Arista Networks, Inc.
MX ˙ BMV ˙ US0404132054
SecurityMX:ANET / Arista Networks, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership901,367 shares
Latest Disclosed Value $ 110,669,919
Stifel Financial Corp reports 10.56% increase in ownership of ANET / Arista Networks, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 901,367 shares of Arista Networks, Inc. (MX:ANET) valued at $110,669,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 815,254 shares of Arista Networks, Inc.. This represents a change in shares of 10.56% 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)
2026-05-12 2026-03-31 13F ARISTA NETWORKS COM SHS 040413205 901,367 86,113 10.56 110,670 3.60 0.0239
2026-02-13 2025-12-31 13F ARISTA NETWORKS COM SHS 040413205 815,254 122,711 17.72 106,822 5.86 0.0961
2025-11-12 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 692,543 -89,335 -11.43 100,910 26.15 0.0921
2025-08-14 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 781,878 1,681 0.22 79,994 32.33 0.0778
2025-05-14 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 780,197 92,191 13.40 60,450 -20.51 0.0643
2025-02-13 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 688,006 525,754 324.04 76,045 22.11 0.0792
2024-11-14 2024-09-30 13F ARISTA NETWORKS COM 040413106 162,252 7,505 4.85 62,276 14.82 0.0653
2024-08-13 2024-06-30 13F ARISTA NETWORKS COM 040413106 154,747 -13,943 -8.27 54,235 10.87 0.0610
2024-05-14 2024-03-31 13F ARISTA NETWORKS COM 040413106 168,690 11,958 7.63 48,917 32.52 0.0557
2024-02-12 2023-12-31 13F ARISTA NETWORKS COM 040413106 156,732 6,774 4.52 36,912 33.83 0.0465
2023-11-13 2023-09-30 13F ARISTA NETWORKS COM 040413106 149,958 -4,320 -2.80 27,582 10.32 0.0388
2023-08-14 2023-06-30 13F ARISTA NETWORKS COM 040413106 154,278 33,331 27.56 25,002 23.15 0.0342
2023-05-12 2023-03-31 13F ARISTA NETWORKS COM 040413106 120,947 -6,016 -4.74 20,302 31.77 0.0291
2023-02-13 2022-12-31 13F ARISTA NETWORKS COM 040413106 126,963 9,292 7.90 15,407 15.98 0.0231
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 117,671 4,587 4.06 13,284 25.31 0.0218
2022-08-15 2022-06-30 13F ARISTA NETWORKS COM 040413106 113,084 10,848 10.61 10,601 -25.39 0.0166
2022-05-13 2022-03-31 13F ARISTA NETWORKS COM 040413106 102,236 -7,835 -7.12 14,208 -10.21 0.0194
2022-02-14 2021-12-31 13F ARISTA NETWORKS COM 040413106 110,071 81,361 283.39 15,824 60.39 0.0209
2021-11-15 2021-09-30 13F ARISTA NETWORKS COM 040413106 28,710 1,434 5.26 9,866 -0.17 0.0145
2021-08-13 2021-06-30 13F ARISTA NETWORKS COM 040413106 27,276 -392 -1.42 9,883 18.32 0.0148
2021-05-14 2021-03-31 13F ARISTA NETWORKS COM 040413106 27,668 2,273 8.95 8,353 13.20 0.0138
2021-02-12 2020-12-31 13F ARISTA NETWORKS COM 040413106 25,395 3,287 14.87 7,379 61.29 0.0132
2020-11-16 2020-09-30 13F ARISTA NETWORKS COM 040413106 22,108 8,606 63.74 4,575 61.38 0.0094
2020-08-14 2020-06-30 13F ARISTA NETWORKS COM 040413106 13,502 -8,161 -37.67 2,835 -35.30 0.0065
2020-05-14 2020-03-31 13F ARISTA NETWORKS COM 040413106 21,663 -3,756 -14.78 4,382 -15.23 0.0121
2020-02-13 2019-12-31 13F ARISTA NETWORKS COM 040413106 25,419 -2,060 -7.50 5,169 -21.22 0.0108
2019-11-19 2019-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 27,479 -5,791 -17.41 6,561 -24.00 0.0167
2019-11-13 2019-09-30 13F ARISTA NETWORKS COM 040413106 27,479 -5,791 6,561 3,677.7694
2019-08-14 2019-06-30 13F ARISTA NETWORKS COM 040413106 33,270 -2,187 -6.17 8,633 -21.82 0.0223
2019-05-14 2019-03-31 13F ARISTA NETWORKS COM 040413106 35,457 4,296 13.79 11,043 68.16 0.0312
2019-02-13 2018-12-31 13F ARISTA NETWORKS COM 040413106 31,161 25,898 492.08 6,567 369.07 0.0212
2018-11-13 2018-09-30 13F ARISTA NETWORKS COM 040413106 5,263 -3,771 -41.74 1,400 -39.91 0.0040
2018-08-14 2018-06-30 13F ARISTA NETWORKS COM 040413106 9,034 -347 -3.70 2,330 -2.71 0.0071
2018-05-11 2018-03-31 13F ARISTA NETWORKS COM 040413106 9,381 354 3.92 2,395 12.76 0.0076
2018-02-14 2017-12-31 13F ARISTA NETWORKS COM 040413106 9,027 1,402 18.39 2,124 47.60 0.0067
2017-11-13 2017-09-30 13F ARISTA NETWORKS COM 040413106 7,625 203 2.74 1,439 29.76 0.0050
2017-08-14 2017-06-30 13F ARISTA NETWORKS COM 040413106 7,422 -2,748 -27.02 1,109 -17.79 0.0041
2017-05-10 2017-03-31 13F ARISTA NETWORKS COM 040413106 10,170 256 2.58 1,349 40.96 0.0052
2017-02-16 2016-12-31 13F ARISTA NETWORKS COM 040413106 9,914 2,127 27.31 957 43.48 0.0041
2016-11-15 2016-09-30 13F ARISTA NETWORKS COM 040413106 7,787 7,787 667 0.0030
2016-05-16 2016-03-31 13F ARISTA NETWORKS COM 040413106 0 -3,059 -100.00 0 -100.00
2016-03-21 2015-12-31 13F/A-2 ARISTA NETWORKS COM 040413106 3,059 3,059 0.00 238 0.00 0.0012
2016-02-26 2015-12-31 13F/A-1 ARISTA NETWORKS COM 040413106 3,059 0 238 0.0012
2016-02-16 2015-12-31 13F ARISTA NETWORKS COM 040413106 3,059 238
2015-11-16 2015-09-30 13F ARISTA NETWORKS COM 040413106 0 -2,965 -100.00 0 -100.00
2015-08-17 2015-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 2,965 -1,963 -39.83 242 -30.46 0.0013
2015-08-17 2015-06-30 13F ARISTA NETWORKS COM 040413106 2,965 242
2015-05-14 2015-03-31 13F ARISTA NETWORKS COM 040413106 4,928 4,928 348 0.0019
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.