Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionJennison Associates Llc
Latest Disclosed Ownership279,269 shares
Latest Disclosed Value $ 34,288,702
Jennison Associates Llc reports 3.01% increase in ownership of ANET / Arista Networks, Inc.

On May 6, 2026 - Jennison Associates Llc filed a 13F-HR form disclosing ownership of 279,269 shares of Arista Networks, Inc. (MX:ANET) valued at $34,288,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 271,097 shares of Arista Networks, Inc.. This represents a change in shares of 3.01% 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)
2026-05-06 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 279,269 8,172 3.01 34,289 -3.47 0.0126
2026-01-30 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 271,097 -45,671 -14.42 35,522 -23.04 0.0213
2025-10-30 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 316,768 1,357 0.43 46,156 43.04 0.0269
2025-08-01 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 315,411 -44,471 -12.36 32,270 15.73 0.0191
2025-05-05 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 359,882 -4,272,848 -92.23 27,884 -94.55 0.0196
2025-01-24 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 4,632,730 3,496,497 307.73 512,056 17.41 0.3109
2024-11-08 2024-09-30 13F ARISTA NETWORKS COM 040413106 1,136,233 253,513 28.72 436,109 40.96 0.2707
2024-08-05 2024-06-30 13F ARISTA NETWORKS COM 040413106 882,720 -9,140 -1.02 309,376 19.62 0.1983
2024-05-02 2024-03-31 13F ARISTA NETWORKS COM 040413106 891,860 -915,634 -50.66 258,621 -39.25 0.1729
2024-02-01 2023-12-31 13F ARISTA NETWORKS COM 040413106 1,807,494 14,627 0.82 425,683 29.09 0.3172
2023-10-31 2023-09-30 13F ARISTA NETWORKS COM 040413106 1,792,867 430,309 31.58 329,762 49.34 0.2800
2023-08-03 2023-06-30 13F ARISTA NETWORKS COM 040413106 1,362,558 -30,628 -2.20 220,816 -5.58 0.1811
2023-04-26 2023-03-31 13F ARISTA NETWORKS COM 040413106 1,393,186 1,119,475 409.00 233,860 604.10 0.2145
2023-02-09 2022-12-31 13F ARISTA NETWORKS COM 040413106 273,711 -118,977 -30.30 33,215 -25.08 0.0337
2022-11-01 2022-09-30 13F ARISTA NETWORKS COM 040413106 392,688 111,217 39.51 44,331 68.02 0.0441
2022-08-02 2022-06-30 13F ARISTA NETWORKS COM 040413106 281,471 186,618 196.74 26,385 100.14 0.0263
2022-05-11 2022-03-31 13F ARISTA NETWORKS COM 040413106 94,853 85,289 891.77 13,183 858.76 0.0097
2022-02-08 2021-12-31 13F ARISTA NETWORKS COM 040413106 9,564 7,108 289.41 1,375 62.91 0.0009
2021-11-09 2021-09-30 13F ARISTA NETWORKS COM 040413106 2,456 2,456 844 0.0005
2020-02-07 2019-12-31 13F ARISTA NETWORKS COM 040413106 0 -87,172 -100.00 0 -100.00
2019-11-08 2019-09-30 13F ARISTA NETWORKS COM 040413106 87,172 15,711 21.99 20,827 12.26 0.0220
2019-08-06 2019-06-30 13F ARISTA NETWORKS COM 040413106 71,461 71,461 18,553 0.0186
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.