Vault-13

ARISTA NETWORKS INC

COM · CUSIP 040413106 · ISIN US0404131064

1,351 institutional holders +137 vs Q4 2023
231,301,922231.3m shares reported held*
$66.9bnreported value*
215 new 517 added 434 reduced 82 sold out net bought ≈ $1.4bn (+5.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($418.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $289.05. Options: 50 managers hold calls ($1.3bn notional), 44 hold puts ($1.2bn).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 775Q4 22: 850Q1 23: 919Q2 23: 957Q3 23: 1,038Q4 23: 1,214Q1 24: 1,3511,351Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022775
Q4 2022850
Q1 2023919
Q2 2023957
Q3 20231,038
Q4 20231,214
Q1 20241,351

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ4 22: 416 bought or addedQ4 22: 330 cut or sold outQ4 22Q1 23: 463 bought or addedQ1 23: 424 cut or sold outQ1 23Q2 23: 479 bought or addedQ2 23: 436 cut or sold outQ2 23Q3 23: 525 bought or addedQ3 23: 435 cut or sold outQ3 23Q4 23: 596 bought or addedQ4 23: 474 cut or sold outQ4 23Q1 24: 732 bought or addedQ1 24: 516 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022416330
Q1 2023463424
Q2 2023479436
Q3 2023525435
Q4 2023596474
Q1 2024732516

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500m$1bn$1.5bnQ2 23 calls: $824.4mQ2 23 puts: $483.6mQ2 23P/C 0.59Q3 23 calls: $586.4mQ3 23 puts: $563.3mQ3 23P/C 0.96Q4 23 calls: $855.5mQ4 23 puts: $1.0bnQ4 23P/C 1.18Q1 24 calls: $1.3bnQ1 24 puts: $1.2bnQ1 24P/C 0.98
Numbers
QuarterCallsPutsP/C
Q2 2023$824.4m$483.6m0.59
Q3 2023$586.4m$563.3m0.96
Q4 2023$855.5m$1.0bn1.18
Q1 2024$1.3bn$1.2bn0.98

Biggest buyers

MORGAN STANLEY Added +5,167,780+5.2m
GQG Partners LLC New +3,041,065+3.0m
FMR LLC Added +1,275,872+1.3m
JPMORGAN CHASE & CO Added +903,814+903.8k
BlackRock Inc. Added +708,193+708.2k
Invesco Ltd. Added +529,335+529.3k
CITADEL ADVISORS LLC Added +436,786+436.8k
GEODE CAPITAL MANAGEMENT, LLC Added +430,151+430.2k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +357,417+357.4k
Global Assets Advisory, LLC New +353,405+353.4k

