Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership172,704 shares
Latest Disclosed Value $ 21,204,597
Macquarie Group Ltd reports 21.97% decrease in ownership of ANET / Arista Networks, Inc.

On May 15, 2026 - Macquarie Group Ltd filed a 13F-HR form disclosing ownership of 172,704 shares of Arista Networks, Inc. (MX:ANET) valued at $21,204,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 221,317 shares of Arista Networks, Inc.. This represents a change in shares of -21.97% 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)
2026-05-15 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 172,704 -48,613 -21.97 21,205 -26.88 0.0987
2026-02-13 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 221,317 72,728 48.95 28,999 33.94 0.1267
2025-11-13 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 148,589 -6,043 -3.91 21,651 36.85 0.0253
2025-08-14 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 154,632 -23,588 -13.24 15,820 14.57 0.0194
2025-08-14 2025-03-31 13F/A-1 ARISTA NETWORKS COM SHS 040413205 178,220 27,388 18.16 13,808 12.80 0.0171
2025-05-15 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 178,220 27,388 9,294 0.0076
2025-02-14 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 150,832 -216,043 -58.89 12,241 -91.31 0.0149
2024-11-14 2024-09-30 13F ARISTA NETWORKS COM 040413106 366,875 36,931 11.19 140,814 21.77 0.1520
2024-08-09 2024-06-30 13F ARISTA NETWORKS COM 040413106 329,944 95,541 40.76 115,639 70.16 0.1326
2024-05-14 2024-03-31 13F ARISTA NETWORKS COM 040413106 234,403 8,212 3.63 67,958 27.57 0.0771
2024-02-14 2023-12-31 13F ARISTA NETWORKS COM 040413106 226,191 -35,233 -13.48 53,270 10.79 0.0615
2023-11-14 2023-09-30 13F ARISTA NETWORKS COM 040413106 261,424 -789,610 -75.13 48,083 -71.77 0.0604
2023-10-27 2023-06-30 13F/A-2 ARISTA NETWORKS COM 040413106 1,051,034 -465,989 -30.72 170,331 -33.11 0.1947
2023-10-12 2023-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 1,051,034 -465,989 170,331 0.1712
2023-08-14 2023-06-30 13F ARISTA NETWORKS COM 040413106 1,051,034 -465,989 170,331 0.1728
2023-06-01 2023-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 1,517,023 -365,036 -19.40 254,648 11.50 0.3025
2023-05-15 2023-03-31 13F ARISTA NETWORKS COM 040413106 1,517,023 -365,036 254,648 0.2338
2023-02-21 2022-12-31 13F ARISTA NETWORKS COM 040413106 1,882,059 -841,121 -30.89 228,388 -25.71 0.2697
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 2,723,180 -407,089 -13.00 307,420 4.77 0.3770
2022-08-17 2022-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 3,130,269 -379,232 -10.81 293,432 -39.84 0.3294
2022-08-15 2022-06-30 13F ARISTA NETWORKS COM 040413106 3,130,269 -379,232 293,432 0.1051
2022-05-16 2022-03-31 13F ARISTA NETWORKS COM 040413106 3,509,501 -803,653 -18.63 487,750 -21.33 0.3710
2022-02-11 2021-12-31 13F Arista Networks COM 040413106 4,313,154 3,253,557 307.06 620,016 70.28 0.5166
2021-11-12 2021-09-30 13F ARISTA NETWORKS COM 040413106 1,059,597 6,429 0.61 364,119 -4.57 0.3103
2021-08-13 2021-06-30 13F ARISTA NETWORKS COM 040413106 1,053,168 828,102 367.94 381,573 461.59 0.3134
2021-05-14 2021-03-31 13F ARISTA NETWORKS COM 040413106 225,066 62,417 38.38 67,945 43.77 0.0961
2021-02-16 2020-12-31 13F ARISTA NETWORKS COM 040413106 162,649 158,397 3,725.24 47,261 5,270.57 0.0690
