NICM
ANET icon

Neo Ivy Capital Management’s Arista Networks ANET Stock Holding History

Neo Ivy Capital 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
Q1 		$81.4K Buy
+663
New +$88.7K 0.02% 288
2025
Q2 		– Sell
-6,328
Closed -$490K – 352
2025
Q1 		$490K Sell
6,328
-37,688
-86% -$3.82M 0.16% 198
2024
Q4 		$4.87M Buy
44,016
+26,416
+150% +$2.72M 0.98% 17
2024
Q3 		$1.69M Buy
+17,600
New +$1.53M 0.55% 72
2022
Q4 		$252K Buy
+8,304
New +$256K 0.17% 207
2022
Q3 		– Sell
-9,580
Closed -$224K – 382
2022
Q2 		$224K Buy
+9,580
New +$263K 0.6% 48
2022
Q1 		– Sell
-6,036
Closed -$217K – 477
2021
Q4 		$217K Sell
6,036
-41,372
-87% -$1.23M 0.31% 128
2021
Q3 		$622K Buy
47,408
+46,128
+3,604% +$1.06M 0.71% 27
2021
Q2 		$29K Buy
+1,280
New +$26.7K 0.03% 355
2021
Q1 		– Sell
-2,224
Closed -$40K – 469
2020
Q4 		$40K Buy
+2,224
New +$35.2K 0.04% 323
2020
Q3 		– Sell
-47,408
Closed -$622K – 456
2020
Q2 		$622K Buy
+47,408
New +$641K 0.71% 27
2019
Q4 		– Sell
-4,704
Closed -$67K – 258
2019
Q3 		$67K Buy
+4,704
New +$72.8K 0.04% 243

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Neo Ivy Capital Management's ANET Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Arista Networks (ANET) in Q1 2026: 663 shares worth $81.4K. The stake represents 0.02% of the portfolio and ranks #288 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in ANET as recently as Q1 2025.

Neo Ivy Capital Management first reported a position in ANET in Q3 2019 and has held it in 12 quarters since. The position peaked at $4.87M in Q4 2024. 2,033 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Neo Ivy Capital Management held 663 shares of Arista Networks worth $81.4K as of Q1 2026.
  • Arista Networks was a new Neo Ivy Capital Management position in Q1 2026.
  • Arista Networks made up 0.02% of Neo Ivy Capital Management's portfolio in Q1 2026, its #288 holding.
  • Neo Ivy Capital Management first reported a position in Arista Networks in Q3 2019 and has held it in 12 quarters since.
  • Neo Ivy Capital Management's Arista Networks position peaked at $4.87M in Q4 2024.
  • 2,033 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.