Arista Networks, Inc.
ANET- Exchange
- NYSE
- Industry
- Computer Communications Equipment
- SEC CIK
- 0001596532
In the last 90 days, Arista Networks, Inc. insiders filed 0 open-market purchases and 20 sales; 2,281 institutions reported holding it in 13F filings for Q2 2026, worth $152.5B in total; superinvestors Giverny Capital and Maverick Capital hold it.
Key figures
- Market capClose on Nov 11, 2026
- $248.5B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $569.6M in total
- 20
- 13F holdersQ2 2026, +250 vs. previous quarter
- 2,281
- 13F valueReported value at the end of Q2 2026
- $152.5B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $9.01B
- +28.6% year over year
- Net income, FY2025
- $3.51B
- +23.1% year over year
- Free cash flow, FY2025
- $4.25B
- +15.7% year over year
- Revenue, Q3 FY2026
- $3.66B
- +58.5% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 12.0M
- Shares sold short
- Change
- −174.4K
- −1.4% vs. previous
- Days to cover
- 1.95
- At average daily volume
Superinvestors holding ANET, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Arista Networks, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Giverny Capital
François Rochon
2.0%
Arista Networks, Inc.'s share of the portfolio
- Shares
- 339,892
- Value
- $57.7M
Maverick Capital
Lee Ainslie
<0.1%
Arista Networks, Inc.'s share of the portfolio
- Shares
- 6,785
- Value
- $1.15M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Arista Networks, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 10, 2026 (view filing)7:07 PM ET | Nov 6 | 4 days | Bechtolsheim Andreas10% Owner | SSale | −260.0K | $168.96 | −$43.9M | −0.1%179.8M after | 6 lots10b5-1 |
| Nov 9, 2026 (view filing)7:06 PM ET | Nov 5 | 4 days | Bechtolsheim Andreas10% Owner | SSale | −260.0K | $165.45 | −$43.0M | −0.1%180.0M after | 14 lots10b5-1 |
| Nov 4, 2026 (view filing)5:49 PM ET | Nov 2 | 2 days | Templeton Mark BDirector | SSale | −5.00K | $165.85 | −$829.3K | −10.3%43.4K after | 5 lots10b5-1 |
| Nov 3, 2026 (view filing)7:18 PM ET | Oct 30 | 4 days | Bechtolsheim Andreas10% Owner | SSale | −267.9K | $171.19 | −$45.9M | −0.1%180.3M after | 8 lots10b5-1 |
| Oct 22, 2026 (view filing)7:19 PM ET | Oct 20 | 2 days | Duda KennethPresident and CTO | SSale | −17.3K | $180.91 | −$3.14M | −57.2%13.0K after | 6 lots10b5-1 |
| Oct 22, 2026 (view filing)7:19 PM ET | Oct 20 | 2 days | Duda KennethPresident and CTO | SSale | −26.0K | $180.91 | −$4.70M | −5.7%432.4K after | 12 lots10b5-1 |
| Oct 13, 2026 (view filing)7:09 PM ET | Oct 8-9 | 5 days | Ullal JayshreeCEO and Chairperson | SSale | −158.5K | $217.09 | −$34.4M | −1.0%15.4M after | 6 lots10b5-1 |
| Oct 9, 2026 (view filing)7:13 PM ET | Oct 7 | 2 days | Ullal JayshreeCEO and Chairperson | SSale | −97.0K | $217.14 | −$21.1M | −0.6%15.5M after | 3 lots10b5-1 |
| Oct 8, 2026 (view filing)7:18 PM ET | Oct 6 | 2 days | Ullal JayshreeCEO and Chairperson | SSale | −460.4K | $212.09 | −$97.6M | −2.9%15.6M after | 9 lots10b5-1 |
| Oct 8, 2026 (view filing)7:18 PM ET | Oct 6 | 2 days | Breithaupt Chantelle YvetteSenior Vice President, CFO | SSale | −1.22K | $215.00 | −$263.2K | −1.8%68.7K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 2,281 holdersThe largest institutional positions in Arista Networks, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 91,383,843 | $15.5B | 0.23% | −523,799−0.6% | Reduced |
| Vanguard Capital Management LLC | 68,688,349 | $11.7B | 0.25% | +418,143+0.6% | Added |
| State Street Corp | 48,165,803 | $8.18B | 0.24% | +1,403,812+3.0% | Added |
| FMR LLC | 47,349,865 | $8.04B | 0.35% | −4,956,761−9.5% | Reduced |
| Geode Capital Management, LLC | 27,505,753 | $4.66B | 0.25% | +276,473+1.0% | Added |
| Vanguard Portfolio Management LLC | 25,808,745 | $4.38B | 0.20% | −30,929−0.1% | Reduced |
| Price T Rowe Associates Inc | 23,227,202 | $3.95B | 0.39% | −6,094,771−20.8% | Reduced |
| Morgan Stanley | 19,696,435 | $3.35B | 0.18% | +1,191,258+6.4% | Added |
| Cresset Asset Management, LLC | 19,368,054 | $3.29B | 11.98% | −1,324,657−6.4% | Reduced |
| Capital Research Global Investors | 13,164,137 | $2.24B | 0.31% | −1,595,030−10.8% | Reduced |
Holders of 5% or more of ANET
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Arista Networks, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 13G | 6.25%78.6M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in ANET19 members of Congress reported 49 trades in Arista Networks, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 | Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jul 17, 2026 | Dan Newhouse House · WA | Buy | $1K-$15K |
| Apr 7, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Feb 13, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jan 13, 2026 | John Boozman Senate · AR | Buy | $1K-$15K |

Senate · OK · Jul 21, 2026
Buy$1K-$15K

House · WA · Jul 17, 2026
Buy$1K-$15K

House · CA · Apr 7, 2026
Sell (partial)$1K-$15K

House · CA · Feb 13, 2026
Buy$1K-$15K

Senate · AR · Jan 13, 2026
Buy$1K-$15K