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Renaissance Group’s Arista Networks ANET Stock Holding History

Renaissance Group’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 		$42.9M Sell
252,781
-35,701
-12% -$5.61M 1.74% 6
2026
Q1 		$35.4M Sell
288,482
-14,066
-5% -$1.88M 1.48% 14
2025
Q4 		$39.6M Sell
302,548
-18,473
-6% -$2.54M 1.59% 10
2025
Q3 		$46.8M Sell
321,021
-37,864
-11% -$4.88M 1.76% 5
2025
Q2 		$36.7M Buy
358,885
+63,731
+22% +$5.51M 1.43% 17
2025
Q1 		$22.9M Sell
295,154
-63,579
-18% -$6.45M 1.01% 55
2024
Q4 		$39.7M Sell
358,733
-13,527
-4% -$1.39M 1.64% 11
2024
Q3 		$35.7M Buy
+372,260
New +$32.4M 1.47% 20

Other funds holding ANET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Group's ANET Position: Q2 2026 in Review

Renaissance Group reduced its Arista Networks (ANET) stake by 12% in Q2 2026, selling an estimated $5.61M and leaving 252,781 shares worth $42.9M. The position accounts for 1.74% of the portfolio, ranked #6.

Renaissance Group first reported a position in ANET in Q3 2024 and has held it in 8 quarters since. The position peaked at $46.8M in Q3 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Renaissance Group held 252,781 shares of Arista Networks worth $42.9M as of Q2 2026.
  • Renaissance Group sold 35,701 Arista Networks shares in Q2 2026, an estimated $5.61M.
  • Arista Networks made up 1.74% of Renaissance Group's portfolio in Q2 2026, its #6 holding.
  • Renaissance Group first reported a position in Arista Networks in Q3 2024 and has held it in 8 quarters since.
  • Renaissance Group's Arista Networks position peaked at $46.8M in Q3 2025.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.