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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.1 B.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $595.19 M net outflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 52.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.58% | Reduce -28.4% | 6,261,063 | $904.1 M | Q3 2025 | |
| 1.34% | Reduce -20.5% | 5,511,420 | $803.07 M | Q3 2025 | |
| 0.13% | Add 0.9% | 685,240 | $99.85 M | Q3 2025 | |
| 0.39% | Reduce -24.5% | 680,366 | $99.14 M | Q3 2025 | |
| 1.84% | Reduce -14.5% | 412,399 | $60.09 M | Q3 2025 | |
| 0.10% | Add 8.9% | 386,021 | $56.25 M | Q3 2025 | |
| 0.10% | Add 157.3% | 159,903 | $23.3 M | Q3 2025 | |
| 0.11% | Reduce -52.8% | 54,937 | $8 M | Q3 2025 | |
| 0.00% | Reduce -1.0% | 22,097 | $3.22 M | Q3 2025 | |
| 0.01% | Add 5228.5% | 11,030 | $1.61 M | Q3 2025 | |
| 0.00% | Reduce -28.6% | 2,993 | $436,110 | Q3 2025 | |
| 0.00% | New Buy | 24 | $3,497 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Arista Networks, Inc. (ANET)
Major holders include Cliff Asness ($904.1 M), Steven Cohen ($803.07 M), Renaissance Technologies ($99.85 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 14.19 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $595.19 M, with 5 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited ANET. The total reported sell value was $616.54 M.
Yes, 1 managers opened new positions in ANET, and 4 increased their existing holdings. The total reported buy value was $21.36 M.