Arista Networks, Inc. (ANET)
What changed in recent filings
- Institutions — 4 new · 1 added · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Arista Networks, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 4, 2026Revenue +37.7% YoY · EPS $0.95Released after the close: Aug 4 close → Aug 5 close, the stock moved +3.6% · over the same window, market -0.2% · sector -1.0%
- 26Q1Released May 5, 2026Revenue +35.1% YoY · EPS $0.80Released after the close: May 5 close → May 6 close, the stock moved -13.6% · over the same window, market +1.4% · sector +1.2%
- 25Q4Released Feb 12, 2026Revenue +28.9% YoY · EPS $0.75Released after the close: Feb 12 close → Feb 13 close, the stock moved +4.8% · over the same window, market +0.1% · sector +2.3%
- 25Q3Released Nov 4, 2025Revenue +27.5% YoY · EPS $0.67Released after the close: Nov 4 close → Nov 5 close, the stock moved -8.6% · over the same window, market +0.3% · sector +0.4%
The next earnings release is estimated around Nov 3, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Arista Networks, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 10 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Arista Networks, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)0.34% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Managementunder 0.01% of portfolio · held as of 2019 Q1 or earlier
- Caisse de depot (Quebec)0.36% of portfolio · held as of 2019 Q1 or earlier
- Point72 Asset Management0.96% of portfolio · since 2021 Q1
- Bridgewater Associates0.18% of portfolio · since 2022 Q1
- Tudor Investment Corp0.02% of portfolio · since 2025 Q1
- Capital World InvestorsNew this quarter0.07% of portfolio · since 2026 Q2
- Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
- Moore Capital ManagementNew this quarter0.09% of portfolio · since 2026 Q2
- Temasek Holdings (Singapore)New this quarter0.31% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Arista Networks Inc. is a networking technology company that provides data-driven cloud networking solutions for large data center, AI, campus, and routing environments. Its product portfolio centers on high-speed Ethernet switches, routing platforms, and the Extensible Operating System, alongside software and services for network automation, analytics, monitoring, and security. Arista also offers cloud networking tools such as CloudVision and related support services that help customers manage and operate complex network infrastructure. The company serves cloud providers, internet companies, financial institutions, government agencies, and other enterprise customers across global markets. Headquartered in Santa Clara, California, Arista Networks plays a significant role in modern digital infrastructure by supporting scalable, high-performance, and low-latency networking for data-intensive workloads.
What is the IT Hardware sector?
PCs, servers, and storage. Benefits from data centers alongside chips.
Arista Networks, Inc. is classified under the IT Hardware sector. See peers below.
Arista Networks, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Arista Networks, Inc. vs IT Hardware sector benchmark
Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding Arista Networks, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
ANET on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the IT Hardware average
Peers · IT Hardware
ANET FAQ
What is Arista Networks, Inc. (ANET)?
Arista Networks Inc. is a networking technology company that provides data-driven cloud networking solutions for large data center, AI, campus, and routing environments. Its product portfolio centers on high-speed Ethernet switches, routing platforms, and the Extensible Operating System, alongside software and services for network automation, analytics, monitoring, and security. Arista also offers cloud networking tools such as CloudVision and related support services that help customers manage and operate complex network infrastructure. The company serves cloud providers, internet companies, financial institutions, government agencies, and other enterprise customers across global markets. Headquartered in Santa Clara, California, Arista Networks plays a significant role in modern digital infrastructure by supporting scalable, high-performance, and low-latency networking for data-intensive workloads.
What sector is Arista Networks, Inc. in?
Arista Networks, Inc. is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.
What are Arista Networks, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 32.6%, Operating margin 45.4%, Net margin 38.4%, ROE 28.4%. Definitions and interpretation are available on Stocklore.
Where can I analyze Arista Networks, Inc. (ANET) stock?
On Stocklore you can see ANET's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.