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Convergence Investment Partners’s Arista Networks ANET Stock Holding History

Convergence Investment Partners’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 		$8.45M Buy
+49,725
New +$7.81M 0.8% 26
2025
Q4 		– Sell
-19,245
Closed -$2.8M – 247
2025
Q3 		$2.8M Sell
19,245
-11,376
-37% -$1.46M 0.63% 39
2025
Q2 		$3.13M Sell
30,621
-5,074
-14% -$439K 0.79% 31
2025
Q1 		$2.77M Sell
35,695
-20,828
-37% -$2.11M 0.77% 31
2024
Q4 		$6.25M Buy
56,523
+21,039
+59% +$2.16M 1.4% 9
2024
Q3 		$3.4M Sell
35,484
-1,832
-5% -$160K 0.92% 23
2024
Q2 		$3.27M Buy
37,316
+18,108
+94% +$1.35M 0.96% 25
2024
Q1 		$1.39M Buy
19,208
+7,624
+66% +$514K 0.53% 60
2023
Q4 		$682K Buy
11,584
+4,324
+60% +$227K 0.36% 85
2023
Q3 		$334K Buy
+7,260
New +$323K 0.2% 109
2022
Q4 		– Sell
-4,944
Closed -$140K – 210
2022
Q3 		$140K Buy
+4,944
New +$143K 0.09% 178

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

Convergence Investment Partners's ANET Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Arista Networks (ANET) in Q2 2026: 49,725 shares worth $8.45M. The stake represents 0.8% of the portfolio and ranks #26 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in ANET as recently as Q3 2025.

Convergence Investment Partners first reported a position in ANET in Q3 2022 and has held it in 11 quarters since. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Convergence Investment Partners held 49,725 shares of Arista Networks worth $8.45M as of Q2 2026.
  • Arista Networks was a new Convergence Investment Partners position in Q2 2026.
  • Arista Networks made up 0.8% of Convergence Investment Partners's portfolio in Q2 2026, its #26 holding.
  • Convergence Investment Partners first reported a position in Arista Networks in Q3 2022 and has held it in 11 quarters since.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.