Genus Capital Management’s Arista Networks ANET Stock Holding History

Genus 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	$4.9M	Sell	28,830 -8,300	-22%	-$1.3M	0.48%	65
2026 Q1	$4.56M	Buy	+37,130	New	+$4.97M	0.52%	64
2025 Q4	–	Sell	-22,025	Closed	-$3.21M	–	198
2025 Q3	$3.21M	Buy	+22,025	New	+$2.84M	0.37%	91
2024 Q2	–	Sell	-91,364	Closed	-$6.79M	–	209
2024 Q1	$6.62M	Buy	+91,364	New	+$6.16M	0.86%	33
2023 Q4	–	Sell	-54,520	Closed	-$2.86M	–	206
2023 Q3	$2.51M	Buy	+54,520	New	+$2.43M	0.39%	81

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

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

Genus Capital Management reduced its Arista Networks (ANET) stake by 22% in Q2 2026, selling an estimated $1.3M and leaving 28,830 shares worth $4.9M. The position accounts for 0.48% of the portfolio, ranked #65.

Genus Capital Management first reported a position in ANET in Q3 2023 and has held it in 5 quarters since. The position peaked at $6.62M in Q1 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Genus Capital Management held 28,830 shares of Arista Networks worth $4.9M as of Q2 2026.
Genus Capital Management sold 8,300 Arista Networks shares in Q2 2026, an estimated $1.3M.
Arista Networks made up 0.48% of Genus Capital Management's portfolio in Q2 2026, its #65 holding.
Genus Capital Management first reported a position in Arista Networks in Q3 2023 and has held it in 5 quarters since.
Genus Capital Management's Arista Networks position peaked at $6.62M in Q1 2024.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.