Vault-13

ARISTA NETWORKS INC

COM · CUSIP 040413106 · ISIN US0404131064

1,402 institutional holders +51 vs Q1 2024
222,183,470222.2m shares reported held*
$77.9bnreported value*
151 new 597 added 473 reduced 107 sold out net sold ≈ $3.0bn (-8.8m 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 ($571.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $350.54. Options: 54 managers hold calls ($1.4bn notional), 45 hold puts ($1.8bn).

Trends to Q2 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: 1,351Q2 24: 1,4021,402Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022775
Q4 2022850
Q1 2023919
Q2 2023957
Q3 20231,038
Q4 20231,214
Q1 20241,351
Q2 20241,402

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 outQ2 23: 479 bought or addedQ2 23: 436 cut or sold outQ2 23Q3 23: 525 bought or addedQ3 23: 435 cut or sold outQ4 23: 596 bought or addedQ4 23: 474 cut or sold outQ4 23Q1 24: 732 bought or addedQ1 24: 516 cut or sold outQ2 24: 748 bought or addedQ2 24: 580 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022416330
Q1 2023463424
Q2 2023479436
Q3 2023525435
Q4 2023596474
Q1 2024732516
Q2 2024748580

Calls vs puts

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

CallsPuts
$0$500m$1bn$1.5bn$2bnQ3 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 0.98Q2 24 calls: $1.4bnQ2 24 puts: $1.8bnQ2 24P/C 1.32
Numbers
QuarterCallsPutsP/C
Q3 2023$586.4m$563.3m0.96
Q4 2023$855.5m$1.0bn1.18
Q1 2024$1.3bn$1.2bn0.98
Q2 2024$1.4bn$1.8bn1.32

Biggest buyers

FMR LLC Added +3,516,491+3.5m
JPMORGAN CHASE & CO Added +2,858,186+2.9m
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Added +1,879,675+1.9m
WELLINGTON MANAGEMENT GROUP LLP Added +1,691,916+1.7m
ALLIANCEBERNSTEIN L.P. Added +1,220,315+1.2m
BlackRock Inc. Added +959,841+959.8k
AMERIPRISE FINANCIAL INC Added +884,703+884.7k
1832 Asset Management L.P. Added +503,597+503.6k
GEODE CAPITAL MANAGEMENT, LLC Added +395,102+395.1k
MILLENNIUM MANAGEMENT LLC Added +376,663+376.7k

Biggest sellers

MORGAN STANLEY Reduced -11,355,970-11.4m
GQG Partners LLC Sold out -3,041,065-3.0m
VANGUARD GROUP INC Reduced -2,899,534-2.9m
Capital World Investors Reduced -2,470,098-2.5m
WCM INVESTMENT MANAGEMENT, LLC Reduced -1,462,185-1.5m
Cresset Asset Management, LLC Reduced -925,535-925.5k
Artisan Partners Limited Partnership Reduced -450,796-450.8k
Duquesne Family Office LLC Reduced -375,977-376.0k
Global Assets Advisory, LLC Reduced -352,369-352.4k
CITADEL ADVISORS LLC Reduced -347,997-348.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $278.7m795.3k shares
CITADEL ADVISORS LLC Reduced $216.1m616.7k shares
PEAK6 Investments LLC Added $131.4m374.8k shares
IMC-Chicago, LLC Added $98.1m280.0k shares
SIMPLEX TRADING, LLC Reduced $78.0m222.5k shares
JANE STREET GROUP, LLC Reduced $60.7m173.3k shares
D. E. Shaw & Co., Inc. Added $59.6m170.1k shares
Walleye Trading LLC Added $57.9m165.1k shares
WOLVERINE TRADING, LLC Added $52.9m151.0k shares
Optiver Holding B.V. Reduced $38.0m108.5k shares

