Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionSmith Group Asset Management, LLC
Latest Disclosed Ownership404,287 shares
Latest Disclosed Value $ 49,638,358
Smith Group Asset Management, LLC reports 6.58% increase in ownership of ANET / Arista Networks, Inc.

On May 16, 2026 - Smith Group Asset Management, LLC filed a 13F-HR form disclosing ownership of 404,287 shares of Arista Networks, Inc. (MX:ANET) valued at $49,638,358 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 379,320 shares of Arista Networks, Inc.. This represents a change in shares of 6.58% 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)
2026-05-16 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 404,287 24,967 6.58 49,638 -0.13 2.5320
2026-02-10 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 379,320 8,612 2.32 49,702 -7.98 2.6362
2025-11-13 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 370,708 8,583 2.37 54,016 45.79 3.1038
2025-07-31 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 362,125 7,632 2.15 37,049 34.89 2.4293
2025-04-28 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 354,493 58,297 19.68 27,466 -16.10 2.0591
2025-01-23 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 296,196 231,543 358.13 32,739 31.93 2.4129
2024-10-25 2024-09-30 13F ARISTA NETWORKS COM 040413106 64,653 59,461 1,145.24 24,815 1,264.21 2.0585
2024-07-31 2024-06-30 13F ARISTA NETWORKS COM 040413106 5,192 -18,739 -78.30 1,820 -73.79 0.1615
2024-04-30 2024-03-31 13F ARISTA NETWORKS COM 040413106 23,931 -7,340 -23.47 6,940 -5.77 0.3971
2024-02-12 2023-12-31 13F ARISTA NETWORKS COM 040413106 31,271 25,131 409.30 7,365 763.31 0.4286
2022-05-05 2022-03-31 13F Arista Networks Common Stock - Long 040413106 6,140 6,140 853 0.0450
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.