Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership27,229,280 shares
Latest Disclosed Value $ 3,335,890,849
Geode Capital Management, Llc reports 2.96% increase in ownership of ANET / Arista Networks, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 27,229,280 shares of Arista Networks, Inc. (MX:ANET) valued at $3,335,890,849 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 26,447,629 shares of Arista Networks, Inc.. This represents a change in shares of 2.96% 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 27,229,280 781,651 2.96 3,335,891 -3.45 0.1109
2026-02-09 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 26,447,629 477,625 1.84 3,455,095 -8.36 0.2132
2025-11-12 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 25,970,004 393,521 1.54 3,770,332 44.64 0.2405
2025-08-08 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 25,576,483 128,977 0.51 2,606,694 32.54 0.1827
2025-05-13 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 25,447,506 1,282,151 5.31 1,966,737 -26.22 0.1546
2025-02-12 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 24,165,355 18,293,874 311.57 2,665,829 18.66 0.2066
2024-11-12 2024-09-30 13F ARISTA NETWORKS COM 040413106 5,871,481 236,151 4.19 2,246,705 14.02 0.1819
2024-08-09 2024-06-30 13F ARISTA NETWORKS COM 040413106 5,635,330 395,102 7.54 1,970,504 29.98 0.1729
2024-05-13 2024-03-31 13F ARISTA NETWORKS COM 040413106 5,240,228 430,151 8.94 1,515,974 34.17 0.1402
2024-02-13 2023-12-31 13F ARISTA NETWORKS COM 040413106 4,810,077 132,292 2.83 1,129,928 31.58 0.1182
2023-11-13 2023-09-30 13F ARISTA NETWORKS COM 040413106 4,677,785 113,844 2.49 858,726 16.46 0.1023
2023-08-11 2023-06-30 13F ARISTA NETWORKS COM 040413106 4,563,941 -548,356 -10.73 737,374 -13.88 0.0866
2023-05-15 2023-03-31 13F ARISTA NETWORKS COM 040413106 5,112,297 91,829 1.83 856,254 140,731.09 0.1112
2023-02-13 2022-12-31 13F ARISTA NETWORKS COM 040413106 5,020,468 121,270 2.48 608 -99.89 0.0853
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 4,899,198 376,515 8.33 552,439 30.48 0.0838
2022-08-12 2022-06-30 13F ARISTA NETWORKS COM 040413106 4,522,683 158,318 3.63 423,401 -30.06 0.0620
2022-05-13 2022-03-31 13F ARISTA NETWORKS COM 040413106 4,364,365 189,983 4.55 605,386 1.15 0.0756
2022-02-11 2021-12-31 13F ARISTA NETWORKS COM 040413106 4,174,382 3,170,752 315.93 598,493 73.99 0.0721
2021-11-12 2021-09-30 13F ARISTA NETWORKS COM 040413106 1,003,630 31,563 3.25 343,972 -2.11 0.0463
2021-08-13 2021-06-30 13F ARISTA NETWORKS COM 040413106 972,067 23,582 2.49 351,378 22.99 0.0484
2021-05-12 2021-03-31 13F ARISTA NETWORKS COM 040413106 948,485 -55,807 -5.56 285,694 -1.91 0.0437
2021-02-12 2020-12-31 13F ARISTA NETWORKS COM 040413106 1,004,292 -2,459 -0.24 291,262 39.99 0.0489
2020-11-13 2020-09-30 13F ARISTA NETWORKS COM 040413106 1,006,751 22,816 2.32 208,062 0.84 0.0408
2020-08-13 2020-06-30 13F ARISTA NETWORKS COM 040413106 983,935 -4,595 -0.46 206,319 3.21 0.0441
2020-05-14 2020-03-31 13F ARISTA NETWORKS COM 040413106 988,530 19,320 1.99 199,900 1.58 0.0521
2020-02-20 2019-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 969,210 154,488 18.96 196,786 1.25 0.0411
2020-02-13 2019-12-31 13F ARISTA NETWORKS COM 040413106 969,210 154,488 196,786 25,078.6503
2019-11-12 2019-09-30 13F ARISTA NETWORKS COM 040413106 814,722 46,243 6.02 194,350 -2.42 0.0454
2019-08-14 2019-06-30 13F ARISTA NETWORKS COM 040413106 768,479 41,247 5.67 199,172 -12.75 0.0482
2019-05-14 2019-03-31 13F ARISTA NETWORKS COM 040413106 727,232 47,333 6.96 228,282 59.63 0.0591
2019-03-06 2018-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 679,899 15,438 2.32 143,006 -18.90 0.0442
2019-02-13 2018-12-31 13F ARISTA NETWORKS COM 040413106 679,899 15,438 143,006
2018-11-13 2018-09-30 13F ARISTA NETWORKS COM 040413106 664,461 236,368 55.21 176,340 60.10 0.0497
2018-08-14 2018-06-30 13F ARISTA NETWORKS COM 040413106 428,093 -63,093 -12.85 110,142 -12.10 0.0339
2018-05-15 2018-03-31 13F ARISTA NETWORKS COM 040413106 491,186 61,778 14.39 125,299 23.93 0.0408
2018-02-13 2017-12-31 13F ARISTA NETWORKS COM 040413106 429,408 23,595 5.81 101,107 31.45 0.0343
2017-11-14 2017-09-30 13F ARISTA NETWORKS COM 040413106 405,813 46,477 12.93 76,914 42.96 0.0284
2017-08-14 2017-06-30 13F ARISTA NETWORKS COM 040413106 359,336 37,510 11.66 53,800 26.39 0.0212
2017-06-21 2017-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 321,826 23,581 7.91 42,567 47.49 0.0175
2017-05-12 2017-03-31 13F ARISTA NETWORKS COM 040413106 321,826 42,567
2017-02-14 2016-12-31 13F ARISTA NETWORKS COM 040413106 298,245 55,255 22.74 28,861 39.61 0.0134
2016-11-10 2016-09-30 13F ARISTA NETWORKS COM 040413106 242,990 20,982 9.45 20,673 44.65 0.0104
2016-08-12 2016-06-30 13F ARISTA NETWORKS COM 040413106 222,008 -10,481 -4.51 14,292 -2.57 0.0078
2016-05-13 2016-03-31 13F ARISTA NETWORKS COM 040413106 232,489 26,949 13.11 14,669 -8.31 0.0078
2016-02-12 2015-12-31 13F ARISTA NETWORKS COM 040413106 205,540 19,007 10.19 15,999 40.18 0.0091
2015-11-13 2015-09-30 13F ARISTA NETWORKS COM 040413106 186,533 147,293 375.36 11,413 255.88 0.0069
2015-08-14 2015-06-30 13F ARISTA NETWORKS COM 040413106 39,240 13,834 54.45 3,207 79.06 0.0018
2015-05-14 2015-03-31 13F ARISTA NETWORKS COM 040413106 25,406 2,392 10.39 1,791 28.11 0.0010
2015-02-12 2014-12-31 13F ARISTA NETWORKS COM 040413106 23,014 5,234 29.44 1,398 -10.96 0.0008
2014-11-14 2014-09-30 13F ARISTA NETWORKS COM 040413106 17,780 17,780 1,570 0.0010
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.