Biggest puts

CITADEL ADVISORS LLC Added $301.3m859.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $257.5m734.8k shares
IMC-Chicago, LLC Added $215.9m616.1k shares
Twin Tree Management, LP New $177.9m507.6k shares
SIMPLEX TRADING, LLC Added $163.5m466.5k shares
JANE STREET GROUP, LLC Added $107.8m307.7k shares
PEAK6 Investments LLC Reduced $62.2m177.4k shares
GTS SECURITIES LLC Reduced $53.6m152.8k shares
Walleye Capital LLC Reduced $51.4m146.6k shares
JPMORGAN CHASE & CO Reduced $48.4m138.0k 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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.16% of their portfolio Valley Forge, PA 23,391,95623.4m $8.2bn $8.2bn 0.16% Reduced -2.9m -2,899,534
2 BlackRock Inc. 0.16% of their portfolio New York, NY 20,089,40120.1m $7.0bn $7.0bn 0.16% Added +959.8k +959,841
3 JPMORGAN CHASE & CO 0.26% of their portfolio NEW YORK, NY 16,923,60216.9m $5.9bn $5.9bn 0.26% Added +2.9m +2,858,186
4 FMR LLC 0.32% of their portfolio BOSTON, MA 14,232,27514.2m $5.0bn $5.0bn 0.32% Added +3.5m +3,516,491
5 STATE STREET CORP 0.17% of their portfolio BOSTON, MA 10,826,52610.8m $3.8bn $3.8bn 0.17% Added +78.0k +78,021
6 ALLIANCEBERNSTEIN L.P. 0.97% of their portfolio NASHVILLE, TN 7,968,2988.0m $2.8bn $2.8bn 0.97% Added +1.2m +1,220,315
7 Cresset Asset Management, LLC 11.50% of their portfolio Chicago, IL 7,727,2077.7m $2.7bn $2.7bn 11.50% Reduced -925.5k -925,535
8 Capital World Investors 0.44% of their portfolio LOS ANGELES, CA 7,615,1797.6m $2.7bn $2.7bn 0.44% Reduced -2.5m -2,470,098
9 GEODE CAPITAL MANAGEMENT, LLC 0.17% of their portfolio BOSTON, MA 5,635,3305.6m $2.0bn $2.0bn 0.17% Added +395.1k +395,102
10 MORGAN STANLEY 0.13% of their portfolio NEW YORK, NY 4,955,5225.0m $1.7bn $1.7bn 0.13% Reduced -11.4m -11,355,970
11 Capital Research Global Investors 0.26% of their portfolio Los Angeles, CA 3,400,9963.4m $1.2bn $1.2bn 0.26% Reduced -95.4k -95,430
12 Invesco Ltd. 0.22% of their portfolio ATLANTA, GA 2,967,3213.0m $1.0bn $1.0bn 0.22% Added +366.0k +366,018
13 NORGES BANK 0.15% of their portfolio OSLO, Q8 2,786,8522.8m $976.7m $976.7m 0.15% Added +158.0k +157,954
14 Amundi 0.32% of their portfolio Paris, I0 2,318,7862.3m $847.2m $847.2m 0.32% Added +125.8k +125,840
15 NORTHERN TRUST CORP 0.13% of their portfolio CHICAGO, IL 2,239,5812.2m $784.9m $784.9m 0.13% Reduced -9.2k -9,166
16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.22% of their portfolio NEW YORK, NY 2,183,7832.2m $765.4m $765.4m 0.22% Added +237.5k +237,500
17 WELLINGTON MANAGEMENT GROUP LLP 0.14% of their portfolio Boston, MA 2,168,0802.2m $759.9m $759.9m 0.14% Added +1.7m +1,691,916
18 Nuveen Asset Management, LLC 0.21% of their portfolio CHICAGO, IL 2,041,0672.0m $715.4m $715.4m 0.21% Added +211.1k +211,118
19 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.77% of their portfolio FRANKFURT AM MAIN, 2M 2,011,0812.0m $704.8m $704.8m 0.77% Added +1.9m +1,879,675
20 AMERIPRISE FINANCIAL INC 0.17% of their portfolio MINNEAPOLIS, MN 1,794,5861.8m $629.0m $629.0m 0.17% Added +884.7k +884,703
21 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 1,774,0631.8m $621.8m $621.8m 0.06% Added +298.8k +298,795
22 Legal & General Group Plc 0.18% of their portfolio London, X0 1,771,5191.8m $620.9m $620.9m 0.18% Reduced -48.2k -48,174
