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	$18.4M	Sell	149,600 -822,400	-85%	-$110M	0.02%	849
2025 Q4	$127M	Sell	972,000 -2,193,000	-69%	-$302M	0.14%	134
2025 Q3	$461M	Buy	3,165,000 +966,400	+44%	+$124M	0.77%	14
2025 Q2	$225M	Buy	+2,198,600	New	+$190M	0.44%	32
2024 Q2	–	Sell	-1,000,000	Closed	-$72.5M	–	1834
2024 Q1	$72.5M	Buy	1,000,000 +988,000	+8,233%	+$66.6M	0.18%	129
2023 Q4	$707K	Hold	12,000	–	–	﹤0.01%	1504
2023 Q3	$552K	Sell	12,000 -300,000	-96%	-$13.4M	﹤0.01%	1485
2023 Q2	$12.6M	Buy	+312,000	New	+$12.1M	0.04%	518
2022 Q3	–	Sell	-200,000	Closed	-$4.69M	–	1389
2022 Q2	$4.69M	Buy	200,000 +40,000	+25%	+$1.1M	0.02%	723
2022 Q1	$5.56M	Buy	+160,000	New	+$5.06M	0.02%	674

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

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.