Two Sigma Investments
ANET icon

Two Sigma Investments’s Arista Networks ANET Stock Holding History

Two Sigma Investments’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 		$461M Buy
3,758,279
+2,127,487
+130% +$285M 0.37% 43
2025
Q4 		$214M Buy
1,630,792
+299,267
+22% +$41.2M 0.3% 62
2025
Q3 		$194M Sell
1,331,525
-246,417
-16% -$31.7M 0.29% 90
2025
Q2 		$161M Sell
1,577,942
-1,189,116
-43% -$103M 0.29% 86
2025
Q1 		$214M Buy
2,767,058
+2,306,967
+501% +$234M 0.46% 39
2024
Q4 		$50.9M Buy
460,091
+158,451
+53% +$16.3M 0.11% 225
2024
Q3 		$28.9M Sell
301,640
-109,932
-27% -$9.58M 0.06% 374
2024
Q2 		$36.1M Buy
411,572
+382,372
+1,309% +$28.4M 0.08% 287
2024
Q1 		$2.12M Hold
29,200
– – 0.01% 1440
2023
Q4 		$1.72M Buy
+29,200
New +$1.53M ﹤0.01% 1708
2023
Q2 		– Sell
-320,860
Closed -$13.5M – 2990
2023
Q1 		$13.5M Sell
320,860
-2,533,088
-89% -$87.1M 0.04% 480
2022
Q4 		$86.6M Buy
2,853,948
+399,204
+16% +$12.3M 0.27% 90
2022
Q3 		$69.3M Sell
2,454,744
-1,127,712
-31% -$32.5M 0.24% 107
2022
Q2 		$84M Buy
3,582,456
+1,900,732
+113% +$52.1M 0.28% 91
2022
Q1 		$58.4M Sell
1,681,724
-642,868
-28% -$20.3M 0.17% 152
2021
Q4 		$83.5M Sell
2,324,592
-1,017,600
-30% -$30.4M 0.18% 140
2021
Q3 		$71.8M Buy
3,342,192
+3,183,920
+2,012% +$73M 0.16% 148
2021
Q2 		$3.58M Buy
+158,272
New +$3.3M 0.01% 1419
2021
Q1 		– Sell
-378,400
Closed -$7.07M – 3784
2020
Q4 		$6.87M Buy
378,400
+59,728
+19% +$946K 0.02% 758
2020
Q3 		$4.12M Sell
318,672
-611,568
-66% -$8.4M 0.01% 888
2020
Q2 		$12.2M Buy
930,240
+867,840
+1,391% +$11.7M 0.06% 333
2020
Q1 		$790K Sell
62,400
-97,600
-61% -$1.27M 0.01% 1602
2019
Q4 		$2.03M Buy
+160,000
New +$2.1M 0.01% 1570
2019
Q2 		– Sell
-407,248
Closed -$7.05M – 3292
2019
Q1 		$8M Sell
407,248
-784,240
-66% -$12.4M 0.03% 753
2018
Q4 		$15.7M Buy
+1,191,488
New +$17.1M 0.06% 392
2018
Q3 		– Sell
-6,127,328
Closed -$104M – 3148
2018
Q2 		$98.6M Buy
6,127,328
+3,763,552
+159% +$61.5M 0.29% 64
2018
Q1 		$37.7M Sell
2,363,776
-3,203,488
-58% -$54M 0.13% 199
2017
Q4 		$82M Buy
5,567,264
+1,940,016
+53% +$26M 0.27% 86
2017
Q3 		$43M Buy
3,627,248
+503,328
+16% +$5.26M 0.15% 175
2017
Q2 		$29.2M Sell
3,123,920
-767,744
-20% -$6.95M 0.11% 242
2017
Q1 		$32.2M Buy
+3,891,664
New +$26.9M 0.11% 249
2016
Q3 		– Sell
-112,960
Closed -$455K – 3066
2016
Q2 		$455K Sell
112,960
-2,107,664
-95% -$8.96M ﹤0.01% 2303
2016
Q1 		$8.76M Buy
+2,220,624
New +$8.69M 0.04% 491
2015
Q4 		– Sell
-1,281,440
Closed -$5.56M – 2651
2015
Q3 		$4.9M Buy
+1,281,440
New +$6.11M 0.03% 538
2015
Q2 		– Sell
-1,001,040
Closed -$4.41M – 2777
2015
Q1 		$4.41M Buy
1,001,040
+105,840
+12% +$439K 0.02% 779
2014
Q4 		$3.4M Buy
+895,200
New +$4.15M 0.02% 787

Other funds holding ANET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Two Sigma Investments's ANET Position: Q1 2026 in Review

Two Sigma Investments increased its Arista Networks (ANET) stake by 130% in Q1 2026, buying an estimated $285M and bringing the position to 3,758,279 shares worth $461M. The position accounts for 0.37% of the portfolio, ranked #43.

Two Sigma Investments first reported a position in ANET in Q4 2014 and has held it in 36 quarters since. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Two Sigma Investments held 3,758,279 shares of Arista Networks worth $461M as of Q1 2026.
  • Two Sigma Investments bought 2,127,487 Arista Networks shares in Q1 2026, an estimated $285M.
  • Arista Networks made up 0.37% of Two Sigma Investments's portfolio in Q1 2026, its #43 holding.
  • Two Sigma Investments first reported a position in Arista Networks in Q4 2014 and has held it in 36 quarters since.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.