Guru Ownership Trend
Guru Analysis for Arista Networks, Inc. (ANET)
Arista Networks, Inc. (ANET), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.41 B.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $771.92 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 540.1%. Conversely, Ray Dalio reduced exposure by 80.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Arista Networks, Inc. (ANET)
Major holders include Cliff Asness ($1 B), Steven Cohen ($873.14 M), Francois Rochon ($57.74 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 12.06 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $771.92 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited ANET. The total reported sell value was $791.32 M.
Yes, 2 managers opened new positions in ANET, and 4 increased their existing holdings. The total reported buy value was $19.4 M.
