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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
46
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 38 listed it in both
Shares listed
161,846,170
combined, among listed positions
Reported value
$21.2bn
combined, at the quarter end

Among the 92 comparable managers: 27 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,720,829.

Managers listing ANET in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

46 of 46 holders

ActionFiling
Fidelity (FMR LLC)39,038,299$5.1bn0.26%Added+6,996,41817 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc37,171,766$4.9bn0.53%Added+380,72417 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors15,299,794$2.0bn0.37%Trimmed-2,438,39011 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP9,401,393$1.2bn0.72%Trimmed-185,72213 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP8,168,410$1.1bn0.19%Trimmed-1,745,55417 Feb 2026 (the filing on sec.gov)
Invesco Ltd7,612,814$998m0.09%Trimmed-2,481,44119 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP7,560,117$991m1.11%Added+2,048,69717 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC7,346,710$963m0.50%Added+1,085,64717 Feb 2026 (the filing on sec.gov)
MFS Investment Management5,389,355$706m0.23%Trimmed-331,80122 Jan 2026 (the filing on sec.gov)
Janus Henderson Group Ltd3,377,685$443m0.20%Added+1,387,90217 Feb 2026 (the filing on sec.gov)
Man Group PLC2,258,305$296m0.50%Added+653,51017 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP1,775,726$233m0.49%Added+1,388,41117 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,630,792$214m0.30%Added+299,26717 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,524,653$200m0.33%Added+741,13910 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,476,800$194m0.38%Added+479,10017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,426,632$187m0.06%Trimmed-2,879,17517 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP1,329,442$174m0.64%Added+649,07613 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,271,035$167m0.09%Added+744,64817 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,130,831$148m0.11%Trimmed-490,23427 Oct 2026 (the filing on sec.gov)
D1 Capital Partners LP962,429$126m1.18%Newnew17 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP786,516$103m0.34%Added+93,08913 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC774,840$102m0.16%Added+89,60012 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC771,756$101m0.11%Added+290,30713 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP685,296$90m0.08%Added+341,07213 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP457,030$60munder 0.1%Trimmed-682,04717 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (2)

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 →