InvestorLens

ANET — ARISTA NETWORKS INC

Information Technology

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ANET?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
60
Institutional Conviction
Net distribution · 2 buying vs 3 selling last quarter
32
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their ANET position last quarter, 2 bought and 3 sold (40% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ken Griffin, Paul Tudor Jones)
  • +5 tracked investors reported holding ANET at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (3 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ARISTA NETWORKS INC (ANET)

ARISTA NETWORKS INC (ANET) appears in the most recent 13F filings of 5 tracked institutional investors. ARISTA NETWORKS INC is classified in the Information Technology sector. The largest disclosed position is held by Steve Cohen (Point72 Asset Management), valued at $1.3B. Across recent filings, tracked investors recorded 7 new positions, 26 increased, 16 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ANET

65
/100
Institutional Accumulation
Added / Increased33
Reduced16
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track ANET

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

ANET Ownership Composition

How ARISTA NETWORKS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
96% of tracked value
Institutions
5
tracked investors
Total Reported
$2.3B
combined 13F value
Types2
  • Multi-Strategy / Quant96.1%
  • Macro3.9%
Multi-Strategy / Quant(3)
96.1%
Macro(2)
3.9%

Tracked investors currently reporting ANET

2 tracked investors have since exited this position — listed separately below.

  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    5.4M
    Value
    $915.5M
    % Portfolio
    1.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    5.7M
    Value
    $975.7M
    % Portfolio
    0.11%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.6M
    Value
    $274.5M
    % Portfolio
    0.10%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    254.3K
    Value
    $43.2M
    % Portfolio
    0.18%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    258.3K
    Value
    $43.9M
    % Portfolio
    0.06%

Previously held ANET

These investors reported ANET in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Stanley DruckenmillerDuquesne Family Office52.3K$18.3MJun 30, 2024
David TepperAppaloosa Management250K$46MSep 30, 2023

Recent activity

Frequently asked questions

How many institutional investors hold ANET?
5 tracked institutional investors disclosed a position in ANET (ARISTA NETWORKS INC) in their most recent 13F filing.
Who is the largest institutional holder of ANET?
Steve Cohen, Point72 Asset Management, holds the largest disclosed position in ANET, valued at $1.3B.
Did institutional ownership of ANET increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 26 increased, 16 reduced, and 2 fully exited ANET.
What sector is ANET in?
ARISTA NETWORKS INC is classified in the Information Technology GICS sector.
Where does this ANET ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
ANET (ARISTA NETWORKS INC) — Institutional Holders & 13F — InvestorLens