23 Swedbank AB 0.80% of their portfolio STOCKHOLM, V7 1,715,7351.7m $601.3m $601.3m 0.80% Reduced -83.6k -83,583
24 Artisan Partners Limited Partnership 0.90% of their portfolio Milwaukee, WI 1,685,4271.7m $590.7m $590.7m 0.90% Reduced -450.8k -450,796
25 GOLDMAN SACHS GROUP INC 0.11% of their portfolio NEW YORK, NY 1,661,8031.7m $582.4m $582.4m 0.11% Reduced -345.0k -344,994
26 Bank of New York Mellon Corp 0.11% of their portfolio NEW YORK, NY 1,600,0481.6m $560.8m $560.8m 0.11% Reduced -25.6k -25,566
27 WCM INVESTMENT MANAGEMENT, LLC 1.31% of their portfolio LAGUNA BEACH, CA 1,587,2311.6m $552.2m $552.2m 1.31% Reduced -1.5m -1,462,185
28 DSM CAPITAL PARTNERS LLC 7.78% of their portfolio Palm Beach Gardens, FL 1,533,2241.5m $537.4m $537.4m 7.78% Reduced -178.1k -178,080
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio SAN FRANCISCO, CA 1,494,3601.5m $523.7m $523.7m 0.10% Added +54.8k +54,752
30 SCHRODER INVESTMENT MANAGEMENT GROUP 0.57% of their portfolio London, X0 1,466,9721.5m $514.1m $514.1m 0.57% Reduced -62.3k -62,299
31 FIRST TRUST ADVISORS LP 0.52% of their portfolio Wheaton, IL 1,464,2661.5m $513.2m $513.2m 0.52% Added +174.5k +174,492
32 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.44% of their portfolio BLOOMINGTON, IL 1,404,8071.4m $492.4m $492.4m 0.44% Unchanged
33 DEUTSCHE BANK AG\ 0.21% of their portfolio FRANKFURT AM MAIN, 2M 1,349,3181.3m $472.9m $472.9m 0.21% Added +158.2k +158,235
34 LORD, ABBETT & CO. LLC 0.74% of their portfolio JERSEY CITY, NJ 1,275,3361.3m $447.0m $447.0m 0.74% Reduced -179.6k -179,642
35 PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio BALTIMORE, MD 1,228,1321.2m $430.4m $430.4m 0.05% Added +171.9k +171,924
36 ROYAL BANK OF CANADA 0.10% of their portfolio TORONTO, A6 1,163,3911.2m $407.7m $407.7m 0.10% Added +31.0k +31,030
37 WELLS FARGO & COMPANY/MN 0.10% of their portfolio SAN FRANCISCO, CA 1,122,2131.1m $393.3m $393.3m 0.10% Added +176.6k +176,564
38 UBS Group AG 0.10% of their portfolio ZURICH, V8 918,186918.2k $321.8m $321.8m 0.10% Added +111.0k +111,046
39 TD Asset Management Inc 0.29% of their portfolio Toronto, A6 890,426890.4k $312.1m $312.1m 0.29% Reduced -53.3k -53,268
40 JENNISON ASSOCIATES LLC 0.20% of their portfolio NEW YORK, NY 882,720882.7k $309.4m $309.4m 0.20% Reduced -9.1k -9,140
41 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.77% of their portfolio Paris, I0 848,202848.2k $297.3m $297.3m 0.77% Added +140.8k +140,808
42 FRANKLIN RESOURCES INC 0.09% of their portfolio San Mateo, CA 842,028842.0k $295.1m $295.1m 0.09% Added +46.8k +46,774
43 Polar Capital Holdings Plc 1.69% of their portfolio London, X0 819,340819.3k $287.2m $287.2m 1.69% Reduced -152.1k -152,092
44 Swiss National Bank 0.19% of their portfolio ZURICH, V8 786,700786.7k $275.7m $275.7m 0.19% Reduced -5.2k -5,200
45 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 776,811776.8k $272.3m $272.3m 0.09% Reduced -61.0k -61,025
46 HSBC HOLDINGS PLC 0.16% of their portfolio LONDON, X0 719,605719.6k $252.1m $252.1m 0.16% Added +161.0k +160,987
47 BRISTOL JOHN W & CO INC /NY/ 4.04% of their portfolio NEW YORK, NY 711,786711.8k $249.5m $249.5m 4.04% Reduced -94.6k -94,570
48 Point72 Asset Management, L.P. 0.76% of their portfolio STAMFORD, CT 666,299666.3k $233.5m $233.5m 0.76% Reduced -321.6k -321,627
