Bailard’s Arista Networks ANET Stock Holding History

Bailard’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	$13.2M	Buy	77,868 +41,577	+115%	+$6.53M	0.27%	84
2026 Q1	$4.46M	Sell	36,291 -5,629	-13%	-$753K	0.1%	153
2025 Q4	$5.49M	Buy	41,920 +7,425	+22%	+$1.02M	0.12%	133
2025 Q3	$5.03M	Buy	34,495 +6,131	+22%	+$789K	0.11%	144
2025 Q2	$2.9M	Buy	+28,364	New	+$2.45M	0.07%	194

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bailard's ANET Position: Q2 2026 in Review

Bailard increased its Arista Networks (ANET) stake by 115% in Q2 2026, buying an estimated $6.53M and bringing the position to 77,868 shares worth $13.2M. The position accounts for 0.27% of the portfolio, ranked #84.

Bailard first reported a position in ANET in Q2 2025 and has held it in 5 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Bailard held 77,868 shares of Arista Networks worth $13.2M as of Q2 2026.
Bailard bought 41,577 Arista Networks shares in Q2 2026, an estimated $6.53M.
Arista Networks made up 0.27% of Bailard's portfolio in Q2 2026, its #84 holding.
Bailard first reported a position in Arista Networks in Q2 2025 and has held it in 5 quarters since.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.