Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership1,394,828 shares
Latest Disclosed Value $ 171,257,146
Rockefeller Capital Management L.P. reports 7.74% increase in ownership of ANET / Arista Networks, Inc.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 1,394,828 shares of Arista Networks, Inc. (MX:ANET) valued at $171,257,146 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 1,294,621 shares of Arista Networks, Inc.. This represents a change in shares of 7.74% 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 SHS 040413205 1,394,828 100,207 7.74 171,257 0.96 0.1573
2026-03-16 2025-12-31 13F/A-1 ARISTA NETWORKS COM SHS 040413205 1,294,621 346,813 36.59 169,634 22.83 0.3055
2026-02-14 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 1,596,159 648,351 169,667 0.1549
2025-11-14 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 947,808 242,910 34.46 138,105 89.54 0.2701
2025-08-14 2025-06-30 13F/A-1 ARISTA NETWORKS COM SHS 040413205 704,898 8,455 1.21 72,865 35.04 0.1598
2025-08-08 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 704,898 8,455 72,865 0.0918
2025-05-14 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 696,443 1,937 0.28 53,960 -29.71 0.1332
2025-02-13 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 694,506 542,978 358.34 76,764 32.00 0.1988
2024-11-14 2024-09-30 13F ARISTA NETWORKS COM 040413106 151,528 67,057 79.38 58,155 96.45 0.1565
2024-08-12 2024-06-30 13F ARISTA NETWORKS COM 040413106 84,471 3,017 3.70 29,603 25.33 0.0841
2024-05-14 2024-03-31 13F ARISTA NETWORKS COM 040413106 81,454 3,722 4.79 23,620 29.03 0.0689
2024-02-14 2023-12-31 13F ARISTA NETWORKS COM 040413106 77,732 41,721 115.86 18,307 176.40 0.0612
2023-11-14 2023-09-30 13F ARISTA NETWORKS COM 040413106 36,011 1,317 3.80 6,624 20.18 0.0255
2023-08-14 2023-06-30 13F ARISTA NETWORKS COM 040413106 34,694 9,364 36.97 5,512 137,675.00 0.0214
2023-05-16 2023-03-31 13F ARISTA NETWORKS COM 040413106 25,330 13,858 120.80 4 -99.71 0.0183
2023-03-06 2022-12-31 13F ARISTA NETWORKS COM 040413106 11,472 796 7.46 1,391 15.53 0.0070
2022-11-02 2022-09-30 13F ARISTA NETWORKS COM 040413106 10,676 -29 -0.27 1,204 20.04 0.0062
2022-08-12 2022-06-30 13F ARISTA NETWORKS COM 040413106 10,705 -296 -2.69 1,003 -34.36 0.0053
2022-05-13 2022-03-31 13F ARISTA NETWORKS COM 040413106 11,001 329 3.08 1,528 -0.33 0.0074
2022-02-14 2021-12-31 13F ARISTA NETWORKS COM 040413106 10,672 8,002 299.70 1,533 67.18 0.0072
2021-11-12 2021-09-30 13F ARISTA NETWORKS COM 040413106 2,670 97 3.77 917 -1.50 0.0048
2021-08-10 2021-06-30 13F ARISTA NETWORKS COM 040413106 2,573 -737 -22.27 931 -6.71 0.0052
2021-05-11 2021-03-31 13F ARISTA NETWORKS COM 040413106 3,310 10 0.30 998 4.18 0.0068
2021-02-12 2020-12-31 13F ARISTA NETWORKS COM 040413106 3,300 1,021 44.80 958 103.83 0.0073
2020-11-13 2020-09-30 13F ARISTA NETWORKS COM 040413106 2,279 -56 -2.40 470 -4.08 0.0044
2020-08-12 2020-06-30 13F ARISTA NETWORKS COM 040413106 2,335 -140 -5.66 490 -2.20 0.0051
2020-05-12 2020-03-31 13F ARISTA NETWORKS COM 040413106 2,475 -373 -13.10 501 -13.47 0.0066
2020-02-07 2019-12-31 13F ARISTA NETWORKS COM 040413106 2,848 -530 -15.69 579 -28.25 0.0072
2019-11-12 2019-09-30 13F ARISTA NETWORKS COM 040413106 3,378 1,000 42.05 807 30.79 0.0109
2019-08-09 2019-06-30 13F ARISTA NETWORKS COM 040413106 2,378 296 14.22 617 -5.80 0.0086
2019-05-10 2019-03-31 13F ARISTA NETWORKS COM 040413106 2,082 542 35.19 655 102.16 0.0093
2019-02-12 2018-12-31 13F ARISTA NETWORKS COM 040413106 1,540 1,540 324 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.