49 Epoch Investment Partners, Inc. 0.97% of their portfolio New York, NY 607,131607.1k $212.8m $212.8m 0.97% Reduced -82.4k -82,394
50 DISCIPLINED GROWTH INVESTORS INC /MN 3.98% of their portfolio MINNEAPOLIS, MN 603,236603.2k $211.4m $211.4m 3.98% Reduced -11.4k -11,382
51 BARCLAYS PLC 0.10% of their portfolio LONDON, X0 599,413599.4k $210.1m $210.1m 0.10% Reduced -103.7k -103,665
52 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 596,220596.2k $209.0m $209.0m 0.05% Added +32.5k +32,480
53 Sumitomo Mitsui Trust Group, Inc. 0.15% of their portfolio CHIYODA-KU, TOKYO, M0 590,982591.0k $207.1m $207.1m 0.15% Reduced -44.7k -44,733
54 BNP PARIBAS FINANCIAL MARKETS 0.22% of their portfolio PARIS, I0 576,627576.6k $202.1m $202.1m 0.22% Added +329.6k +329,620
55 CITIGROUP INC 0.19% of their portfolio NEW YORK, NY 575,546575.5k $201.7m $201.7m 0.19% Added +132.0k +131,994
56 PRUDENTIAL FINANCIAL INC 0.30% of their portfolio NEWARK, NJ 572,666572.7k $200.7m $200.7m 0.30% Added +33.4k +33,414
57 CAPITAL COUNSEL LLC/NY 8.75% of their portfolio NEW YORK, NY 559,260559.3k $196.0m $196.0m 8.75% Reduced -2.3k -2,286
58 National Pension Service 0.22% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 549,085549.1k $192.4m $192.4m 0.22% Added +5.9k +5,927
59 AQR CAPITAL MANAGEMENT LLC 0.29% of their portfolio Greenwich, CT 545,041545.0k $191.0m $191.0m 0.29% Added +96.4k +96,423
60 1832 Asset Management L.P. 0.33% of their portfolio TORONTO, A6 515,700515.7k $180.7m $180.7m 0.33% Added +503.6k +503,597
61 MARSHALL WACE, LLP 0.25% of their portfolio LONDON, X0 508,230508.2k $178.1m $178.1m 0.25% Added +183.2k +183,230
62 NEUBERGER BERMAN GROUP LLC 0.15% of their portfolio NEW YORK, NY 506,308506.3k $177.3m $177.3m 0.15% Reduced -18.1k -18,052
63 RHUMBLINE ADVISERS 0.16% of their portfolio BOSTON, MA 481,897481.9k $168.9m $168.9m 0.16% Added +8.3k +8,326
64 California Public Employees Retirement System 0.12% of their portfolio Sacramento, CA 477,004477.0k $167.2m $167.2m 0.12% Added +32.6k +32,626
65 CONGRESS ASSET MANAGEMENT CO 1.15% of their portfolio BOSTON, MA 457,651457.7k $160.4m $160.4m 1.15% Added +17.1k +17,091
66 MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio NEW YORK, NY 457,448457.4k $160.3m $160.3m 0.13% Added +376.7k +376,663
67 NOMURA ASSET MANAGEMENT CO LTD 0.55% of their portfolio TOKYO, M0 456,454456.5k $160.0m $160.0m 0.55% Reduced -9.5k -9,481
68 VICTORY CAPITAL MANAGEMENT INC 0.16% of their portfolio San Antonio, TX 455,823455.8k $159.8m $159.8m 0.16% Reduced -7.9k -7,923
69 VOYA INVESTMENT MANAGEMENT LLC 0.16% of their portfolio ATLANTA, GA 450,708450.7k $158.0m $158.0m 0.16% Reduced -36.5k -36,490
70 JANE STREET GROUP, LLC 0.17% of their portfolio NEW YORK, NY 448,937448.9k $157.3m $157.3m 0.17% Added +201.7k +201,718
71 LOS ANGELES CAPITAL MANAGEMENT LLC 0.54% of their portfolio LOS ANGELES, CA 430,415430.4k $150.9m $150.9m 0.54% Reduced -102.8k -102,770
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.18% of their portfolio WEST SACRAMENTO, CA 429,142429.1k $150.4m $150.4m 0.18% Added +5.7k +5,748
73 Allspring Global Investments Holdings, LLC 0.24% of their portfolio CHARLOTTE, NC 420,150420.1k $147.3m $147.3m 0.24% Reduced -10.8k -10,772
74 Allianz Asset Management GmbH 0.24% of their portfolio MUNICH, 2M 415,949415.9k $145.8m $145.8m 0.24% Reduced -10.0k -10,023
