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Arista Networks Inc. · COM SHS

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 1 exit max 1.9% (Francois Rochon - Giverny...)

grid → activity → earnings →
owners 19
rank #258
master % 0.07%
max % 1.9%
tracked value $17.6B
qoq A 10 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Francois Rochon - Giverny Capital Inc. 2026 Q1 1.9% Add +0.07 pp 423,361 $52M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 1.0% Reduce -0.08 pp 6,545,561 $804M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.7% Add +0.09 pp 1,330,091 $163M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.4% Add -0.07 pp 7,951,013 $950M hist
Natixis Advisors, LLC 2026 Q1 0.3% Add +0.02 pp 1,777,792 $218M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.30 pp 1,630,792 $214M hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Add -0.03 pp 101,189,629 $13.3B hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.17 pp 11,894,702 $1.6B hist
Davidson Kempner Capital Management LP 2026 Q1 0.2% Reduce -0.25 pp 100,000 $12M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.01 pp 216,934 $27M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.02 pp 992,305 $122M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.03 pp 397,000 $49M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Add +0.01 pp 104,728 $13M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 541,043 $66M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 527,148 $65M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.14 pp 66,740 $8M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 17,723 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 13,585 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,144 $140 hist
Dan Sundheim - D1 Capital Partners L.P. exited 2026 Q1 last 2025 Q4 1.2% Exit -1.18 pp 962,429 $126M hist

19 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

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Updated 1 minute ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.86B $7B $9.01B
Gross profit $3.63B $4.49B $5.77B
Gross margin * 61.9% 64.1% 64.1%
Net income $2.09B $2.85B $3.51B
Net margin * 35.6% 40.7% 39.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $8.39B $11.91B $16.39B
Total non-current assets * $1.56B $2.13B $3.06B
Total assets $9.95B $14.04B $19.45B
Total current liabilities $1.91B $2.73B $5.38B
Total non-current liabilities * $818.14M $1.32B $1.7B
Total equity $7.22B $9.99B $12.37B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.03B $3.71B $4.37B
Cash from investing -$687.45M -$2.46B -$3.58B
Cash from financing -$83.75M -$421.81M -$1.6B
Net change in cash $1.26B $824.3M -$798.5M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders