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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 		$21.6M Buy
127,100
+4,900
+4% +$770K 0.02% 846
2026
Q1 		$15M Sell
122,200
-112,900
-48% -$15.1M 0.02% 978
2025
Q4 		$30.8M Buy
+235,100
New +$32.4M 0.03% 641
2022
Q3 		– Sell
-200,000
Closed -$4.69M – 1390
2022
Q2 		$4.69M Buy
+200,000
New +$5.49M 0.02% 724

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

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.