Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionSmith, Moore & Co.
Latest Disclosed Ownership3,875 shares
Latest Disclosed Value $ 475,773
Smith, Moore & Co. reports 14.31% increase in ownership of ANET / Arista Networks, Inc.

On May 5, 2026 - Smith, Moore & Co. filed a 13F-HR form disclosing ownership of 3,875 shares of Arista Networks, Inc. (MX:ANET) valued at $475,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,390 shares of Arista Networks, Inc.. This represents a change in shares of 14.31% 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)
2026-05-05 2026-03-31 13F ARISTA NETWORKS INC COM SHS Stock 040413205 3,875 485 14.31 476 6.98 0.0346
2026-01-23 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 3,390 -67 -1.94 444 -11.73 0.0336
2025-11-12 2025-09-30 13F ARISTA NETWORKS OM SHS 040413205 3,457 146 4.41 504 48.82 0.0386
2025-08-13 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 3,311 3,311 339 0.0284
2025-05-15 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 0 -2,932 -100.00 0 -100.00
2025-02-13 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 2,932 2,199 300.00 324 15.30 0.0296
2024-11-12 2024-09-30 13F ARISTA NETWORKS COM 040413106 733 -52 -6.62 281 2.18 0.0269
2024-08-14 2024-06-30 13F ARISTA NETWORKS COM 040413106 785 74 10.41 275 33.50 0.0284
2024-05-13 2024-03-31 13F ARISTA NETWORKS COM 040413106 711 711 206 0.0220
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.