Guru Ownership Trend
Guru Analysis for Arista Networks, Inc. (ANET)
Arista Networks, Inc. (ANET), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.96 B.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $499.49 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 104.5%. Conversely, Manning & Napier Group reduced exposure by 58.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Arista Networks, Inc. (ANET)
Major holders include Steven Cohen ($990.6 M), Cliff Asness ($962.64 M), Ray Dalio ($174.2 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 18 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $499.49 M, with 9 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited ANET. The total reported sell value was $20.82 M.
Yes, 0 managers opened new positions in ANET, and 9 increased their existing holdings. The total reported buy value was $520.3 M.
