Arista Networks, Inc.
US ˙ NYSE ˙ US0404132054

SecurityANET / Arista Networks, Inc.
InstitutionAustralianSuper Pty Ltd
Latest Disclosed Ownership465,771 shares
Latest Disclosed Value $ 57,187,363
AustralianSuper Pty Ltd reports 31.91% decrease in ownership of ANET / Arista Networks, Inc.

On May 7, 2026 - AustralianSuper Pty Ltd filed a 13F-HR form disclosing ownership of 465,771 shares of Arista Networks, Inc. (US:ANET) valued at $57,187,363 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 684,003 shares of Arista Networks, Inc.. This represents a change in shares of -31.91% during the quarter. The current value of the position is $71,854,492 USD.

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)
2026-05-07 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 465,771 -218,232 -31.91 57,187 -36.19 0.2981
2026-02-05 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 684,003 126,904 22.78 89,625 10.41 0.4166
2025-11-12 2025-09-30 13F/A-1 ARISTA NETWORKS COM SHS 040413205 557,099 -120,311 -17.76 81,175 17.13 0.3835
2025-11-03 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 557,099 -120,311 81,175 0.3724
2025-08-01 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 677,410 -3,041 -0.45 69,306 31.46 0.3509
2025-05-05 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 680,451 255,927 60.29 52,721 12.36 0.2980
2025-01-30 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 424,524 413,186 3,644.26 46,923 978.42 0.2214
2024-10-28 2024-09-30 13F ARISTA NETWORKS COM 040413106 11,338 2,930 34.85 4,352 47.69 0.0217
2024-07-26 2024-06-30 13F ARISTA NETWORKS COM 040413106 8,408 3,744 80.27 2,947 110.73 0.0170
2024-04-26 2024-03-31 13F ARISTA NETWORKS COM 040413106 4,664 0 0.00 1,398 27.32 0.0082
2024-01-16 2023-12-31 13F ARISTA NETWORKS COM 040413106 4,664 2,367 103.05 1,098 160.19 0.0066
2023-10-27 2023-09-30 13F ARISTA NETWORKS COM 040413106 2,297 -2,858 -55.44 422 -49.46 0.0027
2023-07-28 2023-06-30 13F ARISTA NETWORKS COM 040413106 5,155 -902 -14.89 835 -17.81 0.0053
2023-04-21 2023-03-31 13F ARISTA NETWORKS COM 040413106 6,057 6,057 1,017 0.0062
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.