Walleye Capital
ANET icon

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 		$3.92M Sell
31,900
-44,300
-58% -$5.93M 0.02% 965
2025
Q4 		$9.98M Sell
76,200
-18,500
-20% -$2.55M 0.03% 669
2025
Q3 		$13.8M Buy
94,700
+50,700
+115% +$6.53M 0.05% 400
2025
Q2 		$4.5M Sell
44,000
-15,500
-26% -$1.34M 0.02% 931
2025
Q1 		$4.61M Sell
59,500
-5,800
-9% -$588K 0.02% 839
2024
Q4 		$7.22M Buy
65,300
+7,700
+13% +$792K 0.02% 840
2024
Q3 		$5.53M Sell
57,600
-139,200
-71% -$12.1M 0.01% 1108
2024
Q2 		$17.2M Sell
196,800
-42,800
-18% -$3.18M 0.03% 426
2024
Q1 		$17.4M Sell
239,600
-33,200
-12% -$2.24M 0.03% 498
2023
Q4 		$16.1M Buy
272,800
+173,200
+174% +$9.1M 0.03% 431
2023
Q3 		$4.58M Buy
99,600
+29,200
+41% +$1.3M 0.01% 1093
2023
Q2 		$2.85M Buy
70,400
+55,200
+363% +$2.13M 0.01% 1082
2023
Q1 		$638K Sell
15,200
-48,000
-76% -$1.65M 0.01% 1506
2022
Q4 		$1.92M Sell
63,200
-6,000
-9% -$185K 0.04% 609
2022
Q3 		$1.95M Buy
+69,200
New +$2M 0.04% 568
2019
Q4 		– Sell
-140,800
Closed -$2.1M – 1762
2019
Q3 		$2.1M Buy
140,800
+57,600
+69% +$891K 0.13% 210
2019
Q2 		$1.35M Buy
+83,200
New +$1.44M 0.15% 184

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. 2,028 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.
  • 2,028 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.