Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionColony Group, LLC
Latest Disclosed Ownership994,526 shares
Latest Disclosed Value $ 127,888,095
Colony Group, LLC reports 272.33% increase in ownership of ANET / Arista Networks, Inc.

On February 13, 2026 - Colony Group, LLC filed a 13F-HR form disclosing ownership of 994,526 shares of Arista Networks, Inc. (MX:ANET) valued at $127,888,095 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 267,110 shares of Arista Networks, Inc.. This represents a change in shares of 272.33% 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)
2026-02-13 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 994,526 727,416 272.33 127,888 228.73 0.1458
2025-11-14 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 267,110 86,457 47.86 38,905 110.50 0.0628
2025-08-14 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 180,653 78,495 76.84 18,483 133.51 0.0400
2025-05-20 2025-03-31 13F/A-1 ARISTA NETWORKS COM SHS 040413205 102,158 19,762 23.98 7,915 -13.09 0.0198
2025-05-15 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 102,158 20,122 7,915 0.0198
2025-05-29 2024-12-31 13F/A-2 ARISTA NETWORKS COM SHS 040413205 82,396 70,366 584.92 9,107 97.25 0.0236
2025-05-20 2024-12-31 13F/A-1 ARISTA NETWORKS COM SHS 040413205 82,036 70,006 9,107 0.0236
2025-02-14 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 82,036 70,006 9,107 0.0236
2024-11-14 2024-09-30 13F ARISTA NETWORKS COM 040413106 12,030 8,218 215.58 4,617 461,600.00 0.0147
2024-08-15 2024-06-30 13F ARISTA NETWORKS COM 040413106 3,812 3,812 1 0.0045
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.