Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership18,505,177 shares
Latest Disclosed Value $ 2,272,065,935
Morgan Stanley reports 1.79% increase in ownership of ANET / Arista Networks, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 18,505,177 shares of Arista Networks, Inc. (MX:ANET) valued at $2,272,065,935 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 18,179,893 shares of Arista Networks, Inc.. This represents a change in shares of 1.79% 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 18,505,177 325,284 1.79 2,272,066 -4.62 0.1369
2026-05-27 2025-12-31 13F/A-1 ARISTA NETWORKS COM SHS 040413205 18,179,893 -451,273 -2.42 2,382,112 -12.25 0.1422
2026-02-13 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 18,179,893 -451,273 2,382,112 0.1422
2026-05-27 2025-09-30 13F/A-1 ARISTA NETWORKS COM SHS 040413205 18,631,166 359,268 1.97 2,714,748 45.22 0.1644
2025-11-14 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 18,631,166 359,268 2,714,748 0.1644
2025-08-15 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 18,271,898 -852,781 -4.46 1,869,398 26.16 0.1218
2025-05-15 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 19,124,679 -1,529,795 -7.41 1,481,780 -35.09 0.1059
2025-05-15 2024-12-31 13F/A-1 ARISTA NETWORKS COM SHS 040413205 20,654,474 15,668,124 314.22 2,282,939 19.28 0.1600
2025-02-14 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 20,654,474 15,668,124 2,282,939 0.1599
2025-05-14 2024-09-30 13F/A-2 ARISTA NETWORKS COM 040413106 4,986,350 30,828 0.62 1,913,862 10.19 0.1388
2025-02-14 2024-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 4,986,350 30,828 1,913,862 0.1388
2024-11-14 2024-09-30 13F ARISTA NETWORKS COM 040413106 4,986,350 30,828 1,913,862 0.0165
2025-05-14 2024-06-30 13F/A-2 ARISTA NETWORKS COM 040413106 4,955,522 -481,642 -8.86 1,736,812 10.16 0.1344
2024-10-17 2024-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 4,955,522 -481,642 1,736,812 0.1344
2024-08-14 2024-06-30 13F ARISTA NETWORKS COM 040413106 4,955,522 -481,642 1,736,812 0.1344
2024-10-17 2024-03-31 13F/A-2 ARISTA NETWORKS COM 040413106 5,437,164 -134,692 -2.42 1,576,670 20.15 0.1265
2024-08-16 2024-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 5,437,164 -134,692 1,576,670 0.0148
2024-05-15 2024-03-31 13F ARISTA NETWORKS COM 040413106 5,437,164 -134,692 1,576,670 0.1265
2024-08-16 2023-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 5,571,856 313,582 5.96 1,312,228 35.68 0.1156
2024-02-13 2023-12-31 13F ARISTA NETWORKS COM 040413106 5,571,856 313,582 1,312,228 0.1156
2023-11-15 2023-09-30 13F ARISTA NETWORKS COM 040413106 5,258,274 -162,786 -3.00 967,155 10.09 0.0983
2023-08-14 2023-06-30 13F ARISTA NETWORKS COM 040413106 5,421,060 -334,355 -5.81 878,537 -9.06 0.0866
2023-05-15 2023-03-31 13F ARISTA NETWORKS COM 040413106 5,755,415 206,080 3.71 966,104 43.46 0.1036
2023-02-14 2022-12-31 13F ARISTA NETWORKS COM 040413106 5,549,335 3,432,952 162.21 673,412 181.86 0.0765
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 2,116,383 -47,991 -2.22 238,919 17.76 0.0326
2022-10-27 2022-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 2,164,374 963,699 80.26 202,887 21.58 0.0263
2022-08-15 2022-06-30 13F ARISTA NETWORKS COM 040413106 2,164,374 963,699 202,887 0.0263
2022-10-27 2022-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 1,200,675 -54,016 -4.31 166,870 -7.48 0.0225
2022-05-13 2022-03-31 13F ARISTA NETWORKS COM 040413106 1,200,675 -54,016 166,870 0.0225
2022-02-14 2021-12-31 13F ARISTA NETWORKS COM 040413106 1,254,691 896,636 250.42 180,362 46.58 0.0223
2021-11-15 2021-09-30 13F ARISTA NETWORKS COM 040413106 358,055 22,977 6.86 123,044 1.35 0.0166
2021-08-23 2021-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 335,078 -34,159 -9.25 121,403 8.91 0.0160
