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ANET Arista Networks

Information Technology, filed as ARISTA NETWORKS INC (COM SHS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

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

In 2026 Q2 Lee Ainslie opened a position in Arista Networks, Ben Jacobs added, Francois Rochon trimmed, and Davidson Kempner Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns ANET

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Jacobs, Anomaly Capital Management 7.1%, was 4.3% Add +89.7% 1,090,980 $185M History
Francois Rochon, Giverny Capital 1.9% Reduce −19.7% 339,892 $58M History
Ron Baron, Bamco Inc. (Baron Capital) 0.03%, was 0.04% Small trim −3.4% 101,174 $17M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 6,785 $1.2M 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ANET's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ANET insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $1.5B sold by 8 insiders under 10b5-1 plans
  1. Kenneth Duda President and CTO
    Planned sale
    $7.8M 43,333 shares at $180.91
    Traded Oct 20 Filed Oct 22
    ↗
  2. Jayshree Ullal CEO
    Planned sale
    $34.4M 158,543 shares at $217.09 1% of stake
    Traded Oct 8–9 Filed Oct 13
    ↗
  3. Jayshree Ullal CEO
    Planned sale
    $21.1M 96,992 shares at $217.14 0.6% of stake
    Traded Oct 7 Filed Oct 9
    ↗
  4. Jayshree Ullal CEO
    Planned sale
    $97.6M 460,374 shares at $212.09 2.9% of stake
    Traded Oct 6 Filed Oct 8
    ↗
  5. Chantelle Yvette Breithaupt CFO
    Planned sale
    $263K 1,224 shares at $215.00 1.8% of stake
    Traded Oct 6 Filed Oct 8
    ↗
  6. Mark B Templeton Director
    Planned sale
    $1M 5,000 shares at $204.37 9.4% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  7. Jayshree Ullal CEO
    Planned sale
    $13.2M 62,622 shares at $211.40 0.4% of stake
    Traded Sep 25 Filed Sep 29
    ↗
  8. Kenneth Duda President and CTO
    Planned sale
    $8.8M 43,333 shares at $203.50
    Traded Sep 21 Filed Sep 23
    ↗
  9. Andreas Bechtolsheim 10% owner
    Planned sale
    $59.7M 300,000 shares at $198.95 0.2% of stake
    Traded Sep 17 Filed Sep 21
    ↗
  10. Mark B Templeton Director
    Planned sale
    $986K 5,000 shares at $197.16 8.6% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  11. Chantelle Yvette Breithaupt CFO
    Planned sale
    $120K 612 shares at $195.77 0.9% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  12. Andreas Bechtolsheim 10% owner
    Planned sale
    $60.8M 300,000 shares at $202.60 0.2% of stake
    Traded Aug 27 Filed Aug 31
    ↗
  13. Jayshree Ullal CEO
    Planned sale
    $2.6M 13,809 shares at $191.79 58% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  14. Kelly Bodnar Battles Director
    Planned sale
    $79K 422 shares at $187.34 4% of stake
    Traded Aug 21 Filed Aug 25
    ↗
  15. Kenneth Duda President and CTO
    Planned sale
    $8M 43,333 shares at $185.42
    Traded Aug 20 Filed Aug 24
    ↗

Also filed in the last 12 months, not counted as buying or selling: 87 option exercises, 31 other transactions, 14 share withholdings for taxes, and 1 gift.

Congress

15 members of Congress traded ANET in the last three years: 21 buys and 18 sales. 13 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Dan Newhouse R-WA-4Spouse Buy $1K–$15K Jul 10 filed Jul 17
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Mar 25 filed Apr 7
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 30 filed Feb 13
  5. John Boozman R-ARJoint Buy $1K–$15K Dec 11, 2025 filed Jan 13
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Dec 24, 2025 filed Jan 12

SEC filings

Recent issuer filings from EDGAR, 2 shown.

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

Source: SEC EDGAR submissions, updated 8 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.