Qsemble Capital Management’s Arista Networks ANET Stock Holding History

Qsemble 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	-38,710	Closed	-$4.75M	–	384
2026 Q1	$4.75M	Buy	38,710 +15,600	+68%	+$2.09M	0.36%	92
2025 Q4	$3.03M	Buy	23,110 +16,491	+249%	+$2.27M	0.25%	137
2025 Q3	$964K	Buy	+6,619	New	+$852K	0.09%	244
2025 Q2	–	Sell	-13,923	Closed	-$1.08M	–	427
2025 Q1	$1.08M	Buy	+13,923	New	+$1.41M	0.11%	214
2024 Q4	–	Sell	-3,432	Closed	-$329K	–	381
2024 Q3	$329K	Buy	+3,432	New	+$299K	0.06%	294
2023 Q4	–	Sell	-17,200	Closed	-$791K	–	350
2023 Q3	$791K	Buy	+17,200	New	+$766K	0.15%	200
2023 Q2	–	Sell	-11,600	Closed	-$487K	–	210
2023 Q1	$487K	Buy	+11,600	New	+$399K	0.33%	119

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 $3.37T AUM 44.26% 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

Qsemble Capital Management's ANET Position: Q2 2026 in Review

Qsemble Capital Management sold out of Arista Networks (ANET) in Q2 2026, closing a stake of 38,710 shares — an estimated $4.75M sold.

Qsemble Capital Management first reported a position in ANET in Q1 2023 and held it in 7 quarters. The position peaked at $4.75M in Q1 2026. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Qsemble Capital Management reported no remaining Arista Networks position as of Q2 2026 after selling out during the quarter.
Qsemble Capital Management sold 38,710 Arista Networks shares in Q2 2026, an estimated $4.75M.
Qsemble Capital Management first reported a position in Arista Networks in Q1 2023 and held it in 7 quarters.
Qsemble Capital Management's Arista Networks position peaked at $4.75M in Q1 2026.
2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.