Assenagon Asset Management’s Arista Networks ANET Stock Holding History

Assenagon Asset 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 Q2	$352M	Buy	2,071,661 +1,068,148	+106%	+$168M	0.44%	37
2026 Q1	$123M	Sell	1,003,513 -1,770,427	-64%	-$237M	0.19%	89
2025 Q4	$363M	Sell	2,773,940 -154,420	-5%	-$21.3M	0.5%	35
2025 Q3	$427M	Sell	2,928,360 -300,386	-9%	-$38.7M	0.58%	31
2025 Q2	$330M	Buy	3,228,746 +1,428,491	+79%	+$124M	0.49%	39
2025 Q1	$139M	Buy	1,800,255 +1,468,383	+442%	+$149M	0.23%	79
2024 Q4	$36.7M	Sell	331,872 -236,600	-42%	-$24.3M	0.06%	260
2024 Q3	$54.5M	Sell	568,472 -877,248	-61%	-$76.4M	0.1%	170
2024 Q2	$127M	Sell	1,445,720 -569,436	-28%	-$42.3M	0.28%	71
2024 Q1	$146M	Sell	2,015,156 -967,380	-32%	-$65.3M	0.35%	53
2023 Q4	$176M	Buy	2,982,536 +2,226,272	+294%	+$117M	0.47%	36
2023 Q3	$34.8M	Buy	756,264 +512,252	+210%	+$22.8M	0.11%	172
2023 Q2	$9.89M	Sell	244,012 -682,888	-74%	-$26.4M	0.03%	363
2023 Q1	$38.9M	Sell	926,900 -550,660	-37%	-$18.9M	0.14%	133
2022 Q4	$44.8M	Buy	1,477,560 +125,012	+9%	+$3.85M	0.16%	132
2022 Q3	$38.2M	Buy	1,352,548 +441,752	+49%	+$12.7M	0.15%	139
2022 Q2	$21.3M	Buy	910,796 +902,964	+11,529%	+$24.8M	0.08%	219
2022 Q1	$272K	Sell	7,832 -136	-2%	-$4.3K	﹤0.01%	1311
2021 Q4	$286K	Sell	7,968 -1,294,672	-99%	-$38.6M	﹤0.01%	1308
2021 Q3	$28M	Buy	1,302,640 +981,024	+305%	+$22.5M	0.09%	172
2021 Q2	$7.28M	Buy	321,616 +104,064	+48%	+$2.17M	0.02%	403
2021 Q1	$4.11M	Buy	+217,552	New	+$4.07M	0.02%	554
2019 Q2	–	Sell	-101,472	Closed	-$1.99M	–	996
2019 Q1	$1.99M	Buy	101,472 +66,864	+193%	+$1.06M	0.02%	514
2018 Q4	$456K	Buy	+34,608	New	+$497K	0.01%	837
2018 Q1	–	Sell	-38,912	Closed	-$573K	–	544
2017 Q4	$573K	Buy	+38,912	New	+$521K	0.01%	590

Other funds holding ANET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management's ANET Position: Q2 2026 in Review

Assenagon Asset Management increased its Arista Networks (ANET) stake by 106% in Q2 2026, buying an estimated $168M and bringing the position to 2,071,661 shares worth $352M. The position accounts for 0.44% of the portfolio, ranked #37.

Assenagon Asset Management first reported a position in ANET in Q4 2017 and has held it in 25 quarters since. The position peaked at $427M in Q3 2025. 557 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Assenagon Asset Management held 2,071,661 shares of Arista Networks worth $352M as of Q2 2026.
Assenagon Asset Management bought 1,068,148 Arista Networks shares in Q2 2026, an estimated $168M.
Arista Networks made up 0.44% of Assenagon Asset Management's portfolio in Q2 2026, its #37 holding.
Assenagon Asset Management first reported a position in Arista Networks in Q4 2017 and has held it in 25 quarters since.
Assenagon Asset Management's Arista Networks position peaked at $427M in Q3 2025.
557 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.