Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionSather Financial Group Inc
Latest Disclosed Ownership847,692 shares
Latest Disclosed Value $ 104,079,624
Sather Financial Group Inc reports 6.62% decrease in ownership of ANET / Arista Networks, Inc.

On April 29, 2026 - Sather Financial Group Inc filed a 13F-HR form disclosing ownership of 847,692 shares of Arista Networks, Inc. (MX:ANET) valued at $104,079,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 907,770 shares of Arista Networks, Inc.. This represents a change in shares of -6.62% 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)
2026-04-29 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 847,692 -60,078 -6.62 104,080 -12.50 5.6173
2026-01-26 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 907,770 -23,477 -2.52 118,945 -12.34 6.3940
2025-10-22 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 931,247 -44,262 -4.54 135,692 35.96 7.3736
2025-07-25 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 975,509 18,907 1.98 99,804 34.66 5.8624
2025-05-07 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 956,602 -6,515 -0.68 74,118 -30.38 4.8389
2025-01-29 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 963,117 701,915 268.72 106,453 6.18 6.6692
2024-11-06 2024-09-30 13F ARISTA NETWORKS COM 040413106 261,202 -21,256 -7.53 100,255 1.27 6.4528
2024-07-24 2024-06-30 13F ARISTA NETWORKS COM 040413106 282,458 -5,322 -1.85 98,996 18.63 6.8591
2024-05-07 2024-03-31 13F ARISTA NETWORKS COM 040413106 287,780 -1,577 -0.55 83,450 22.46 5.9889
2024-01-26 2023-12-31 13F ARISTA NETWORKS COM 040413106 289,357 -3,625 -1.24 68,146 26.46 5.0407
2023-10-19 2023-09-30 13F ARISTA NETWORKS COM 040413106 292,982 -26,532 -8.30 53,888 4.07 4.4840
2023-07-20 2023-06-30 13F ARISTA NETWORKS COM 040413106 319,514 -3,227 -1.00 51,780 -4.42 4.1456
2023-04-18 2023-03-31 13F ARISTA NETWORKS COM 040413106 322,741 -16,369 -4.83 54,175 31.65 4.7058
2023-01-20 2022-12-31 13F ARISTA NETWORKS COM 040413106 339,110 62 0.02 41,151 7.51 3.3836
2022-10-21 2022-09-30 13F ARISTA NETWORKS COM 040413106 339,048 -7,787 -2.25 38,275 17.73 4.2152
2022-07-20 2022-06-30 13F ARISTA NETWORKS COM 040413106 346,835 -9,288 -2.61 32,512 -34.31 3.3728
2022-04-29 2022-03-31 13F ARISTA NETWORKS COM 040413106 356,123 -44,611 -11.13 49,494 -14.08 4.2762
2022-01-24 2021-12-31 13F ARISTA NETWORKS COM 040413106 400,734 300,646 300.38 57,606 67.49 4.9943
2021-11-02 2021-09-30 13F ARISTA NETWORKS COM 040413106 100,088 727 0.73 34,394 -4.46 3.5061
2021-07-14 2021-06-30 13F ARISTA NETWORKS COM 040413106 99,361 1,029 1.05 35,999 21.27 3.7798
2021-04-22 2021-03-31 13F ARISTA NETWORKS COM 040413106 98,332 1,334 1.38 29,685 5.33 3.4555
2021-02-08 2020-12-31 13F ARISTA NETWORKS COM 040413106 96,998 8,959 10.18 28,184 54.71 3.6407
2020-11-02 2020-09-30 13F ARISTA NETWORKS COM 040413106 88,039 88,039 18,217 2.9012
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.