Fred Alger Management’s Arista Networks ANET Stock Holding History

Fred Alger 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	$80.1M	Sell	471,406 -211,367	-31%	-$33.2M	0.27%	52
2026 Q1	$83.8M	Buy	+682,773	New	+$91.3M	0.37%	41
2025 Q4	–	Sell	-1,470	Closed	-$214K	–	466
2025 Q3	$214K	Buy	+1,470	New	+$189K	﹤0.01%	440
2025 Q2	–	Sell	-146,377	Closed	-$11.3M	–	434
2025 Q1	$11.3M	Buy	146,377 +104,388	+249%	+$10.6M	0.06%	159
2024 Q4	$4.64M	Sell	41,989 -78,007	-65%	-$8.02M	0.02%	250
2024 Q3	$11.5M	Sell	119,996 -72,744	-38%	-$6.34M	0.06%	170
2024 Q2	$16.9M	Sell	192,740 -67,584	-26%	-$5.02M	0.08%	142
2024 Q1	$18.9M	Sell	260,324 -83,892	-24%	-$5.66M	0.09%	151
2023 Q4	$20.3M	Sell	344,216 -220,656	-39%	-$11.6M	0.11%	139
2023 Q3	$26M	Sell	564,872 -1,310,196	-70%	-$58.4M	0.15%	127
2023 Q2	$76M	Sell	1,875,068 -273,184	-13%	-$10.6M	0.39%	77
2023 Q1	$90.2M	Buy	2,148,252 +2,147,612	+335,564%	+$73.8M	0.48%	56
2022 Q4	$19.4K	Buy	+640	New	+$19.7K	﹤0.01%	508
2019 Q3	–	Sell	-199,344	Closed	-$3.23M	–	484
2019 Q2	$3.23M	Buy	+199,344	New	+$3.45M	0.01%	263
2018 Q4	–	Sell	-1,632	Closed	-$27K	–	519
2018 Q3	$27K	Sell	1,632 -2,464	-60%	-$41.9K	﹤0.01%	449
2018 Q2	$66K	Sell	4,096 -720	-15%	-$11.8K	﹤0.01%	411
2018 Q1	$77K	Buy	4,816 +688	+17%	+$11.6K	﹤0.01%	414
2017 Q4	$61K	Buy	+4,128	New	+$55.2K	﹤0.01%	417
2016 Q2	–	Sell	-7,857,408	Closed	-$31M	–	526
2016 Q1	$31M	Sell	7,857,408 -4,285,472	-35%	-$16.8M	0.16%	114
2015 Q4	$59.1M	Sell	12,142,880 -3,777,664	-24%	-$16.4M	0.29%	84
2015 Q3	$60.9M	Sell	15,920,544 -7,359,744	-32%	-$35.1M	0.33%	74
2015 Q2	$119M	Buy	23,280,288 +74,384	+0.3%	+$333K	0.54%	54
2015 Q1	$102M	Buy	23,205,904 +20,644,752	+806%	+$85.6M	0.46%	65
2014 Q4	$9.73M	Buy	+2,561,152	New	+$11.9M	0.05%	262

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

Fred Alger Management's ANET Position: Q2 2026 in Review

Fred Alger Management reduced its Arista Networks (ANET) stake by 31% in Q2 2026, selling an estimated $33.2M and leaving 471,406 shares worth $80.1M. The position accounts for 0.27% of the portfolio, ranked #52.

Fred Alger Management first reported a position in ANET in Q4 2014 and has held it in 24 quarters since. The position peaked at $119M in Q2 2015. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Fred Alger Management held 471,406 shares of Arista Networks worth $80.1M as of Q2 2026.
Fred Alger Management sold 211,367 Arista Networks shares in Q2 2026, an estimated $33.2M.
Arista Networks made up 0.27% of Fred Alger Management's portfolio in Q2 2026, its #52 holding.
Fred Alger Management first reported a position in Arista Networks in Q4 2014 and has held it in 24 quarters since.
Fred Alger Management's Arista Networks position peaked at $119M in Q2 2015.
2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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