VCM
ANET icon

Voleon Capital Management’s Arista Networks ANET Stock Holding History

Voleon 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
Q2 		$531K Sell
3,124
-109,777
-97% -$17.2M 0.01% 579
2026
Q1 		$13.9M Sell
112,901
-25,762
-19% -$3.45M 0.3% 74
2025
Q4 		$18.2M Buy
138,663
+107,186
+341% +$14.8M 0.39% 48
2025
Q3 		$4.59M Buy
31,477
+7,197
+30% +$927K 0.11% 185
2025
Q2 		$2.48M Sell
24,280
-14,222
-37% -$1.23M 0.14% 154
2025
Q1 		$2.98M Buy
38,502
+10,703
+39% +$1.09M 0.23% 107
2024
Q4 		$3.07M Buy
+27,799
New +$2.86M 0.23% 107

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

Voleon Capital Management's ANET Position: Q2 2026 in Review

Voleon Capital Management reduced its Arista Networks (ANET) stake by 97% in Q2 2026, selling an estimated $17.2M and leaving 3,124 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #579.

Voleon Capital Management first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.2M in Q4 2025. 2,261 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Voleon Capital Management held 3,124 shares of Arista Networks worth $531K as of Q2 2026.
  • Voleon Capital Management sold 109,777 Arista Networks shares in Q2 2026, an estimated $17.2M.
  • Arista Networks made up 0.01% of Voleon Capital Management's portfolio in Q2 2026, its #579 holding.
  • Voleon Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
  • Voleon Capital Management's Arista Networks position peaked at $18.2M in Q4 2025.
  • 2,261 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.