Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionIeq Capital, Llc
Latest Disclosed Ownership753,762 shares
Latest Disclosed Value $ 92,546,801
Ieq Capital, Llc reports 14.03% increase in ownership of ANET / Arista Networks, Inc.

On May 14, 2026 - Ieq Capital, Llc filed a 13F-HR form disclosing ownership of 753,762 shares of Arista Networks, Inc. (MX:ANET) valued at $92,546,801 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 661,031 shares of Arista Networks, Inc.. This represents a change in shares of 14.03% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 753,762 92,731 14.03 92,547 6.85 0.3118
2026-02-13 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 661,031 74,800 12.76 86,615 1.40 0.2593
2025-11-14 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 586,231 -256,907 -30.47 85,420 -0.98 0.2593
2025-08-14 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 843,138 346,600 69.80 86,261 124.22 0.5277
2025-05-14 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 496,538 292,835 143.76 38,472 70.87 0.3060
2025-02-03 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 203,703 164,836 424.10 22,515 50.94 0.2176
2024-11-14 2024-09-30 13F ARISTA NETWORKS COM 040413106 38,867 4,848 14.25 14,918 25.12 0.1830
2024-08-12 2024-06-30 13F ARISTA NETWORKS COM 040413106 34,019 2,719 8.69 11,923 31.36 0.1605
2024-05-09 2024-03-31 13F ARISTA NETWORKS COM 040413106 31,300 -337 -1.07 9,076 21.83 0.1304
2024-02-07 2023-12-31 13F ARISTA NETWORKS COM 040413106 31,637 1,316 4.34 7,451 33.61 0.1239
2023-11-06 2023-09-30 13F ARISTA NETWORKS COM 040413106 30,321 415 1.39 5,577 15.06 0.1134
2023-08-08 2023-06-30 13F ARISTA NETWORKS COM 040413106 29,906 632 2.16 4,847 -1.36 0.0978
2023-05-02 2023-03-31 13F ARISTA NETWORKS COM 040413106 29,274 -2,517 -7.92 4,914 27.38 0.1139
2023-02-06 2022-12-31 13F ARISTA NETWORKS COM 040413106 31,791 2,534 8.66 3,858 16.77 0.1080
2022-11-04 2022-09-30 13F ARISTA NETWORKS COM 040413106 29,257 1,745 6.34 3,303 28.07 0.0907
2022-07-27 2022-06-30 13F ARISTA NETWORKS COM 040413106 27,512 1,108 4.20 2,579 -29.73 0.0781
2022-04-26 2022-03-31 13F ARISTA NETWORKS COM 040413106 26,404 1,779 7.22 3,670 3.67 0.0874
2022-01-31 2021-12-31 13F ARISTA NETWORKS COM 040413106 24,625 23,173 1,595.94 3,540 609.42 0.0819
2021-11-09 2021-09-30 13F ARISTA NETWORKS COM 040413106 1,452 -11 -0.75 499 -5.85 0.0132
2021-07-29 2021-06-30 13F ARISTA NETWORKS COM 040413106 1,463 1,463 530 0.0156
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.