Jacobs Levy Equity Management’s Arista Networks ANET Stock Holding History

Jacobs Levy Equity 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	$37.7M	Sell	307,025 -1,789,733	-85%	-$239M	0.16%	148
2025 Q4	$275M	Sell	2,096,758 -508,309	-20%	-$70M	1.06%	15
2025 Q3	$380M	Sell	2,605,067 -727,907	-22%	-$93.7M	1.51%	6
2025 Q2	$341M	Sell	3,332,974 -294,083	-8%	-$25.4M	1.34%	9
2025 Q1	$281M	Buy	3,627,057 +164,569	+5%	+$16.7M	1.11%	12
2024 Q4	$383M	Buy	3,462,488 +3,457,828	+74,202%	+$356M	1.35%	8
2024 Q3	$447K	Hold	4,660	–	–	﹤0.01%	845
2024 Q2	$408K	Hold	4,660	–	–	﹤0.01%	861
2024 Q1	$338K	Sell	4,660 -480	-9%	-$32.4K	﹤0.01%	852
2023 Q4	$303K	Buy	5,140 +244	+5%	+$12.8K	﹤0.01%	887
2023 Q3	$225K	Sell	4,896 -340,276	-99%	-$15.2M	﹤0.01%	912
2023 Q2	$14M	Buy	345,172 +340,372	+7,091%	+$13.2M	0.08%	242
2023 Q1	$201K	Sell	4,800 -2,054,988	-100%	-$70.6M	﹤0.01%	906
2022 Q4	$62.5M	Sell	2,059,788 -342,644	-14%	-$10.5M	0.42%	55
2022 Q3	$67.8M	Buy	2,402,432 +2,096,568	+685%	+$60.5M	0.54%	37
2022 Q2	$7.17M	Buy	305,864 +257,988	+539%	+$7.08M	0.06%	349
2022 Q1	$1.66M	Sell	47,876 -179,748	-79%	-$5.68M	0.01%	659
2021 Q4	$8.18M	Sell	227,624 -257,944	-53%	-$7.7M	0.05%	342
2021 Q3	$10.4M	Buy	485,568 +216,000	+80%	+$4.95M	0.07%	288
2021 Q2	$6.1M	Buy	269,568 +39,536	+17%	+$826K	0.04%	397
2021 Q1	$4.34M	Buy	230,032 +64,944	+39%	+$1.21M	0.03%	445
2020 Q4	$3M	Sell	165,088 -1,368,480	-89%	-$21.7M	0.03%	495
2020 Q3	$19.8M	Buy	1,533,568 +25,520	+2%	+$351K	0.21%	121
2020 Q2	$19.8M	Buy	1,508,048 +380,640	+34%	+$5.15M	0.21%	122
2020 Q1	$14.3M	Buy	1,127,408 +4,720	+0.4%	+$61.3K	0.18%	131
2019 Q4	$14.3M	Buy	1,122,688 +525,680	+88%	+$6.92M	0.14%	180
2019 Q3	$8.91M	Sell	597,008 -184,752	-24%	-$2.86M	0.11%	232
2019 Q2	$12.7M	Buy	781,760 +176,656	+29%	+$3.06M	0.18%	155
2019 Q1	$11.9M	Buy	+605,104	New	+$9.6M	0.17%	151
2018 Q4	–	Sell	-318,848	Closed	-$5.3M	–	975
2018 Q3	$5.3M	Buy	318,848 +126,064	+65%	+$2.15M	0.08%	304
2018 Q2	$3.1M	Buy	192,784 +113,616	+144%	+$1.86M	0.05%	407
2018 Q1	$1.26M	Buy	79,168 +39,168	+98%	+$660K	0.02%	583
2017 Q4	$589K	Sell	40,000 -51,008	-56%	-$682K	0.01%	723
2017 Q3	$1.08M	Buy	91,008 +38,144	+72%	+$399K	0.02%	575
2017 Q2	$495K	Buy	+52,864	New	+$479K	0.01%	700
2016 Q4	–	Sell	-1,668,160	Closed	-$8.87M	–	954
2016 Q3	$8.87M	Buy	1,668,160 +180,640	+12%	+$861K	0.16%	179
2016 Q2	$5.99M	Sell	1,487,520 -28,320	-2%	-$120K	0.12%	210
2016 Q1	$5.98M	Buy	+1,515,840	New	+$5.93M	0.13%	203

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jacobs Levy Equity Management's ANET Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Arista Networks (ANET) stake by 85% in Q1 2026, selling an estimated $239M and leaving 307,025 shares worth $37.7M. The position accounts for 0.16% of the portfolio, ranked #148.

Jacobs Levy Equity Management first reported a position in ANET in Q1 2016 and has held it in 38 quarters since. The position peaked at $383M in Q4 2024. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Jacobs Levy Equity Management held 307,025 shares of Arista Networks worth $37.7M as of Q1 2026.
Jacobs Levy Equity Management sold 1,789,733 Arista Networks shares in Q1 2026, an estimated $239M.
Arista Networks made up 0.16% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #148 holding.
Jacobs Levy Equity Management first reported a position in Arista Networks in Q1 2016 and has held it in 38 quarters since.
Jacobs Levy Equity Management's Arista Networks position peaked at $383M in Q4 2024.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.