Follow-The-Filings

Security · featured owners

ANET Arista Networks Inc.

Information Technology COM SHS Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 7.1%
  • $261M
  • 1 new 1 add 2 reduce 1 exit

ANET (Arista Networks Inc.) is held in 4 featured 13F books as of 2026 Q2. Ben Jacobs - Anomaly Capital Management is the largest tracked holder by portfolio weight (7.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.1% (Ben Jacobs - Anomaly Capital Management) · not free-float ownership

  1. Ben Jacobs add 7.1%
  2. Francois Rochon reduce 1.9%
  3. Ron Baron reduce 0.03%
  4. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ben Jacobs - Anomaly Capital Management 2026 Q2 7.1% Add +89.7% 1,090,980 $185M history
Francois Rochon - Giverny Capital 2026 Q2 1.9% Reduce −19.7% 339,892 $58M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.03% Reduce −3.4% 101,174 $17M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 6,785 $1M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.17% Exit −0.17% 100,000 $12M history

4 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 2 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 10, 2026 Filing Doc
4 Period Sep 8, 2026 · 2 forms Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 28, 2026 Filing Doc
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 20, 2026 · 11 forms Filing Doc
4 Period Aug 12, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 5, 2026 · 4 forms Filing Doc

Updated about 23 hours 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 * $0.818B $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 -$0.687B -$2.46B -$3.58B
Cash from financing -$0.084B -$0.422B -$1.6B
Net change in cash $1.26B $0.824B -$0.798B

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