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Sather Financial Group’s Arista Networks ANET Stock Holding History

Sather Financial 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 		$115M Sell
676,921
-170,771
-20% -$26.8M 6.6% 3
2026
Q1 		$104M Sell
847,692
-60,078
-7% -$8.04M 6.4% 3
2025
Q4 		$119M Sell
907,770
-23,477
-3% -$3.23M 6.39% 3
2025
Q3 		$136M Sell
931,247
-44,262
-5% -$5.7M 7.37% 3
2025
Q2 		$99.8M Buy
975,509
+18,907
+2% +$1.64M 5.86% 4
2025
Q1 		$74.1M Sell
956,602
-6,515
-0.7% -$661K 4.84% 6
2024
Q4 		$106M Sell
963,117
-81,691
-8% -$8.4M 6.67% 3
2024
Q3 		$100M Sell
1,044,808
-85,024
-8% -$7.41M 6.45% 4
2024
Q2 		$99M Sell
1,129,832
-21,288
-2% -$1.58M 6.86% 4
2024
Q1 		$83.5M Sell
1,151,120
-6,308
-0.5% -$425K 5.99% 4
2023
Q4 		$68.1M Sell
1,157,428
-14,500
-1% -$762K 5.04% 4
2023
Q3 		$53.9M Sell
1,171,928
-106,128
-8% -$4.73M 4.48% 4
2023
Q2 		$51.8M Sell
1,278,056
-12,908
-1% -$499K 4.15% 5
2023
Q1 		$54.2M Sell
1,290,964
-65,476
-5% -$2.25M 4.71% 4
2022
Q4 		$41.2M Buy
1,356,440
+248
+0% +$7.63K 3.38% 7
2022
Q3 		$38.3M Sell
1,356,192
-31,148
-2% -$898K 4.22% 8
2022
Q2 		$32.5M Sell
1,387,340
-37,152
-3% -$1.02M 3.37% 15
2022
Q1 		$49.5M Sell
1,424,492
-178,444
-11% -$5.64M 4.28% 7
2021
Q4 		$57.6M Buy
1,602,936
+1,528
+0.1% +$45.6K 4.99% 6
2021
Q3 		$34.4M Buy
1,601,408
+11,632
+0.7% +$267K 3.51% 11
2021
Q2 		$36M Buy
1,589,776
+16,464
+1% +$344K 3.78% 11
2021
Q1 		$29.7M Buy
1,573,312
+21,344
+1% +$399K 3.46% 16
2020
Q4 		$28.2M Buy
1,551,968
+143,344
+10% +$2.27M 3.64% 15
2020
Q3 		$18.2M Buy
+1,408,624
New +$19.3M 2.9% 19

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

Sather Financial Group's ANET Position: Q2 2026 in Review

Sather Financial Group reduced its Arista Networks (ANET) stake by 20% in Q2 2026, selling an estimated $26.8M and leaving 676,921 shares worth $115M. The position accounts for 6.6% of the portfolio, ranked #3.

Sather Financial Group first reported a position in ANET in Q3 2020 and has held it in 24 quarters since. The position peaked at $136M in Q3 2025. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Sather Financial Group held 676,921 shares of Arista Networks worth $115M as of Q2 2026.
  • Sather Financial Group sold 170,771 Arista Networks shares in Q2 2026, an estimated $26.8M.
  • Arista Networks made up 6.6% of Sather Financial Group's portfolio in Q2 2026, its #3 holding.
  • Sather Financial Group first reported a position in Arista Networks in Q3 2020 and has held it in 24 quarters since.
  • Sather Financial Group's Arista Networks position peaked at $136M in Q3 2025.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.