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Glynn Capital Management’s Arista Networks ANET Stock Holding History

Glynn 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
Q1 		$9.43M Sell
76,802
-5,765
-7% -$771K 4.51% 8
2025
Q4 		$10.8M Sell
82,567
-11,441
-12% -$1.57M 3.72% 14
2025
Q3 		$13.7M Sell
94,008
-10,466
-10% -$1.35M 4.32% 13
2025
Q2 		$10.7M Sell
104,474
-962
-0.9% -$83.2K 2.4% 16
2025
Q1 		$8.17M Sell
105,436
-577
-0.5% -$58.5K 2.15% 17
2024
Q4 		$11.7M Buy
+106,013
New +$10.9M 2.76% 16

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Glynn Capital Management's ANET Position: Q1 2026 in Review

Glynn Capital Management reduced its Arista Networks (ANET) stake by 7% in Q1 2026, selling an estimated $771K and leaving 76,802 shares worth $9.43M. The position accounts for 4.51% of the portfolio, ranked #8.

Glynn Capital Management first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.7M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Glynn Capital Management held 76,802 shares of Arista Networks worth $9.43M as of Q1 2026.
  • Glynn Capital Management sold 5,765 Arista Networks shares in Q1 2026, an estimated $771K.
  • Arista Networks made up 4.51% of Glynn Capital Management's portfolio in Q1 2026, its #8 holding.
  • Glynn Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
  • Glynn Capital Management's Arista Networks position peaked at $13.7M in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Glynn Capital Management's 13F filing for Q1 2026, filed 8 May 2026.