Biggest sellers

VANGUARD GROUP INC Reduced -3,203,386-3.2m
Capital Research Global Investors Reduced -1,577,972-1.6m
JENNISON ASSOCIATES LLC Reduced -915,634-915.6k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -808,313-808.3k
Cresset Asset Management, LLC Reduced -790,055-790.1k
ALLIANCEBERNSTEIN L.P. Reduced -717,383-717.4k
LORD, ABBETT & CO. LLC Reduced -585,626-585.6k
AGF MANAGEMENT LTD Reduced -529,584-529.6k
GOLDMAN SACHS GROUP INC Reduced -481,896-481.9k
AMERIPRISE FINANCIAL INC Reduced -299,038-299.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $289.8m999.4k shares
CITADEL ADVISORS LLC Reduced $197.4m680.7k shares
SIMPLEX TRADING, LLC Added $102.1m352.1k shares
PEAK6 Investments LLC Added $94.6m326.1k shares
IMC-Chicago, LLC Added $81.0m279.4k shares
Point72 Asset Management, L.P. Added $72.5m250.0k shares
JANE STREET GROUP, LLC Reduced $69.3m239.1k shares
WOLVERINE TRADING, LLC Added $40.2m138.5k shares
Walleye Trading LLC Added $38.2m131.7k shares
Optiver Holding B.V. Added $32.2m111.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $254.2m876.6k shares
CITADEL ADVISORS LLC Added $217.0m748.4k shares
SIMPLEX TRADING, LLC Reduced $70.2m242.1k shares
IMC-Chicago, LLC Added $67.8m233.9k shares
JANE STREET GROUP, LLC Added $65.9m227.1k shares
PEAK6 Investments LLC Added $63.0m217.3k shares
GTS SECURITIES LLC Added $59.9m206.5k shares
Walleye Capital LLC Reduced $53.9m185.8k shares
Walleye Trading LLC Reduced $46.6m160.8k shares
MILLENNIUM MANAGEMENT LLC Reduced $44.1m152.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.15% of their portfolio Valley Forge, PA 26,291,49026.3m $7.6bn $7.6bn 0.15% Reduced -3.2m -3,203,386
2 BlackRock Inc. 0.13% of their portfolio New York, NY 19,129,56019.1m $5.5bn $5.5bn 0.13% Added +708.2k +708,193
3 MORGAN STANLEY 0.13% of their portfolio NEW YORK, NY 16,311,49216.3m $4.7bn $4.7bn 0.13% Added +5.2m +5,167,780
4 JPMORGAN CHASE & CO 0.18% of their portfolio NEW YORK, NY 14,065,41614.1m $4.1bn $4.1bn 0.18% Added +903.8k +903,814
5 STATE STREET CORP 0.14% of their portfolio BOSTON, MA 10,748,50510.7m $3.1bn $3.1bn 0.14% Added +169.2k +169,207
6 FMR LLC 0.21% of their portfolio BOSTON, MA 10,715,78410.7m $3.1bn $3.1bn 0.21% Added +1.3m +1,275,872
7 Capital World Investors 0.48% of their portfolio LOS ANGELES, CA 10,085,27710.1m $2.9bn $2.9bn 0.48% Reduced -51.1k -51,071
8 Cresset Asset Management, LLC 12.22% of their portfolio Chicago, IL 8,652,7428.7m $2.5bn $2.5bn 12.22% Reduced -790.1k -790,055
9 ALLIANCEBERNSTEIN L.P. 0.69% of their portfolio NASHVILLE, TN 6,747,9836.7m $2.0bn $2.0bn 0.69% Reduced -717.4k -717,383
10 GEODE CAPITAL MANAGEMENT, LLC 0.14% of their portfolio BOSTON, MA 5,240,2285.2m $1.5bn $1.5bn 0.14% Added +430.2k +430,151
11 Capital Research Global Investors 0.23% of their portfolio Los Angeles, CA 3,496,4263.5m $1.0bn $1.0bn 0.23% Reduced -1.6m -1,577,972
12 WCM INVESTMENT MANAGEMENT, LLC 2.10% of their portfolio LAGUNA BEACH, CA 3,049,4163.0m $884.3m $884.3m 2.10% Added +25.2k +25,196
13 GQG Partners LLC 1.42% of their portfolio FT. LAUDERDALE, FL 3,041,0653.0m $881.8m $881.8m 1.42% New
14 NORGES BANK 0.12% of their portfolio OSLO, Q8 2,628,8982.6m $762.3m $762.3m 0.12% Added +140.5k +140,463
15 Invesco Ltd. 0.16% of their portfolio ATLANTA, GA 2,601,3032.6m $754.3m $754.3m 0.16% Added +529.3k +529,335
16 NORTHERN TRUST CORP 0.11% of their portfolio CHICAGO, IL 2,248,7472.2m $652.1m $652.1m 0.11% Reduced -63.7k -63,677
17 Amundi 0.24% of their portfolio Paris, I0 2,192,9462.2m $564.3m $564.3m 0.24% Added +115.9k +115,913
