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Wedge Capital Management’s Arista Networks ANET Stock Holding History

Wedge 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 		$82.4M Buy
485,198
+53,533
+12% +$8.41M 1.36% 9
2026
Q1 		$53M Sell
431,665
-4,297
-1% -$575K 0.98% 27
2025
Q4 		$57.1M Sell
435,962
-30,508
-7% -$4.2M 1.03% 22
2025
Q3 		$68M Buy
466,470
+464,396
+22,391% +$59.8M 1.15% 15
2025
Q2 		$212K Buy
+2,074
New +$179K ﹤0.01% 506
2025
Q1 		– Sell
-630,248
Closed -$69.7M – 514
2024
Q4 		$69.7M Sell
630,248
-62,472
-9% -$6.42M 1.25% 3
2024
Q3 		$66.5M Sell
692,720
-150,212
-18% -$13.1M 1.15% 2
2024
Q2 		$73.9M Sell
842,932
-326,908
-28% -$24.3M 1.31% 3
2024
Q1 		$84.8M Sell
1,169,840
-129,076
-10% -$8.71M 1.37% 10
2023
Q4 		$76.5M Sell
1,298,916
-242,616
-16% -$12.7M 1.36% 12
2023
Q3 		$70.9M Sell
1,541,532
-277,616
-15% -$12.4M 1.4% 10
2023
Q2 		$73.7M Buy
1,819,148
+58,640
+3% +$2.27M 1.17% 15
2023
Q1 		$73.9M Sell
1,760,508
-304,704
-15% -$10.5M 1.25% 9
2022
Q4 		$62.7M Buy
2,065,212
+227,636
+12% +$7.01M 1.01% 6
2022
Q3 		$51.9M Sell
1,837,576
-13,044
-0.7% -$376K 0.88% 5
2022
Q2 		$43.4M Buy
1,850,620
+96,180
+5% +$2.64M 0.69% 20
2022
Q1 		$61M Sell
1,754,440
-139,092
-7% -$4.4M 0.82% 6
2021
Q4 		$68M Buy
+1,893,532
New +$56.5M 0.84% 20
2019
Q3 		– Sell
-2,926,096
Closed -$47.5M – 569
2019
Q2 		$47.5M Buy
2,926,096
+855,984
+41% +$14.8M 0.54% 42
2019
Q1 		$40.7M Buy
+2,070,112
New +$32.8M 0.46% 66

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

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

Wedge Capital Management increased its Arista Networks (ANET) stake by 12% in Q2 2026, buying an estimated $8.41M and bringing the position to 485,198 shares worth $82.4M. The position accounts for 1.36% of the portfolio, ranked #9.

Wedge Capital Management first reported a position in ANET in Q1 2019 and has held it in 20 quarters since. The position peaked at $84.8M in Q1 2024. 2,255 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Wedge Capital Management held 485,198 shares of Arista Networks worth $82.4M as of Q2 2026.
  • Wedge Capital Management bought 53,533 Arista Networks shares in Q2 2026, an estimated $8.41M.
  • Arista Networks made up 1.36% of Wedge Capital Management's portfolio in Q2 2026, its #9 holding.
  • Wedge Capital Management first reported a position in Arista Networks in Q1 2019 and has held it in 20 quarters since.
  • Wedge Capital Management's Arista Networks position peaked at $84.8M in Q1 2024.
  • 2,255 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.