75 CITADEL ADVISORS LLC 0.14% of their portfolio MIAMI, FL 411,254411.3k $144.1m $144.1m 0.14% Reduced -348.0k -347,997
76 Korea Investment CORP 0.36% of their portfolio SEOUL, M5 411,028411.0k $144.1m $144.1m 0.36% Added +44.3k +44,295
77 SEI INVESTMENTS CO 0.20% of their portfolio OAKS, PA 410,841410.8k $144.0m $144.0m 0.20% Reduced -65.6k -65,599
78 GILDER GAGNON HOWE & CO LLC 1.74% of their portfolio New York, NY 397,269397.3k $139.2m $139.2m 1.74% Reduced -5.7k -5,681
79 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio Boston, MA 380,013380.0k $133.2m $133.2m 0.04% Reduced -185.3k -185,326
80 Caisse de depot et placement du Quebec 0.32% of their portfolio Montreal, A8 374,546374.5k $131.3m $131.3m 0.32% Added +10.7k +10,659
81 Mitsubishi UFJ Trust & Banking Corp 0.31% of their portfolio TOKYO, M0 371,976372.0k $130.4m $130.4m 0.31% Reduced -48.9k -48,888
82 NATIXIS ADVISORS, LLC 0.28% of their portfolio Boston, MA 367,174367.2k $128.7m $128.7m 0.28% Reduced -48.1k -48,117
83 Assenagon Asset Management S.A. 0.32% of their portfolio SENNINGERBERG, N4 361,430361.4k $126.7m $126.7m 0.32% Reduced -142.4k -142,359
84 DekaBank Deutsche Girozentrale 0.23% of their portfolio FRANKFURT, 2M 360,962361.0k $126.5m $126.5m 0.23% Added +5.7k +5,735
85 NEW YORK STATE COMMON RETIREMENT FUND 0.17% of their portfolio ALBANY, NY 359,472359.5k $126.0m $126.0m 0.17% Added +9.9k +9,861
86 JANUS HENDERSON GROUP PLC 0.07% of their portfolio LONDON, X0 354,213354.2k $124.1m $124.1m 0.07% Reduced -952 -952
87 Mitsubishi UFJ Asset Management Co., Ltd. 0.15% of their portfolio TOKYO, M0 346,196346.2k $121.3m $121.3m 0.15% Added +41.5k +41,498
88 Clearbridge Investments, LLC 0.10% of their portfolio NEW YORK, NY 344,222344.2k $120.6m $120.6m 0.10% Added +6.6k +6,638
89 Man Group plc 0.32% of their portfolio LONDON, X0 343,352343.4k $120.3m $120.3m 0.32% Added +285.0k +284,988
90 MACQUARIE GROUP LTD 0.13% of their portfolio Sydney, NSW 2000, C3 329,944329.9k $115.6m $115.6m 0.13% Added +95.5k +95,541
91 NorthCoast Asset Management LLC 0.98% of their portfolio STAMFORD, CT 326,667326.7k $114.5m $114.5m 0.98% Added +937 +937
92 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 322,697322.7k $113.1m $113.1m 0.07% Reduced -60.3k -60,272
93 PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio DES MOINES, IA 310,550310.6k $108.8m $108.8m 0.06% Added +810 +810
94 FEDERATED HERMES, INC. 0.25% of their portfolio PITTSBURGH, PA 306,458306.5k $107.4m $107.4m 0.25% Reduced -58.0k -57,995
95 TIMUCUAN ASSET MANAGEMENT INC/FL 3.56% of their portfolio JACKSONVILLE, FL 295,638295.6k $103.6m $103.6m 3.56% Reduced -144.9k -144,913
96 Sather Financial Group Inc 6.86% of their portfolio Victoria, TX 282,458282.5k $99.0m $99.0m 6.86% Reduced -5.3k -5,322
97 ACADIAN ASSET MANAGEMENT LLC 0.30% of their portfolio Boston, MA 273,961274.0k $96.0m $96.0m 0.30% Added +64.8k +64,785
98 HRT FINANCIAL LP 0.55% of their portfolio NEW YORK, NY 272,471272.5k $95.5m $95.5m 0.55% Added +269.3k +269,329
99 RENAISSANCE TECHNOLOGIES LLC 0.16% of their portfolio NEW YORK, NY 268,889268.9k $94.2m $94.2m 0.16% Added +134.4k +134,389
100 GLENMEDE TRUST CO NA 0.48% of their portfolio PHILADELPHIA, PA 268,109268.1k $94.0m $94.0m 0.48% Reduced -41.7k -41,679