18 Artisan Partners Limited Partnership 0.90% of their portfolio Milwaukee, WI 2,136,2232.1m $619.5m $619.5m 0.90% Reduced -136.9k -136,868
19 GOLDMAN SACHS GROUP INC 0.12% of their portfolio NEW YORK, NY 2,006,7972.0m $581.9m $581.9m 0.12% Reduced -481.9k -481,896
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% of their portfolio NEW YORK, NY 1,946,2831.9m $564.4m $564.4m 0.20% Added +357.4k +357,417
21 Nuveen Asset Management, LLC 0.16% of their portfolio CHICAGO, IL 1,829,9491.8m $530.6m $530.6m 0.16% Added +78.8k +78,815
22 Legal & General Group Plc 0.15% of their portfolio London, X0 1,819,6931.8m $527.7m $527.7m 0.15% Added +3.9k +3,939
23 Swedbank AB 0.74% of their portfolio STOCKHOLM, V7 1,799,3181.8m $521.8m $521.8m 0.74% Added +59.8k +59,815
24 DSM CAPITAL PARTNERS LLC 6.78% of their portfolio Palm Beach Gardens, FL 1,711,3041.7m $496.2m $496.2m 6.78% Added +134.8k +134,805
25 Bank of New York Mellon Corp 0.09% of their portfolio NEW YORK, NY 1,625,6141.6m $471.4m $471.4m 0.09% Reduced -75.2k -75,226
26 SCHRODER INVESTMENT MANAGEMENT GROUP 0.52% of their portfolio London, X0 1,529,2711.5m $443.5m $443.5m 0.52% Reduced -106.5k -106,512
27 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 1,475,2681.5m $427.8m $427.8m 0.04% Added +239.7k +239,716
28 LORD, ABBETT & CO. LLC 0.69% of their portfolio JERSEY CITY, NJ 1,454,9781.5m $421.9m $421.9m 0.69% Reduced -585.6k -585,626
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio SAN FRANCISCO, CA 1,439,6081.4m $417.5m $417.5m 0.10% Added +40.0k +40,011
30 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.37% of their portfolio BLOOMINGTON, IL 1,404,8071.4m $407.4m $407.4m 0.37% Unchanged
31 FIRST TRUST ADVISORS LP 0.38% of their portfolio Wheaton, IL 1,289,7741.3m $374.0m $374.0m 0.38% Reduced -167.7k -167,666
32 DEUTSCHE BANK AG\ 0.16% of their portfolio FRANKFURT AM MAIN, 2M 1,191,0831.2m $345.4m $345.4m 0.16% Added +79.0k +79,046
33 ROYAL BANK OF CANADA 0.08% of their portfolio TORONTO, A6 1,132,3611.1m $328.4m $328.4m 0.08% Added +131.7k +131,740
34 PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio BALTIMORE, MD 1,056,2081.1m $306.3m $306.3m 0.04% Reduced -808.3k -808,313
35 Point72 Asset Management, L.P. 0.83% of their portfolio STAMFORD, CT 987,926987.9k $286.5m $286.5m 0.83% Added +154.5k +154,518
36 Polar Capital Holdings Plc 1.48% of their portfolio London, X0 971,432971.4k $281.7m $281.7m 1.48% Added +182.8k +182,820
37 WELLS FARGO & COMPANY/MN 0.07% of their portfolio SAN FRANCISCO, CA 945,649945.6k $274.2m $274.2m 0.07% Reduced -14.7k -14,697
38 TD Asset Management Inc 0.25% of their portfolio Toronto, A6 943,694943.7k $273.7m $273.7m 0.25% Added +148.8k +148,759
39 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 909,883909.9k $263.0m $263.0m 0.07% Reduced -299.0k -299,038
40 JENNISON ASSOCIATES LLC 0.17% of their portfolio NEW YORK, NY 891,860891.9k $258.6m $258.6m 0.17% Reduced -915.6k -915,634
41 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 837,836837.8k $243.0m $243.0m 0.09% Added +8.5k +8,522
42 UBS Group AG 0.08% of their portfolio ZURICH, V8 807,140807.1k $234.1m $234.1m 0.08% Reduced -33.7k -33,657
43 BRISTOL JOHN W & CO INC /NY/ 3.98% of their portfolio NEW YORK, NY 806,356806.4k $233.8m $233.8m 3.98% Added +126 +126
44 FRANKLIN RESOURCES INC 0.07% of their portfolio San Mateo, CA 795,254795.3k $230.6m $230.6m 0.07% Added +23.2k +23,239
45 Swiss National Bank 0.16% of their portfolio ZURICH, V8 791,900791.9k $229.6m $229.6m 0.16% Reduced -31.0k -31,000
