ANET in the 13F filings

Arista Networks Inc · CUSIP 040413205

Sector · Technology hardware and equipment Theme · AI infrastructure and semiconductors· L3VLUP-defined

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 42; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 26 listed it in both
Shares listed: 150,418,330; combined, among listed positions
Reported value: $25.5bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 27 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -13,101,677.

Managers listing ANET in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

42 of 42 holders

				Action		Filing
Fidelity (FMR LLC)	47,349,865	$8.0bn	0.35%	Trimmed	-4,956,761	13 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	23,227,202	$3.9bn	0.39%	Trimmed	-6,094,771	14 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors	13,164,137	$2.2bn	0.31%	Trimmed	-1,595,030	12 Aug 2026 (the filing on sec.gov)
MFS Investment Management	9,725,196	$1.7bn	0.54%	Added	+2,497,275	3 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	8,440,963	$1.4bn	0.25%	Added	+470,451	14 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP	7,615,964	$1.3bn	0.57%	Trimmed	-843,081	13 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	6,485,473	$1.1bn	0.45%	Added	+1,605,200	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	5,932,011	$1.0bn	0.35%	Trimmed	-2,019,002	14 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	5,139,737	$873m	0.96%	Trimmed	-1,405,824	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	4,724,190	$803m	0.06%	Trimmed	-2,269,746	14 Aug 2026 (the filing on sec.gov)
Capital World Investors	3,707,143	$630m	0.07%	New	new	12 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	2,698,477	$458m	0.05%	Added	+2,171,329	2 Sep 2026 (the filing on sec.gov)
Acadian Asset Management LLC	1,865,313	$317m	0.38%	Trimmed	-237,580	13 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	1,667,355	$281m	0.19%	Added	+488,537	27 Oct 2026 (the filing on sec.gov)
Man Group PLC	1,161,756	$197m	0.31%	Trimmed	-761,583	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	1,512,599	$186m	0.06%	Added	+63,780	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	967,799	$164m	under 0.1%	Added	+694,136	14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP	955,255	$162m	0.12%	Trimmed	-2,803,024	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	624,439	$106m	0.05%	Trimmed	-367,866	14 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	623,500	$106m	0.29%	Trimmed	-163,000	14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	489,047	$83m	0.10%	Added	+471,324	14 Aug 2026 (the filing on sec.gov)
Rokos Capital Management LLP	434,152	$74m	0.28%	New	new	14 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP	340,433	$58m	0.37%	New	new	14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	263,288	$45m	under 0.1%	Trimmed	-344,548	14 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP	254,275	$43m	0.18%	Trimmed	-1,075,816	14 Aug 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Capital World Investorsnew position · 3,707,143 shares now+3,707,143
MFS Investment Managementexisting position · 9,725,196 shares now+2,497,275
Citadel Advisors LLCexisting position · 2,698,477 shares now+2,171,329
Janus Henderson Group Ltdexisting position · 6,485,473 shares now+1,605,200
Susquehanna International Group LLPexisting position · 967,799 shares now+694,136

Reductions

T. Rowe Price Associates Incexisting position · 23,227,202 shares now-6,094,771
Fidelity (FMR LLC)existing position · 47,349,865 shares now-4,956,761
Two Sigma Investments LPexisting position · 955,255 shares now-2,803,024
Invesco Ltdexisting position · 4,724,190 shares now-2,269,746
AQR Capital Management LLCexisting position · 5,932,011 shares now-2,019,002

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (4)

Voloridge Investment Management LLCwas $41m
Davidson Kempner Capital Management LPwas $12m
Renaissance Technologies LLCwas $8.2m
PDT Partners LLCwas $6.7m

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

35 in Q4 2024 to 33 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ANET and NVDA →ANET and AVGO →ANET and MU →Choose a stock to compare with ANET →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ANET, latest filings →Back to the 13F Explorer →

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Quarter	Holders	Reported value	Buyers	Sellers
Q4 2024	35	$17.1bn	35	0
Q1 2025	34	$11.2bn	22	18
Q2 2025	37	$13.6bn	22	16
Q3 2025	39	$22.9bn	16	23
Q4 2025	39	$21.0bn	27	20
Q1 2026	29	$19.9bn	17	29
Q2 2026	33	$25.3bn	19	27