Macquarie Group’s Arista Networks ANET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.2M | Sell |
172,704
-48,613
| -22% | -$6.5M | 0.13% | 150 |
|
|
2025
Q4 | $29M | Buy |
221,317
+72,728
| +49% | +$10M | 0.13% | 138 |
|
|
2025
Q3 | $21.7M | Sell |
148,589
-6,043
| -4% | -$778K | 0.03% | 645 |
|
|
2025
Q2 | $15.8M | Sell |
154,632
-23,588
| -13% | -$2.04M | 0.02% | 726 |
|
|
2025
Q1 | $13.8M | Buy |
178,220
+27,388
| +18% | +$2.78M | 0.02% | 747 |
|
|
2024
Q4 | $12.2M | Sell |
150,832
-1,316,668
| -90% | -$135M | 0.01% | 770 |
|
|
2024
Q3 | $141M | Buy |
1,467,500
+147,724
| +11% | +$12.9M | 0.15% | 177 |
|
|
2024
Q2 | $116M | Buy |
1,319,776
+382,164
| +41% | +$28.4M | 0.13% | 199 |
|
|
2024
Q1 | $68M | Buy |
937,612
+32,848
| +4% | +$2.22M | 0.08% | 339 |
|
|
2023
Q4 | $53.3M | Sell |
904,764
-140,932
| -13% | -$7.4M | 0.06% | 416 |
|
|
2023
Q3 | $48.1M | Sell |
1,045,696
-3,158,440
| -75% | -$141M | 0.06% | 419 |
|
|
2023
Q2 | $170M | Sell |
4,204,136
-1,863,956
| -31% | -$72.1M | 0.19% | 132 |
|
|
2023
Q1 | $255M | Sell |
6,068,092
-1,460,144
| -19% | -$50.2M | 0.3% | 60 |
|
|
2022
Q4 | $228M | Sell |
7,528,236
-3,364,484
| -31% | -$104M | 0.27% | 67 |
|
|
2022
Q3 | $307M | Sell |
10,892,720
-1,628,356
| -13% | -$47M | 0.38% | 47 |
|
|
2022
Q2 | $293M | Sell |
12,521,076
-1,516,928
| -11% | -$41.6M | 0.33% | 56 |
|
|
2022
Q1 | $488K | Sell |
14,038,004
-3,214,612
| -19% | -$102M | 0.37% | 50 |
|
|
2021
Q4 | $620M | Buy |
17,252,616
+299,064
| +2% | +$8.92M | 0.52% | 27 |
|
|
2021
Q3 | $364M | Buy |
16,953,552
+102,864
| +0.6% | +$2.36M | 0.31% | 66 |
|
|
2021
Q2 | $382M | Buy |
16,850,688
+13,249,632
| +368% | +$277M | 0.31% | 69 |
|
|
2021
Q1 | $67.9M | Buy |
3,601,056
+998,672
| +38% | +$18.7M | 0.1% | 262 |
|
|
2020
Q4 | $47.3M | Buy |
2,602,384
+2,534,352
| +3,725% | +$40.2M | 0.07% | 326 |
|
|
2020
Q3 | $880K | Sell |
68,032
-110,256
| -62% | -$1.51M | ﹤0.01% | 1266 |
|
|
2020
Q2 | $2.34M | Sell |
178,288
-4,759,472
| -96% | -$64.4M | ﹤0.01% | 966 |
|
|
2020
Q1 | $62.5M | Sell |
4,937,760
-1,220,608
| -20% | -$15.8M | 0.13% | 153 |
|
|
2019
Q4 | $78.3M | Sell |
6,158,368
-2,505,472
| -29% | -$33M | 0.11% | 176 |
|
|
2019
Q3 | $129M | Buy |
8,663,840
+103,824
| +1% | +$1.61M | 0.22% | 73 |
|
|
2019
Q2 | $139M | Sell |
8,560,016
-996,656
| -10% | -$17.3M | 0.23% | 68 |
|
|
2019
Q1 | $188M | Sell |
9,556,672
-639,072
| -6% | -$10.1M | 0.32% | 43 |
|
|
2018
Q4 | $134M | Sell |
10,195,744
-843,280
| -8% | -$12.1M | 0.26% | 66 |
|
|
2018
