Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership797,630 shares
Latest Disclosed Value $ 104,512,785
Sei Investments Co reports 3.42% decrease in ownership of ANET / Arista Networks, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 797,630 shares of Arista Networks, Inc. (MX:ANET) valued at $104,512,785 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 825,917 shares of Arista Networks, Inc.. This represents a change in shares of -3.42% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-02-13 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 797,630 -28,287 -3.42 104,513 -13.16 0.1032
2025-11-13 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 825,917 85,602 11.56 120,344 58.89 0.1294
2025-08-14 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 740,315 -138,455 -15.76 75,742 11.24 0.0878
2025-05-14 2025-03-31 13F/A-1 ARISTA NETWORKS COM SHS 040413205 878,770 -597,080 -40.46 68,086 -58.26 0.0876
2025-05-13 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 1,401,572 -74,278 144,054 0.1567
2025-02-11 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 1,475,850 1,092,258 284.74 163,123 10.79 0.2095
2024-11-12 2024-09-30 13F ARISTA NETWORKS COM 040413106 383,592 -27,249 -6.63 147,231 2.25 0.1912
2024-08-13 2024-06-30 13F ARISTA NETWORKS COM 040413106 410,841 -65,599 -13.77 143,987 4.22 0.2040
2024-05-07 2024-03-31 13F ARISTA NETWORKS COM 040413106 476,440 49,663 11.64 138,159 37.46 0.2024
2024-02-14 2023-12-31 13F ARISTA NETWORKS COM 040413106 426,777 -69,285 -13.97 100,512 10.16 0.1613
2023-11-14 2023-09-30 13F ARISTA NETWORKS COM 040413106 496,062 -97,716 -16.46 91,242 -5.18 0.1640
2023-08-11 2023-06-30 13F ARISTA NETWORKS COM 040413106 593,778 -149,247 -20.09 96,227 -22.85 0.1678
2023-05-12 2023-03-31 13F ARISTA NETWORKS COM 040413106 743,025 103,734 16.23 124,725 60.77 0.2317
2023-02-10 2022-12-31 13F ARISTA NETWORKS COM 040413106 639,291 -244,192 -27.64 77,579 -22.22 0.1724
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 883,483 90,584 11.42 99,736 34.14 0.2225
2022-08-15 2022-06-30 13F ARISTA NETWORKS COM 040413106 792,899 100,395 14.50 74,353 -22.79 0.1606
2022-05-13 2022-03-31 13F ARISTA NETWORKS COM 040413106 692,504 -94,161 -11.97 96,297 -14.87 0.1936
2022-02-14 2021-12-31 13F ARISTA NETWORKS COM 040413106 786,665 547,730 229.24 113,113 37.77 0.2122
2021-11-12 2021-09-30 13F ARISTA NETWORKS COM 040413106 238,935 -9,658 -3.89 82,100 -8.85 0.1722
2021-08-06 2021-06-30 13F ARISTA NETWORKS COM 040413106 248,593 -59,687 -19.36 90,067 -3.22 0.1997
2021-05-12 2021-03-31 13F ARISTA NETWORKS COM 040413106 308,280 -74,025 -19.36 93,063 -16.24 0.2345
2021-02-08 2020-12-31 13F ARISTA NETWORKS COM 040413106 382,305 -14,432 -3.64 111,107 35.32 0.2872
2020-12-04 2020-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 396,737 -13,999 -3.41 82,107 -4.87 0.2378
2020-11-06 2020-09-30 13F ARISTA NETWORKS COM 040413106 397,421 -13,315 82,249 198,037.3049
2020-08-17 2020-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 410,736 67,728 19.75 86,307 24.20 0.2678
2020-08-11 2020-06-30 13F ARISTA NETWORKS COM 040413106 346,364 3,356 70,547 191,362.4927
2020-05-14 2020-03-31 13F ARISTA NETWORKS COM 040413106 343,008 4,389 1.30 69,488 0.88 0.2552
2020-02-06 2019-12-31 13F ARISTA NETWORKS COM 040413106 338,619 -6,772 -1.96 68,881 -16.52 0.2055
2019-11-12 2019-09-30 13F ARISTA NETWORKS COM 040413106 345,391 97,905 39.56 82,516 28.41 0.2111
2019-08-14 2019-06-30 13F ARISTA NETWORKS COM 040413106 247,486 198,075 400.87 64,262 313.29 0.2099
2019-05-15 2019-03-31 13F ARISTA NETWORKS COM 040413106 49,411 14,133 40.06 15,549 75.44 0.0522
2019-02-13 2018-12-31 13F ARISTA NETWORKS COM 040413106 35,278 113 0.32 8,863 -5.24 0.0316
2018-11-08 2018-09-30 13F ARISTA NETWORKS COM 040413106 35,165 -2,462 -6.54 9,353 -3.46 0.0339
2018-08-03 2018-06-30 13F ARISTA NETWORKS COM 040413106 37,627 20,626 121.32 9,688 123.23 0.0329
2018-05-11 2018-03-31 13F ARISTA NETWORKS COM 040413106 17,001 -84,839 -83.31 4,340 -75.97 0.0166
2018-02-08 2017-12-31 13F ARISTA NETWORKS COM 040413106 101,840 30,006 41.77 18,062 32.71 0.0627
2017-11-06 2017-09-30 13F ARISTA NETWORKS COM 040413106 71,834 5,823 8.82 13,610 37.64 0.0484
2017-07-31 2017-06-30 13F ARISTA NETWORKS COM 040413106 66,011 -1,073 -1.60 9,888 11.44 0.0394
2017-05-05 2017-03-31 13F ARISTA NETWORKS COM 040413106 67,084 -3,760 -5.31 8,873 29.51 0.0389
2017-02-02 2016-12-31 13F ARISTA NETWORKS COM 040413106 70,844 -12,790 -15.29 6,851 -3.71 0.0332
2016-11-04 2016-09-30 13F ARISTA NETWORKS COM 040413106 83,634 -27,109 -24.48 7,115 -0.20 0.0361
2016-08-11 2016-06-30 13F ARISTA NETWORKS COM 040413106 110,743 1,057 0.96 7,129 3.01 0.0428
2016-05-10 2016-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 109,686 6,051 5.84 6,921 -14.21 0.0431
2016-02-03 2015-12-31 13F ARISTA NETWORKS COM 040413106 103,635 58,876 131.54 8,067 194.42 0.0492
2015-11-02 2015-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 44,759 8,908 24.85 2,740 -6.48 0.0252
2015-10-30 2015-09-30 13F ARISTA NETWORKS COM 040413106 44,759 2,740
2015-08-07 2015-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 35,851 2,789 8.44 2,930 25.64 0.0265
2015-08-04 2015-06-30 13F ARISTA NETWORKS COM 040413106 35,851 2,789 2,930 0.0265
2015-05-14 2015-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 33,062 33,014 68,779.17 2,332 77,633.33 0.0203
2015-05-01 2015-03-31 13F ARISTA NETWORKS COM 040413106 33,062 2,332
2015-02-10 2014-12-31 13F ARISTA NETWORKS COM 040413106 48 48 3 0.0000
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.