Point72 Asset Management
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Point72 Asset Management’s Arista Networks ANET Stock Holding History

Point72 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 		$804M Sell
6,545,561
-1,014,556
-13% -$136M 1.03% 3
2025
Q4 		$991M Buy
7,560,117
+2,048,697
+37% +$282M 1.11% 8
2025
Q3 		$803M Sell
5,511,420
-1,419,213
-20% -$183M 1.34% 6
2025
Q2 		$709M Buy
6,930,633
+5,067,637
+272% +$438M 1.39% 6
2025
Q1 		$144M Sell
1,862,996
-1,158,158
-38% -$117M 0.33% 57
2024
Q4 		$334M Sell
3,021,154
-491,334
-14% -$50.5M 0.74% 11
2024
Q3 		$337M Buy
3,512,488
+847,292
+32% +$73.8M 0.86% 7
2024
Q2 		$234M Sell
2,665,196
-1,286,508
-33% -$95.7M 0.61% 12
2024
Q1 		$286M Buy
3,951,704
+618,072
+19% +$41.7M 0.69% 12
2023
Q4 		$196M Sell
3,333,632
-3,497,748
-51% -$184M 0.47% 19
2023
Q3 		$314M Buy
6,831,380
+4,636,952
+211% +$207M 0.92% 8
2023
Q2 		$88.9M Sell
2,194,428
-6,398,208
-74% -$247M 0.26% 89
2023
Q1 		$361M Buy
8,592,636
+1,343,592
+19% +$46.2M 1.12% 6
2022
Q4 		$220M Sell
7,249,044
-662,592
-8% -$20.4M 0.75% 16
2022
Q3 		$223M Buy
7,911,636
+349,164
+5% +$10.1M 0.89% 9
2022
Q2 		$177M Buy
7,562,472
+931,584
+14% +$25.6M 0.75% 8
2022
Q1 		$230M Buy
6,630,888
+1,507,028
+29% +$47.6M 0.91% 8
2021
Q4 		$184M Sell
5,123,860
-2,048,940
-29% -$61.1M 0.74% 10
2021
Q3 		$154M Buy
7,172,800
+2,660,800
+59% +$61M 0.68% 19
2021
Q2 		$102M Buy
4,512,000
+4,128,000
+1,075% +$86.2M 0.46% 36
2021
Q1 		$7.25M Buy
+384,000
New +$7.18M 0.03% 502

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Point72 Asset Management's ANET Position: Q1 2026 in Review

Point72 Asset Management reduced its Arista Networks (ANET) stake by 13% in Q1 2026, selling an estimated $136M and leaving 6,545,561 shares worth $804M. The position accounts for 1.03% of the portfolio, ranked #3.

Point72 Asset Management first reported a position in ANET in Q1 2021 and has held it in 21 quarters since. The position peaked at $991M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Point72 Asset Management held 6,545,561 shares of Arista Networks worth $804M as of Q1 2026.
  • Point72 Asset Management sold 1,014,556 Arista Networks shares in Q1 2026, an estimated $136M.
  • Arista Networks made up 1.03% of Point72 Asset Management's portfolio in Q1 2026, its #3 holding.
  • Point72 Asset Management first reported a position in Arista Networks in Q1 2021 and has held it in 21 quarters since.
  • Point72 Asset Management's Arista Networks position peaked at $991M in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.