Nomura Asset Management’s Arista Networks ANET Stock Holding History

Nomura 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 Q1	$91.3M	Buy	743,992 +34,009	+5%	+$4.55M	0.24%	81
2025 Q4	$93M	Buy	709,983 +161,461	+29%	+$22.2M	0.24%	80
2025 Q3	$79.9M	Buy	548,522 +191,887	+54%	+$24.7M	0.21%	92
2025 Q2	$36.5M	Sell	356,635 -789,976	-69%	-$68.4M	0.1%	222
2025 Q1	$88.8M	Sell	1,146,611 -305,357	-21%	-$31M	0.27%	76
2024 Q4	$160M	Sell	1,451,968 -238,220	-14%	-$24.5M	0.48%	32
2024 Q3	$162M	Sell	1,690,188 -135,628	-7%	-$11.8M	0.5%	34
2024 Q2	$160M	Sell	1,825,816 -37,924	-2%	-$2.82M	0.55%	28
2024 Q1	$135M	Buy	1,863,740 +386,136	+26%	+$26M	0.49%	37
2023 Q4	$87M	Sell	1,477,604 -171,632	-10%	-$9.01M	0.36%	59
2023 Q3	$75.8M	Buy	1,649,236 +1,388,244	+532%	+$61.8M	0.36%	56
2023 Q2	$10.6M	Buy	260,992 +14,044	+6%	+$543K	0.05%	338
2023 Q1	$10.4M	Buy	246,948 +12,144	+5%	+$417K	0.05%	328
2022 Q4	$7.12M	Buy	234,804 +2,880	+1%	+$88.6K	0.04%	389
2022 Q3	$6.55M	Buy	231,924 +6,952	+3%	+$200K	0.04%	382
2022 Q2	$5.27M	Buy	224,972 +23,012	+11%	+$631K	0.03%	435
2022 Q1	$7.02M	Buy	201,960 +8,056	+4%	+$255K	0.04%	407
2021 Q4	$6.97M	Buy	193,904 +12,000	+7%	+$358K	0.04%	413
2021 Q3	$3.91M	Buy	181,904 +8,480	+5%	+$194K	0.02%	536
2021 Q2	$3.93M	Buy	173,424 +4,880	+3%	+$102K	0.02%	543
2021 Q1	$3.18M	Buy	168,544 +464	+0.3%	+$8.68K	0.02%	579
2020 Q4	$3.05M	Buy	168,080 +16,720	+11%	+$265K	0.02%	558
2020 Q3	$1.96M	Buy	151,360 +192	+0.1%	+$2.64K	0.02%	630
2020 Q2	$1.98M	Buy	151,168 +8,640	+6%	+$117K	0.02%	583
2020 Q1	$1.8M	Buy	142,528 +2,992	+2%	+$38.8K	0.02%	543
2019 Q4	$1.77M	Sell	139,536 -5,984	-4%	-$78.7K	0.02%	656
2019 Q3	$2.17M	Buy	145,520 +11,824	+9%	+$183K	0.02%	549
2019 Q2	$2.17M	Buy	133,696 +4,448	+3%	+$77K	0.02%	548
2019 Q1	$2.54M	Buy	129,248 +9,248	+8%	+$147K	0.03%	486
2018 Q4	$1.58M	Buy	120,000 +8,160	+7%	+$117K	0.02%	582
2018 Q3	$1.86M	Buy	111,840 +1,600	+1%	+$27.2K	0.02%	570
2018 Q2	$1.77M	Buy	110,240 +11,040	+11%	+$180K	0.02%	582
2018 Q1	$1.58M	Buy	99,200 +9,920	+11%	+$167K	0.02%	594
2017 Q4	$1.31M	Hold	89,280	–	–	0.02%	650
2017 Q3	$1.06M	Buy	89,280 +9,600	+12%	+$100K	0.01%	679
2017 Q2	$746K	Buy	+79,680	New	+$722K	0.01%	758

Other funds holding ANET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nomura Asset Management's ANET Position: Q1 2026 in Review

Nomura Asset Management increased its Arista Networks (ANET) stake by 4.8% in Q1 2026, buying an estimated $4.55M and bringing the position to 743,992 shares worth $91.3M. The position accounts for 0.24% of the portfolio, ranked #81.

Nomura Asset Management first reported a position in ANET in Q2 2017 and has held it in 36 quarters since. The position peaked at $162M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Nomura Asset Management held 743,992 shares of Arista Networks worth $91.3M as of Q1 2026.
Nomura Asset Management bought 34,009 Arista Networks shares in Q1 2026, an estimated $4.55M.
Arista Networks made up 0.24% of Nomura Asset Management's portfolio in Q1 2026, its #81 holding.
Nomura Asset Management first reported a position in Arista Networks in Q2 2017 and has held it in 36 quarters since.
Nomura Asset Management's Arista Networks position peaked at $162M in Q3 2024.
2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Nomura Asset Management's 13F filing for Q1 2026, filed 11 May 2026.