Arista Networks, Inc. (ANET)
- Sector
- Information Technology
- Industry
- Communications Equipment
- Last price
- $204.52
- As of
Kresmion compiles this page from ANET's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Arista Networks, Inc. (ANET): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-05.
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Preview the ANET dossierActive signals for ANET
- highinsider_cluster_sell
2 insiders at ANET sold $102.0M this week
- highinsider_cluster_sell
2 insiders at ANET sold $84.0M this week
- mediumEARNINGS_BEAT
Q2-2026: Beat consensus by 13.0%, EPS $1.02 vs $0.9026 estimate
- highCONSENSUS_SELL
4 tracked funds reduced ANET this 2026Q2, institutional consensus
- highCONSENSUS_BUY
3 tracked funds increased ANET this 2026Q2, institutional consensus
FREE, NO ACCOUNT
Every signal on ANET, as it fires
You are seeing 5 of 46 signals recorded on ANET since 2026-05-02.
The five above landed across 4 days. The other 41 were recorded on 7 other days. 35 of the 46 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in ANET (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| Point72 Asset Management, L.P.CUSIP 040413205 · 2026Q2 | $873.1M | 0.96% | , |
| CITADEL ADVISORS LLCCUSIP 040413205 · 2026Q2 | $458.4M | 0.05% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 040413205 · 2026Q2 | $162.3M | 0.12% | , |
| D. E. Shaw & Co., Inc.CUSIP 040413205 · 2026Q2 | $106.1M | 0.05% | , |
| Bridgewater Associates, LPCUSIP 040413205 · 2026Q2 | $43.2M | 0.18% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 040413205 · 2026Q2 | $35.5M | 0.01% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, ANET
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
ANET against its peers
ANET's operating margin of 42.8% ranks in the 92nd percentile of 5 Communications Equipment sub-industry peers, fiscal periods ending between 2025-07-26 and 2026-06-27.
| Metric | ANET | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 9.0B USD | 4.8B USD | 58 | 5 |
| Gross margin | 64.1% | 51.7% | 58 | 5 |
| Operating margin | 42.8% | 20.8% | 92 | 5 |
| Net margin | 39.0% | 18.0% | 92 | 5 |
| Return on equity | 28.4% | 19.3% | 75 | 5 |
| P / E | 74.4x | n/a | n/a | 4 |
| 1 year | 38.7% | 65.5% | 42 | 5 |
Peers (5): CSCO, LITE, MSI, CIEN, FFIV. Fiscal periods ending between 2025-07-26 and 2026-06-27. Every figure is one full fiscal year read from one annual filing (ANET: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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