46 CITADEL ADVISORS LLC 0.21% of their portfolio MIAMI, FL 759,251759.3k $220.2m $220.2m 0.21% Added +436.8k +436,786
47 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.55% of their portfolio Paris, I0 707,394707.4k $205.1m $205.1m 0.55% Reduced -114.3k -114,269
48 BARCLAYS PLC 0.09% of their portfolio LONDON, X0 703,078703.1k $203.9m $203.9m 0.09% Added +26.5k +26,516
49 Epoch Investment Partners, Inc. 0.89% of their portfolio New York, NY 689,525689.5k $199.9m $199.9m 0.89% Reduced -17.9k -17,934
50 Sumitomo Mitsui Trust Group, Inc. 0.13% of their portfolio CHIYODA-KU, TOKYO, M0 635,715635.7k $184.3m $184.3m 0.13% Added +7.0k +6,986
51 DISCIPLINED GROWTH INVESTORS INC /MN 3.25% of their portfolio MINNEAPOLIS, MN 614,618614.6k $178.2m $178.2m 3.25% Reduced -15.4k -15,375
52 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio Boston, MA 565,339565.3k $163.9m $163.9m 0.05% Reduced -134.9k -134,894
53 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 563,740563.7k $163.5m $163.5m 0.04% Reduced -28.6k -28,601
54 CAPITAL COUNSEL LLC/NY 7.48% of their portfolio NEW YORK, NY 561,546561.5k $162.8m $162.8m 7.48% Added +2.8k +2,825
55 HSBC HOLDINGS PLC 0.12% of their portfolio LONDON, X0 558,618558.6k $161.9m $161.9m 0.12% Added +37.7k +37,713
56 National Pension Service 0.19% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 543,158543.2k $157.5m $157.5m 0.19% Reduced -969 -969
57 PRUDENTIAL FINANCIAL INC 0.22% of their portfolio NEWARK, NJ 539,252539.3k $156.4m $156.4m 0.22% Reduced -160.9k -160,936
58 LOS ANGELES CAPITAL MANAGEMENT LLC 0.53% of their portfolio LOS ANGELES, CA 533,185533.2k $154.6m $154.6m 0.53% Added +248.6k +248,611
59 NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio NEW YORK, NY 524,360524.4k $152.0m $152.0m 0.13% Reduced -293.6k -293,588
60 Assenagon Asset Management S.A. 0.39% of their portfolio SENNINGERBERG, N4 503,789503.8k $146.1m $146.1m 0.39% Reduced -241.8k -241,845
61 VOYA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio ATLANTA, GA 487,198487.2k $141.3m $141.3m 0.14% Reduced -208.8k -208,812
62 SEI INVESTMENTS CO 0.20% of their portfolio OAKS, PA 476,440476.4k $138.2m $138.2m 0.20% Added +49.7k +49,663
63 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 476,164476.2k $138.1m $138.1m 0.02% Reduced -49.8k -49,812
64 RHUMBLINE ADVISERS 0.13% of their portfolio BOSTON, MA 473,571473.6k $137.3m $137.3m 0.13% Added +11.6k +11,626
65 Madison Asset Management, LLC 1.66% of their portfolio MADISON, WI 466,510466.5k $135.3m $135.3m 1.66% Added +52.0k +51,966
66 NOMURA ASSET MANAGEMENT CO LTD 0.49% of their portfolio TOKYO, M0 465,935465.9k $135.1m $135.1m 0.49% Added +96.5k +96,534
67 VICTORY CAPITAL MANAGEMENT INC 0.13% of their portfolio San Antonio, TX 463,746463.7k $134.5m $134.5m 0.13% Added +5.0k +4,971
68 AQR CAPITAL MANAGEMENT LLC 0.22% of their portfolio Greenwich, CT 448,618448.6k $130.1m $130.1m 0.22% Added +323.4k +323,373
69 California Public Employees Retirement System 0.09% of their portfolio Sacramento, CA 444,378444.4k $128.9m $128.9m 0.09% Reduced -17.3k -17,251
70 CITIGROUP INC 0.14% of their portfolio NEW YORK, NY 443,552443.6k $128.6m $128.6m 0.14% Added +44.1k +44,113
71 CONGRESS ASSET MANAGEMENT CO 0.91% of their portfolio BOSTON, MA 440,560440.6k $127.8m $127.8m 0.91% Reduced -63.6k -63,553
72 TIMUCUAN ASSET MANAGEMENT INC/FL 4.31% of their portfolio JACKSONVILLE, FL 440,551440.6k $127.8m $127.8m 4.31% Reduced -118.9k -118,923
