NAVELLIER & ASSOCIATES INC ANET — Arista Networks, Inc.

Ownership history in NAVELLIER & ASSOCIATES INC  ·  23 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported Arista Networks, Inc. (ANET) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.81% in 2024 Q4. The latest visible filing shows ANET at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ANET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NAVELLIER & ASSOCIATES INC's position in Arista Networks, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ANET was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ANET stock page NAVELLIER & ASSOCIATES INC fund profile NAVELLIER & ASSOCIATES INC full holdings
How NAVELLIER & ASSOCIATES INC held ANET — position size vs. price
% of Fund (quarterly)    ANET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 34.8% -7.9% ✅ 36,510 -19,519 -34.8% 0.54% $5.3M 2025-11-06 $134.02
2025 Q2 REDUCED — — — 56,029 -479 -0.8% 0.71% $5.7M 2025-08-07 $139.28
2025 Q1 REDUCED 7.4% +32.0% ❌ 56,508 -4,540 -7.4% 0.71% $5.1M 2025-05-06 $90.77
2024 Q4 ADDED — — — 61,048 +46,359 +315.6% 0.81% $6.7M 2025-02-03 $111.50
2024 Q3 REDUCED 21.5% +16.1% ❌ 14,689 -4,027 -21.5% 0.76% $5.6M 2024-11-12 $98.89
2024 Q2 REDUCED — — — 18,716 -226 -1.2% 0.77% $6.6M 2024-08-08 $83.62
2024 Q1 REDUCED — — — 18,942 -864 -4.4% 0.68% $5.5M 2024-05-14 $78.42
2023 Q4 REDUCED 22.7% +27.3% ❌ 19,806 -5,819 -22.7% 0.70% $4.7M 2024-02-08 $68.97
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ANET

As of 2026 Q1 — sorted by position size

Sather Financial Group Inc 3Y 7Y 6.4% DSM CAPITAL PARTNERS LLC 3Y 7Y 5.83% Up Capital Management, Inc. 5.23% Kessler Investment Group, LLC 3Y 7Y 3.95% Bellecapital International Ltd. 3Y 7Y 3.63% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 3.5% Mezzasalma Advisors, LLC 3Y 3.43% Nepsis Inc. 3Y 7Y 3.24% CONSCIOUS WEALTH INVESTMENTS, LLC 2.81% WD RUTHERFORD LLC 3Y 2.73%

FAQ About NAVELLIER & ASSOCIATES INC and ANET

These are the practical questions this page is built to answer before you even open the full history table.

How long has NAVELLIER & ASSOCIATES INC reported owning ANET?

NAVELLIER & ASSOCIATES INC reported ANET across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ANET position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for ANET was 0.81% in 2024 Q4.

What is the latest reported ANET position on this page?

The most recent filing on this page is 2025 Q3, when NAVELLIER & ASSOCIATES INC reported 36,510 shares, equal to 0.54% of portfolio, with an estimated market value of $5.3M.

What does the chart on this ANET ownership page compare?

The chart compares NAVELLIER & ASSOCIATES INC's quarterly ANET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NAVELLIER & ASSOCIATES INC time their ANET position?

Based on 13F filing dates vs. subsequent ANET price moves, NAVELLIER & ASSOCIATES INC correctly timed 7 out of 22 reported position changes (32%). The annualised alpha on ANET relative to SPY over the holding period was +22.7%.

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