Dudley Capital Management’s Arista Networks ANET Stock Holding History

Dudley Capital 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	$694K	Buy	4,087 +50	+1%	+$7.85K	0.28%	74
2026 Q1	$496K	Sell	4,037 -445	-10%	-$59.5K	0.22%	83
2025 Q4	$587K	Sell	4,482 -1,200	-21%	-$165K	0.26%	81
2025 Q3	$828K	Buy	5,682 +1,244	+28%	+$160K	0.37%	61
2025 Q2	$454K	Sell	4,438 -150	-3%	-$13K	0.23%	82
2025 Q1	$355K	Buy	4,588 +1,340	+41%	+$136K	0.19%	87
2024 Q4	$359K	Sell	3,248 -52	-2%	-$5.35K	0.18%	90
2024 Q3	$317K	Buy	+3,300	New	+$287K	0.16%	92

Other funds holding ANET

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dudley Capital Management's ANET Position: Q2 2026 in Review

Dudley Capital Management increased its Arista Networks (ANET) stake by 1.2% in Q2 2026, buying an estimated $7.85K and bringing the position to 4,087 shares worth $694K. The position accounts for 0.28% of the portfolio, ranked #74.

Dudley Capital Management first reported a position in ANET in Q3 2024 and has held it in 8 quarters since. The position peaked at $828K in Q3 2025. 1,106 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Dudley Capital Management held 4,087 shares of Arista Networks worth $694K as of Q2 2026.
Dudley Capital Management bought 50 Arista Networks shares in Q2 2026, an estimated $7.85K.
Arista Networks made up 0.28% of Dudley Capital Management's portfolio in Q2 2026, its #74 holding.
Dudley Capital Management first reported a position in Arista Networks in Q3 2024 and has held it in 8 quarters since.
Dudley Capital Management's Arista Networks position peaked at $828K in Q3 2025.
1,106 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.