIEN ownership page compare?

The chart compares Analog Century Management LP's quarterly CIEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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