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ZEGA Investments’s Arista Networks ANET Stock Holding History

ZEGA Investments’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 		$153K Sell
900
-1,100
-55% -$173K 0.02% 294
2026
Q1 		$246K Buy
+2,000
New +$268K 0.03% 249
2025
Q2 		– Sell
-11,700
Closed -$907K – 143
2025
Q1 		$907K Buy
+11,700
New +$1.19M 0.14% 80

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ZEGA Investments's ANET Position: Q2 2026 in Review

ZEGA Investments increased its Arista Networks (ANET) stake by 168% in Q2 2026, buying an estimated $2.04M and bringing the position to 20,760 shares worth $3.53M. The position accounts for 0.36% of the portfolio, ranked #36.

ZEGA Investments first reported a position in ANET in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold ANET as of Q2 2026.

  • ZEGA Investments held 20,760 shares of Arista Networks worth $3.53M as of Q2 2026.
  • ZEGA Investments bought 13,002 Arista Networks shares in Q2 2026, an estimated $2.04M.
  • Arista Networks made up 0.36% of ZEGA Investments's portfolio in Q2 2026, its #36 holding.
  • ZEGA Investments first reported a position in Arista Networks in Q4 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Arista Networks as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.