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 		$15M Sell
122,200
-112,900
-48% -$15.1M 0.02% 978
2025
Q4 		$30.8M Buy
+235,100
New +$32.4M 0.03% 641
2022
Q3 		– Sell
-200,000
Closed -$4.69M – 1390
2022
Q2 		$4.69M Buy
+200,000
New +$5.49M 0.02% 724

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.