ANET in the 13F filings

Arista Networks Inc · CUSIP 040413205

New listing in Q4 2024· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

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: 31 Dec 2024; the date the book describes
Filed: 5 Nov 2026; latest of these filings; the earliest 11 Feb 2025
Managers listing it: 35; at least, of 95 tracked, among listed positions
Comparable managers: 94; filed both Q3 2024 and Q4 2024; 0 listed it in both
Shares listed: 154,698,407; combined, among listed positions
Reported value: $17.1bn; combined, at the quarter end

Among the 94 comparable managers: 35 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +154,698,407.

Managers listing ANET in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, 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

35 of 35 holders

				Action		Filing
Fidelity (FMR LLC)	57,648,129	$6.4bn	0.38%	New	new	5 Nov 2026 (the filing on sec.gov)
AllianceBernstein LP	21,070,016	$2.3bn	0.79%	New	new	12 Feb 2025 (the filing on sec.gov)
Invesco Ltd	11,190,118	$1.2bn	0.23%	New	new	13 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP	11,013,511	$1.2bn	0.22%	New	new	12 Feb 2025 (the filing on sec.gov)
Capital World Investors	7,294,361	$806m	0.12%	New	new	13 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors	6,106,352	$675m	0.14%	New	new	13 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP	5,415,621	$599m	0.48%	New	new	12 Feb 2025 (the filing on sec.gov)
Artisan Partners LP	4,803,726	$531m	0.80%	New	new	12 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc	4,006,737	$443m	0.05%	New	new	14 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC	3,041,437	$336m	0.43%	New	new	14 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP	3,021,154	$334m	0.74%	New	new	14 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC	2,930,156	$324m	0.94%	New	new	11 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC	2,598,688	$287m	0.23%	New	new	13 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC	2,336,033	$258m	0.38%	New	new	14 Feb 2025 (the filing on sec.gov)
Millennium Management LLC	2,270,319	$251m	0.12%	New	new	14 Feb 2025 (the filing on sec.gov)
MFS Investment Management	1,329,652	$147m	under 0.1%	New	new	12 Feb 2025 (the filing on sec.gov)
Man Group PLC	1,238,016	$137m	0.36%	New	new	14 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.	1,001,855	$111m	0.08%	New	new	14 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC	1,000,100	$111m	0.16%	New	new	13 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd	971,547	$107m	0.05%	New	new	14 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP	723,125	$80m	0.10%	New	new	13 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC	681,915	$75m	0.27%	New	new	14 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP	673,054	$74m	0.34%	New	new	13 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP	460,091	$51m	0.11%	New	new	14 Feb 2025 (the filing on sec.gov)
Woodline Partners LP	411,874	$46m	0.31%	New	new	14 Feb 2025 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Fidelity (FMR LLC)new position · 57,648,129 shares now+57,648,129
AllianceBernstein LPnew position · 21,070,016 shares now+21,070,016
Invesco Ltdnew position · 11,190,118 shares now+11,190,118
Wellington Management Group LLPnew position · 11,013,511 shares now+11,013,511
Capital World Investorsnew position · 7,294,361 shares now+7,294,361

Reductions

No reduction among listed positions.

New positions and exits

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

New (35)

Exited (0)

No exit shown by a manager’s own filing.

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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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

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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