Q3 | $183M | Buy |
11,039,024
+2,656,608
| +32% | +$45.2M | 0.3% | 57 |
|
|
2018
Q2 | $135M | Sell |
8,382,416
-364,384
| -4% | -$5.95M | 0.23% | 77 |
|
|
2018
Q1 | $140M | Sell |
8,746,800
-1,134,064
| -11% | -$19.1M | 0.25% | 69 |
|
|
2017
Q4 | $145M | Buy |
9,880,864
+5,494,640
| +125% | +$73.5M | 0.26% | 64 |
|
|
2017
Q3 | $52M | Sell |
4,386,224
-1,034,208
| -19% | -$10.8M | 0.09% | 201 |
|
|
2017
Q2 | $50.7M | Sell |
5,420,432
-935,216
| -15% | -$8.47M | 0.09% | 185 |
|
|
2017
Q1 | $52.5M | Sell |
6,355,648
-3,103,376
| -33% | -$21.4M | 0.1% | 178 |
|
|
2016
Q4 | $57.2M | Sell |
9,459,024
-3,792,944
| -29% | -$21.2M | 0.11% | 156 |
|
|
2016
Q3 | $70.5M | Sell |
13,251,968
-5,643,072
| -30% | -$26.9M | 0.14% | 121 |
|
|
2016
Q2 | $76M | Buy |
18,895,040
+5,453,760
| +41% | +$23.2M | 0.07% | 220 |
|
|
2016
Q1 | $53M | Buy |
13,441,280
+2,210,304
| +20% | +$8.65M | 0.11% | 151 |
|
|
2015
Q4 | $54.6M | Buy |
11,230,976
+281,424
| +3% | +$1.22M | 0.11% | 158 |
|
|
2015
Q3 | $41.9M | Buy |
10,949,552
+2,269,040
| +26% | +$10.8M | 0.09% | 199 |
|
|
2015
Q2 | $44.3M | Buy |
8,680,512
+455,232
| +6% | +$2.04M | 0.09% | 210 |
|
|
2015
Q1 | $36.3M | Buy |
8,225,280
+6,733,632
| +451% | +$27.9M | 0.07% | 269 |
|
|
2014
Q4 | $5.67M | Buy |
1,491,648
+841,488
| +129% | +$3.91M | 0.01% | 685 |
|
|
2014
Q3 | $3.59M | Hold |
650,160
| – | – | 0.01% | 814 |
|
|
2014
Q2 | $2.54M | Buy |
+650,160
| New | +$2.61M | 0.01% | 960 |
|
Other funds holding ANET
VCM
VPM
CAM
Macquarie Group's ANET Position: Q1 2026 in Review
Macquarie Group reduced its Arista Networks (ANET) stake by 22% in Q1 2026, selling an estimated $6.5M and leaving 172,704 shares worth $21.2M. The position accounts for 0.13% of the portfolio, ranked #150.
Macquarie Group first reported a position in ANET in Q2 2014 and has held it in 48 quarters since. The position peaked at $620M in Q4 2021. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.
- Macquarie Group held 172,704 shares of Arista Networks worth $21.2M as of Q1 2026.
- Macquarie Group sold 48,613 Arista Networks shares in Q1 2026, an estimated $6.5M.
- Arista Networks made up 0.13% of Macquarie Group's portfolio in Q1 2026, its #150 holding.
- Macquarie Group first reported a position in Arista Networks in Q2 2014 and has held it in 48 quarters since.
- Macquarie Group's Arista Networks position peaked at $620M in Q4 2021.
- 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.
Based on Macquarie Group's 13F filing for Q1 2026, filed 15 May 2026.