Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership39,519 shares
Latest Disclosed Value $ 4,852,132
Independent Advisor Alliance reports 57.80% decrease in ownership of ANET / Arista Networks, Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 39,519 shares of Arista Networks, Inc. (MX:ANET) valued at $4,852,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 93,637 shares of Arista Networks, Inc.. This represents a change in shares of -57.80% 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)
2026-05-12 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 39,519 -54,118 -57.80 4,852 -60.45 0.0295
2026-02-04 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 93,637 -9,905 -9.57 12,269 -18.68 0.2980
2025-11-04 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 103,542 -8,201 -7.34 15,087 31.97 0.3920
2025-08-11 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 111,743 6,818 6.50 11,432 40.63 0.3296
2025-05-12 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 104,925 -4,032 -3.70 8,130 -32.49 0.2685
2025-02-07 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 108,957 81,369 294.94 12,043 13.73 0.1595
2024-11-13 2024-09-30 13F ARISTA NETWORKS COM 040413106 27,588 29 0.11 10,589 9.62 0.3854
2024-08-12 2024-06-30 13F ARISTA NETWORKS COM 040413106 27,559 -18,465 -40.12 9,659 -27.62 0.3308
2024-05-08 2024-03-31 13F ARISTA NETWORKS COM 040413106 46,024 -3,440 -6.95 13,346 14.56 0.4817
2024-02-08 2023-12-31 13F ARISTA NETWORKS COM 040413106 49,464 -15,457 -23.81 11,649 -2.44 0.4196
2023-10-24 2023-09-30 13F ARISTA NETWORKS COM 040413106 64,921 -3,423 -5.01 11,941 7.81 0.5401
2023-07-28 2023-06-30 13F ARISTA NETWORKS COM 040413106 68,344 -6,318 -8.46 11,076 -11.63 0.4880
2023-05-12 2023-03-31 13F ARISTA NETWORKS COM 040413106 74,662 -8,480 -10.20 12,533 12,432.00 0.6042
2023-02-13 2022-12-31 13F ARISTA NETWORKS COM 040413106 83,142 -5,141 -5.82 101 -99.00 0.0035
2022-11-04 2022-09-30 13F ARISTA NETWORKS COM 040413106 88,283 -1,129 -1.26 9,966 18.91 0.5812
2022-08-04 2022-06-30 13F ARISTA NETWORKS COM 040413106 89,412 -4,486 -4.78 8,381 -35.78 0.4680
2022-05-06 2022-03-31 13F ARISTA NETWORKS COM 040413106 93,898 -20,636 -18.02 13,050 -20.74 0.6282
2022-02-11 2021-12-31 13F ARISTA NETWORKS COM 040413106 114,534 85,478 294.18 16,464 64.89 0.8121
2021-11-01 2021-09-30 13F ARISTA NETWORKS COM 040413106 29,056 -164 -0.56 9,985 -5.69 0.5552
2021-08-12 2021-06-30 13F ARISTA NETWORKS COM 040413106 29,220 -5,239 -15.20 10,587 1.77 0.5801
2021-05-14 2021-03-31 13F ARISTA NETWORKS COM 040413106 34,459 3,984 13.07 10,403 17.48 0.6170
2021-02-11 2020-12-31 13F ARISTA NETWORKS COM 040413106 30,475 1,871 6.54 8,855 49.60 0.6009
2020-11-04 2020-09-30 13F ARISTA NETWORKS COM 040413106 28,604 28,604 5,919 0.4492
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.