Vault-13

ARISTA NETWORKS INC

COM · CUSIP 040413106 · ISIN US0404131064

19 institutional holders -3 vs Q1 2026
673,954674.0k shares reported held*
$112.9mreported value*
1 new 8 added 4 reduced 4 sold out net sold ≈ $47.2m (-278.2k 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. Holder counts are more reliable. Implied quarter-end price ≈ $167.51.

Trends to Q2 2026

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: 1,402Q3 24: 1,478Q4 24: 83Q1 25: 31Q2 25: 25Q3 25: 22Q4 25: 21Q1 26: 22Q2 26: 1919Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022775
Q4 2022850
Q1 2023919
Q2 2023957
Q3 20231,038
Q4 20231,214
Q1 20241,351
Q2 20241,402
Q3 20241,478
Q4 202483
Q1 202531
Q2 202525
Q3 202522
Q4 202521
Q1 202622
Q2 202619

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ3 24: 792 bought or addedQ3 24: 567 cut or sold outQ4 24: 34 bought or addedQ4 24: 1,397 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 61 cut or sold outQ2 25: 14 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 15 cut or sold outQ4 25: 7 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 8 bought or addedQ1 26: 7 cut or sold outQ2 26: 9 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024792567
Q4 2024341,397
Q1 20251361
Q2 20251414
Q3 20251115
Q4 202579
Q1 202687
Q2 202698

Biggest buyers

KKM Financial LLC New +36,133+36.1k
Covington Investment Advisors Inc. Added +2,145+2.1k
Harvest Fund Management Co., Ltd Added +1,013+1.0k
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC Added +464+464
Berbice Capital Management LLC Added +300+300
Joseph Group Capital Management Added +152+152
HORIZON FINANCIAL SERVICES, LLC Added +81+81
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Added +80+80
OGOREK ANTHONY JOSEPH /NY/ /ADV Added +2+2

Biggest sellers

Mediolanum International Funds Ltd Reduced -313,767-313.8k
VESTOR CAPITAL, LLC Reduced -2,863-2.9k
GHE, LLC Reduced -1,011-1.0k
Sawyer & Company, Inc Reduced -336-336
Knuff & Co LLC Sold out -200-200
KELLEHER FINANCIAL ADVISORS Sold out -180-180
Hanson & Doremus Investment Management Sold out -170-170
Phillip James Consulting Co. Sold out -12-12

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mediolanum International Funds Ltd 0.54% of their portfolio DUBLIN 1, L2 386,282386.3k $63.4m $63.4m 0.54% Reduced -313.8k -313,767
2 Covington Investment Advisors Inc. 3.07% of their portfolio LIGONIER, PA 139,699139.7k $23.7m $23.7m 3.07% Added +2.1k +2,145
3 Sawyer & Company, Inc 2.38% of their portfolio BOSTON, MA 41,78641.8k $7.1m $7.1m 2.38% Reduced -336 -336
4 KKM Financial LLC 0.89% of their portfolio CHICAGO, IL 36,13336.1k $6.5m $6.5m 0.89% New
5 GHE, LLC 1.95% of their portfolio MEMPHIS, TN 30,43630.4k $5.2m $5.2m 1.95% Reduced -1.0k -1,011
6 Harvest Fund Management Co., Ltd 0.10% of their portfolio BEIJING, F4 18,16618.2k $3.1m $3.1m 0.10% Added +1.0k +1,013
7 KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 0.44% of their portfolio BRATENAHL, OH 9,1289.1k $1.6m $1.6m 0.44% Added +464 +464
8 Berbice Capital Management LLC 0.49% of their portfolio MELVILLE, NY 5,5605.6k $944.5k $944.5k 0.49% Added +300 +300
9 A. D. Beadell Investment Counsel, Inc. 0.21% of their portfolio MEQUON, WI 1,9011.9k $322.0k $322.0k 0.21% Unchanged
10 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.00% of their portfolio PORTLAND, OR 1,7891.8k $303.9k $303.9k 0.00% Added +80 +80
11 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1,3691.4k $384.3k $384.3k 0.00% Unchanged
12 Investment Research & Advisory Group, Inc. 0.05% of their portfolio ATLANTA, GA 905905 $160.9k $160.9k 0.05% Unchanged
13 Joseph Group Capital Management 0.01% of their portfolio COLUMBUS, OH 320320 $54.4k $54.4k 0.01% Added +152 +152
14 HORIZON FINANCIAL SERVICES, LLC 0.01% of their portfolio WINSTON SALEM, NC 190190 $32.3k $32.3k 0.01% Added +81 +81
15 VESTOR CAPITAL, LLC 0.01% of their portfolio CHICAGO, IL 183183 $132.0k $132.0k 0.01% Reduced -2.9k -2,863
16 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.00% of their portfolio WILLIAMSVILLE, NY 6363 $10.0k $10.0k 0.00% Added +2 +2
17 Your Advocates Ltd., LLP 0.00% of their portfolio HOUSTON, TX 2525 $4.2k $4.2k 0.00% Unchanged
18 Horrell Capital Management, Inc. 0.00% of their portfolio LITTLE ROCK, AR 1818 $3.1k $3.1k 0.00% Unchanged
19 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $414 $414 0.00% Unchanged