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 Q2	–	Sell	-663	Closed	-$81.4K	–	357
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Neo Ivy Capital Management's ANET Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Arista Networks (ANET) in Q2 2026, closing a stake of 663 shares — an estimated $81.4K sold.

Neo Ivy Capital Management first reported a position in ANET in Q3 2019 and held it in 12 quarters. The position peaked at $4.87M in Q4 2024. 2,268 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Neo Ivy Capital Management reported no remaining Arista Networks position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 663 Arista Networks shares in Q2 2026, an estimated $81.4K.
Neo Ivy Capital Management first reported a position in Arista Networks in Q3 2019 and held it in 12 quarters.
Neo Ivy Capital Management's Arista Networks position peaked at $4.87M in Q4 2024.
2,268 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.