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 		$12.1M Buy
98,400
+63,000
+178% +$8.43M 0.01% 1277
2025
Q4 		$4.64M Buy
+35,400
New +$4.87M 0.01% 1778
2022
Q1 		– Sell
-19,600
Closed -$704K – 2654
2021
Q4 		$704K Sell
19,600
-28,400
-59% -$847K ﹤0.01% 2896
2021
Q3 		$1.03M Buy
48,000
+35,200
+275% +$807K ﹤0.01% 2592
2021
Q2 		$290K Sell
12,800
-91,200
-88% -$1.9M ﹤0.01% 3537
2021
Q1 		$1.96M Buy
104,000
+65,600
+171% +$1.23M 0.01% 1724
2020
Q4 		$697K Sell
38,400
-25,600
-40% -$406K ﹤0.01% 2264
2020
Q3 		$828K Buy
64,000
+32,000
+100% +$440K ﹤0.01% 1886
2020
Q2 		$420K Sell
32,000
-156,800
-83% -$2.12M ﹤0.01% 2127
2020
Q1 		$2.39M Buy
188,800
+59,200
+46% +$768K 0.02% 870
2019
Q4 		$1.65M Sell
129,600
-56,000
-30% -$737K 0.01% 1752
2019
Q3 		$2.77M Buy
185,600
+94,400
+104% +$1.46M 0.01% 1183
2019
Q2 		$1.48M Buy
+91,200
New +$1.58M 0.01% 1639
2018
Q4 		– Sell
-155,200
Closed -$2.58M – 2959
2018
Q3 		$2.58M Sell
155,200
-148,800
-49% -$2.53M 0.01% 1312
2018
Q2 		$4.89M Buy
+304,000
New +$4.97M 0.01% 1027
2018
Q1 		– Sell
-16,000
Closed -$236K – 3101
2017
Q4 		$236K Sell
16,000
-16,000
-50% -$214K ﹤0.01% 2842
2017
Q3 		$379K Buy
+32,000
New +$335K ﹤0.01% 2295

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.