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ANET in the 13F filings

Arista Networks Inc · CUSIP 040413205

Sector · Technology hardware and equipmentTheme · AI infrastructure and semiconductors· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
Quarter end
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 27 listed it in both
Shares listed
145,325,597
combined, among listed positions
Reported value
$11.2bn
combined, at the quarter end

Among the 95 comparable managers: 22 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ANET in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Fidelity (FMR LLC)49,967,341$3.9bn0.25%Trimmed-7,680,7885 Nov 2026 (the filing on sec.gov)
AllianceBernstein LP22,959,214$1.8bn0.64%Added+1,889,19815 May 2025 (the filing on sec.gov)
Invesco Ltd10,755,880$833m0.16%Trimmed-434,23812 May 2025 (the filing on sec.gov)
Wellington Management Group LLP10,061,343$780m0.15%Trimmed-952,16813 May 2025 (the filing on sec.gov)
AQR Capital Management LLC7,719,809$584m0.60%Added+4,678,37215 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP5,873,176$455m0.37%Added+457,55514 May 2025 (the filing on sec.gov)
Capital Research Global Investors5,787,606$448m0.10%Trimmed-318,74612 May 2025 (the filing on sec.gov)
Marshall Wace LLP3,619,890$280m0.36%Added+2,896,76515 May 2025 (the filing on sec.gov)
Millennium Management LLC3,249,958$252m0.13%New+979,63915 May 2025 (the filing on sec.gov)
Two Sigma Investments LP2,767,058$214m0.46%Added+2,306,96715 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc2,606,843$202munder 0.1%Trimmed-1,399,89414 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP2,226,600$173m0.39%Added+1,829,50015 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC2,224,355$172m0.49%Trimmed-705,80121 May 2025 (the filing on sec.gov)
Point72 Asset Management LP1,862,996$144m0.33%Trimmed-1,158,15821 Jul 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,818,800$141m0.21%Added+818,70014 May 2025 (the filing on sec.gov)
Man Group PLC1,776,304$138m0.35%Added+538,28815 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,399,656$109m0.09%Trimmed-1,199,03227 Oct 2026 (the filing on sec.gov)
Voloridge Investment Management LLC1,241,460$96m0.36%Added+559,54515 May 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,224,606$95m0.12%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Jane Street Group LLC1,161,293$90munder 0.1%Addedn.a.19 May 2025 (the filing on sec.gov)
Artisan Partners LP1,055,953$82m0.13%Trimmed-3,747,77314 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd974,433$76munder 0.1%Added+2,88615 May 2025 (the filing on sec.gov)
Bridgewater Associates LP843,502$65m0.30%Added+170,44814 May 2025 (the filing on sec.gov)
MFS Investment Management539,204$42munder 0.1%Trimmed-790,4482 May 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP283,714$22m0.22%Newnew14 May 2025 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

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 (6)

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.

010203040Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ANET by quarter
QuarterHoldersReported valueBuyersSellers
Q4 202435$17.1bn350
Q1 202534$11.2bn2218
Q2 202537$13.6bn2216
Q3 202539$22.9bn1623
Q4 202539$21.0bn2720
Q1 202629$19.9bn1729
Q2 202633$25.3bn1927

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 →