Martingale Asset Management’s Arista Networks ANET Stock Holding History

Martingale Asset 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 Q2	$18.2M	Buy	107,105 +38,784	+57%	+$6.09M	0.43%	76
2026 Q1	$8.39M	Buy	68,321 +28,360	+71%	+$3.79M	0.21%	124
2025 Q4	$5.24M	Buy	39,961 +36,035	+918%	+$4.96M	0.13%	155
2025 Q3	$572K	Sell	3,926 -2,260	-37%	-$291K	0.01%	593
2025 Q2	$633K	Sell	6,186 -56,016	-90%	-$4.85M	0.02%	577
2025 Q1	$4.82M	Sell	62,202 -200,263	-76%	-$20.3M	0.12%	157
2024 Q4	$29M	Buy	262,465 +39,477	+18%	+$4.06M	0.71%	33
2024 Q3	$21.4M	Sell	222,988 -5,644	-2%	-$492K	0.49%	80
2024 Q2	$20M	Sell	228,632 -9,524	-4%	-$708K	0.43%	93
2024 Q1	$17.3M	Buy	238,156 +118,368	+99%	+$7.98M	0.34%	110
2023 Q4	$7.05M	Buy	+119,788	New	+$6.29M	0.14%	148

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

Martingale Asset Management's ANET Position: Q2 2026 in Review

Martingale Asset Management increased its Arista Networks (ANET) stake by 57% in Q2 2026, buying an estimated $6.09M and bringing the position to 107,105 shares worth $18.2M. The position accounts for 0.43% of the portfolio, ranked #76.

Martingale Asset Management first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. The position peaked at $29M in Q4 2024. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Martingale Asset Management held 107,105 shares of Arista Networks worth $18.2M as of Q2 2026.
Martingale Asset Management bought 38,784 Arista Networks shares in Q2 2026, an estimated $6.09M.
Arista Networks made up 0.43% of Martingale Asset Management's portfolio in Q2 2026, its #76 holding.
Martingale Asset Management first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
Martingale Asset Management's Arista Networks position peaked at $29M in Q4 2024.
2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.