BDF Gestion’s Arista Networks ANET Stock Holding History

BDF Gestion’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 Q3	$5.66M	Buy	27,797 +3,533	+15%	+$665K	0.77%	24
2026 Q2	$2.07M	Sell	24,264 -2,728	-10%	-$429K	0.28%	96
2026 Q1	$3.31M	Hold	26,992	–	–	0.44%	56
2025 Q4	$3.54M	Buy	26,992 +4,535	+20%	+$624K	0.43%	52
2025 Q3	$3.27M	Sell	22,457 -4,670	-17%	-$601K	0.39%	63
2025 Q2	$2.78M	Sell	27,127 -2,957	-10%	-$256K	0.31%	87
2025 Q1	$2.33M	Hold	30,084	–	–	0.25%	107
2024 Q4	$3.33M	Sell	30,084 -3,916	-12%	-$403K	0.34%	72
2024 Q3	$2.73M	Hold	34,000	–	–	0.29%	97
2024 Q2	$2.98M	Buy	+34,000	New	+$2.53M	0.29%	88

Other funds holding ANET

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BDF Gestion's ANET Position: Q3 2026 in Review

BDF Gestion increased its Arista Networks (ANET) stake by 15% in Q3 2026, buying an estimated $665K and bringing the position to 27,797 shares worth $5.66M. The position accounts for 0.77% of the portfolio, ranked #24.

BDF Gestion first reported a position in ANET in Q2 2024 and has held it in 10 quarters since. 489 funds tracked by Wall St. Rank hold ANET as of Q3 2026.

BDF Gestion held 27,797 shares of Arista Networks worth $5.66M as of Q3 2026.
BDF Gestion bought 3,533 Arista Networks shares in Q3 2026, an estimated $665K.
Arista Networks made up 0.77% of BDF Gestion's portfolio in Q3 2026, its #24 holding.
BDF Gestion first reported a position in Arista Networks in Q2 2024 and has held it in 10 quarters since.
489 funds tracked by Wall St. Rank held Arista Networks as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.