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	$24.2M	Buy	142,200 +43,800	+45%	+$6.88M	0.02%	929
2026 Q1	$12.1M	Buy	98,400 +63,000	+178%	+$8.43M	0.01%	1277
2025 Q4	$4.64M	Buy	+35,400	New	+$4.87M	0.01%	1778
2022 Q1	–	Sell	-19,600	Closed	-$704K	–	2654
2021 Q4	$704K	Sell	19,600 -28,400	-59%	-$847K	﹤0.01%	2896
2021 Q3	$1.03M	Buy	48,000 +35,200	+275%	+$807K	﹤0.01%	2592
2021 Q2	$290K	Sell	12,800 -91,200	-88%	-$1.9M	﹤0.01%	3537
2021 Q1	$1.96M	Buy	104,000 +65,600	+171%	+$1.23M	0.01%	1724
2020 Q4	$697K	Sell	38,400 -25,600	-40%	-$406K	﹤0.01%	2264
2020 Q3	$828K	Buy	64,000 +32,000	+100%	+$440K	﹤0.01%	1886
2020 Q2	$420K	Sell	32,000 -156,800	-83%	-$2.12M	﹤0.01%	2127
2020 Q1	$2.39M	Buy	188,800 +59,200	+46%	+$768K	0.02%	870
2019 Q4	$1.65M	Sell	129,600 -56,000	-30%	-$737K	0.01%	1752
2019 Q3	$2.77M	Buy	185,600 +94,400	+104%	+$1.46M	0.01%	1183
2019 Q2	$1.48M	Buy	+91,200	New	+$1.58M	0.01%	1639
2018 Q4	–	Sell	-155,200	Closed	-$2.58M	–	2959
2018 Q3	$2.58M	Sell	155,200 -148,800	-49%	-$2.53M	0.01%	1312
2018 Q2	$4.89M	Buy	+304,000	New	+$4.97M	0.01%	1027
2018 Q1	–	Sell	-16,000	Closed	-$236K	–	3101
2017 Q4	$236K	Sell	16,000 -16,000	-50%	-$214K	﹤0.01%	2842
2017 Q3	$379K	Buy	+32,000	New	+$335K	﹤0.01%	2295

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.