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Arista Networks, Inc. · Technology · Computer Hardware
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -16.8% ·
net new positions +16.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| 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 | Assenagon Asset Management S.A. | 3.41M | -17.6% | $695.24M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 2 | Robeco Institutional Asset… | 2.85M | -22.1% | $580.00M | 0.7% | ▼ Trim | 4 | SEC ↗ |
| 3 | TD Waterhouse Canada Inc. | 455.15K | +12.3% | $93.67M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 301.85K | +4.5% | $60.58M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Assetmark, Inc | 198.49K | +3.9% | $40.41M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Ninety One UK Ltd | 2.91K | New | $591,837 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Ninety One UK Ltd | $591,837 | 0.0% |
Exited
| No tracked exits this quarter. |
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