Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionSmith, Salley & Associates
Latest Disclosed Ownership197,992 shares
Latest Disclosed Value $ 24,309,502
Smith, Salley & Associates reports 1.88% increase in ownership of ANET / Arista Networks, Inc.

On April 16, 2026 - Smith, Salley & Associates filed a 13F-HR form disclosing ownership of 197,992 shares of Arista Networks, Inc. (MX:ANET) valued at $24,309,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 194,344 shares of Arista Networks, Inc.. This represents a change in shares of 1.88% 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)
2026-04-16 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 197,992 3,648 1.88 24,310 -4.54 1.2222
2026-01-27 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 194,344 1,550 0.80 25,465 -9.35 1.2611
2025-10-20 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 192,794 8,764 4.76 28,092 49.20 1.4456
2025-07-17 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 184,030 8,712 4.97 18,828 38.61 1.0893
2025-04-25 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 175,318 103,923 145.56 13,584 72.13 0.8902
2025-01-15 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 71,395 55,621 352.61 7,891 30.34 0.5068
2024-10-24 2024-09-30 13F ARISTA NETWORKS COM 040413106 15,774 691 4.58 6,054 14.53 0.3958
2024-07-29 2024-06-30 13F ARISTA NETWORKS COM 040413106 15,083 1,693 12.64 5,286 36.17 0.3794
2024-05-02 2024-03-31 13F ARISTA NETWORKS COM 040413106 13,390 -1,086 -7.50 3,883 13.88 0.3013
2024-01-24 2023-12-31 13F ARISTA NETWORKS COM 040413106 14,476 549 3.94 3,409 33.11 0.2203
2023-10-27 2023-09-30 13F ARISTA NETWORKS COM 040413106 13,927 -1,727 -11.03 2,562 0.99 0.1900
2023-08-04 2023-06-30 13F ARISTA NETWORKS COM 040413106 15,654 190 1.23 2,537 -2.27 0.1872
2023-05-03 2023-03-31 13F ARISTA NETWORKS COM 040413106 15,464 -631 -3.92 2,596 32.87 0.2065
2023-02-03 2022-12-31 13F ARISTA NETWORKS COM 040413106 16,095 -93 -0.57 1,953 6.84 0.1671
2022-11-01 2022-09-30 13F ARISTA NETWORKS COM 040413106 16,188 647 4.16 1,828 25.46 0.1701
2022-08-01 2022-06-30 13F ARISTA NETWORKS COM 040413106 15,541 2,642 20.48 1,457 -18.74 0.1261
2022-05-10 2022-03-31 13F ARISTA NETWORKS COM 040413106 12,899 -35 -0.27 1,793 -3.55 0.1319
2022-02-10 2021-12-31 13F ARISTA NETWORKS COM 040413106 12,934 9,875 322.82 1,859 76.88 0.1317
2021-11-05 2021-09-30 13F ARISTA NETWORKS COM 040413106 3,059 234 8.28 1,051 2.64 0.0827
2021-08-09 2021-06-30 13F ARISTA NETWORKS COM 040413106 2,825 268 10.48 1,024 32.64 0.0829
2021-04-30 2021-03-31 13F ARISTA NETWORKS COM 040413106 2,557 -96 -3.62 772 0.13 0.0693
2021-01-28 2020-12-31 13F ARISTA NETWORKS COM 040413106 2,653 572 27.49 771 78.89 0.0781
2020-11-05 2020-09-30 13F ARISTA NETWORKS COM 040413106 2,081 69 3.43 431 1.89 0.0521
2020-08-04 2020-06-30 13F ARISTA NETWORKS COM 040413106 2,012 2,012 423 0.0565
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.