2020-11-13 2020-09-30 13F ARISTA NETWORKS COM 040413106 4,252 -6,891 -61.84 880 -62.39 0.0015
2020-08-11 2020-06-30 13F ARISTA NETWORKS COM 040413106 11,143 -297,467 -96.39 2,340 -96.26 0.0040
2020-05-15 2020-03-31 13F ARISTA NETWORKS COM 040413106 308,610 -76,288 -19.82 62,508 -20.16 0.1284
2020-03-18 2019-12-31 13F/A-2 ARISTA NETWORKS COM 040413106 384,898 -156,592 -28.92 78,287 -39.49 0.1118
2020-02-28 2019-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 384,898 0 78,287 0.1131
2020-02-14 2019-12-31 13F ARISTA NETWORKS COM 040413106 384,898 -156,592 78,287 98,243.5503
2019-11-14 2019-09-30 13F ARISTA NETWORKS COM 040413106 541,490 6,489 1.21 129,373 -6.86 0.2168
2019-11-06 2019-06-30 13F/A-2 ARISTA NETWORKS COM 040413106 535,001 -62,291 -10.43 138,897 -26.05 0.2342
2019-09-24 2019-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 535,001 0 138,897 0.2362
2019-08-14 2019-06-30 13F ARISTA NETWORKS COM 040413106 535,001 -62,291 138,897
2019-05-15 2019-03-31 13F ARISTA NETWORKS COM 040413106 597,292 -39,942 -6.27 187,824 39.89 0.3204
2019-02-15 2018-12-31 13F ARISTA NETWORKS COM 040413106 637,234 -52,705 -7.64 134,265 -26.80 0.2594
2018-11-15 2018-09-30 13F ARISTA NETWORKS COM 040413106 689,939 166,038 31.69 183,427 35.97 0.2988
2019-03-21 2018-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 523,901 -22,774 -4.17 134,899 -3.34 0.2326
2018-08-14 2018-06-30 13F ASHLAND GLOBAL HLDGS COM 040413106 523,901 -22,774 134,899
2018-05-11 2018-03-31 13F ARISTA NETWORKS COM 040413106 546,675 -70,879 -11.48 139,566 -4.07 0.2543
2018-02-14 2017-12-31 13F ARISTA NETWORKS COM 040413106 617,554 343,415 125.27 145,483 179.89 0.2572
2017-11-08 2017-09-30 13F ARISTA NETWORKS COM 040413106 274,139 -64,638 -19.08 51,979 2.43 0.0932
2017-08-14 2017-06-30 13F ARISTA NETWORKS COM 040413106 338,777 -58,451 -14.71 50,745 -3.42 0.0928
2017-05-15 2017-03-31 13F Arista Networks COM 040413106 397,228 -193,961 -32.81 52,541 -8.16 0.0955
2017-03-30 2016-12-31 13F/A-1 Arista Networks COMMON 040413106 591,189 -237,059 -28.62 57,209 -18.81 0.1095
2017-02-15 2016-12-31 13F Arista Networks COMMON 040413106 591,189 57,209
2016-11-15 2016-09-30 13F ARISTA NETWORKS COMMON 040413106 828,248 237,778 40.27 70,467 85.37 0.1356
2016-09-14 2016-06-30 13F/A-1 ARISTA NETWORKS COMMON 040413106 590,470 -249,610 -29.71 38,014 -28.29 0.0746
2016-08-15 2016-06-30 13F ARISTA NETWORKS COMMON 040413106 590,470 38,014
2016-05-16 2016-03-31 13F ARISTA NETWORKS COMMON 040413106 840,080 138,144 19.68 53,009 -2.98 0.1068
2016-02-16 2015-12-31 13F ARISTA NETWORKS COMMON 040413106 701,936 17,589 2.57 54,639 30.48 0.1122
2015-11-16 2015-09-30 13F ARISTA NETWORKS COMMON 040413106 684,347 141,815 26.14 41,875 -5.57 0.0898
2015-08-21 2015-06-30 13F/A-1 ARISTA NETWORKS COMMON 040413106 542,532 28,452 5.53 44,347 22.31 0.0878
2015-08-14 2015-06-30 13F ARISTA NETWORKS COMMON 040413106 542,532 44,347
2015-05-18 2015-03-31 13F ARISTA NETWORKS COMMON 040413106 514,080 420,852 451.42 36,258 540.04 0.0712
2015-02-17 2014-12-31 13F ARISTA NETWORKS COMMON 040413106 93,228 52,593 129.43 5,665 57.84 0.0117
2014-11-14 2014-09-30 13F ARISTA NETWORKS COMMON 040413106 40,635 0 0.00 3,589 41.58 0.0077
2014-08-14 2014-06-30 13F ARISTA NETWORKS COMMON 040413106 40,635 40,635 2,535 0.0057
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.