Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership1,419,379 shares
Latest Disclosed Value $ 174,271,354
Panagora Asset Management Inc reports 3.50% decrease in ownership of ANET / Arista Networks, Inc.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 1,419,379 shares of Arista Networks, Inc. (MX:ANET) valued at $174,271,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,470,867 shares of Arista Networks, Inc.. This represents a change in shares of -3.50% 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)
2026-05-14 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 1,419,379 -51,488 -3.50 174,271 -9.58 0.6528
2026-02-13 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 1,470,867 -46,994 -3.10 192,728 -12.86 0.6830
2025-11-13 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 1,517,861 -31,625 -2.04 221,168 39.51 0.8911
2025-08-13 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 1,549,486 1,144,786 282.87 158,528 405.57 0.7145
2025-05-15 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 404,700 -623,170 -60.63 31,356 -72.40 0.1566
2025-02-13 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 1,027,870 714,007 227.49 113,610 -5.69 0.5251
2024-11-13 2024-09-30 13F ARISTA NETWORKS COM 040413106 313,863 105,882 50.91 120,467 65.26 0.5756
2024-07-29 2024-06-30 13F ARISTA NETWORKS COM 040413106 207,981 -48,110 -18.79 72,893 -1.84 0.3665
2024-05-07 2024-03-31 13F ARISTA NETWORKS COM 040413106 256,091 -10,971 -4.11 74,261 18.07 0.3871
2024-02-08 2023-12-31 13F ARISTA NETWORKS COM 040413106 267,062 173,231 184.62 62,896 264.44 0.3518
2023-10-31 2023-09-30 13F ARISTA NETWORKS COM 040413106 93,831 83,110 775.21 17,258 893.55 0.1072
2023-08-11 2023-06-30 13F ARISTA NETWORKS COM 040413106 10,721 -57 -0.53 1,737 -3.98 0.0102
2023-05-12 2023-03-31 13F ARISTA NETWORKS COM 040413106 10,778 -3,515 -24.59 1,809 4.33 0.0114
2023-02-13 2022-12-31 13F ARISTA NETWORKS COM 040413106 14,293 7,810 120.47 1,734 136.89 0.0114
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 6,483 31 0.48 732 20.99 0.0051
2022-08-15 2022-06-30 13F ARISTA NETWORKS COM 040413106 6,452 162 2.58 605 -30.78 0.0040
2022-05-12 2022-03-31 13F ARISTA NETWORKS COM 040413106 6,290 -1,448 -18.71 874 -21.40 0.0048
2022-02-10 2021-12-31 13F ARISTA NETWORKS COM 040413106 7,738 5,304 217.91 1,112 33.01 0.0059
2021-11-10 2021-09-30 13F ARISTA NETWORKS COM 040413106 2,434 0 0.00 836 -5.22 0.0045
2021-08-11 2021-06-30 13F ARISTA NETWORKS COM 040413106 2,434 113 4.87 882 25.82 0.0047
2021-05-12 2021-03-31 13F ARISTA NETWORKS COMMON 040413106 2,321 -597 -20.46 701 -17.33 0.0039
2021-02-10 2020-12-31 13F ARISTA NETWORKS COMMON 040413106 2,918 884 43.46 848 101.43 0.0050
2020-11-13 2020-09-30 13F ARISTA NETWORKS COMMON 040413106 2,034 420 26.02 421 24.19 0.0026
2020-08-12 2020-06-30 13F ARISTA NETWORKS COMMON 040413106 1,614 45 2.87 339 6.60 0.0022
2020-05-14 2020-03-31 13F ARISTA NETWORKS COMMON 040413106 1,569 -331 -17.42 318 -17.62 0.0022
2020-02-12 2019-12-31 13F ARISTA NETWORKS COMMON 040413106 1,900 0 0.00 386 -14.98 0.0018
2019-11-12 2019-09-30 13F ARISTA NETWORKS COMMON 040413106 1,900 -40,794 -95.55 454 -95.90 0.0021
2019-08-09 2019-06-30 13F ARISTA NETWORKS COMMON 040413106 42,694 -40,932 -48.95 11,084 -57.85 0.0496
2019-05-15 2019-03-31 13F ARISTA NETWORKS COMMON 040413106 83,626 -28,043 -25.11 26,297 11.76 0.1169
2019-02-14 2018-12-31 13F ARISTA NETWORKS COMMON 040413106 111,669 -40,631 -26.68 23,529 -41.89 0.1095
2018-11-13 2018-09-30 13F ARISTA NETWORKS COMMON 040413106 152,300 -20,990 -12.11 40,490 -9.26 0.1524
2018-08-14 2018-06-30 13F ARISTA NETWORKS COMMON 040413106 173,290 46,258 36.41 44,620 37.58 0.1769
2018-05-15 2018-03-31 13F ARISTA NETWORKS COMMON 040413106 127,032 123,239 3,249.12 32,431 3,527.63 0.1279
2018-02-14 2017-12-31 13F ARISTA NETWORKS COMMON 040413106 3,793 2,753 264.71 894 353.81 0.0034
2017-11-14 2017-09-30 13F ARISTA NETWORKS COMMON 040413106 1,040 0 0.00 197 26.28 0.0008
2017-08-14 2017-06-30 13F ARISTA NETWORKS COMMON 040413106 1,040 -2,218 -68.08 156 -63.81 0.0006
2017-05-15 2017-03-31 13F ARISTA NETWORKS COMMON 040413106 3,258 2,218 213.27 431 326.73 0.0018
2017-02-14 2016-12-31 13F ARISTA NETWORKS COMMON 040413106 1,040 0 0.00 101 14.77 0.0005
2016-11-14 2016-09-30 13F ARISTA NETWORKS COMMON 040413106 1,040 -54,064 -98.11 88 -97.52 0.0004
2016-08-15 2016-06-30 13F ARISTA NETWORKS COMMON 040413106 55,104 0 0.00 3,548 2.04 0.0176
2016-05-16 2016-03-31 13F ARISTA NETWORKS COMMON 040413106 55,104 1,040 1.92 3,477 -17.37 0.0173
2016-02-12 2015-12-31 13F ARISTA NETWORKS COMMON 040413106 54,064 54,064 0.00 4,208 0.0207
2015-02-13 2014-12-31 13F ARISTA NETWORKS COMMON 040413106 0 -79,348 -100.00 0 -100.00
2014-11-12 2014-09-30 13F ARISTA NETWORKS COMMON 040413106 79,348 79,348 7,009 0.0340
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.