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Castleark Management’s Arista Networks ANET Stock Holding History

Castleark 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 		$80.4M Buy
473,319
+42,384
+10% +$6.66M 2.17% 10
2026
Q1 		$52.9M Buy
430,935
+19,658
+5% +$2.63M 1.75% 12
2025
Q4 		$53.9M Buy
411,277
+8,798
+2% +$1.21M 1.58% 17
2025
Q3 		$58.6M Sell
402,479
-420,135
-51% -$54.1M 1.64% 14
2025
Q2 		$84.2M Buy
822,614
+108,824
+15% +$9.42M 2.53% 8
2025
Q1 		$55.3M Buy
713,790
+106,430
+18% +$10.8M 1.92% 16
2024
Q4 		$67.1M Buy
+607,360
New +$62.5M 2.34% 11
2019
Q3 		– Sell
-12,160
Closed -$197K – 352
2019
Q2 		$197K Sell
12,160
-9,760
-45% -$169K 0.01% 331
2019
Q1 		$431K Sell
21,920
-459,552
-95% -$7.29M 0.02% 306
2018
Q4 		$6.34M Sell
481,472
-426,400
-47% -$6.12M 0.27% 116
2018
Q3 		$15.1M Buy
907,872
+892,992
+6,001% +$15.2M 0.43% 77
2018
Q2 		$239K Buy
+14,880
New +$243K 0.01% 339
2018
Q1 		– Sell
-416,160
Closed -$6.13M – 406
2017
Q4 		$6.13M Sell
416,160
-184,400
-31% -$2.47M 0.18% 163
2017
Q3 		$7.12M Buy
+600,560
New +$6.28M 0.22% 150

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Castleark Management's ANET Position: Q2 2026 in Review

Castleark Management increased its Arista Networks (ANET) stake by 9.8% in Q2 2026, buying an estimated $6.66M and bringing the position to 473,319 shares worth $80.4M. The position accounts for 2.17% of the portfolio, ranked #10.

Castleark Management first reported a position in ANET in Q3 2017 and has held it in 14 quarters since. The position peaked at $84.2M in Q2 2025. 2,260 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Castleark Management held 473,319 shares of Arista Networks worth $80.4M as of Q2 2026.
  • Castleark Management bought 42,384 Arista Networks shares in Q2 2026, an estimated $6.66M.
  • Arista Networks made up 2.17% of Castleark Management's portfolio in Q2 2026, its #10 holding.
  • Castleark Management first reported a position in Arista Networks in Q3 2017 and has held it in 14 quarters since.
  • Castleark Management's Arista Networks position peaked at $84.2M in Q2 2025.
  • 2,260 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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