Steven Cohen’s Arista Networks ANET Stock Holding History

Steven Cohen’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	$873M	Sell	5,139,737 -1,405,824	-21%	-$221M	0.96%	7
2026 Q1	$804M	Sell	6,545,561 -1,014,556	-13%	-$136M	1.03%	3
2025 Q4	$991M	Buy	7,560,117 +2,048,697	+37%	+$282M	1.11%	8
2025 Q3	$803M	Sell	5,511,420 -1,419,213	-20%	-$183M	1.34%	6
2025 Q2	$709M	Buy	6,930,633 +5,067,637	+272%	+$438M	1.39%	6
2025 Q1	$144M	Sell	1,862,996 -1,158,158	-38%	-$117M	0.33%	57
2024 Q4	$334M	Sell	3,021,154 -491,334	-14%	-$50.5M	0.74%	11
2024 Q3	$337M	Buy	3,512,488 +847,292	+32%	+$73.8M	0.86%	7
2024 Q2	$234M	Sell	2,665,196 -1,286,508	-33%	-$95.7M	0.61%	12
2024 Q1	$286M	Buy	3,951,704 +618,072	+19%	+$41.7M	0.69%	12
2023 Q4	$196M	Sell	3,333,632 -3,497,748	-51%	-$184M	0.47%	19
2023 Q3	$314M	Buy	6,831,380 +4,636,952	+211%	+$207M	0.92%	8
2023 Q2	$88.9M	Sell	2,194,428 -6,398,208	-74%	-$247M	0.26%	89
2023 Q1	$361M	Buy	8,592,636 +1,343,592	+19%	+$46.2M	1.12%	6
2022 Q4	$220M	Sell	7,249,044 -662,592	-8%	-$20.4M	0.75%	16
2022 Q3	$223M	Buy	7,911,636 +349,164	+5%	+$10.1M	0.89%	9
2022 Q2	$177M	Buy	7,562,472 +931,584	+14%	+$25.6M	0.75%	8
2022 Q1	$230M	Buy	6,630,888 +1,507,028	+29%	+$47.6M	0.91%	8
2021 Q4	$184M	Sell	5,123,860 -2,048,940	-29%	-$61.1M	0.74%	10
2021 Q3	$154M	Buy	7,172,800 +2,660,800	+59%	+$61M	0.68%	19
2021 Q2	$102M	Buy	4,512,000 +4,128,000	+1,075%	+$86.2M	0.46%	36
2021 Q1	$7.25M	Buy	+384,000	New	+$7.18M	0.03%	502

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

Steven Cohen's ANET Position: Q2 2026 in Review

Steven Cohen reduced its Arista Networks (ANET) stake by 21% in Q2 2026, selling an estimated $221M and leaving 5,139,737 shares worth $873M. The position accounts for 0.96% of the portfolio, ranked #7.

Steven Cohen first reported a position in ANET in Q1 2021 and has held it in 22 quarters since. The position peaked at $991M in Q4 2025. 2,248 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

Steven Cohen held 5,139,737 shares of Arista Networks worth $873M as of Q2 2026.
Steven Cohen sold 1,405,824 Arista Networks shares in Q2 2026, an estimated $221M.
Arista Networks made up 0.96% of Steven Cohen's portfolio in Q2 2026, its #7 holding.
Steven Cohen first reported a position in Arista Networks in Q1 2021 and has held it in 22 quarters since.
Steven Cohen's Arista Networks position peaked at $991M in Q4 2025.
2,248 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.