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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
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 $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

Voleon Capital Management's ANET Position: Q1 2026 in Review

Voleon Capital Management reduced its Arista Networks (ANET) stake by 19% in Q1 2026, selling an estimated $3.45M and leaving 112,901 shares worth $13.9M. The position accounts for 0.3% of the portfolio, ranked #74.

Voleon Capital Management first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.2M in Q4 2025. 2,028 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Voleon Capital Management held 112,901 shares of Arista Networks worth $13.9M as of Q1 2026.
  • Voleon Capital Management sold 25,762 Arista Networks shares in Q1 2026, an estimated $3.45M.
  • Arista Networks made up 0.3% of Voleon Capital Management's portfolio in Q1 2026, its #74 holding.
  • Voleon Capital Management first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
  • Voleon Capital Management's Arista Networks position peaked at $18.2M in Q4 2025.
  • 2,028 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.