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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.72 B.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $170.73 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 310.0%. Conversely, Paul Tudor Jones reduced exposure by 94.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Arista Networks, Inc. (ANET)
Major holders include Cliff Asness ($950.23 M), Steven Cohen ($803.66 M), Ray Dalio ($163.31 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 16.63 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $170.73 M, with 8 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited ANET. The total reported sell value was $253.68 M.
Yes, 1 managers opened new positions in ANET, and 7 increased their existing holdings. The total reported buy value was $82.95 M.
