Capital Fund Management (CFM)
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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 		$15.1M Sell
123,100
-393,700
-76% -$52.7M 0.07% 399
2025
Q4 		$67.7M Buy
516,800
+66,500
+15% +$9.15M 0.19% 107
2025
Q3 		$65.6M Sell
450,300
-157,300
-26% -$20.3M 0.17% 126
2025
Q2 		$62.2M Buy
607,600
+106,500
+21% +$9.21M 0.17% 160
2025
Q1 		$38.8M Sell
501,100
-51,200
-9% -$5.19M 0.11% 254
2024
Q4 		$61M Buy
552,300
+194,300
+54% +$20M 0.16% 186
2024
Q3 		$34.4M Buy
358,000
+207,600
+138% +$18.1M 0.09% 284
2024
Q2 		$13.2M Buy
150,400
+30,400
+25% +$2.26M 0.04% 560
2024
Q1 		$8.7M Buy
120,000
+50,000
+71% +$3.37M 0.03% 808
2023
Q4 		$4.12M Buy
+70,000
New +$3.68M 0.01% 1182
2023
Q3 		– Sell
-205,200
Closed -$8.31M – 1913
2023
Q2 		$8.31M Sell
205,200
-239,200
-54% -$9.25M 0.03% 637
2023
Q1 		$18.6M Buy
444,400
+97,200
+28% +$3.34M 0.09% 300
2022
Q4 		$10.5M Buy
347,200
+258,800
+293% +$7.97M 0.07% 383
2022
Q3 		$2.49M Buy
88,400
+38,800
+78% +$1.12M 0.02% 794
2022
Q2 		$1.16M Buy
49,600
+4,000
+9% +$110K 0.01% 1019
2022
Q1 		$1.58M Buy
+45,600
New +$1.44M 0.01% 1031
2020
Q2 		– Sell
-102,400
Closed -$1.3M – 1015
2020
Q1 		$1.3M Sell
102,400
-140,800
-58% -$1.83M 0.02% 676
2019
Q4 		$3.09M Sell
243,200
-107,200
-31% -$1.41M 0.02% 698
2019
Q3 		$5.23M Sell
350,400
-153,600
-30% -$2.38M 0.05% 468
2019
Q2 		$8.18M Buy
504,000
+62,400
+14% +$1.08M 0.07% 362
2019
Q1 		$8.68M Buy
+441,600
New +$7.01M 0.08% 333
2018
Q2 		– Sell
-222,400
Closed -$3.55M – 1956
2018
Q1 		$3.55M Sell
222,400
-216,000
-49% -$3.64M 0.02% 805
2017
Q4 		$6.46M Buy
438,400
+294,400
+204% +$3.94M 0.04% 580
2017
Q3 		$1.71M Buy
144,000
+3,200
+2% +$33.5K 0.01% 811
2017
Q2 		$1.32M Sell
140,800
-169,600
-55% -$1.54M 0.01% 835
2017
Q1 		$2.57M Buy
+310,400
New +$2.14M 0.02% 665
2015
Q4 		– Sell
-134,400
Closed -$514K – 1520
2015
Q3 		$514K Buy
+134,400
New +$640K 0.01% 1028

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
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. 2,029 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.
  • 2,029 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.