ANET in the 13F filings
Arista Networks Inc · CUSIP 040413205
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 7 Aug 2025
- Managers listing it
- 37
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 29 listed it in both
- Shares listed
- 133,147,644
- combined, among listed positions
- Reported value
- $13.6bn
- combined, at the quarter end
Among the 95 comparable managers: 22 buyers (opened or added shares) and 16 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 Q2 2025
37 of 37 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 19,462,769 shares now+13,675,163
- Point72 Asset Management LPexisting position · 6,930,633 shares now+5,067,637
- Balyasny Asset Management LLCnew position · 3,646,977 shares now+3,646,977
- T. Rowe Price Associates Incexisting position · 5,240,602 shares now+2,633,759
- Wellington Management Group LLPexisting position · 12,567,891 shares now+2,506,548
Reductions
- Fidelity (FMR LLC)existing position · 25,279,194 shares now-24,688,147
- AllianceBernstein LPexisting position · 10,325,756 shares now-12,633,458
- Marshall Wace LLPexisting position · 1,755,549 shares now-1,864,341
- Two Sigma Investments LPexisting position · 1,577,942 shares now-1,189,116
- Renaissance Technologies LLCexisting position · 678,900 shares now-1,139,900
New positions and exits
New (7)
Exited (1)
- Element Capital Management LLCwas $2.6m
Ownership over time
Tracked managers listing it, at least.
| 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 |
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 →