Caption Management’s Arista Networks ANET Stock Holding History

Caption 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 Q2	$2.55M	Sell	15,000 -282,500	-95%	-$44.4M	0.01%	824
2026 Q1	$36.5M	Buy	297,500 +272,500	+1,090%	+$36.5M	0.21%	99
2025 Q4	$3.28M	Hold	25,000	–	–	0.02%	654
2025 Q3	$3.64M	Sell	25,000 -60,000	-71%	-$7.73M	0.03%	606
2025 Q2	$8.7M	Sell	85,000 -128,000	-60%	-$11.1M	0.1%	245
2025 Q1	$16.5M	Buy	213,000 +188,000	+752%	+$19.1M	0.16%	116
2024 Q4	$2.76M	Buy	+25,000	New	+$2.57M	0.03%	582

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Caption Management's ANET Position: Q2 2026 in Review

Caption Management reduced its Arista Networks (ANET) stake by 83% in Q2 2026, selling an estimated $2.67M and leaving 3,600 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Caption Management first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q1 2026. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Caption Management held 3,600 shares of Arista Networks worth $612K as of Q2 2026.
Caption Management sold 17,000 Arista Networks shares in Q2 2026, an estimated $2.67M.
Arista Networks made up ﹤0.01% of Caption Management's portfolio in Q2 2026, its #1278 holding.
Caption Management first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
Caption Management's Arista Networks position peaked at $2.53M in Q1 2026.
2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.