Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionEmpowered Funds, LLC
Latest Disclosed Ownership234,817 shares
Latest Disclosed Value $ 28,830,831
Empowered Funds, LLC reports 21.61% decrease in ownership of ANET / Arista Networks, Inc.

On May 15, 2026 - Empowered Funds, LLC filed a 13F-HR form disclosing ownership of 234,817 shares of Arista Networks, Inc. (MX:ANET) valued at $28,830,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 299,567 shares of Arista Networks, Inc.. This represents a change in shares of -21.61% 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)
2026-05-15 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 234,817 -64,750 -21.61 28,831 -26.55 0.0806
2026-02-11 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 299,567 188,168 168.91 39,252 141.83 0.3124
2025-11-13 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 111,399 5,939 5.63 16,232 50.44 0.1639
2025-08-11 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 105,460 8,259 8.50 10,790 43.26 0.1221
2025-05-16 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 97,201 10,302 11.86 7,531 -21.58 0.1072
2025-01-28 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 86,899 68,290 366.97 9,605 34.47 0.1404
2024-11-06 2024-09-30 13F ARISTA NETWORKS COM 040413106 18,609 -11,093 -37.35 7,143 -31.39 0.1123
2024-07-30 2024-06-30 13F ARISTA NETWORKS COM 040413106 29,702 16,167 119.45 10,410 165.27 0.1802
2024-05-07 2024-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 13,535 -20,196 -59.87 3,925 -50.60 0.0709
2024-05-06 2024-03-31 13F ARISTA NETWORKS COM 040413106 13,535 -20,196 3,925 0.0339
2024-02-14 2023-12-31 13F ARISTA NETWORKS COM 040413106 33,731 14,647 76.75 7,944 126.30 0.1994
2023-11-01 2023-09-30 13F ARISTA NETWORKS COM 040413106 19,084 -37,250 -66.12 3,510 -61.55 0.1035
2023-07-27 2023-06-30 13F ARISTA NETWORKS COM 040413106 56,334 32,936 140.76 9,129 132.47 0.3210
2023-04-05 2023-03-31 13F ARISTA NETWORKS COM 040413106 23,398 1,019 4.55 3,928 44.64 0.2316
2023-02-21 2022-12-31 13F/A-1 ARENA FORTIFY ACQUISITION CLASS A COM 040413106 22,379 22,379 2,716 0.1775
2023-01-26 2022-12-31 13F ARENA FORTIFY ACQUISITION CLASS A COM 040413106 22,379 22,379 3 0.1092
2018-10-18 2018-09-30 13F ARISTA NETWORKS COM 040413106 0 -6,096 -100.00 0 -100.00
2018-07-09 2018-06-30 13F ARISTA NETWORKS COM 040413106 6,096 995 19.51 1,574 25.92 0.4966
2018-04-25 2018-03-31 13F ARISTA NETWORKS COM 040413106 5,101 1,051 25.95 1,250 31.03 0.4563
2018-07-09 2017-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 4,050 -123 -2.95 954 20.61 0.4786
2018-07-09 2017-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 4,173 -499 -10.68 791 13.00 0.5133
2018-07-09 2017-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 4,672 4,672 700 0.5676
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.