HMS Capital Management’s Arista Networks ANET Stock Holding History

HMS 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	$467K	Sell	2,750 -50	-2%	-$7.85K	0.17%	90
2026 Q1	$344K	Sell	2,800 -228	-8%	-$30.5K	0.13%	97
2025 Q4	$397K	Sell	3,028 -57	-2%	-$7.85K	0.16%	83
2025 Q3	$450K	Sell	3,085 -58	-2%	-$7.47K	0.19%	78
2025 Q2	$322K	Sell	3,143 -52	-2%	-$4.5K	0.14%	95
2025 Q1	$218K	Sell	3,195 -1,077	-25%	-$109K	0.12%	103
2024 Q4	$472K	Sell	4,272 -116	-3%	-$11.9K	0.23%	75
2024 Q3	$421K	Sell	4,388 -16	-0.4%	-$1.39K	0.21%	78
2024 Q2	$386K	Sell	4,404 -124	-3%	-$9.22K	0.2%	84
2024 Q1	$328K	Sell	4,528 -1,860	-29%	-$125K	0.18%	88
2023 Q4	$376K	Buy	+6,388	New	+$336K	0.23%	78

Other funds holding ANET

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

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

HMS Capital Management reduced its Arista Networks (ANET) stake by 1.8% in Q2 2026, selling an estimated $7.85K and leaving 2,750 shares worth $467K. The position accounts for 0.17% of the portfolio, ranked #90.

HMS Capital Management first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. The position peaked at $472K in Q4 2024. 984 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

HMS Capital Management held 2,750 shares of Arista Networks worth $467K as of Q2 2026.
HMS Capital Management sold 50 Arista Networks shares in Q2 2026, an estimated $7.85K.
Arista Networks made up 0.17% of HMS Capital Management's portfolio in Q2 2026, its #90 holding.
HMS Capital Management first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
HMS Capital Management's Arista Networks position peaked at $472K in Q4 2024.
984 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.