Allen Investment Management’s Arista Networks ANET Stock Holding History

Allen Investment Management’s Portfolio ANET Stock Details ANET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.37M	Sell	59,996 -3,842	-6%	-$514K	0.09%	86
2025 Q4	$8.36M	Sell	63,838 -280,270	-81%	-$38.6M	0.09%	87
2025 Q3	$50.1M	Buy	344,108 +36,074	+12%	+$4.65M	0.56%	42
2025 Q2	$31.5M	Sell	308,034 -108,815	-26%	-$9.41M	0.34%	49
2025 Q1	$32.3M	Buy	+416,849	New	+$42.3M	0.38%	42
2024 Q4	–	Sell	-259,824	Closed	-$24.9M	–	204
2024 Q3	$24.9M	Buy	259,824 +120,540	+87%	+$10.5M	0.3%	51
2024 Q2	$12.2M	Buy	+139,284	New	+$10.4M	0.15%	64

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allen Investment Management's ANET Position: Q1 2026 in Review

Allen Investment Management reduced its Arista Networks (ANET) stake by 6% in Q1 2026, selling an estimated $514K and leaving 59,996 shares worth $7.37M. The position accounts for 0.09% of the portfolio, ranked #86.

Allen Investment Management first reported a position in ANET in Q2 2024 and has held it in 7 quarters since. The position peaked at $50.1M in Q3 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Allen Investment Management held 59,996 shares of Arista Networks worth $7.37M as of Q1 2026.
Allen Investment Management sold 3,842 Arista Networks shares in Q1 2026, an estimated $514K.
Arista Networks made up 0.09% of Allen Investment Management's portfolio in Q1 2026, its #86 holding.
Allen Investment Management first reported a position in Arista Networks in Q2 2024 and has held it in 7 quarters since.
Allen Investment Management's Arista Networks position peaked at $50.1M in Q3 2025.
2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.