ANET — ARISTA NETWORKS INC COM

Ownership history in DISCIPLINED GROWTH INVESTORS INC /MN  ·  24 quarters on record

This page tracks every 13F SEC filing in which DISCIPLINED GROWTH INVESTORS INC /MN reported a position in ARISTA NETWORKS INC COM (ANET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.08% (2025 Q3)
Avg. % of fund
2.56%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,948,824 +25,558 +1.3% 4.89% $255.4M $131.03
2025 Q3 REDUCED 1,923,266 -108,297 -5.3% 5.08% $280.2M $145.71
2025 Q2 ADDED 2,031,563 +415,102 +25.7% 3.97% $207.8M $102.31
2025 Q1 REDUCED 1,616,461 -788,842 -32.8% 2.59% $125.2M $77.48
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% of Fund (quarterly)    ANET price (monthly, adj. close)

Other funds also holding ANET

As of 2025 Q4 — sorted by position size

Talos Eurisko Asset Management LP 16.76% Cresset Asset Management, LLC 3Y 7Y 11.43% Varenne Capital Partners 3Y 11.13% CAPITAL COUNSEL LLC/NY 3Y 7Y 10.04% Freemont Management S.A. 3Y 6.46% Sather Financial Group Inc 3Y 7Y 6.39% DSM CAPITAL PARTNERS LLC 3Y 7Y 5.4% Taylor Hoffman Capital Management LLC 5.37% SeaTown Holdings Pte. Ltd. 3Y 7Y 5.36% Guardian Wealth Management, Inc. 3Y 5.14%
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