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Yarbrough Capital’s Arista Networks ANET Stock Holding History

Yarbrough 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 		$3.68M Sell
29,974
-2,979
-9% -$399K 0.13% 57
2025
Q4 		$4.32M Hold
32,953
– – 0.13% 59
2025
Q3 		$4.8M Hold
32,953
– – 0.15% 61
2025
Q2 		$3.37M Buy
32,953
+3,573
+12% +$309K 0.12% 66
2025
Q1 		$2.28M Buy
29,380
+19,008
+183% +$1.93M 0.1% 70
2024
Q4 		$1.15M Buy
+10,372
New +$1.07M 0.04% 87

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

Yarbrough Capital's ANET Position: Q1 2026 in Review

Yarbrough Capital reduced its Arista Networks (ANET) stake by 9% in Q1 2026, selling an estimated $399K and leaving 29,974 shares worth $3.68M. The position accounts for 0.13% of the portfolio, ranked #57.

Yarbrough Capital first reported a position in ANET in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.8M in Q3 2025. 2,029 funds tracked by Wall St. Rank hold ANET as of Q1 2026.

  • Yarbrough Capital held 29,974 shares of Arista Networks worth $3.68M as of Q1 2026.
  • Yarbrough Capital sold 2,979 Arista Networks shares in Q1 2026, an estimated $399K.
  • Arista Networks made up 0.13% of Yarbrough Capital's portfolio in Q1 2026, its #57 holding.
  • Yarbrough Capital first reported a position in Arista Networks in Q4 2024 and has held it in 6 quarters since.
  • Yarbrough Capital's Arista Networks position peaked at $4.8M in Q3 2025.
  • 2,029 funds tracked by Wall St. Rank held Arista Networks as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.