Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionBroadleaf Partners, LLC
Latest Disclosed Ownership91,447 shares
Latest Disclosed Value $ 11,227,863
Broadleaf Partners, LLC reports 4.12% decrease in ownership of ANET / Arista Networks, Inc.

On May 14, 2026 - Broadleaf Partners, LLC filed a 13F-HR form disclosing ownership of 91,447 shares of Arista Networks, Inc. (MX:ANET) valued at $11,227,863 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 95,376 shares of Arista Networks, Inc.. This represents a change in shares of -4.12% 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 040413205 91,447 -3,929 -4.12 11,228 -10.16 2.6179
2026-02-13 2025-12-31 13F Arista Networks COM 040413205 95,376 13 0.01 12,497 -10.06 2.6355
2025-11-13 2025-09-30 13F Arista Networks COM 040413205 95,363 -1,409 -1.46 13,895 40.35 2.8968
2025-08-14 2025-06-30 13F Arista Networks COM 040413205 96,772 -3,911 -3.88 9,901 26.92 2.1796
2025-05-14 2025-03-31 13F Arista Networks COM 040413205 100,683 -25,040 -19.92 7,801 -43.87 2.0425
2025-02-13 2024-12-31 13F Arista Networks COM 040413205 125,723 93,799 293.82 13,896 13.41 3.2460
2024-11-12 2024-09-30 13F Arista Networks COM 040413106 31,924 -9,514 -22.96 12,253 -15.63 2.8986
2024-08-12 2024-06-30 13F Arista Networks COM 040413106 41,438 -1,846 -4.26 14,523 15.71 3.5136
2024-05-14 2024-03-31 13F Arista Networks COM 040413106 43,284 -168 -0.39 12,551 22.65 3.2171
2024-02-13 2023-12-31 13F Arista Networks COM 040413106 43,452 -119 -0.27 10,233 27.69 3.0001
2023-11-13 2023-09-30 13F Arista Networks COM 040413106 43,571 -291 -0.66 8,014 12.75 2.6763
2023-08-11 2023-06-30 13F Arista Networks COM 040413106 43,862 -10,138 -18.77 7,108 -21.58 2.3195
2023-05-11 2023-03-31 13F Arista Networks COM 040413106 54,000 -14,723 -21.42 9,064 8.68 3.2321
2023-02-10 2022-12-31 13F Arista Networks COM 040413106 68,723 -734 -1.06 8,340 6.36 3.2898
2022-11-08 2022-09-30 13F Arista Networks COM 040413106 69,457 -121 -0.17 7,841 20.22 3.2624
2022-08-09 2022-06-30 13F Arista Networks COM 040413106 69,578 1,824 2.69 6,522 -30.73 2.7266
2022-05-11 2022-03-31 13F Arista Networks COM 040413106 67,754 22,045 48.23 9,416 43.30 3.1372
2022-02-09 2021-12-31 13F Arista Networks COM 040413106 45,709 35,078 329.96 6,571 79.88 2.0175
2021-11-09 2021-09-30 13F Arista Networks COM 040413106 10,631 476 4.69 3,653 -0.71 1.2090
2021-07-15 2021-06-30 13F Arista Networks COM 040413106 10,155 3,075 43.43 3,679 72.16 1.2788
2021-04-23 2021-03-31 13F Arista Networks COM 040413106 7,080 7,080 2,137 0.8048
2019-07-19 2019-06-30 13F Arista Networks COM 040413106 0 -13,036 -100.00 0 -100.00
2019-04-10 2019-03-31 13F/A-1 Arista Networks COM 040413106 13,036 -107 -0.81 4,099 48.03 2.8607
2019-04-09 2019-03-31 13F Arista Networks COM 040413106 13,082 3,732
2019-01-15 2018-12-31 13F Arista Networks COM 040413106 13,143 -223 -1.67 2,769 -22.07 2.2131
2018-10-12 2018-09-30 13F Arista Networks COM 040413106 13,366 -234 -1.72 3,553 1.46 2.3832
2018-08-07 2018-06-30 13F/A-1 Arista Networks COM 040413106 13,600 -2,206 -13.96 3,502 -13.21 2.5658
2018-07-17 2018-06-30 13F Arista Networks COM 040413106 27,200 11,394 7,004
2018-04-20 2018-03-31 13F Arista Networks COM 040413106 15,806 -4,047 -20.38 4,035 -13.73 3.1046
2018-01-12 2017-12-31 13F Arista Networks COM 040413106 19,853 19,853 4,677 3.8845
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.