Walleye Capital
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Walleye Capital’s Arista Networks ANET Stock Holding History

Walleye Capital’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 		$19.3M Sell
157,244
-57,361
-27% -$7.67M 0.08% 203
2025
Q4 		$28.1M Buy
214,605
+17,776
+9% +$2.45M 0.09% 179
2025
Q3 		$28.7M Buy
196,829
+167,784
+578% +$21.6M 0.11% 152
2025
Q2 		$2.97M Sell
29,045
-9,996
-26% -$865K 0.01% 1215
2025
Q1 		$3.02M Sell
39,041
-7,633
-16% -$774K 0.01% 1129
2024
Q4 		$5.16M Sell
46,674
-21,862
-32% -$2.25M 0.01% 1048
2024
Q3 		$6.58M Sell
68,536
-161,752
-70% -$14.1M 0.01% 975
2024
Q2 		$20.2M Buy
230,288
+33,860
+17% +$2.52M 0.04% 360
2024
Q1 		$14.2M Buy
196,428
+171,348
+683% +$11.6M 0.03% 600
2023
Q4 		$1.48M Sell
25,080
-251,512
-91% -$13.2M ﹤0.01% 2033
2023
Q3 		$12.7M Buy
+276,592
New +$12.3M 0.03% 444
2023
Q2 		– Sell
-370,360
Closed -$14.3M – 4278
2023
Q1 		$15.5M Buy
+370,360
New +$12.7M 0.23% 71
2022
Q3 		– Sell
-72,420
Closed -$2.09M – 3203
2022
Q2 		$1.7M Buy
72,420
+40,624
+128% +$1.11M 0.05% 418
2022
Q1 		$1.1M Buy
+31,796
New +$1M 0.03% 590
2020
Q4 		– Sell
-191,072
Closed -$2.47M – 926
2020
Q3 		$2.47M Buy
+191,072
New +$2.62M 0.28% 87
2019
Q4 		– Sell
-640
Closed -$10K – 1763
2019
Q3 		$10K Sell
640
-160
-20% -$2.48K ﹤0.01% 1771
2019
Q2 		$13K Buy
+800
New +$13.8K ﹤0.01% 1571
2018
Q3 		$858K Buy
+51,648
New +$879K 0.4% 71

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

Walleye Capital's ANET Position: Q1 2026 in Review

Walleye Capital reduced its Arista Networks (ANET) stake by 27% in Q1 2026, selling an estimated $7.67M and leaving 157,244 shares worth $19.3M. The position accounts for 0.08% of the portfolio, ranked #203.

Walleye Capital first reported a position in ANET in Q3 2018 and has held it in 18 quarters since. The position peaked at $28.7M in Q3 2025. 2,027 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Walleye Capital held 157,244 shares of Arista Networks worth $19.3M as of Q1 2026.
  • Walleye Capital sold 57,361 Arista Networks shares in Q1 2026, an estimated $7.67M.
  • Arista Networks made up 0.08% of Walleye Capital's portfolio in Q1 2026, its #203 holding.
  • Walleye Capital first reported a position in Arista Networks in Q3 2018 and has held it in 18 quarters since.
  • Walleye Capital's Arista Networks position peaked at $28.7M in Q3 2025.
  • 2,027 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.