Sustainable Insight Capital Management’s Arista Networks ANET Stock Holding History

Sustainable Insight Capital Management’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	$663K	Buy	5,402 +600	+12%	+$80.3K	0.22%	64
2025 Q4	$629K	Sell	4,802 -200	-4%	-$27.5K	0.21%	53
2025 Q3	$729K	Sell	5,002 -400	-7%	-$51.5K	0.23%	46
2025 Q2	$553K	Buy	5,402 +1,914	+55%	+$166K	0.25%	45
2025 Q1	$270K	Sell	3,488 -400	-10%	-$40.6K	0.13%	62
2024 Q4	$430K	Buy	+3,888	New	+$400K	0.19%	54
2023 Q1	–	Sell	-8,976	Closed	-$272K	–	93
2022 Q4	$272K	Sell	8,976 -2,000	-18%	-$61.6K	0.31%	75
2022 Q3	$310K	Sell	10,976 -5,600	-34%	-$162K	0.36%	71
2022 Q2	$427K	Buy	16,576 +1,600	+11%	+$43.9K	0.43%	49
2022 Q1	$520K	Buy	14,976 +7,420	+98%	+$234K	0.37%	48
2021 Q4	$272K	Buy	+7,556	New	+$225K	0.15%	90
2021 Q2	–	Sell	-39,744	Closed	-$750K	–	126
2021 Q1	$750K	Buy	+39,744	New	+$743K	0.5%	45

Other funds holding ANET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sustainable Insight Capital Management's ANET Position: Q1 2026 in Review

Sustainable Insight Capital Management increased its Arista Networks (ANET) stake by 12% in Q1 2026, buying an estimated $80.3K and bringing the position to 5,402 shares worth $663K. The position accounts for 0.22% of the portfolio, ranked #64.

Sustainable Insight Capital Management first reported a position in ANET in Q1 2021 and has held it in 12 quarters since. The position peaked at $750K in Q1 2021. 2,034 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

Sustainable Insight Capital Management held 5,402 shares of Arista Networks worth $663K as of Q1 2026.
Sustainable Insight Capital Management bought 600 Arista Networks shares in Q1 2026, an estimated $80.3K.
Arista Networks made up 0.22% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #64 holding.
Sustainable Insight Capital Management first reported a position in Arista Networks in Q1 2021 and has held it in 12 quarters since.
Sustainable Insight Capital Management's Arista Networks position peaked at $750K in Q1 2021.
2,034 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.