John Overdeck’s Arista Networks ANET Stock Holding History

John Overdeck’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	$20.2M	Buy	118,900 +27,400	+30%	+$4.3M	0.01%	1049
2026 Q1	$11.2M	Buy	91,500 +55,500	+154%	+$7.42M	0.01%	1332
2025 Q4	$4.72M	Buy	+36,000	New	+$4.96M	0.01%	1763
2022 Q1	–	Sell	-14,400	Closed	-$518K	–	2653
2021 Q4	$518K	Sell	14,400 -59,200	-80%	-$1.77M	﹤0.01%	3221
2021 Q3	$1.58M	Buy	73,600 +57,600	+360%	+$1.32M	﹤0.01%	2199
2021 Q2	$362K	Sell	16,000 -68,800	-81%	-$1.44M	﹤0.01%	3353
2021 Q1	$1.6M	Buy	84,800 +48,000	+130%	+$897K	﹤0.01%	1878
2020 Q4	$668K	Buy	36,800 +4,800	+15%	+$76.1K	﹤0.01%	2297
2020 Q3	$414K	Buy	32,000 +3,200	+11%	+$44K	﹤0.01%	2374
2020 Q2	$378K	Sell	28,800 -57,600	-67%	-$779K	﹤0.01%	2209
2020 Q1	$1.09M	Sell	86,400 -110,400	-56%	-$1.43M	0.01%	1342
2019 Q4	$2.5M	Sell	196,800 -72,000	-27%	-$947K	0.01%	1412
2019 Q3	$4.01M	Buy	268,800 +220,800	+460%	+$3.42M	0.01%	977
2019 Q2	$779K	Buy	+48,000	New	+$831K	﹤0.01%	2159
2018 Q4	–	Sell	-208,000	Closed	-$3.46M	–	2958
2018 Q3	$3.46M	Sell	208,000 -108,800	-34%	-$1.85M	0.01%	1129
2018 Q2	$5.1M	Buy	316,800 +297,600	+1,550%	+$4.86M	0.02%	1008
2018 Q1	$306K	Buy	19,200 +3,200	+20%	+$53.9K	﹤0.01%	2766
2017 Q4	$236K	Sell	16,000 -16,000	-50%	-$214K	﹤0.01%	2841
2017 Q3	$379K	Buy	+32,000	New	+$335K	﹤0.01%	2294
2016 Q1	–	Sell	-208,000	Closed	-$1.01M	–	2767
2015 Q4	$1.01M	Buy	+208,000	New	+$903K	﹤0.01%	1497

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

John Overdeck's ANET Position: Q2 2026 in Review

John Overdeck reduced its Arista Networks (ANET) stake by 75% in Q2 2026, selling an estimated $440M and leaving 955,255 shares worth $162M. The position accounts for 0.12% of the portfolio, ranked #191.

John Overdeck first reported a position in ANET in Q4 2014 and has held it in 37 quarters since. The position peaked at $461M in Q1 2026. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

John Overdeck held 955,255 shares of Arista Networks worth $162M as of Q2 2026.
John Overdeck sold 2,803,024 Arista Networks shares in Q2 2026, an estimated $440M.
Arista Networks made up 0.12% of John Overdeck's portfolio in Q2 2026, its #191 holding.
John Overdeck first reported a position in Arista Networks in Q4 2014 and has held it in 37 quarters since.
John Overdeck's Arista Networks position peaked at $461M in Q1 2026.
2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.