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Sandhill Capital Partners’s Arista Networks ANET Stock Holding History

Sandhill Capital Partners’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 		$33.4M Sell
272,232
-103,995
-28% -$13.9M 2.87% 21
2025
Q4 		$49.3M Sell
376,227
-11,028
-3% -$1.52M 3.51% 11
2025
Q3 		$56.4M Sell
387,255
-2,178
-0.6% -$280K 3.94% 8
2025
Q2 		$39.8M Buy
389,433
+136,602
+54% +$11.8M 2.86% 18
2025
Q1 		$19.6M Buy
+252,831
New +$25.6M 1.61% 22

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

Sandhill Capital Partners's ANET Position: Q1 2026 in Review

Sandhill Capital Partners reduced its Arista Networks (ANET) stake by 28% in Q1 2026, selling an estimated $13.9M and leaving 272,232 shares worth $33.4M. The position accounts for 2.87% of the portfolio, ranked #21.

Sandhill Capital Partners first reported a position in ANET in Q1 2025 and has held it in 5 quarters since. The position peaked at $56.4M in Q3 2025. 2,030 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Sandhill Capital Partners held 272,232 shares of Arista Networks worth $33.4M as of Q1 2026.
  • Sandhill Capital Partners sold 103,995 Arista Networks shares in Q1 2026, an estimated $13.9M.
  • Arista Networks made up 2.87% of Sandhill Capital Partners's portfolio in Q1 2026, its #21 holding.
  • Sandhill Capital Partners first reported a position in Arista Networks in Q1 2025 and has held it in 5 quarters since.
  • Sandhill Capital Partners's Arista Networks position peaked at $56.4M in Q3 2025.
  • 2,030 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Sandhill Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.