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Arista Networks, Inc. · Technology · Computer Hardware
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +2.6% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 4.17M | $850.09M | +1 | −2 |
| Q2 2026 | 170 | -2 | 699.51M | $118.71B | +5 | −8 |
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 98.99M | n/a | $10.13B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 85.92M | n/a | $8.79B | 0.2% | n/c | 1 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (pasivo) | 46.10M | +0.1% | $4.72B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 25.58M | +0.5% | $2.61B | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 25.28M | n/a | $2.59B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 6 | Wellington Management ✦ | 12.57M | +24.9% | $1.29B | 0.2% | ▲ Add | 5 | SEC ↗ ×9 |
| 7 | Norges Bank ✦ (pasivo) | 12.00M | +9.9% | $1.23B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 8.74M | +13.2% | $892.92M | 0.7% | ▲ Add | 5 | SEC ↗ ×9 |
| 9 | Point72 Asset Management ✦ | 6.93M | +272.0% | $709.07M | 1.8% | ▲ Add | 5 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 5.25M | -10.5% | $537.58M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 5.24M | +101.0% | $536.17M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 2.16M | -33.7% | $220.59M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 2.10M | +185.3% | $214.97M | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Marshall Wace ✦ | 1.76M | -51.5% | $179.61M | 0.2% | ▼ Trim | 5 | SEC ↗ ×3 |
| 15 | Two Sigma Investments ✦ | 1.58M | -43.0% | $161.44M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 900.58K | +6.8% | $92.14M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 868.20K | +3.0% | $88.83M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 723.42K | +1099.0% | $74.01M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 19 | Renaissance Technologies ✦ | 678.90K | -62.7% | $69.46M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 62.14K | -51.2% | $6.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 22.31K | -5.7% | $2.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | PRIMECAP Management ✦ | 16.80K | 0.0% | $1.72M | 0.0% | Held | 5 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 4.19K | +31.3% | $428,986 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,985 tenedores, 864.62M acciones, $100.19B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 5.51K acc. · $1.00M
Officer, Director · 281 acc. · $50,304
Officer, Director · 374 acc. · $66,539
Officer, Director · 486 acc. · $87,003
Officer, Director · 3.54K acc. · $637,264
Officer, Director · 200 acc. · $36,558
Officer, Director · 5.99K acc. · $1.08M
Officer, Director · 3.74K acc. · $677,039
Officer, Director · 2.04K acc. · $367,625
Officer, Director · 449 acc. · $80,379
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología