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Arista Networks, Inc. · Technology · Computer Hardware

216.74 +2.7% 市值 $272.91B 报价延迟(FMP) · 截至 Oct 11 03:53 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
172被追踪持有人
-2Δ持有人
707.46M持有股份
$120.06B报告持仓市值
+5新建仓位
−6清仓
Stable 确信度评分 42/100 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -1.1% · 股份流向 +0.2% · 净新建仓位 -0.6% — 公式
集中积累 — 持股数量上升但持有人减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
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 —
Q3 2025 25 0 434.75M $63.33B — −1
Q2 2025 23 0 343.47M $35.13B — —
Q1 2025 20 -1 124.64M $9.64B — −1
Q4 2024 21 +1 124.57M $13.76B +1 —
Q3 2024 19 -1 22.85M $8.76B — −1
Q2 2024 20 — 22.72M $7.96B — —
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 BlackRock ✦ (被动) 91.38M -0.6% $15.52B 0.2% ▼ Trim 5 SEC ↗ ×21
2 Vanguard Capital Management Llc 68.69M +0.6% $11.67B 0.2% ▲ Add 2 SEC ↗
3 State Street Global Advisors ✦ (被动) 48.17M +3.0% $8.18B 0.2% ▲ Add 7 SEC ↗
4 Fidelity (FMR) ✦ 47.35M -9.5% $8.04B 0.3% ▼ Trim 5 SEC ↗ ×7
5 Geode Capital Management ✦ (被动) 27.51M +1.0% $4.66B 0.2% ▲ Add 9 SEC ↗ ×2
6 T. Rowe Price ✦ 23.23M -20.8% $3.95B 0.4% ▼ Trim 9 SEC ↗ ×2
7 Morgan Stanley ✦ 19.70M +6.4% $3.35B 0.2% ▲ Add 4 SEC ↗ ×21
8 Capital Research Global Investors 13.16M -10.8% $2.24B 0.3% ▼ Trim 3 SEC ↗
9 Ameriprise Financial Inc 12.80M +27.6% $2.17B 0.4% ▲ Add 3 SEC ↗ ×8
10 Norges Bank ✦ (被动) 12.25M 新增 $2.08B 0.2% New 1 SEC ↗
11 JPMorgan Chase ✦ 11.72M +11.3% $1.92B 0.1% ▲ Add 4 SEC ↗ ×21
12 Nuveen, LLC 10.74M -14.8% $1.82B 0.4% ▼ Trim 3 SEC ↗ ×3
13 UBS AM, a distinct business unit of… 10.46M -1.5% $1.78B 0.3% ▼ Trim 3 SEC ↗ ×14
14 Northern Trust Corp 10.14M 0.0% $1.72B 0.2% ▼ Trim 3 SEC ↗ ×11
15 Massachusetts Financial Services Co… 9.73M +34.5% $1.71B 0.5% ▲ Add 3 SEC ↗ ×9
16 Franklin Resources Inc 9.93M +23.3% $1.69B 0.4% ▲ Add 3 SEC ↗ ×15
17 Goldman Sachs Group ✦ 9.64M -4.8% $1.64B 0.2% ▼ Trim 4 SEC ↗ ×6
18 Schroder Investment Management Group 9.62M -1.4% $1.63B 1.2% ▼ Trim 2 SEC ↗ ×8
19 Deutsche Bank Ag\ 9.36M +4.3% $1.59B 0.5% ▲ Add 3 SEC ↗ ×16
20 Wellington Management ✦ 8.44M +5.9% $1.43B 0.2% ▲ Add 9 SEC ↗ ×9
21 Charles Schwab Investment… 8.23M +7.7% $1.40B 0.2% ▲ Add 3 SEC ↗ ×2
22 Arrowstreet Capital ✦ 7.62M -10.0% $1.29B 0.6% ▼ Trim 9 SEC ↗
23 Amundi 7.31M -19.4% $1.24B 0.3% ▼ Trim 3 SEC ↗ ×9
24 Legal & General Group Plc 7.05M -5.5% $1.20B 0.2% ▼ Trim 3 SEC ↗ ×3
25 Bank Of America Corp /De/ 6.55M +9.0% $1.11B 0.1% ▲ Add 3 SEC ↗ ×8
26 Swedbank AB 6.32M -2.1% $1.07B 0.9% ▼ Trim 3 SEC ↗ ×3
27 UBS Group AG 6.30M +12.2% $1.07B 0.2% ▲ Add 3 SEC ↗ ×10
28 Clearbridge Investments, LLC 6.01M +35.4% $1.02B 0.8% ▲ Add 3 SEC ↗ ×2
29 AQR Capital Management ✦ 5.93M -25.4% $1.00B 0.3% ▼ Trim 9 SEC ↗ ×12
30 State Farm Mutual Automobile… 5.62M 0.0% $954.59M 0.7% Held 3 SEC ↗ ×2
31 Bank of New York Mellon Corp 5.36M -1.3% $911.21M 0.1% ▼ Trim 3 SEC ↗ ×19
32 Point72 Asset Management ✦ 5.14M -21.5% $873.14M 1.4% ▼ Trim 9 SEC ↗
33 Royal Bank Of Canada 5.01M +6.0% $850.35M 0.1% ▲ Add 3 SEC ↗ ×12
34 Wells Fargo & Company/Mn 4.80M +5.3% $815.26M 0.1% ▲ Add 3 SEC ↗ ×5
35 Invesco Ltd. 4.72M -32.5% $802.55M 0.1% ▼ Trim 3 SEC ↗ ×22
36 Pictet Asset Management Holding SA 4.66M +9.8% $791.06M 0.8% ▲ Add 3 SEC ↗
37 First Trust Advisors Lp 4.59M +6.1% $780.05M 0.5% ▲ Add 3 SEC ↗
38 Assenagon Asset Management S.A. 4.14M +312.9% $703.87M 0.5% ▲ Add 3 SEC ↗ ×2
39 Capital World Investors ✦ 3.71M 新增 $629.77M 0.1% New 1 SEC ↗
40 Robeco Institutional Asset… 3.66M -6.5% $620.95M 0.8% ▼ Trim 3 SEC ↗
41 BNP Paribas Asset Management… 3.43M +8.8% $581.79M 0.6% ▲ Add 3 SEC ↗ ×5
42 Nordea Investment Management Ab 3.44M -15.2% $580.66M 0.5% ▼ Trim 3 SEC ↗ ×4
43 Envestnet Asset Management Inc 3.28M +1.9% $557.36M 0.1% ▲ Add 3 SEC ↗
44 Alyeska Investment Group, L.P. 3.17M 新增 $537.74M 1.4% New 1 SEC ↗
45 National Pension Service 3.07M +1.9% $521.34M 0.3% ▲ Add 3 SEC ↗
46 Swiss National Bank 3.01M -4.1% $511.75M 0.3% ▼ Trim 3 SEC ↗
47 Hsbc Holdings Plc 2.88M +1.3% $489.33M 0.2% ▲ Add 3 SEC ↗ ×15
48 DZ BANK AG Deutsche Zentral… 2.77M -66.7% $470.42M 0.4% ▼ Trim 3 SEC ↗ ×6
49 Citadel Advisors ✦ 2.70M +411.9% $458.42M 0.3% ▲ Add 9 SEC ↗
50 Mitsubishi UFJ Asset Management… 2.58M +8.7% $438.00M 0.2% ▲ Add 3 SEC ↗
51 Canada Pension Plan Investment Board 2.48M +14.5% $420.54M 0.2% ▲ Add 3 SEC ↗
52 Sumitomo Mitsui Trust Group, Inc. 2.32M -0.1% $394.72M 0.2% ▼ Trim 3 SEC ↗
53 Allianz Asset Management GmbH 2.31M +23.2% $393.26M 0.4% ▲ Add 3 SEC ↗ ×7
54 Citigroup Inc 2.27M +53.4% $384.80M 0.2% ▲ Add 3 SEC ↗ ×4
55 California Public Employees… 2.23M +4.0% $379.52M 0.2% ▲ Add 3 SEC ↗
56 Barclays Plc 2.22M +0.8% $377.58M 0.1% ▲ Add 3 SEC ↗ ×3
57 Dimensional Fund Advisors Lp 2.15M +0.5% $364.33M 0.1% ▲ Add 3 SEC ↗ ×5
58 Voya Investment Management Llc 1.89M -28.6% $321.58M 0.3% ▼ Trim 3 SEC ↗ ×2
59 FIL Ltd 1.85M +173.2% $314.96M 0.2% ▲ Add 3 SEC ↗ ×3
60 Brown Advisory Inc 1.84M +7796.3% $312.51M 0.5% ▲ Add 3 SEC ↗ ×3
61 Rhumbline Advisers 1.77M -0.5% $300.90M 0.2% ▼ Trim 3 SEC ↗
62 Neuberger Berman Group LLC 1.67M +41.4% $281.44M 0.2% ▲ Add 3 SEC ↗ ×2
63 Bnp Paribas Financial Markets 1.63M -21.6% $276.69M 0.1% ▼ Trim 3 SEC ↗ ×2
64 Raymond James Financial Inc 1.63M +18.3% $276.52M 0.1% ▲ Add 3 SEC ↗ ×6
65 Blair William & Co/Il 1.60M +39.4% $272.61M 0.7% ▲ Add 3 SEC ↗
66 LPL Financial LLC 1.60M +12.9% $272.43M 0.1% ▲ Add 3 SEC ↗
67 Sei Investments Co 1.60M +159.0% $272.24M 0.2% ▲ Add 3 SEC ↗ ×3
68 Allspring Global Investments… 1.60M -13.8% $266.98M 0.4% ▼ Trim 3 SEC ↗ ×3
69 Bank Of Montreal /Can/ 1.55M +19.3% $263.77M 0.1% ▲ Add 3 SEC ↗ ×9
70 Td Asset Management Inc 1.53M -22.6% $260.13M 0.2% ▼ Trim 3 SEC ↗
71 Russell Investments Group, Ltd. 1.52M -9.9% $257.20M 0.2% ▼ Trim 3 SEC ↗ ×21
72 Federated Hermes, Inc. 1.50M +20.4% $255.37M 0.4% ▲ Add 3 SEC ↗ ×5
73 Caisse De Depot Et Placement Du… 1.48M -22.4% $251.95M 0.4% ▼ Trim 3 SEC ↗
74 Capital International Investors 1.47M 新增 $249.99M 0.1% New 1 SEC ↗
75 Rockefeller Capital Management L.P. 1.43M +2.8% $243.65M 0.4% ▲ Add 3 SEC ↗ ×6
76 Principal Financial Group Inc 1.38M -9.8% $233.84M 0.1% ▼ Trim 3 SEC ↗ ×3
77 Tidal Investments LLC 1.35M +10.1% $229.36M 0.6% ▲ Add 3 SEC ↗ ×4
78 American Century Companies Inc 1.33M -7.4% $226.75M 0.1% ▼ Trim 3 SEC ↗
79 Aviva Plc 1.33M +44.4% $225.62M 0.3% ▲ Add 3 SEC ↗
80 Victory Capital Management Inc 1.33M +1.4% $225.34M 0.1% ▲ Add 3 SEC ↗
81 Aberdeen Group plc 1.19M +15.1% $201.61M 0.3% ▲ Add 3 SEC ↗ ×2
82 Zurcher Kantonalbank (Zurich… 1.16M -13.1% $197.46M 0.4% ▼ Trim 3 SEC ↗
83 Man Group plc 1.16M -39.6% $197.36M 0.4% ▼ Trim 3 SEC ↗ ×3
84 Fifth Third Bancorp 1.14M +4.1% $193.25M 0.3% ▲ Add 3 SEC ↗
85 New York State Common Retirement… 1.14M -3.0% $192.98M 0.2% ▼ Trim 3 SEC ↗
86 Manufacturers Life Insurance… 1.11M -14.2% $188.84M 0.1% ▼ Trim 3 SEC ↗
87 Adage Capital Partners ✦ 1.11M +19.5% $187.87M 0.3% ▲ Add 9 SEC ↗
88 Bank Julius Baer & Co. Ltd, Zurich 1.11M +78.6% $187.21M 0.5% ▲ Add 3 SEC ↗
89 Alliancebernstein L.P. 1.51M +4.4% $185.72M 0.1% ▲ Add 3 SEC ↗
90 Quantinno Capital Management LP 1.09M -2.6% $185.57M 0.2% ▼ Trim 3 SEC ↗
91 CIBC Bancorp USA Inc. 1.04M -1.9% $176.61M 0.2% ▼ Trim 2 SEC ↗ ×3
92 Universal- Beteiligungs- und… 1.02M +4.3% $173.00M 0.3% ▲ Add 3 SEC ↗ ×2
93 Mariner, LLC 1.01M -2.8% $171.02M 0.2% ▼ Trim 3 SEC ↗ ×2
94 Healthcare Of Ontario Pension Plan… 994.55K +960.6% $168.95M 0.2% ▲ Add 3 SEC ↗
95 Truist Financial Corp 973.30K +10.3% $165.34M 0.2% ▲ Add 3 SEC ↗ ×3
96 Focus Partners Wealth 969.57K -4.2% $164.71M 0.2% ▼ Trim 3 SEC ↗
97 Susquehanna International Group, Llp 967.80K +253.7% $164.41M 0.1% ▲ Add 3 SEC ↗ ×2
98 Two Sigma Investments ✦ 955.25K -74.6% $162.28M 0.1% ▼ Trim 9 SEC ↗
99 Stifel Financial Corp 943.24K +4.7% $160.24M 0.1% ▲ Add 3 SEC ↗ ×5
100 State Board Of Administration Of… 891.69K -2.2% $151.48M 0.3% ▼ Trim 3 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Norges Bank $2.08B 0.2%
Capital World Investors $629.77M 0.1%
Alyeska Investment Group, L.P. $537.74M 1.4%
Capital International… $249.99M 0.1%

已清仓

Parallax Volatility Advisers… $10.60M 曾为 0.5%
Renaissance Technologies $8.19M 曾为 0.0%
Optiver Holding B.V. $4.08M 曾为 0.2%
Peak6 Llc $2.81M 曾为 0.1%
Group One Trading Llc $2.35M 曾为 0.1%
Capstone Investment Advisors… $1.84M 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1,985 持有人, 864.62M 股份, $100.19B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

内部人交易

公开市场买入 (P)

在我们的覆盖窗口内无内部人士公开市场买入记录。

公开市场卖出 (S)

Oct 07 Ullal Jayshree

Officer, Director · 13.86K 股 · $3.01M

Oct 07 Ullal Jayshree

Officer, Director · 69.27K 股 · $15.04M

Oct 06 Ullal Jayshree

Officer, Director · 259.05K 股 · $54.99M

Oct 06 Ullal Jayshree

Officer, Director · 13.18K 股 · $2.79M

Oct 06 Ullal Jayshree

Officer, Director · 3.90K 股 · $831,375

Oct 06 Breithaupt Chantelle Yvette

Officer · 1.22K 股 · $263,160

Oct 06 Ullal Jayshree

Officer, Director · 65.90K 股 · $13.93M

Oct 06 Ullal Jayshree

Officer, Director · 51.80K 股 · $11.00M

Oct 06 Ullal Jayshree

Officer, Director · 781 股 · $166,403

Oct 01 TEMPLETON MARK B

Director · 1.80K 股 · $370,036

授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q2 2026 · 方法论 · 通过API获取此数据