Sapient Capital’s Arista Networks ANET Stock Holding History

Sapient Capital’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	$782K	Buy	4,605 +107	+2%	+$16.8K	0.01%	217
2026 Q1	$552K	Sell	4,498 -5,486	-55%	-$734K	0.01%	259
2025 Q4	$1.32M	Buy	9,984 +6,107	+158%	+$841K	0.02%	183
2025 Q3	$556K	Buy	3,877 +11	+0.3%	+$1.42K	0.01%	248
2025 Q2	$396K	Sell	3,866 -31	-0.8%	-$2.68K	0.01%	274
2025 Q1	$302K	Sell	3,897 -3	-0.1%	-$304	0.01%	296
2024 Q4	$431K	Buy	3,900 +4	+0.1%	+$411	0.01%	256
2024 Q3	$374K	Hold	3,896	–	–	0.01%	285
2024 Q2	$341K	Sell	3,896 -1,924	-33%	-$143K	0.01%	270
2024 Q1	$422K	Sell	5,820 -356	-6%	-$24K	0.01%	255
2023 Q4	$364K	Buy	+6,176	New	+$324K	0.01%	263

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

Sapient Capital's ANET Position: Q2 2026 in Review

Sapient Capital increased its Arista Networks (ANET) stake by 2.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,605 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #217.

Sapient Capital first reported a position in ANET in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Sapient Capital held 4,605 shares of Arista Networks worth $782K as of Q2 2026.
Sapient Capital bought 107 Arista Networks shares in Q2 2026, an estimated $16.8K.
Arista Networks made up 0.01% of Sapient Capital's portfolio in Q2 2026, its #217 holding.
Sapient Capital first reported a position in Arista Networks in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's Arista Networks position peaked at $1.32M in Q4 2025.
2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.