Holocene Advisors
ANET icon

Holocene Advisors’s Arista Networks ANET Stock Holding History

Holocene Advisors’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 		– Sell
-1,775,726
Closed -$233M – 812
2025
Q4 		$233M Buy
1,775,726
+1,388,411
+358% +$191M 0.49% 52
2025
Q3 		$56.4M Sell
387,315
-2,031,325
-84% -$262M 0.13% 159
2025
Q2 		$247M Buy
+2,418,640
New +$209M 0.6% 44
2024
Q4 		– Sell
-520,560
Closed -$50M – 754
2024
Q3 		$50M Buy
+520,560
New +$45.3M 0.2% 145
2024
Q2 		– Sell
-570,516
Closed -$41.4M – 688
2024
Q1 		$41.4M Buy
+570,516
New +$38.5M 0.15% 170
2023
Q4 		– Sell
-440,420
Closed -$20.3M – 692
2023
Q3 		$20.3M Buy
+440,420
New +$19.6M 0.09% 217
2023
Q2 		– Sell
-465,480
Closed -$19.5M – 712
2023
Q1 		$19.5M Buy
465,480
+451,028
+3,121% +$15.5M 0.1% 205
2022
Q4 		$438K Sell
14,452
-3,202,732
-100% -$98.6M ﹤0.01% 631
2022
Q3 		$90.8M Buy
3,217,184
+2,597,644
+419% +$74.9M 0.58% 54
2022
Q2 		$14.5M Sell
619,540
-435,444
-41% -$11.9M 0.09% 198
2022
Q1 		$36.7M Buy
+1,054,984
New +$33.3M 0.19% 143
2021
Q4 		– Sell
-11,408
Closed -$245K – 850
2021
Q3 		$245K Buy
+11,408
New +$261K ﹤0.01% 782
2021
Q1 		– Sell
-1,219,152
Closed -$22.1M – 790
2020
Q4 		$22.1M Buy
+1,219,152
New +$19.3M 0.14% 196
2019
Q2 		– Sell
-2,475,296
Closed -$48.6M – 648
2019
Q1 		$48.6M Buy
+2,475,296
New +$39.3M 0.74% 45

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

Holocene Advisors's ANET Position: Q1 2026 in Review

Holocene Advisors sold out of Arista Networks (ANET) in Q1 2026, closing a stake of 1,775,726 shares — an estimated $233M sold.

Holocene Advisors first reported a position in ANET in Q1 2019 and held it in 14 quarters. The position peaked at $247M in Q2 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Holocene Advisors reported no remaining Arista Networks position as of Q1 2026 after selling out during the quarter.
  • Holocene Advisors sold 1,775,726 Arista Networks shares in Q1 2026, an estimated $233M.
  • Holocene Advisors first reported a position in Arista Networks in Q1 2019 and held it in 14 quarters.
  • Holocene Advisors's Arista Networks position peaked at $247M in Q2 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.