undamentalytics Newsletter

Arista Networks: which funds bought and sold

Institutions that bought and sold Arista Networks shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,286 institutions that filed 13F reports for both quarters added to or opened positions in Arista Networks, and 849 cut or closed them. Together they added a net 9.1M shares, +1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 970K shares (+0.5%); index fund managers were net buyers of 2.2M shares (+0.8%). 337 opened a new position and 119 sold out entirely.

Bought, Q2 2026 1,286 institutions, 337 of them new holders Sold, Q2 2026 849 institutions, 119 of them sold out
Net change, all compared +9.1M shares (+1.1%)
Net change, active managers +970K shares (+0.5%), 54 bought, 66 sold

Buyers versus sellers

institutions compared, 2,319
Active managers and hedge funds 54 bought · 66 sold · +970K
Index fund managers 7 bought · 5 sold · +2.2M
Other institutions 1,225 bought · 778 sold · +5.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager +3.7M New position 3.7M $630M
Alyeska Investment Group, L.P. Hedge fund +3.2M New position 3.2M $538M
Assenagon Asset Management S.A. +3.1M +312.9% 4.1M $704M
Ameriprise Financial Inc +2.8M +27.6% 12.8M $2.2B
T. Rowe Price Investment Management, Inc. Active manager +2.7M +112.4% 5.1M $870M
Massachusetts Financial Services Co Active manager +2.5M +34.6% 9.7M $1.7B
Citadel Advisors LLC Hedge fund +2.2M +411.9% 2.7M $458M
Franklin Resources Inc Active manager +1.9M +23.3% 9.9M $1.7B
Brown Advisory Inc Active manager +1.8M +7796.3% 1.8M $313M
Clearbridge Investments, LLC Active manager +1.6M +35.4% 6.0M $1B
Capital International Investors Active manager +1.5M New position 1.5M $250M
Winslow Capital Management, LLC Active manager +1.4M +68.7% 3.5M $592M
State Street Corp Index funds +1.4M +3.0% 48.2M $8.2B
Jpmorgan Chase & Co +1.2M +11.4% 11.7M $1.9B
Morgan Stanley +1.2M +6.4% 19.7M $3.3B
Railway Pension Investments Ltd +1.2M New position 1.2M $201M
Fil Ltd Active manager +1.2M +173.2% 1.9M $315M
Sei Investments Co +984K +159.0% 1.6M $272M
Sustainable Growth Advisers, LP Active manager +909K New position 909K $154M
Healthcare Of Ontario Pension Plan Trust Fund +901K +960.6% 995K $169M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager −6.1M −20.8% 23.2M $3.9B
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main −5.6M −66.7% 2.8M $470M
FMR LLC Active manager −5.0M −9.5% 47.3M $8B
Two Sigma Investments, LP Hedge fund −2.8M −74.6% 955K $162M
Invesco Ltd. −2.3M −32.5% 4.7M $803M
AQR Capital Management LLC Hedge fund −2.0M −25.4% 5.9M $1B
Nuveen, LLC −1.9M −14.8% 10.7M $1.8B
Amundi −1.8M −19.4% 7.3M $1.2B
Capital Research Global Investors Active manager −1.6M −10.8% 13.2M $2.2B
Point72 Asset Management, L.P. Hedge fund −1.4M −21.5% 5.1M $873M
Cresset Asset Management, LLC −1.3M −6.4% 19.4M $3.3B
Bridgewater Associates, LP Hedge fund −1.1M −80.9% 254K $43.2M
Panagora Asset Management Inc Active manager −911K −64.2% 509K $86.4M
Arrowstreet Capital, Limited Partnership Hedge fund −843K −10.0% 7.6M $1.3B
1832 Asset Management L.P. −795K −50.8% 769K $131M
Man Group PLC Hedge fund −762K −39.6% 1.2M $197M
Voya Investment Management LLC −758K −28.6% 1.9M $322M
Carmignac Gestion Active manager −675K −90.3% 72K $12.3M
Nordea Investment Management AB −620K −15.3% 3.4M $581M
Worldquant Millennium Advisors LLC Hedge fund −580K −46.4% 671K $114M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Capital World InvestorsActive manager 3.7M $630M
Alyeska Investment Group, L.P.Hedge fund 3.2M $538M
Capital International InvestorsActive manager 1.5M $250M
Railway Pension Investments Ltd 1.2M $201M
Sustainable Growth Advisers, LPActive manager 909K $154M
Temasek Holdings (Private) Ltd 669K $114M
Employees Provident Fund Board 577K $98.1M
Qube Research & Technologies LtdHedge fund 520K $88.4M
Rokos Capital Management LLPHedge fund 434K $73.8M
Soma Equity Partners LP 355K $60.3M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
2,235
Ten largest holders
42.7%
of 13F-reported shares
Index fund managers
32.0%
of 13F-reported shares
Active managers and hedge funds
23.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 54 66 17 15 +970K +0.5%
Index fund managers 7 5 0 0 +2.2M +0.8%
Other institutions 1,225 778 320 104 +5.9M +1.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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