2021-08-16 2021-06-30 13F ARISTA NETWORKS COM 040413106 335,078 -34,159 121,403 0.0033
2021-05-17 2021-03-31 13F ARISTA NETWORKS COM 040413106 369,237 25,069 7.28 111,469 11.46 0.0164
2021-02-16 2020-12-31 13F ARISTA NETWORKS COM 040413106 344,168 -18,766 -5.17 100,005 33.16 0.0154
2020-11-13 2020-09-30 13F ARISTA NETWORKS COM 040413106 362,934 34,696 10.57 75,102 8.94 0.0145
2020-08-14 2020-06-30 13F ARISTA NETWORKS COM 040413106 328,238 50,967 18.38 68,938 22.75 0.0153
2020-05-26 2020-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 277,271 -4,439 -1.58 56,163 -1.98 0.0153
2020-05-15 2020-03-31 13F ARISTA NETWORKS COM 040413106 277,271 -4,439 56,163 4,314.4892
2020-02-14 2019-12-31 13F ARISTA NETWORKS COM 040413106 281,710 -41,086 -12.73 57,299 -25.71 0.0133
2019-11-14 2019-09-30 13F ARISTA NETWORKS COM 040413106 322,796 -7,410 -2.24 77,124 -10.04 0.0204
2019-08-14 2019-06-30 13F ARISTA NETWORKS COM 040413106 330,206 31,427 10.52 85,729 -8.75 0.0228
2019-05-15 2019-03-31 13F ARISTA NETWORKS COM 040413106 298,779 141 0.05 93,954 49.32 0.0266
2019-02-14 2018-12-31 13F ARISTA NETWORKS COM 040413106 298,638 -202,056 -40.36 62,923 -52.73 0.0188
2019-04-23 2018-09-30 13F/A-2 ARISTA NETWORKS COM 040413106 500,694 245,087 95.88 133,113 102.25 0.0333
2018-11-20 2018-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 500,694 0 133,113 0.0333
2018-11-14 2018-09-30 13F ARISTA NETWORKS COM 040413106 500,694 245,087 133,113
2019-04-23 2018-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 255,607 18,576 7.84 65,815 8.76 0.0178
2018-08-14 2018-06-30 13F ARISTA NETWORKS COM 040413106 255,607 18,576 65,815
2019-04-23 2018-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 237,031 -27,581 -10.42 60,513 -2.93 0.0168
2018-05-14 2018-03-31 13F ARISTA NETWORKS COM 040413106 237,031 -27,581 60,513
2019-04-23 2017-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 264,612 38,432 16.99 62,337 45.35 0.0171
2018-02-14 2017-12-31 13F ARISTA NETWORKS COM 040413106 264,612 38,432 62,337
2017-11-14 2017-09-30 13F ARISTA NETWORKS COM 040413106 226,180 36,710 19.38 42,887 51.11 0.0128
2017-08-11 2017-06-30 13F ARISTA NETWORKS COM 040413106 189,470 -16,596 -8.05 28,381 4.12 0.0086
2017-05-22 2017-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 206,066 36,323 21.40 27,257 65.95 0.0084
2017-05-12 2017-03-31 13F ARISTA NETWORKS COM 040413106 206,066 27,257
2017-02-22 2016-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 169,743 -7,802 -4.39 16,425 8.73 0.0054
2017-02-13 2016-12-31 13F ARISTA NETWORKS COM 040413106 169,743 16,425
2016-11-10 2016-09-30 13F ARISTA NETWORKS COM 040413106 177,545 17,119 10.67 15,106 46.25 0.0052
2016-08-12 2016-06-30 13F ARISTA NETWORKS COM 040413106 160,426 48,491 43.32 10,329 46.24 0.0037
2016-05-12 2016-03-31 13F ARISTA NETWORKS COM 040413106 111,935 1,456 1.32 7,063 -17.86 0.0027
2016-02-09 2015-12-31 13F ARISTA NETWORKS COM 040413106 110,479 -29,161 -20.88 8,599 0.64 0.0031
2016-02-08 2015-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 139,640 -257,548 -64.84 8,544 -73.68 0.0032
2015-11-09 2015-09-30 13F ARISTA NETWORKS COM 040413106 139,640 8,544
2015-08-12 2015-06-30 13F ARISTA NETWORKS COM 040413106 397,188 187,336 89.27 32,466 119.35 0.0113
2015-05-14 2015-03-31 13F ARISTA NETWORKS COM 040413106 209,852 166,370 382.62 14,801 460.22 0.0055
2015-02-13 2014-12-31 13F ARISTA NETWORKS COM 040413106 43,482 -96,021 -68.83 2,642 -78.56 0.0010
2014-12-16 2014-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 139,503 -41,086 -22.75 12,323 9.37 0.0047
2014-11-14 2014-09-30 13F ARISTA NETWORKS COM 040413106 139,503 12,323
2014-08-12 2014-06-30 13F ARISTA NETWORKS COM 040413106 180,589 180,589 11,267 0.0193
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.