ANET
Arista Networks, Inc. · Technology · Computer Hardware
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +0.1% ·
net new positions -5.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 6 | +1 | 7.22M | $1.47B | +1 | n/a |
| Q2 2026 | 172 | -2 | 707.46M | $120.06B | +5 | −6 |
| Q1 2026 | 176 | -4 | 700.32M | $85.84B | +2 | −7 |
| Q4 2025 | 179 | 0 | 721.50M | $94.53B | +1 | n/a |
| Q3 2025 | 25 | 0 | 434.75M | $63.33B | n/a | −1 |
| Q2 2025 | 23 | 0 | 343.47M | $35.13B | n/a | n/a |
| Q1 2025 | 20 | -1 | 124.64M | $9.64B | n/a | −1 |
| Q4 2024 | 21 | +1 | 124.57M | $13.76B | +1 | n/a |
| Q3 2024 | 19 | -1 | 22.85M | $8.76B | n/a | −1 |
| Q2 2024 | 20 | n/a | 22.72M | $7.96B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 46.04M | -0.4% | $3.57B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 25.45M | +5.3% | $1.97B | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 10.92M | -13.6% | $846.38M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 10.06M | -8.7% | $779.55M | 0.1% | ▼ Trim | 4 | SEC ↗ ×9 |
| 5 | AQR Capital Management ✦ | 7.72M | +153.8% | $584.12M | 0.6% | ▲ Add | 4 | SEC ↗ ×8 |
| 6 | Arrowstreet Capital ✦ | 5.87M | +8.4% | $455.05M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 7 | Marshall Wace ✦ | 3.62M | +400.6% | $280.47M | 0.4% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | Millennium Management ✦ | 3.25M | +43.1% | $251.81M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 2.77M | +501.4% | $214.39M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 2.61M | -34.9% | $201.98M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Point72 Asset Management ✦ | 1.86M | -38.3% | $144.34M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 1.82M | +81.9% | $140.92M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 843.50K | +25.3% | $65.35M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 842.80K | -8.0% | $65.30M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 736.42K | +17.2% | $57.06M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Gotham Asset Management ✦ | 127.27K | +328.1% | $9.86M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 60.34K | -94.0% | $4.67M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 18 | Fisher Asset Management ✦ | 23.66K | -13.6% | $1.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | PRIMECAP Management ✦ | 16.80K | 0.0% | $1.30M | 0.0% | Held | 4 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 3.19K | +70.9% | $247,394 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Capital World Investors | $806.25M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,985 holders, 864.62M shares, $100.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 5.51K sh · $1.00M
Officer, Director · 281 sh · $50,304
Officer, Director · 374 sh · $66,539
Officer, Director · 486 sh · $87,003
Officer, Director · 3.54K sh · $637,264
Officer, Director · 200 sh · $36,558
Officer, Director · 5.99K sh · $1.08M
Officer, Director · 3.74K sh · $677,039
Officer, Director · 2.04K sh · $367,625
Officer, Director · 449 sh · $80,379
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology