Arista Networks, Inc.
US ˙ NYSE ˙ US0404132054

SecurityANET / Arista Networks, Inc.
InstitutionShell Asset Management Co
Latest Disclosed Ownership8,399 shares
Latest Disclosed Value $ 1,224
Shell Asset Management Co reports 58.40% decrease in ownership of ANET / Arista Networks, Inc.

On November 7, 2025 - Shell Asset Management Co filed a 13F-HR form disclosing ownership of 8,399 shares of Arista Networks, Inc. (US:ANET) valued at $1,223,818 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 23, 2025 disclosing 20,192 shares of Arista Networks, Inc.. This represents a change in shares of -58.40% during the quarter. The current value of the position is $1,394,318 USD.

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)
2025-11-07 2025-09-30 13F ARISTA NETWORKS COM SHS 040413205 8,399 -11,793 -58.40 1 -50.00 0.1229
2025-07-23 2025-06-30 13F ARISTA NETWORKS COM SHS 040413205 20,192 6,533 47.83 2 100.00 0.0713
2025-05-14 2025-03-31 13F ARISTA NETWORKS COM SHS 040413205 13,659 -265 -1.90 1 0.00 0.0502
2025-02-14 2024-12-31 13F ARISTA NETWORKS COM SHS 040413205 13,924 10,552 312.93 2 0.00 0.0672
2024-11-07 2024-09-30 13F ARISTA NETWORKS COM 040413106 3,372 -42 -1.23 1 0.00 0.0570
2024-07-25 2024-03-31 13F ARISTA NETWORKS COM 040413106 3,414 3,414 1 0.0545
2023-02-07 2022-12-31 13F ARISTA NETWORKS COM 040413106 0 -460 -100.00 0 -100.00
2022-11-14 2022-09-30 13F ARISTA NETWORKS COM 040413106 460 0 0.00 52 20.93 0.0020
2022-08-09 2022-06-30 13F ARISTA NETWORKS COM 040413106 460 -303 -39.71 43 -59.43 0.0013
2022-05-04 2022-03-31 13F ARISTA NETWORKS COM 040413106 763 0 0.00 106 -3.64 0.0025
2022-02-09 2021-12-31 13F ARISTA NETWORKS COM 040413106 763 763 110 0.0023
2021-11-04 2021-09-30 13F ARISTA NETWORKS COM 040413106 0 -213 -100.00 0 -100.00
2021-08-12 2021-06-30 13F ARISTA NETWORKS COM 040413106 213 0 0.00 77 20.31 0.0015
2021-05-10 2021-03-31 13F ARISTA NETWORKS COM 040413106 213 -312 -59.43 64 -58.17 0.0013
2021-02-16 2020-12-31 13F ARISTA NETWORKS COM 040413106 525 43 8.92 153 53.00 0.0032
2020-11-13 2020-09-30 13F ARISTA NETWORKS COM 040413106 482 0 0.00 100 -0.99 0.0023
2020-08-10 2020-06-30 13F ARISTA NETWORKS COM 040413106 482 -4,295 -89.91 101 -89.57 0.0025
2020-05-11 2020-03-31 13F ARISTA NETWORKS COM 040413106 4,777 0 0.00 968 -0.41 0.0270
2020-02-13 2019-12-31 13F ARISTA NETWORKS COM 040413106 4,777 -3,471 -42.08 972 -50.68 0.0209
2019-11-12 2019-09-30 13F ARISTA NETWORKS COM 040413106 8,248 -100 -1.20 1,971 -9.04 0.0450
2019-08-12 2019-06-30 13F ARISTA NETWORKS COM 040413106 8,348 -2,356 -22.01 2,167 -35.62 0.0480
2019-05-09 2019-03-31 13F ARISTA NETWORKS COM 040413106 10,704 0 0.00 3,366 49.27 0.0742
2019-02-13 2018-12-31 13F ARISTA NETWORKS COM 040413106 10,704 -1,860 -14.80 2,255 -32.49 0.0562
2018-11-13 2018-09-30 13F ARISTA NETWORKS COM 040413106 12,564 -1,075 -7.88 3,340 -4.90 0.0659
2018-08-10 2018-06-30 13F ARISTA NETWORKS COM 040413106 13,639 -431 -3.06 3,512 -2.23 0.0720
2018-05-14 2018-03-31 13F ARISTA NETWORKS COM 040413106 14,070 1,259 9.83 3,592 19.02 0.0715
2018-02-09 2017-12-31 13F ARISTA NETWORKS COM 040413106 12,811 -491 -3.69 3,018 19.67 0.0599
2017-10-20 2017-09-30 13F/A-1 ARISTA NETWORKS COM 040413106 13,302 8,511 177.65 2,522 251.25 0.0561
2017-10-20 2017-06-30 13F/A-1 ARISTA NETWORKS COM 040413106 4,791 2,085 77.05 718 100.56 0.1102
2017-10-20 2017-03-31 13F/A-1 ARISTA NETWORKS COM 040413106 2,706 2,706 358 0.0565
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.