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Westerly Capital Management’s Arista Networks ANET Stock Holding History

Westerly 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 		$21.2M Buy
+125,000
New +$19.6M 3.92% 4
2023
Q3 		– Sell
-40,000
Closed -$1.62M – 46
2023
Q2 		$1.62M Buy
+40,000
New +$1.55M 0.85% 37

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State Street
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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

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

Westerly Capital Management opened a new position in Arista Networks (ANET) in Q2 2026: 125,000 shares worth $21.2M. The stake represents 3.92% of the portfolio and ranks #4 among its holdings. This is a return to the name: Westerly Capital Management previously reported a position in ANET as recently as Q2 2023.

Westerly Capital Management first reported a position in ANET in Q2 2023 and has held it in 2 quarters since. 2,264 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • Westerly Capital Management held 125,000 shares of Arista Networks worth $21.2M as of Q2 2026.
  • Arista Networks was a new Westerly Capital Management position in Q2 2026.
  • Arista Networks made up 3.92% of Westerly Capital Management's portfolio in Q2 2026, its #4 holding.
  • Westerly Capital Management first reported a position in Arista Networks in Q2 2023 and has held it in 2 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

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