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 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 $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

Caption Management's ANET Position: Q1 2026 in Review

Caption Management increased its Arista Networks (ANET) stake by 1,485% in Q1 2026, buying an estimated $2.58M and bringing the position to 20,600 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #757.

Caption Management first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Caption Management held 20,600 shares of Arista Networks worth $2.53M as of Q1 2026.
Caption Management bought 19,300 Arista Networks shares in Q1 2026, an estimated $2.58M.
Arista Networks made up 0.01% of Caption Management's portfolio in Q1 2026, its #757 holding.
Caption Management first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.