Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership4,437,242 shares
Latest Disclosed Value $ 544,804,576
Clearbridge Investments, LLC reports 193.22% increase in ownership of ANET / Arista Networks, Inc.

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 4,437,242 shares of Arista Networks, Inc. (MX:ANET) valued at $544,804,576 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,513,280 shares of Arista Networks, Inc.. This represents a change in shares of 193.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Arista Networks COM SHS 040413205 4,437,242 2,923,962 193.22 544,805 174.76 0.4742
2026-02-11 2025-12-31 13F Arista Networks COM SHS 040413205 1,513,280 1,513,280 198,285 0.1588
2025-08-12 2025-06-30 13F Arista Networks COM SHS 040413205 0 -1,174,934 -100.00 0 -100.00
2025-05-13 2025-03-31 13F Arista Networks COM SHS 040413205 1,174,934 -302,303 -20.46 91,034 -44.25 0.0795
2025-02-12 2024-12-31 13F Arista Networks COM SHS 040413205 1,477,237 1,096,568 288.06 163,279 11.75 0.1323
2024-11-12 2024-09-30 13F Arista Networks COM 040413106 380,669 36,447 10.59 146,108 21.11 0.1149
2024-08-27 2024-06-30 13F/A-1 Arista Networks COM 040413106 344,222 6,638 1.97 120,643 23.24 0.0980
2024-08-14 2024-06-30 13F Arista Networks COM 040413106 344,222 6,638 120,643 0.0987
2024-05-13 2024-03-31 13F Arista Networks COM 040413106 337,584 -3,628 -1.06 97,893 21.82 0.0776
2024-02-09 2023-12-31 13F Arista Networks COM 040413106 341,212 51,294 17.69 80,359 50.70 0.0691
2023-11-13 2023-09-30 13F Arista Networks COM 040413106 289,918 -24,152 -7.69 53,325 4.77 0.0513
2023-08-11 2023-06-30 13F Arista Networks COM 040413106 314,070 17,998 6.08 50,898 2.41 0.0459
2023-05-12 2023-03-31 13F Arista Networks COM 040413106 296,072 3,286 1.12 49,699 39.88 0.0475
2023-02-10 2022-12-31 13F Arista Networks COM 040413106 292,786 -72,187 -19.78 35,530 -13.77 0.0351
2022-11-14 2022-09-30 13F Arista Networks COM 040413106 364,973 287 0.08 41,202 20.52 0.0415
2022-08-11 2022-06-30 13F Arista Networks COM 040413106 364,686 -126,946 -25.82 34,186 -49.97 0.0319
2022-05-13 2022-03-31 13F Arista Networks COM 040413106 491,632 -14,714 -2.91 68,327 -6.13 0.0513
2022-02-11 2021-12-31 13F Arista Networks COM 040413106 506,346 334,406 194.49 72,787 23.19 0.0496
2021-11-12 2021-09-30 13F Arista Networks COM 040413106 171,940 -248,231 -59.08 59,085 -61.19 0.0421
2021-08-13 2021-06-30 13F Arista Networks COM 040413106 420,171 -50,378 -10.71 152,232 7.16 0.1059
2021-05-13 2021-03-31 13F Arista Networks COM 040413106 470,549 -126,349 -21.17 142,054 -18.10 0.1059
2021-02-10 2020-12-31 13F Arista Networks COM 040413106 596,898 -63,474 -9.61 173,441 26.92 0.1340
2020-11-12 2020-09-30 13F Arista Networks COM 040413106 660,372 -16,611 -2.45 136,651 -3.89 0.1175
2020-08-14 2020-06-30 13F ARISTA NETWORKS COM 040413106 676,983 -86,877 -11.37 142,187 -8.10 0.1284
2020-05-22 2020-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 763,860 119,683 18.58 154,720 17.32 0.1677
2020-05-15 2020-03-31 13F ARISTA NETWORKS COM 040413106 763,860 119,683 154,720 167,720.8207
2020-02-14 2019-12-31 13F ARISTA NETWORKS COM 040413106 644,177 543,922 542.54 131,876 450.56 0.1092
2019-11-14 2019-09-30 13F ARISTA NETWORKS COM 040413106 100,255 8,512 9.28 23,953 0.57 0.0209
2019-08-14 2019-06-30 13F ARISTA NETWORKS COM 040413106 91,743 38,879 73.55 23,818 43.27 0.0206
2019-05-15 2019-03-31 13F ARISTA NETWORKS COM 040413106 52,864 1,983 3.90 16,624 55.06 0.0147
2019-02-14 2018-12-31 13F ARISTA NETWORKS COM 040413106 50,881 16 0.03 10,721 -20.72 0.0108
2018-11-28 2018-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 50,865 -86 -0.17 13,523 3.08 0.0116
2018-11-14 2018-09-30 13F ARISTA NETWORKS COM 040413106 50,865 -86 13,523
2018-08-14 2018-06-30 13F ARISTA NETWORKS COM 040413106 50,951 3,388 7.12 13,119 8.04 0.0107
2018-05-15 2018-03-31 13F ARISTA NETWORKS COM 040413106 47,563 47,563 12,143 0.0115
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.