2 tracked superinvestors hold ARISTA NETWORKS INC (ANET), worth $2.0B combined, led by Will Danoff. Smart money is trimming ANET as of the latest 13F filings.
Current price
$193.78
+37.3%
1Y
Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and…
Market cap
$217.5B
P/E
62.8
Div yield
0.0%
Revenue YoY
28.6%
Analyst target
$225
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$2.0B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing ANET: 1 funds trimmed versus 0 adding.
ARISTA NETWORKS INC (ANET) appears mainly in diversified and quant books here (2 funds, $2.0B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Will Danoff at 0.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.7% | $1.1B | |
| Trimmed | 1% | $916M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
2 insiders filed SEC Form 144 for $437M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Mark Templeton | Director | 20,000 | $4M | 2026-09-08 |
| Ullal Jayshree | Officer & Director | 13,809 | $3M | 2026-08-25 |
| Ullal Jayshree | Officer & Director | 573,509 | $119M | 2026-08-12 |
| Ullal Jayshree | Officer & Director | 1,099,495 | $221M | 2026-08-05 |
| Ullal Jayshree | Officer & Director | 234,578 | $44M | 2026-07-10 |
| Ullal Jayshree | Officer & Director | 242,422 | $46M | 2026-07-09 |
Which superinvestors own ANET?
2 tracked funds hold ARISTA NETWORKS INC (ANET), the largest being Will Danoff (Fidelity Contrafund) at 0.7% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ANET?
In the most recent 13F quarter, 0 tracked funds added or opened ANET and 1 trimmed it.
How much ANET do tracked funds hold?
Combined disclosed long exposure to ANET across tracked superinvestors is $2.0B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.