Steven Cohen's ANET Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 7.56 M shares of Arista Networks, Inc. (ANET) worth $990.6 M, representing 1.11% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in ANET, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 5.07 M shares. Largest reduction occurred in Q2 2023, reducing 6.4 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Arista Networks (ANET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arista Networks (ANET) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.05 M | Add 37.17% | 7.56 M | $131.03 |
| Q3 2025 | -1.42 M | Reduce 20.48% | 5.51 M | $145.71 |
| Q2 2025 | +5.07 M | Add 272.02% | 6.93 M | $102.31 |
| Q1 2025 | -1.16 M | Reduce 38.33% | 1.86 M | $77.48 |
| Q4 2024 | -491,334 | Reduce 13.99% | 3.02 M | $110.53 |
| Q3 2024 | +847,292 | Add 31.79% | 3.51 M | $95.95 |
| Q2 2024 | -1.29 M | Reduce 32.56% | 2.67 M | $87.62 |
| Q1 2024 | +618,072 | Add 18.54% | 3.95 M | $72.49 |
| Q4 2023 | -3.5 M | Reduce 51.20% | 3.33 M | $58.88 |
| Q3 2023 | +4.64 M | Add 211.31% | 6.83 M | $45.98 |
| Q2 2023 | -6.4 M | Reduce 74.46% | 2.19 M | $40.51 |
| Q1 2023 | +1.34 M | Add 18.53% | 8.59 M | $41.97 |
| Q4 2022 | -662,592 | Reduce 8.37% | 7.25 M | $30.34 |
| Q3 2022 | +349,164 | Add 4.62% | 7.91 M | $28.22 |
| Q2 2022 | +931,584 | Add 14.05% | 7.56 M | $23.44 |
| Q1 2022 | +1.51 M | Add 29.41% | 6.63 M | $34.74 |
| Q4 2021 | -2.05 M | Reduce 28.57% | 5.12 M | $35.94 |
| Q3 2021 | +2.66 M | Add 58.97% | 7.17 M | $21.48 |
| Q2 2021 | +4.13 M | Add 1075.00% | 4.51 M | $22.64 |
| Q1 2021 | +384,000 | New Buy | 384,000 | $18.87 |
Steven Cohen's Arista Networks Investment FAQs
Steven Cohen first purchased Arista Networks, Inc. (ANET) in Q1 2021, acquiring 384,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Arista Networks, Inc. (ANET) for 20 quarters since Q1 2021.
Steven Cohen's largest addition to Arista Networks, Inc. (ANET) was in Q2 2025, adding 6,930,633 shares worth $709.07 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 7,560,117 shares of Arista Networks, Inc. (ANET), valued at approximately $990.6 M.
As of the Q4 2025 filing, Arista Networks, Inc. (ANET) represents approximately 1.11% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Arista Networks, Inc. (ANET) was 8,592,636 shares, as reported at the end of Q1 2023.