Napean Trading & Investment Company’s Arista Networks ANET Stock Holding History

Napean Trading & Investment Company’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	$413K	Sell	2,434 -30,604	-93%	-$4.81M	0.14%	15
2026 Q1	$4.06M	Sell	33,038 -22,166	-40%	-$2.97M	1.74%	8
2025 Q4	$7.23M	Sell	55,204 -53,002	-49%	-$7.3M	1.41%	19
2025 Q3	$15.8M	Buy	108,206 +43,601	+67%	+$5.61M	3.07%	10
2025 Q2	$6.61M	Buy	64,605 +4,391	+7%	+$380K	1.75%	20
2025 Q1	$4.67M	Buy	60,214 +18,430	+44%	+$1.87M	1.36%	26
2024 Q4	$4.62M	Sell	41,784 -28,376	-40%	-$2.92M	1.14%	29
2024 Q3	$6.73M	Buy	70,160 +29,528	+73%	+$2.57M	1.64%	25
2024 Q2	$3.56M	Buy	+40,632	New	+$3.02M	0.85%	38

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

Napean Trading & Investment Company's ANET Position: Q2 2026 in Review

Napean Trading & Investment Company reduced its Arista Networks (ANET) stake by 93% in Q2 2026, selling an estimated $4.81M and leaving 2,434 shares worth $413K. The position accounts for 0.14% of the portfolio, ranked #15.

Napean Trading & Investment Company first reported a position in ANET in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.8M in Q3 2025. 2,243 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Napean Trading & Investment Company held 2,434 shares of Arista Networks worth $413K as of Q2 2026.
Napean Trading & Investment Company sold 30,604 Arista Networks shares in Q2 2026, an estimated $4.81M.
Arista Networks made up 0.14% of Napean Trading & Investment Company's portfolio in Q2 2026, its #15 holding.
Napean Trading & Investment Company first reported a position in Arista Networks in Q2 2024 and has held it in 9 quarters since.
Napean Trading & Investment Company's Arista Networks position peaked at $15.8M in Q3 2025.
2,243 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Napean Trading & Investment Company's 13F filing for Q2 2026, filed 12 Aug 2026.