Bright Rock Capital Management’s Arista Networks ANET Stock Holding History

Bright Rock Capital 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 Q3	$5.09M	Sell	25,000 -20,000	-44%	-$3.76M	0.96%	35
2026 Q2	$7.64M	Hold	45,000	–	–	1.53%	25
2026 Q1	$5.53M	Hold	45,000	–	–	1.09%	34
2025 Q4	$5.9M	Hold	45,000	–	–	1.16%	35
2025 Q3	$6.56M	Hold	45,000	–	–	1.29%	34
2025 Q2	$4.6M	Hold	45,000	–	–	0.93%	38
2025 Q1	$3.49M	Buy	+45,000	New	+$4.56M	0.73%	45
2024 Q4	–	Sell	-60,000	Closed	-$5.76M	–	72
2024 Q3	$5.76M	Hold	60,000	–	–	1.16%	35
2024 Q2	$5.26M	Hold	60,000	–	–	1.11%	32
2024 Q1	$4.35M	Hold	60,000	–	–	0.9%	38
2023 Q4	$3.53M	Hold	60,000	–	–	0.8%	43
2023 Q3	$2.76M	Hold	60,000	–	–	0.67%	51
2023 Q2	$2.43M	Hold	60,000	–	–	0.57%	54
2023 Q1	$2.52M	Hold	60,000	–	–	0.63%	51
2022 Q4	$1.82M	Hold	60,000	–	–	0.47%	62
2022 Q3	$1.69M	Hold	60,000	–	–	0.47%	63
2022 Q2	$1.41M	Hold	60,000	–	–	0.38%	71
2022 Q1	$2.08M	Hold	60,000	–	–	0.49%	61
2021 Q4	$2.16M	Buy	+60,000	New	+$1.79M	0.49%	61

Other funds holding ANET

CAM

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

MSV

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bright Rock Capital Management's ANET Position: Q3 2026 in Review

Bright Rock Capital Management reduced its Arista Networks (ANET) stake by 44% in Q3 2026, selling an estimated $3.76M and leaving 25,000 shares worth $5.09M. The position accounts for 0.96% of the portfolio, ranked #35.

Bright Rock Capital Management first reported a position in ANET in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.64M in Q2 2026. 102 funds tracked by Wall St. Rank hold ANET as of Q3 2026.

Bright Rock Capital Management held 25,000 shares of Arista Networks worth $5.09M as of Q3 2026.
Bright Rock Capital Management sold 20,000 Arista Networks shares in Q3 2026, an estimated $3.76M.
Arista Networks made up 0.96% of Bright Rock Capital Management's portfolio in Q3 2026, its #35 holding.
Bright Rock Capital Management first reported a position in Arista Networks in Q4 2021 and has held it in 19 quarters since.
Bright Rock Capital Management's Arista Networks position peaked at $7.64M in Q2 2026.
102 funds tracked by Wall St. Rank held Arista Networks as of Q3 2026.

Based on Bright Rock Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.