Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership784,782 shares
Latest Disclosed Value $ 96,355,534
Mackenzie Financial Corp reports 52.91% increase in ownership of ANET / Arista Networks, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 784,782 shares of Arista Networks, Inc. (MX:ANET) valued at $96,355,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 513,218 shares of Arista Networks, Inc.. This represents a change in shares of 52.91% 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)
2026-05-13 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 784,782 271,564 52.91 96,356 42.04 0.1156
2026-02-18 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 513,218 -356,237 -40.97 67,837 -46.45 0.0803
2025-11-13 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 869,455 573,178 193.46 126,688 317.95 0.1535
2025-08-13 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 296,277 81,441 37.91 30,312 82.11 0.0393
2025-05-07 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 214,836 29,044 15.63 16,645 -18.94 0.0237
2025-05-02 2024-12-31 13F/A-2 ARISTA NETWORKS COM SHS 040413205 185,792 159,623 609.97 20,536 104.45 0.0280
2025-02-20 2024-12-31 13F/A-1 ARISTA NETWORKS COM SHS 040413205 185,792 185,792 20,536 0.0267
2025-02-14 2024-12-31 13F Arista Networks Common Stock 040413205 185,792 185,792 22,191 0.0319
2024-11-13 2024-09-30 13F ARISTA NETWORKS COM 040413106 26,169 -2,547 -8.87 10,044 -0.20 0.0140
2024-08-14 2024-06-30 13F ARISTA NETWORKS COM 040413106 28,716 -5,189 -15.30 10,064 2.37 0.0150
2024-05-10 2024-03-31 13F ARISTA NETWORKS COM 040413106 33,905 4,982 17.23 9,832 44.34 0.0142
2024-01-30 2023-12-31 13F ARISTA NETWORKS COM 040413106 28,923 1,331 4.82 6,812 33.52 0.0103
2023-10-25 2023-09-30 13F ARISTA NETWORKS COM 040413106 27,592 -4,250 -13.35 5,101 0.20 0.0086
2023-08-03 2023-06-30 13F ARISTA NETWORKS COM 040413106 31,842 -6,091 -16.06 5,092 -20.04 0.0077
2023-04-24 2023-03-31 13F ARISTA NETWORKS COM 040413106 37,933 -40,259 -51.49 6,367 -32.89 0.0098
2023-02-14 2022-12-31 13F ARISTA NETWORKS COM 040413106 78,192 -17,052 -17.90 9,489 -11.76 0.0158
2022-10-07 2022-09-30 13F Arista Networks Common Stock 040413106 95,244 20,147 26.83 10,752 52.73 0.0185
2022-08-10 2022-06-30 13F ARISTA NETWORKS COM 040413106 75,097 22,174 41.90 7,040 -4.28 0.0113
2022-05-13 2022-03-31 13F ARISTA NETWORKS COM 040413106 52,923 2,086 4.10 7,355 0.64 0.0099
2022-02-14 2021-12-31 13F ARISTA NETWORKS COM 040413106 50,837 37,760 288.75 7,308 62.62 0.0098
2021-11-08 2021-09-30 13F ARISTA NETWORKS COM 040413106 13,077 6,282 92.45 4,494 82.53 0.0064
2021-08-11 2021-06-30 13F ARISTA NETWORKS COM 040413106 6,795 2,322 51.91 2,462 82.37 0.0034
2021-05-14 2021-03-31 13F ARISTA NETWORKS COM 040413106 4,473 340 8.23 1,350 12.41 0.0021
2021-02-10 2020-12-31 13F ARISTA NETWORKS COM 040413106 4,133 571 16.03 1,201 62.96 0.0026
2020-11-13 2020-09-30 13F ARISTA NETWORKS COM 040413106 3,562 530 17.48 737 15.70 0.0018
2020-08-13 2020-06-30 13F ARISTA NETWORKS COM 040413106 3,032 1,531 102.00 637 109.54 0.0017
2020-05-14 2020-03-31 13F ARISTA NETWORKS COM 040413106 1,501 150 11.10 304 10.55 0.0010
2020-02-13 2019-12-31 13F ARISTA NETWORKS COM 040413106 1,351 1,351 275 0.0007
2019-02-06 2018-12-31 13F ARISTA NETWORKS COM 040413106 0 -6,519 -100.00 0 -100.00
2018-11-15 2018-09-30 13F ARISTA NETWORKS COM 040413106 6,519 -1,857 -22.17 1,733 -19.66 0.0042
2018-08-13 2018-06-30 13F ARISTA NETWORKS COM 040413106 8,376 3,383 67.75 2,157 69.18 0.0055
2018-05-14 2018-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 4,993 4,993 1,275 0.0032
2018-05-14 2018-03-31 13F ARISTA NETWORKS COM 040413106 4,993 1,275 0.0032
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.