Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership216,934 shares
Latest Disclosed Value $ 26,635,157
Gotham Asset Management, LLC reports 16.04% increase in ownership of ANET / Arista Networks, Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 216,934 shares of Arista Networks, Inc. (MX:ANET) valued at $26,635,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 186,947 shares of Arista Networks, Inc.. This represents a change in shares of 16.04% 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 216,934 29,987 16.04 26,635 8.74 0.0816
2026-02-17 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 186,947 27,044 16.91 24,496 5.13 0.0894
2025-11-14 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 159,903 97,762 157.32 23,299 266.51 0.1014
2025-08-14 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 62,141 -65,124 -51.17 6,358 -35.53 0.0380
2025-05-15 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 127,265 97,536 328.08 9,860 200.15 0.0823
2025-02-14 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 29,729 18,587 166.82 3,286 -23.18 0.0312
2024-11-14 2024-09-30 13F ARISTA NETWORKS COM 040413106 11,142 10,081 950.14 4,277 1,052.56 0.0442
2024-08-14 2024-06-30 13F ARISTA NETWORKS COM 040413106 1,061 41 4.02 372 25.76 0.0048
2024-05-15 2024-03-31 13F ARISTA NETWORKS COM 040413106 1,020 11 1.09 296 24.47 0.0045
2024-02-14 2023-12-31 13F ARISTA NETWORKS COM 040413106 1,009 -176 -14.85 238 9.22 0.0044
2023-11-14 2023-09-30 13F ARISTA NETWORKS COM 040413106 1,185 1,185 218 0.0045
2023-05-15 2023-03-31 13F ARISTA NETWORKS COM 040413106 0 -9,858 -100.00 0 -100.00
2023-02-14 2022-12-31 13F ARISTA NETWORKS COM 040413106 9,858 9,858 1,196 0.0337
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 0 -10,540 -100.00 0 -100.00
2022-08-15 2022-06-30 13F ARISTA NETWORKS COM 040413106 10,540 10,540 988 0.0317
2022-02-14 2021-12-31 13F ARISTA NETWORKS COM 040413106 0 -3,442 -100.00 0 -100.00
2021-11-15 2021-09-30 13F ARISTA NETWORKS COM 040413106 3,442 3,442 1,183 0.0480
2021-02-16 2020-12-31 13F ARISTA NETWORKS COM 040413106 0 -2,160 -100.00 0 -100.00
2020-11-16 2020-09-30 13F ARISTA NETWORKS COM 040413106 2,160 -9,351 -81.24 447 -81.51 0.0144
2020-08-13 2020-06-30 13F ARISTA NETWORKS COM 040413106 11,511 9,481 467.04 2,418 488.32 0.0724
2020-05-15 2020-03-31 13F ARISTA NETWORKS COM 040413106 2,030 -33,740 -94.32 411 -94.35 0.0114
2020-02-14 2019-12-31 13F ARISTA NETWORKS COM 040413106 35,770 30,084 529.09 7,276 435.79 0.1336
2019-11-14 2019-09-30 13F ARISTA NETWORKS COM 040413106 5,686 -14,728 -72.15 1,358 -74.38 0.0240
2019-08-14 2019-06-30 13F ARISTA NETWORKS COM 040413106 20,414 18,932 1,277.46 5,300 1,037.34 0.0846
2019-05-15 2019-03-31 13F ARISTA NETWORKS COM 040413106 1,482 -10,590 -87.72 466 -81.68 0.0068
2019-02-14 2018-12-31 13F ARISTA NETWORKS COM 040413106 12,072 10,874 907.68 2,544 697.49 0.0395
2018-11-14 2018-09-30 13F ARISTA NETWORKS COM 040413106 1,198 -280 -18.94 319 -16.27 0.0044
2018-08-14 2018-06-30 13F ARISTA NETWORKS COM 040413106 1,478 -22,059 -93.72 381 -93.66 0.0055
2018-05-15 2018-03-31 13F ARISTA NETWORKS COM 040413106 23,537 -1,306 -5.26 6,009 2.67 0.0841
2018-02-14 2017-12-31 13F ARISTA NETWORKS COM 040413106 24,843 15,728 172.55 5,853 238.72 0.0850
2017-11-14 2017-09-30 13F ARISTA NETWORKS COM 040413106 9,115 -35,225 -79.44 1,728 -73.98 0.0254
2017-08-14 2017-06-30 13F ARISTA NETWORKS COM 040413106 44,340 44,340 6,642 0.0932
2017-05-15 2017-03-31 13F ARISTA NETWORKS COM 040413106 0 -7,133 -100.00 0 -100.00
2017-02-14 2016-12-31 13F ARISTA NETWORKS COM 040413106 7,133 -346 -4.63 690 8.49 0.0089
2016-11-14 2016-09-30 13F ARISTA NETWORKS COM 040413106 7,479 -122,576 -94.25 636 -92.40 0.0083
2016-08-15 2016-06-30 13F ARISTA NETWORKS COM 040413106 130,055 44,319 51.69 8,373 54.77 0.1004
2016-05-16 2016-03-31 13F ARISTA NETWORKS COM 040413106 85,736 85,736 0.00 5,410 0.0606
2016-02-16 2015-12-31 13F ARISTA NETWORKS COM 040413106 0 -19,116 -100.00 0 -100.00
2015-11-16 2015-09-30 13F ARISTA NETWORKS COM 040413106 19,116 19,116 0.00 1,170 0.0114
2015-08-14 2015-06-30 13F ARISTA NETWORKS COM 040413106 0 -111,690 -100.00 0 -100.00
2015-05-15 2015-03-31 13F ARISTA NETWORKS COM 040413106 111,690 91,054 441.24 7,877 528.15 0.0601
2015-02-17 2014-12-31 13F ARISTA NETWORKS COM 040413106 20,636 20,636 1,254 0.0101
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.