Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionLafayette Investments, Inc.
Latest Disclosed Ownership21,946 shares
Latest Disclosed Value $ 2,694,530
Lafayette Investments, Inc. reports 17.56% decrease in ownership of ANET / Arista Networks, Inc.

On April 27, 2026 - Lafayette Investments, Inc. filed a 13F-HR form disclosing ownership of 21,946 shares of Arista Networks, Inc. (MX:ANET) valued at $2,694,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 26,621 shares of Arista Networks, Inc.. This represents a change in shares of -17.56% 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)
2026-04-27 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 21,946 -4,675 -17.56 2,695 -22.76 0.5456
2026-02-04 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 26,621 -3,131 -10.52 3,488 -19.54 0.6593
2025-11-06 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 29,752 0 0.00 4,335 42.46 0.8302
2025-07-30 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 29,752 61 0.21 3,044 32.30 0.6152
2025-04-24 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 29,691 605 2.08 2,300 -28.44 0.4866
2025-02-13 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 29,086 20,872 254.10 3,215 1.97 0.6891
2025-02-13 2024-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 8,214 -399 -4.63 3,153 4.44 0.6646
2024-10-22 2024-09-30 13F ARISTA NETWORKS COM 040413106 8,214 -399 3,153 0.6646
2024-07-31 2024-06-30 13F ARISTA NETWORKS COM 040413106 8,613 0 0.00 3,019 20.87 0.6864
2024-05-09 2024-03-31 13F ARISTA NETWORKS COM 040413106 8,613 105 1.23 2,498 24.66 0.5611
2024-01-31 2023-12-31 13F ARISTA NETWORKS COM 040413106 8,508 13 0.15 2,004 28.23 0.4980
2023-10-27 2023-09-30 13F ARISTA NETWORKS COM 040413106 8,495 118 1.41 1,562 15.11 0.4258
2023-07-24 2023-06-30 13F ARISTA NETWORKS COM 040413106 8,377 28 0.34 1,358 -3.14 0.3567
2023-04-20 2023-03-31 13F ARISTA NETWORKS COM 040413106 8,349 12 0.14 1,401 38.58 0.3880
2023-01-24 2022-12-31 13F ARISTA NETWORKS COM 040413106 8,337 -2,098 -20.11 1,012 -14.18 0.2847
2022-10-28 2022-09-30 13F ARISTA NETWORKS COM 040413106 10,435 -3,033 -22.52 1,178 -6.66 0.3635
2022-07-27 2022-06-30 13F ARISTA NETWORKS COM 040413106 13,468 5 0.04 1,262 -32.55 0.3644
2022-05-11 2022-03-31 13F ARISTA NETWORKS COM 040413106 13,463 10 0.07 1,871 -3.26 0.4646
2022-02-10 2021-12-31 13F ARISTA NETWORKS COM 040413106 13,453 10,016 291.42 1,934 63.76 0.4832
2021-11-12 2021-09-30 13F ARISTA NETWORKS COM 040413106 3,437 5 0.15 1,181 -4.99 0.3205
2021-08-10 2021-06-30 13F ARISTA NETWORKS COM 040413106 3,432 8 0.23 1,243 20.21 0.3386
2021-05-12 2021-03-31 13F ARISTA NETWORKS COM 040413106 3,424 6 0.18 1,034 4.13 0.3309
2021-02-11 2020-12-31 13F ARISTA NETWORKS COM 040413106 3,418 -75 -2.15 993 37.34 0.3375
2020-10-30 2020-09-30 13F ARISTA NETWORKS COM 040413106 3,493 750 27.34 723 25.52 0.2764
2020-08-05 2020-06-30 13F ARISTA NETWORKS COM 040413106 2,743 2,743 576 0.2402
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.