Cliff Asness's ANET Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 7.35 M shares of Arista Networks, Inc. (ANET) worth $962.64 M, representing 0.50% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ANET, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 4.68 M shares. Largest reduction occurred in Q4 2018, reducing 4.73 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Arista Networks (ANET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arista Networks (ANET) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.09 M | Add 17.34% | 7.35 M | $131.03 |
| Q3 2025 | -2.48 M | Reduce 28.38% | 6.26 M | $144.40 |
| Q2 2025 | +1.02 M | Add 13.24% | 8.74 M | $102.14 |
| Q1 2025 | +4.68 M | Add 153.82% | 7.72 M | $75.66 |
| Q4 2024 | -131,087 | Reduce 4.13% | 3.04 M | $110.53 |
| Q3 2024 | +992,360 | Add 45.52% | 3.17 M | $94.67 |
| Q2 2024 | +385,692 | Add 21.49% | 2.18 M | $87.62 |
| Q1 2024 | +1.29 M | Add 258.19% | 1.79 M | $72.50 |
| Q4 2023 | +292,012 | Add 139.74% | 500,980 | $58.88 |
| Q3 2023 | -96,568 | Reduce 31.61% | 208,968 | $45.98 |
| Q2 2023 | +149,056 | Add 95.26% | 305,536 | $40.29 |
| Q1 2023 | +248 | Add 0.16% | 156,480 | $40.65 |
| Q4 2022 | -213,908 | Reduce 57.79% | 156,232 | $30.09 |
| Q3 2022 | +97,656 | Add 35.84% | 370,140 | $28.22 |
| Q2 2022 | -31,896 | Reduce 10.48% | 272,484 | $23.15 |
| Q1 2022 | +52,012 | Add 20.61% | 304,380 | $34.75 |
| Q4 2021 | -194,832 | Reduce 43.57% | 252,368 | $35.94 |
| Q3 2021 | +341,728 | Add 324.00% | 447,200 | $21.48 |
| Q2 2021 | -702,160 | Reduce 86.94% | 105,472 | $22.50 |
| Q1 2021 | +88,496 | Add 12.31% | 807,632 | $18.65 |
| Q4 2020 | -339,904 | Reduce 32.10% | 719,136 | $18.02 |
| Q3 2020 | +695,136 | Add 191.02% | 1.06 M | $12.93 |
| Q2 2020 | +168,800 | Add 86.52% | 363,904 | $13.13 |
| Q1 2020 | -505,328 | Reduce 72.15% | 195,104 | $12.66 |
| Q4 2019 | +303,664 | Add 76.53% | 700,432 | $12.71 |
| Q3 2019 | -306,544 | Reduce 43.59% | 396,768 | $14.93 |
| Q2 2019 | -95,264 | Reduce 11.93% | 703,312 | $16.23 |
| Q1 2019 | -235,168 | Reduce 22.75% | 798,576 | $19.54 |
| Q4 2018 | -4.73 M | Reduce 82.06% | 1.03 M | $13.17 |
| Q3 2018 | -953,824 | Reduce 14.20% | 5.76 M | $16.62 |
| Q2 2018 | +2.23 M | Add 49.55% | 6.72 M | $16.09 |
| Q1 2018 | +3.44 M | Add 326.41% | 4.49 M | $15.96 |
| Q4 2017 | +317,456 | Add 43.15% | 1.05 M | $14.72 |
| Q3 2017 | +106,656 | Add 16.96% | 735,696 | $11.85 |
| Q2 2017 | -3,040 | Reduce 0.48% | 629,040 | $9.36 |
| Q1 2017 | +82,784 | Add 15.07% | 632,080 | $8.27 |
| Q4 2016 | +133,088 | Add 31.98% | 549,296 | $6.05 |
| Q3 2016 | -338,368 | Reduce 44.84% | 416,208 | $5.32 |
| Q2 2016 | +615,616 | Add 443.02% | 754,576 | $4.02 |
| Q1 2016 | +138,960 | New Buy | 138,960 | $3.94 |
Cliff Asness's Arista Networks Investment FAQs
Cliff Asness first purchased Arista Networks, Inc. (ANET) in Q1 2016, acquiring 138,960 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Arista Networks, Inc. (ANET) for 40 quarters since Q1 2016.
Cliff Asness's largest addition to Arista Networks, Inc. (ANET) was in Q1 2025, adding 7,719,809 shares worth $584.12 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 7,346,710 shares of Arista Networks, Inc. (ANET), valued at approximately $962.64 M.
As of the Q4 2025 filing, Arista Networks, Inc. (ANET) represents approximately 0.50% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Arista Networks, Inc. (ANET) was 8,742,112 shares, as reported at the end of Q2 2025.