Balyasny Asset 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
Q1 | $2.18M | Sell |
17,723
-43,121
| -71% | -$5.77M | ﹤0.01% | 1740 |
|
|
2025
Q4 | $7.97M | Buy |
+60,844
| New | +$8.38M | 0.01% | 1147 |
|
|
2025
Q3 | – | Sell |
-3,646,977
| Closed | -$470M | – | 2883 |
|
|
2025
Q2 | $373M | Buy |
+3,646,977
| New | +$316M | 0.56% | 18 |
|
|
2025
Q1 | – | Sell |
-2,336,033
| Closed | -$237M | – | 2766 |
|
|
2024
Q4 | $258M | Buy |
2,336,033
+564,973
| +32% | +$58.1M | 0.38% | 36 |
|
|
2024
Q3 | $170M | Buy |
1,771,060
+1,764,680
| +27,660% | +$154M | 0.28% | 61 |
|
|
2024
Q2 | $559K | Sell |
6,380
-1,196,688
| -99% | -$89M | ﹤0.01% | 2023 |
|
|
2024
Q1 | $87.2M | Buy |
1,203,068
+115,764
| +11% | +$7.81M | 0.15% | 153 |
|
|
2023
Q4 | $64M | Buy |
+1,087,304
| New | +$57.1M | 0.12% | 212 |
|
|
2023
Q3 | – | Sell |
-312,704
| Closed | -$12.7M | – | 2228 |
|
|
2023
Q2 | $12.7M | Buy |
312,704
+222,384
| +246% | +$8.6M | 0.03% | 678 |
|
|
2023
Q1 | $3.79M | Sell |
90,320
-199,296
| -69% | -$6.85M | 0.01% | 1191 |
|
|
2022
Q4 | $8.79M | Buy |
+289,616
| New | +$8.91M | 0.02% | 792 |
|
|
2022
Q2 | – | Sell |
-704,248
| Closed | -$24.5M | – | 2723 |
|
|
2022
Q1 | $24.5M | Sell |
704,248
-557,448
| -44% | -$17.6M | 0.08% | 350 |
|
|
2021
Q4 | $45.3M | Buy |
+1,261,696
| New | +$37.6M | 0.16% | 159 |
|
|
2021
Q3 | – | Sell |
-90,688
| Closed | -$2.05M | – | 1910 |
|
|
2021
Q2 | $2.05M | Sell |
90,688
-93,696
| -51% | -$1.96M | 0.01% | 999 |
|
|
2021
Q1 | $3.48M | Sell |
184,384
-2,277,584
| -93% | -$42.6M | 0.02% | 834 |
|
|
2020
Q4 | $44.7M | Buy |
+2,461,968
| New | +$39M | 0.25% | 89 |
|
|
2019
Q3 | – | Sell |
-15,888
| Closed | -$258K | – | 1145 |
|
|
2019
Q2 | $258K | Sell |
15,888
-38,112
| -71% | -$660K | ﹤0.01% | 1361 |
|
|
2019
Q1 | $1.06M | Sell |
54,000
-280,832
| -84% | -$4.46M | 0.01% | 1007 |
|
|
2018
Q4 | $4.41M | Buy |
334,832
+297,520
| +797% | +$4.27M | 0.03% | 529 |
|
|
2018
Q3 | $620K | Buy |
37,312
+24,832
| +199% | +$423K | ﹤0.01% | 1320 |
|
|
2018
Q2 | $201K | Sell |
12,480
-264,912
| -96% | -$4.33M | ﹤0.01% | 1642 |
|
|
2018
Q1 | $4.43M | Buy |
277,392
+235,488
| +562% | +$3.97M | 0.02% | 748 |
|
|
2017
Q4 | $617K | Buy |
+41,904
| New | +$561K | ﹤0.01% | 1486 |
|
|
2017
Q3 | – | Sell |
-297,184
| Closed | -$3.11M | – | 1860 |
|
|
2017
Q2 | $2.78M | Buy |
+297,184
| New | +$2.69M | 0.01% | 874 |
|
|
2016
Q2 | – | Sell |
-462,400
| Closed | -$1.82M | – | 1147 |
|
|
2016
Q1 | $1.82M | Buy |
462,400
+177,904
| +63% | +$696K | 0.01% | 709 |
|
|
2015
Q4 | $1.38M | Buy |
+284,496
| New | +$1.23M | 0.01% | 681 |
|
Other funds holding ANET
VCM
VPM
CAM
Balyasny Asset Management's ANET Position: Q1 2026 in Review
Balyasny Asset Management reduced its Arista Networks (ANET) stake by 71% in Q1 2026, selling an estimated $5.77M and leaving 17,723 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.
Balyasny Asset Management first reported a position in ANET in Q4 2015 and has held it in 26 quarters since. The position peaked at $373M in Q2 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.
- Balyasny Asset Management held 17,723 shares of Arista Networks worth $2.18M as of Q1 2026.
- Balyasny Asset Management sold 43,121 Arista Networks shares in Q1 2026, an estimated $5.77M.
- Arista Networks made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1740 holding.
- Balyasny Asset Management first reported a position in Arista Networks in Q4 2015 and has held it in 26 quarters since.
- Balyasny Asset Management's Arista Networks position peaked at $373M in Q2 2025.
- 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.