Herald Investment Management’s Arista Networks ANET Stock Holding History

Herald Investment 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	$3.18M	Hold	18,700	–	–	0.43%	71
2026 Q1	$2.3M	Hold	18,700	–	–	0.32%	74
2025 Q4	$2.45M	Sell	18,700 -4,000	-18%	-$551K	0.32%	77
2025 Q3	$3.31M	Hold	22,700	–	–	0.44%	65
2025 Q2	$2.32M	Hold	22,700	–	–	0.34%	71
2025 Q1	$1.76M	Sell	22,700 -38,764	-63%	-$3.93M	0.33%	74
2024 Q4	$6.8M	Sell	61,464 -6,536	-10%	-$672K	1.11%	28
2024 Q3	$6.52M	Hold	68,000	–	–	1.12%	28
2024 Q2	$5.96M	Hold	68,000	–	–	0.98%	31
2024 Q1	$4.93M	Sell	68,000 -5,600	-8%	-$378K	0.8%	33
2023 Q4	$4.33M	Hold	73,600	–	–	0.83%	32
2023 Q3	$3.38M	Hold	73,600	–	–	0.72%	38
2023 Q2	$2.98M	Hold	73,600	–	–	0.58%	46
2023 Q1	$3.09M	Hold	73,600	–	–	0.69%	46
2022 Q4	$2.23M	Hold	73,600	–	–	0.55%	53
2022 Q3	$2.08M	Hold	73,600	–	–	0.51%	58
2022 Q2	$1.73M	Hold	73,600	–	–	0.4%	69
2022 Q1	$2.56M	Hold	73,600	–	–	0.47%	66
2021 Q4	$2.64M	Hold	73,600	–	–	0.43%	69
2021 Q3	$1.58M	Hold	73,600	–	–	0.26%	83
2021 Q2	$1.67M	Hold	73,600	–	–	0.27%	80
2021 Q1	$1.39M	Hold	73,600	–	–	0.24%	82
2020 Q4	$1.33M	Hold	73,600	–	–	0.24%	81
2020 Q3	$951K	Hold	73,600	–	–	0.2%	83
2020 Q2	$965K	Buy	+73,600	New	+$996K	0.23%	77
2018 Q2	–	Sell	-116,000	Closed	-$1.85M	–	95
2018 Q1	$1.85M	Hold	116,000	–	–	0.55%	48
2017 Q4	$1.71M	Hold	116,000	–	–	0.54%	49
2017 Q3	$1.37M	Hold	116,000	–	–	0.45%	55
2017 Q2	$1.08M	Hold	116,000	–	–	0.37%	60
2017 Q1	$958K	Hold	116,000	–	–	0.35%	62
2016 Q4	$701K	Hold	116,000	–	–	0.3%	61
2016 Q3	$616K	Hold	116,000	–	–	0.23%	70
2016 Q2	$466K	Hold	116,000	–	–	0.2%	75
2016 Q1	$457K	Buy	116,000 +68,800	+146%	+$269K	0.19%	74
2015 Q4	$229K	Hold	47,200	–	–	0.1%	79
2015 Q3	$180K	Buy	+47,200	New	+$225K	0.08%	80
2015 Q1	$202K	Buy	+47,200	New	+$196K	0.07%	81

Other funds holding ANET

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

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

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Herald Investment Management's ANET Position: Q2 2026 in Review

Herald Investment Management held its Arista Networks (ANET) position steady in Q2 2026 at 18,700 shares worth $3.18M. The position accounts for 0.43% of the portfolio, ranked #71.

Herald Investment Management first reported a position in ANET in Q1 2015 and has held it in 37 quarters since. The position peaked at $6.8M in Q4 2024. 656 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Herald Investment Management held 18,700 shares of Arista Networks worth $3.18M as of Q2 2026.
Herald Investment Management left its Arista Networks share count unchanged in Q2 2026.
Arista Networks made up 0.43% of Herald Investment Management's portfolio in Q2 2026, its #71 holding.
Herald Investment Management first reported a position in Arista Networks in Q1 2015 and has held it in 37 quarters since.
Herald Investment Management's Arista Networks position peaked at $6.8M in Q4 2024.
656 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.