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LBP AM’s Arista Networks ANET Stock Holding History

LBP AM’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 		$40M Buy
235,180
+25,913
+12% +$4.07M 0.4% 50
2026
Q1 		$25.7M Buy
209,267
+107,434
+106% +$14.4M 0.35% 56
2025
Q4 		$13.3M Sell
101,833
-25,331
-20% -$3.49M 0.15% 131
2025
Q3 		$18.5M Sell
127,164
-2,080
-2% -$268K 0.23% 87
2025
Q2 		$13.2M Buy
129,244
+33,241
+35% +$2.88M 0.19% 107
2025
Q1 		$7.44M Sell
96,003
-2,187
-2% -$222K 0.11% 151
2024
Q4 		$10.9M Buy
98,190
+42,846
+77% +$4.41M 0.15% 128
2024
Q3 		$5.31M Buy
55,344
+31,384
+131% +$2.73M 0.08% 179
2024
Q2 		$2.1M Buy
23,960
+12,608
+111% +$937K 0.09% 158
2024
Q1 		$823K Sell
11,352
-28,516
-72% -$1.92M 0.03% 279
2023
Q4 		$2.35M Sell
39,868
-33,192
-45% -$1.74M 0.05% 247
2023
Q3 		$3.36M Sell
73,060
-952
-1% -$42.4K 0.07% 229
2023
Q2 		$3M Sell
74,012
-1,240
-2% -$47.9K 0.07% 205
2023
Q1 		$3.16M Sell
75,252
-6,632
-8% -$228K 0.08% 219
2022
Q4 		$2.48M Buy
+81,884
New +$2.52M 0.07% 249

Other funds holding ANET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

LBP AM's ANET Position: Q2 2026 in Review

LBP AM increased its Arista Networks (ANET) stake by 12% in Q2 2026, buying an estimated $4.07M and bringing the position to 235,180 shares worth $40M. The position accounts for 0.4% of the portfolio, ranked #50.

LBP AM first reported a position in ANET in Q4 2022 and has held it in 15 quarters since. 656 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • LBP AM held 235,180 shares of Arista Networks worth $40M as of Q2 2026.
  • LBP AM bought 25,913 Arista Networks shares in Q2 2026, an estimated $4.07M.
  • Arista Networks made up 0.4% of LBP AM's portfolio in Q2 2026, its #50 holding.
  • LBP AM first reported a position in Arista Networks in Q4 2022 and has held it in 15 quarters since.
  • 656 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.