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: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 40; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 31 listed it in both
Shares listed: 163,520,007; combined, among listed positions
Reported value: $20.1bn; 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: 17 buyers (opened or added shares) and 29 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,150,637.

Managers listing ANET in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, 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

40 of 40 holders

				Action		Filing
Fidelity (FMR LLC)	52,306,626	$6.4bn	0.34%	Added	+13,268,327	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	29,321,973	$3.6bn	0.42%	Trimmed	-7,849,793	15 May 2026 (the filing on sec.gov)
Capital Research Global Investors	14,759,167	$1.8bn	0.28%	Trimmed	-540,627	13 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	8,459,045	$1.0bn	0.56%	Trimmed	-942,348	14 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	7,970,512	$979m	0.18%	Trimmed	-197,898	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	7,951,013	$950m	0.44%	Added	+604,303	15 May 2026 (the filing on sec.gov)
MFS Investment Management	7,227,921	$927m	0.31%	Added	+1,838,566	14 May 2026 (the filing on sec.gov)
Invesco Ltd	6,993,936	$859m	0.08%	Trimmed	-618,878	12 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	6,545,561	$804m	1.03%	Trimmed	-1,014,556	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	4,880,273	$599m	0.29%	Added	+1,502,588	18 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	3,758,279	$461m	0.37%	Added	+2,127,487	15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC	2,102,893	$258m	0.37%	Added	+578,240	13 May 2026 (the filing on sec.gov)
Man Group PLC	1,923,339	$236m	0.43%	Trimmed	-334,966	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	1,448,819	$190m	0.06%	Added	+22,187	15 May 2026 (the filing on sec.gov)
Bridgewater Associates LP	1,330,091	$163m	0.73%	Added	+649	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	1,178,818	$144m	0.11%	Added	+47,987	27 Oct 2026 (the filing on sec.gov)
D. E. Shaw & Co.	992,305	$122m	0.07%	Trimmed	-278,730	15 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	786,500	$97m	0.33%	Trimmed	-16	13 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	607,836	$75m	0.09%	Trimmed	-163,920	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	541,043	$66m	under 0.1%	Added	+284,419	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	527,148	$65m	under 0.1%	Added	+136,731	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	397,000	$49m	under 0.1%	Trimmed	-288,296	15 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	336,320	$41m	0.17%	Added	+37,816	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	273,663	$34m	under 0.1%	Trimmed	-183,367	15 May 2026 (the filing on sec.gov)
Woodline Partners LP	203,734	$25m	0.09%	Added	+26,893	15 May 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Fidelity (FMR LLC)existing position · 52,306,626 shares now+13,268,327
Two Sigma Investments LPexisting position · 3,758,279 shares now+2,127,487
MFS Investment Managementexisting position · 7,227,921 shares now+1,838,566
Janus Henderson Group Ltdexisting position · 4,880,273 shares now+1,502,588
AQR Capital Management LLCexisting position · 7,951,013 shares now+604,303

Reductions

T. Rowe Price Associates Incexisting position · 29,321,973 shares now-7,849,793
Point72 Asset Management LPexisting position · 6,545,561 shares now-1,014,556
Arrowstreet Capital LPexisting position · 8,459,045 shares now-942,348
Renaissance Technologies LLCexisting position · 66,740 shares now-708,100
Invesco Ltdexisting position · 6,993,936 shares now-618,878

New positions and exits

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

New (2)

Exited (7)

Holocene Advisors LPwas $233m
D1 Capital Partners LPwas $126m
Freestone Grove Partners LPwas $52m
Rokos Capital Management LLPwas $38m
Moore Capital Management LPwas $15m
Steadfast Capital Management LPwas $1.6m
Element Capital Management LLCwas $1.3m

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