73 Allspring Global Investments Holdings, LLC 0.20% of their portfolio CHARLOTTE, NC 430,922430.9k $125.0m $125.0m 0.20% Added +21.8k +21,826
74 Duquesne Family Office LLC 3.34% of their portfolio New York, NY 428,252428.3k $124.2m $124.2m 3.34% Added +194.1k +194,067
75 Allianz Asset Management GmbH 0.21% of their portfolio MUNICH, 2M 425,972426.0k $123.5m $123.5m 0.21% Added +191.3k +191,295
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.16% of their portfolio WEST SACRAMENTO, CA 423,394423.4k $122.8m $122.8m 0.16% Added +4.5k +4,517
77 Mitsubishi UFJ Trust & Banking Corp 0.28% of their portfolio TOKYO, M0 420,864420.9k $123.6m $123.6m 0.28% Reduced -20.6k -20,563
78 NATIXIS ADVISORS, LLC 0.28% of their portfolio Boston, MA 415,291415.3k $120.4m $120.4m 0.28% Reduced -51.5k -51,491
79 GILDER GAGNON HOWE & CO LLC 1.46% of their portfolio New York, NY 402,950402.9k $116.8m $116.8m 1.46% Reduced -8.1k -8,080
80 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 382,969383.0k $111.1m $111.1m 0.07% Added +4.5k +4,463
81 Korea Investment CORP 0.27% of their portfolio SEOUL, M5 366,733366.7k $106.3m $106.3m 0.27% Reduced -110.7k -110,670
82 FEDERATED HERMES, INC. 0.24% of their portfolio PITTSBURGH, PA 364,453364.5k $105.7m $105.7m 0.24% Added +71.6k +71,642
83 Caisse de depot et placement du Quebec 0.25% of their portfolio Montreal, A8 363,887363.9k $105.5m $105.5m 0.25% Reduced -69.1k -69,123
84 DekaBank Deutsche Girozentrale 0.19% of their portfolio FRANKFURT, 2M 355,227355.2k $101.7m $101.7m 0.19% Added +241.9k +241,901
85 JANUS HENDERSON GROUP PLC 0.06% of their portfolio LONDON, X0 355,165355.2k $102.9m $102.9m 0.06% Reduced -29.2k -29,232
86 Global Assets Advisory, LLC 0.05% of their portfolio ORLANDO, FL 353,405353.4k $1.2k $1.2k 0.05% New
87 NEW YORK STATE COMMON RETIREMENT FUND 0.13% of their portfolio ALBANY, NY 349,611349.6k $101.4m $101.4m 0.13% Reduced -23.7k -23,668
88 Clearbridge Investments, LLC 0.08% of their portfolio NEW YORK, NY 337,584337.6k $97.9m $97.9m 0.08% Reduced -3.6k -3,628
89 RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio ST PETERSBURG, FL 329,545329.5k $95.6m $95.6m 0.06% Added +136.1k +136,063
90 NorthCoast Asset Management LLC 1.20% of their portfolio STAMFORD, CT 325,730325.7k $94.5m $94.5m 1.20% Reduced -5.6k -5,608
91 MARSHALL WACE, LLP 0.16% of their portfolio LONDON, X0 325,000325.0k $94.2m $94.2m 0.16% Unchanged
92 CREDIT SUISSE AG/ 0.09% of their portfolio ZURICH, V8 318,113318.1k $92.2m $92.2m 0.09% Reduced -24.2k -24,190
93 GLENMEDE TRUST CO NA 0.45% of their portfolio PHILADELPHIA, PA 309,788309.8k $89.8m $89.8m 0.45% Reduced -90.2k -90,238
94 PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio DES MOINES, IA 309,740309.7k $89.8m $89.8m 0.05% Reduced -2.7k -2,662
95 Mitsubishi UFJ Asset Management Co., Ltd. 0.12% of their portfolio TOKYO, M0 304,698304.7k $88.4m $88.4m 0.12% Added +52.4k +52,411
96 Balyasny Asset Management L.P. 0.22% of their portfolio Chicago, IL 300,767300.8k $87.2m $87.2m 0.22% Added +28.9k +28,941
97 WEDGE CAPITAL MANAGEMENT L L P/NC 1.37% of their portfolio CHARLOTTE, NC 292,460292.5k $84.8m $84.8m 1.37% Reduced -32.3k -32,269
98 Sather Financial Group Inc 5.99% of their portfolio Victoria, TX 287,780287.8k $83.5m $83.5m 5.99% Reduced -1.6k -1,577
99 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.11% of their portfolio TALLAHASSEE, FL 284,878284.9k $47.8m $47.8m 0.11% Added +598 +598
100 Ensign Peak Advisors, Inc 0.14% of their portfolio SALT LAKE CITY, UT 272,114272.1k $78.9m $78.9m 0.14% Added +27.5k +27,455