Two Sigma Investments
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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 		$11.2M Buy
91,500
+55,500
+154% +$7.42M 0.01% 1332
2025
Q4 		$4.72M Buy
+36,000
New +$4.96M 0.01% 1763
2022
Q1 		– Sell
-14,400
Closed -$518K – 2653
2021
Q4 		$518K Sell
14,400
-59,200
-80% -$1.77M ﹤0.01% 3221
2021
Q3 		$1.58M Buy
73,600
+57,600
+360% +$1.32M ﹤0.01% 2199
2021
Q2 		$362K Sell
16,000
-68,800
-81% -$1.44M ﹤0.01% 3353
2021
Q1 		$1.6M Buy
84,800
+48,000
+130% +$897K ﹤0.01% 1878
2020
Q4 		$668K Buy
36,800
+4,800
+15% +$76.1K ﹤0.01% 2297
2020
Q3 		$414K Buy
32,000
+3,200
+11% +$44K ﹤0.01% 2374
2020
Q2 		$378K Sell
28,800
-57,600
-67% -$779K ﹤0.01% 2209
2020
Q1 		$1.09M Sell
86,400
-110,400
-56% -$1.43M 0.01% 1342
2019
Q4 		$2.5M Sell
196,800
-72,000
-27% -$947K 0.01% 1412
2019
Q3 		$4.01M Buy
268,800
+220,800
+460% +$3.42M 0.01% 977
2019
Q2 		$779K Buy
+48,000
New +$831K ﹤0.01% 2159
2018
Q4 		– Sell
-208,000
Closed -$3.46M – 2958
2018
Q3 		$3.46M Sell
208,000
-108,800
-34% -$1.85M 0.01% 1129
2018
Q2 		$5.1M Buy
316,800
+297,600
+1,550% +$4.86M 0.02% 1008
2018
Q1 		$306K Buy
19,200
+3,200
+20% +$53.9K ﹤0.01% 2766
2017
Q4 		$236K Sell
16,000
-16,000
-50% -$214K ﹤0.01% 2841
2017
Q3 		$379K Buy
+32,000
New +$335K ﹤0.01% 2294
2016
Q1 		– Sell
-208,000
Closed -$1.01M – 2767
2015
Q4 		$1.01M Buy
+208,000
New +$903K ﹤0.01% 1497

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. 2,029 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.
  • 2,029 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.