Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionTcw Group Inc
Latest Disclosed Ownership1,575,264 shares
Latest Disclosed Value $ 193,410,993
Tcw Group Inc reports 27.16% increase in ownership of ANET / Arista Networks, Inc.

On May 14, 2026 - Tcw Group Inc filed a 13F-HR form disclosing ownership of 1,575,264 shares of Arista Networks, Inc. (MX:ANET) valued at $193,410,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,238,767 shares of Arista Networks, Inc.. This represents a change in shares of 27.16% 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 1,575,264 336,497 27.16 193,411 19.16 1.4550
2026-02-17 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 1,238,767 156,994 14.51 162,316 2.98 1.1627
2025-11-14 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 1,081,773 454,789 72.54 157,625 145.73 1.3199
2025-08-14 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 626,984 -50,341 -7.43 64,147 22.23 0.5026
2025-05-07 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 677,325 609 0.09 52,479 -29.84 0.4696
2025-02-04 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 676,716 463,908 217.99 74,797 -8.43 0.6281
2024-11-19 2024-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 212,808 1,576 0.75 81,680 10.33 0.7141
2024-11-08 2024-09-30 13F ARISTA NETWORKS COM 040413106 212,808 1,576 81,680 0.3673
2024-07-19 2024-06-30 13F ARISTA NETWORKS COM 040413106 211,232 -7,683 -3.51 74,033 16.62 0.6617
2024-05-10 2024-03-31 13F ARISTA NETWORKS COM 040413106 218,915 3,572 1.66 63,481 25.16 0.6426
2024-02-09 2023-12-31 13F ARISTA NETWORKS COM 040413106 215,343 -14,385 -6.26 50,721 20.04 0.5652
2023-11-15 2023-09-30 13F ARISTA NETWORKS COM 040413106 229,728 14,623 6.80 42,254 21.21 0.5308
2023-08-14 2023-06-30 13F ARISTA NETWORKS COM 040413106 215,105 16,311 8.20 34,860 4.47 0.3865
2023-05-15 2023-03-31 13F ARISTA NETWORKS COM 040413106 198,794 4,211 2.16 33,370 41.32 0.4269
2023-02-14 2022-12-31 13F ARISTA NETWORKS COM 040413106 194,583 -122 -0.06 23,613 7.42 0.3380
2022-10-27 2022-09-30 13F ARISTA NETWORKS COM 040413106 194,705 -37,724 -16.23 21,980 0.88 0.3215
2022-07-19 2022-06-30 13F ARISTA NETWORKS COM 040413106 232,429 52 0.02 21,788 -32.53 0.2852
2022-04-19 2022-03-31 13F ARISTA NETWORKS COM 040413106 232,377 -14 -0.01 32,295 -3.33 0.3082
2022-01-26 2021-12-31 13F ARISTA NETWORKS COM 040413106 232,391 167,027 255.53 33,406 48.73 0.2747
2021-10-26 2021-09-30 13F ARISTA NETWORKS COM 040413106 65,364 13,648 26.39 22,461 19.88 0.0578
2021-07-23 2021-06-30 13F ARISTA NETWORKS COM 040413106 51,716 51,716 18,737 0.1624
2018-10-30 2018-09-30 13F ARISTA NETWORKS COM 040413106 0 -66,083 -100.00 0 -100.00
2018-08-01 2018-06-30 13F ARISTA NETWORKS COM 040413106 66,083 -34,272 -34.15 17,015 -33.59 0.1380
2018-05-10 2018-03-31 13F ARISTA NETWORKS COM 040413106 100,355 -30,704 -23.43 25,620 -17.02 0.2084
2018-02-09 2017-12-31 13F ARISTA NETWORKS COM 040413106 131,059 -13,072 -9.07 30,875 12.98 0.2486
2017-11-06 2017-09-30 13F ARISTA NETWORKS COM 040413106 144,131 1,663 1.17 27,329 28.06 0.2172
2017-08-11 2017-06-30 13F ARISTA NETWORKS COM 040413106 142,468 -12,955 -8.34 21,340 3.80 0.1772
2017-05-11 2017-03-31 13F ARISTA NETWORKS COM 040413106 155,423 95,006 157.25 20,558 251.60 0.1715
2017-02-10 2016-12-31 13F ARISTA NETWORKS COM 040413106 60,417 60,417 -61.13 5,847 -71.56 0.0440
2016-11-14 2016-09-30 13F ARISTA NETWORKS COM 040413106 0 -10,420 -100.00 0 -100.00
2016-08-12 2016-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 10,420 10,420 0.00 671 0.0051
2016-08-11 2016-06-30 13F ARISTA NETWORKS COM 040413106 10,420 671
2016-05-16 2016-03-31 13F ARISTA NETWORKS COM 040413106 0 -18,759 -100.00 0 -100.00
2016-02-16 2015-12-31 13F ARISTA NETWORKS COM 040413106 18,759 -17,976 -48.93 1,460 -35.05 0.0105
2015-11-13 2015-09-30 13F ARISTA NETWORKS COM 040413106 36,735 -53,429 -59.26 2,248 -69.50 0.0161
2015-08-12 2015-06-30 13F ARISTA NETWORKS COM 040413106 90,164 -27,147 -23.14 7,370 -10.92 0.0475
2015-05-13 2015-03-31 13F ARISTA NETWORKS COM 040413106 117,311 82,395 235.98 8,273 290.05 0.0397
2015-02-13 2014-12-31 13F ARISTA NETWORKS COM 040413106 34,916 34,916 2,121 0.0089
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.