ANET: who owns it, and who’s predicted to buy next
Arista Networks Inc · Information Technology · on the Prior Moves forward board for 2026-09-30 at rank #97. Research, not investment advice.
Predicted to buy next quarter
3 tracked investors are included in the model-ranked expectations for ANET in 2026-09-30. This is a forecast about a later filing, not a confirmation that anyone has bought the security or a recommendation to do so.
- Lee Ainslie · Maverick
- Chuck Akre · Akre Capital
- Brad Gerstner · Altimeter
Strongest ranked investor signal: Daniel Loeb. No calibrated purchase probability is shown.
Currently disclosed holders
From the most recent 13F books we track, 1 investor discloses a position in ANET (weight = share of that investor’s US equity book). A 13F can be up to 45 days stale.
| Investor | Book weight |
|---|---|
| Steve Cohen · Point72 | 1.0% |
Mutual fund and ETF holders
615 US mutual funds and ETFs from 256 fund families reported a position in ANET for the quarter ending 2026-06-30. Against their own report a quarter earlier, 209 raised shares, 57 opened a new position, 268 cut and 38 sold out. Source: SEC Form N-PORT, which funds file about 60 days after quarter end. Share counts, not trades: a change can reflect fund inflows rather than a decision about ANET.
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 36.1% |
| Ishares Trust | 18 | 13.2% |
| Fidelity Contrafund | 4 | 4.5% |
| College Retirement Equities Fund | 4 | 3.8% |
| Select Sector Spdr Trust | 1 | 3.5% |
| Vanguard Institutional Index Funds | 2 | 3.0% |
| Spdr Series Trust | 12 | 2.4% |
| Investment Co Of America | 1 | 1.8% |
The predicted next buys, fresh disclosures, and the week’s catalysts. One email a week. Honest numbers, never advice.
See the full ranked board on top picks, how the PriorScore is built on how it works, the honest edge numbers on methodology, and the running accuracy on the prediction leaderboard. Forward quarter 2026-09-30, data as of 2026-10-16. Research, not investment advice, see the disclaimer.