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Axecap Investments’s Arista Networks ANET Stock Holding History

Axecap Investments’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 		$1.59M Sell
12,949
-17,217
-57% -$2.3M 1.09% 32
2025
Q4 		$3.95M Buy
+30,166
New +$4.15M 2.44% 11

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Axecap Investments's ANET Position: Q1 2026 in Review

Axecap Investments reduced its Arista Networks (ANET) stake by 57% in Q1 2026, selling an estimated $2.3M and leaving 12,949 shares worth $1.59M. The position accounts for 1.09% of the portfolio, ranked #32.

Axecap Investments first reported a position in ANET in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.95M in Q4 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Axecap Investments held 12,949 shares of Arista Networks worth $1.59M as of Q1 2026.
  • Axecap Investments sold 17,217 Arista Networks shares in Q1 2026, an estimated $2.3M.
  • Arista Networks made up 1.09% of Axecap Investments's portfolio in Q1 2026, its #32 holding.
  • Axecap Investments first reported a position in Arista Networks in Q4 2025 and has held it in 2 quarters since.
  • Axecap Investments's Arista Networks position peaked at $3.95M in Q4 2025.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Axecap Investments's 13F filing for Q1 2026, filed 20 Apr 2026.