Renaissance Technologies (RenTech)'s ANET Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 774,840 shares of Arista Networks, Inc. (ANET) worth $101.53 M, representing 0.16% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Renaissance Technologies (RenTech) has maintained a long-term strategic position in ANET, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 9.48 M shares. Largest reduction occurred in Q3 2020, reducing 8.74 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Arista Networks (ANET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arista Networks (ANET) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +89,600 | Add 13.08% | 774,840 | $131.03 |
| Q3 2025 | +6,340 | Add 0.93% | 685,240 | $145.71 |
| Q2 2025 | -1.14 M | Reduce 62.67% | 678,900 | $102.31 |
| Q1 2025 | +818,700 | Add 81.86% | 1.82 M | $77.48 |
| Q4 2024 | -367,100 | Reduce 26.85% | 1 M | $110.53 |
| Q3 2024 | +291,644 | Add 27.12% | 1.37 M | $95.96 |
| Q2 2024 | +537,556 | Add 99.92% | 1.08 M | $87.62 |
| Q1 2024 | -453,200 | Reduce 45.72% | 538,000 | $72.49 |
| Q4 2023 | +444,000 | Add 81.14% | 991,200 | $58.88 |
| Q3 2023 | -686,800 | Reduce 55.66% | 547,200 | $45.98 |
| Q2 2023 | +1.23 M | New Buy | 1.23 M | $0.04 |
| Q1 2023 | -2.26 M | Sold Out | 0 | $0.00 |
| Q4 2022 | -239,600 | Reduce 9.59% | 2.26 M | $0.03 |
| Q3 2022 | -641,948 | Reduce 20.44% | 2.5 M | $28.22 |
| Q2 2022 | +2.69 M | Add 596.00% | 3.14 M | $23.43 |
| Q1 2022 | -611,600 | Reduce 57.55% | 451,200 | $34.75 |
| Q4 2021 | -2.46 M | Reduce 69.79% | 1.06 M | $35.94 |
| Q3 2021 | +3.01 M | Add 598.32% | 3.52 M | $21.48 |
| Q2 2021 | -1.69 M | Reduce 77.03% | 503,840 | $22.64 |
| Q1 2021 | -5.03 M | Reduce 69.61% | 2.19 M | $18.87 |
| Q4 2020 | -5.91 M | Reduce 45.01% | 7.22 M | $18.16 |
| Q3 2020 | -8.74 M | Reduce 39.96% | 13.13 M | $12.93 |
| Q2 2020 | +5.65 M | Add 34.86% | 21.86 M | $13.13 |
| Q1 2020 | +7.89 M | Add 94.75% | 16.21 M | $12.66 |
| Q4 2019 | +3.15 M | Add 60.93% | 8.32 M | $12.71 |
| Q3 2019 | -2.7 M | Reduce 34.29% | 5.17 M | $14.93 |
| Q2 2019 | +985,600 | Add 14.31% | 7.87 M | $16.23 |
| Q1 2019 | -5.27 M | Reduce 43.36% | 6.89 M | $19.65 |
| Q4 2018 | -2.56 M | Reduce 17.38% | 12.16 M | $13.17 |
| Q3 2018 | -2.78 M | Reduce 15.90% | 14.72 M | $16.62 |
| Q2 2018 | +3.64 M | Add 26.26% | 17.5 M | $16.09 |
| Q1 2018 | +640,000 | Add 4.84% | 13.86 M | $15.96 |
| Q4 2017 | +2.4 M | Add 22.18% | 13.22 M | $14.72 |
| Q3 2017 | +9.48 M | Add 706.92% | 10.82 M | $11.85 |
| Q2 2017 | -1.81 M | Reduce 57.48% | 1.34 M | $9.36 |
| Q1 2017 | -4.65 M | Reduce 59.59% | 3.15 M | $8.27 |
| Q4 2016 | +2.7 M | Add 52.82% | 7.8 M | $6.05 |
| Q3 2016 | +4.29 M | Add 523.44% | 5.11 M | $5.32 |
| Q2 2016 | -2.3 M | Reduce 73.70% | 819,200 | $4.02 |
| Q1 2016 | +1.87 M | Add 150.58% | 3.12 M | $3.94 |
| Q4 2015 | +635,200 | Add 104.47% | 1.24 M | $4.86 |
| Q3 2015 | +608,000 | New Buy | 608,000 | $3.82 |
| Q1 2015 | -1.05 M | Sold Out | 0 | $0.00 |
| Q4 2014 | +1.05 M | New Buy | 1.05 M | $3.80 |
Renaissance Technologies (RenTech)'s Arista Networks Investment FAQs
Renaissance Technologies (RenTech) first purchased Arista Networks, Inc. (ANET) in Q4 2014, acquiring 1,046,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Arista Networks, Inc. (ANET) for 44 quarters since Q4 2014.
Renaissance Technologies (RenTech)'s largest addition to Arista Networks, Inc. (ANET) was in Q3 2017, adding 10,819,200 shares worth $128.21 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 774,840 shares of Arista Networks, Inc. (ANET), valued at approximately $101.53 M.
As of the Q4 2025 filing, Arista Networks, Inc. (ANET) represents approximately 0.16% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Arista Networks, Inc. (ANET) was 21,864,000 shares, as reported at the end of Q2 2020.