Capital Fund Management (CFM)’s Arista Networks ANET Stock Holding History

Capital Fund Management (CFM)’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	$11.8M	Sell	96,026 -52,959	-36%	-$7.08M	0.05%	482
2025 Q4	$19.5M	Sell	148,985 -71,874	-33%	-$9.89M	0.05%	501
2025 Q3	$32.2M	Buy	+220,859	New	+$28.4M	0.08%	324
2025 Q2	–	Sell	-434,300	Closed	-$37.6M	–	2322
2025 Q1	$33.6M	Buy	434,300 +295,950	+214%	+$30M	0.1%	286
2024 Q4	$15.3M	Buy	138,350 +87,170	+170%	+$8.96M	0.04%	568
2024 Q3	$4.91M	Sell	51,180 -420,724	-89%	-$36.7M	0.01%	1027
2024 Q2	$41.3M	Buy	471,904 +206,728	+78%	+$15.4M	0.12%	227
2024 Q1	$19.2M	Sell	265,176 -326,516	-55%	-$22M	0.06%	465
2023 Q4	$34.8M	Sell	591,692 -563,412	-49%	-$29.6M	0.09%	300
2023 Q3	$53.1M	Buy	1,155,104 +774,432	+203%	+$34.5M	0.18%	142
2023 Q2	$15.4M	Buy	380,672 +278,432	+272%	+$10.8M	0.06%	414
2023 Q1	$4.29M	Buy	+102,240	New	+$3.51M	0.02%	779
2021 Q1	–	Sell	-268,544	Closed	-$4.88M	–	1253
2020 Q4	$4.88M	Buy	+268,544	New	+$4.26M	0.05%	467
2020 Q3	–	Sell	-522,288	Closed	-$6.86M	–	1182
2020 Q2	$6.86M	Buy	+522,288	New	+$7.07M	0.11%	247
2019 Q3	–	Sell	-260,704	Closed	-$4.03M	–	1644
2019 Q2	$4.23M	Buy	260,704 +150,448	+136%	+$2.6M	0.04%	562
2019 Q1	$2.17M	Buy	+110,256	New	+$1.75M	0.02%	777
2018 Q4	–	Sell	-602,992	Closed	-$10M	–	1822
2018 Q3	$10M	Sell	602,992 -297,600	-33%	-$5.07M	0.05%	493
2018 Q2	$14.5M	Buy	900,592 +227,200	+34%	+$3.71M	0.08%	360
2018 Q1	$10.7M	Buy	+673,392	New	+$11.4M	0.06%	424
2017 Q4	–	Sell	-841,936	Closed	-$11.3M	–	1783
2017 Q3	$9.98M	Buy	841,936 +665,600	+377%	+$6.96M	0.07%	337
2017 Q2	$1.65M	Buy	176,336 +143,600	+439%	+$1.3M	0.01%	762
2017 Q1	$271K	Buy	+32,736	New	+$226K	﹤0.01%	1320
2016 Q2	–	Sell	-1,151,280	Closed	-$4.54M	–	1501
2016 Q1	$4.54M	Buy	+1,151,280	New	+$4.51M	0.04%	462

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Fund Management (CFM)'s ANET Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Arista Networks (ANET) stake by 36% in Q1 2026, selling an estimated $7.08M and leaving 96,026 shares worth $11.8M. The position accounts for 0.05% of the portfolio, ranked #482.

Capital Fund Management (CFM) first reported a position in ANET in Q1 2016 and has held it in 23 quarters since. The position peaked at $53.1M in Q3 2023. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Capital Fund Management (CFM) held 96,026 shares of Arista Networks worth $11.8M as of Q1 2026.
Capital Fund Management (CFM) sold 52,959 Arista Networks shares in Q1 2026, an estimated $7.08M.
Arista Networks made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #482 holding.
Capital Fund Management (CFM) first reported a position in Arista Networks in Q1 2016 and has held it in 23 quarters since.
Capital Fund Management (CFM)'s Arista Networks position peaked at $53.1M in Q3 2023.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.