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Ithaka Group’s Arista Networks ANET Stock Holding History

Ithaka Group’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 		$12.8M Buy
103,932
+2,191
+2% +$293K 2.65% 16
2025
Q4 		$13.3M Buy
101,741
+1,498
+1% +$206K 2.38% 15
2025
Q3 		$14.6M Buy
100,243
+28,525
+40% +$3.67M 2.49% 14
2025
Q2 		$7.34M Sell
71,718
-3,380
-5% -$292K 1.26% 28
2025
Q1 		$5.82M Sell
75,098
-313
-0.4% -$31.7K 1.19% 28
2024
Q4 		$8.34M Buy
+75,411
New +$7.76M 1.54% 25

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

Ithaka Group's ANET Position: Q1 2026 in Review

Ithaka Group increased its Arista Networks (ANET) stake by 2.2% in Q1 2026, buying an estimated $293K and bringing the position to 103,932 shares worth $12.8M. The position accounts for 2.65% of the portfolio, ranked #16.

Ithaka Group first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.6M in Q3 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Ithaka Group held 103,932 shares of Arista Networks worth $12.8M as of Q1 2026.
  • Ithaka Group bought 2,191 Arista Networks shares in Q1 2026, an estimated $293K.
  • Arista Networks made up 2.65% of Ithaka Group's portfolio in Q1 2026, its #16 holding.
  • Ithaka Group first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
  • Ithaka Group's Arista Networks position peaked at $14.6M in Q3 2025.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Ithaka Group's 13F filing for Q1 2026, filed 12 May 2026.