Applied Finance Capital Management’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Buy
6,191
+255
+4% +$40.1K 0.08% 99
2026
Q1
$729K Sell
5,936
-184
-3% -$24.6K 0.05% 128
2025
Q4
$802K Buy
+6,120
New +$842K 0.06% 124
2025
Q3
Sell
-16,177
Closed -$1.66M 284
2025
Q2
$1.66M Buy
+16,177
New +$1.4M 0.11% 80

Other funds holding ANET

Applied Finance Capital Management's ANET Position: Q2 2026 in Review

Applied Finance Capital Management increased its Arista Networks (ANET) stake by 4.3% in Q2 2026, buying an estimated $40.1K and bringing the position to 6,191 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #99.

Applied Finance Capital Management first reported a position in ANET in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q2 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Applied Finance Capital Management held 6,191 shares of Arista Networks worth $1.05M as of Q2 2026.
  • Applied Finance Capital Management bought 255 Arista Networks shares in Q2 2026, an estimated $40.1K.
  • Arista Networks made up 0.08% of Applied Finance Capital Management's portfolio in Q2 2026, its #99 holding.
  • Applied Finance Capital Management first reported a position in Arista Networks in Q2 2025 and has held it in 4 quarters since.
  • Applied Finance Capital Management's Arista Networks position peaked at $1.66M in Q2 2025.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.