ANET · Arista Networks, Inc.
$180.35
+9.33 (+5.46%)
At close · Jul 31
View the 10-Q filed May 6, 2026
Customer concentration
— top customer 26% of revenue
One customer — 26% of revenue (the year ended December 31, 2025)
“Sales to one end customer represented 16%, 15%, and 21% of our total revenue, and sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”
One customer — 16% of revenue (the year ended December 31, 2025)
“Sales to one end customer represented 16%, 15%, and 21% of our total revenue, and sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”
Market Cap
$215.35B
Shares
1.26B
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding ANET
1,198 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 33,918,363 | $4,164,496,609 | 0.21% | Long | 2026-03-31 | |
| VANGUARD 500 INDEX FUND | — | 26,240,376 | $3,221,793,365 | 0.23% | Long | 2026-03-31 | |
| Fidelity 500 Index Fund | — | 13,214,381 | $2,107,297,338 | 0.25% | Long | 2026-05-31 | |
| iShares Core S&P 500 ETF | — | 13,280,501 | $1,630,579,913 | 0.23% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 12,021,478 | $1,475,997,069 | 0.23% | Long | 2026-03-31 | |
| VANGUARD GROWTH INDEX FUND | — | 11,632,003 | $1,428,177,328 | 0.45% | Long | 2026-03-31 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | — | 7,406,494 | $1,181,113,598 | 0.69% | Long | 2026-05-31 | |
| State Street(R) Technology Select Sector SPDR(R) ETF | — | 7,743,884 | $950,794,078 | 1.13% | Long | 2026-03-31 | |
| Growth Fund of America | — | 5,650,367 | $901,064,025 | 0.25% | Long | 2026-05-31 | |
| Fidelity Contrafund | — | 6,476,779 | $795,218,926 | 0.50% | Long | 2026-03-31 | |
| iShares MSCI USA Quality Factor ETF | — | 4,308,831 | $744,178,202 | 1.49% | Long | 2026-04-30 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 5,822,321 | $714,864,572 | 0.23% | Long | 2026-03-31 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | — | 3,570,733 | $569,424,792 | 0.23% | Long | 2026-05-31 | |
| Fidelity SAI U.S. Quality Index Fund | — | 3,153,722 | $544,679,327 | 1.89% | Long | 2026-04-30 | |
| College Retirement Equities Fund - Growth Account | — | 4,429,073 | $543,801,583 | 1.45% | Long | 2026-03-31 | |
| Columbia Seligman Technology and Information Fund | — | 3,393,468 | $541,156,342 | 1.92% | Long | 2026-05-31 | |
| MFS Growth Fund | — | 3,389,928 | $540,591,818 | 1.30% | Long | 2026-05-31 | |
| iShares Russell 1000 Growth ETF | — | 4,159,789 | $510,738,893 | 0.46% | Long | 2026-03-31 | |
| AMCAP Fund | — | 2,988,075 | $476,508,320 | 0.49% | Long | 2026-05-31 | |
| Investment Co of America | — | 3,851,950 | $472,942,421 | 0.28% | Long | 2026-03-31 | |
| Fidelity Magellan Fund | — | 3,397,600 | $417,157,328 | 1.26% | Long | 2026-03-31 | |
| Schwab S&P 500 Index Fund | — | 2,292,451 | $395,929,212 | 0.29% | Long | 2026-04-30 | |
| Schwab U.S. Large-Cap Growth ETF | — | 2,200,511 | $350,915,489 | 0.57% | Long | 2026-05-31 | |
| T. Rowe Price Large-Cap Growth Fund | — | 2,574,505 | $316,097,724 | 1.68% | Long | 2026-03-31 | |
| Fidelity Advisor Growth Opportunities Fund | — | 1,963,500 | $313,119,345 | 0.89% | Long | 2026-05-31 | |
| Fidelity Balanced Fund | — | 1,959,899 | $312,545,094 | 0.48% | Long | 2026-05-31 | |
| Fidelity Total Market Index Fund | — | 1,952,017 | $311,288,151 | 0.22% | Long | 2026-05-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 2,376,727 | $291,814,541 | 0.23% | Long | 2026-03-31 | |
| VANGUARD U.S. GROWTH FUND | — | 1,736,256 | $276,880,744 | 0.58% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | — | 1,703,751 | $271,697,172 | 0.50% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | — | 2,171,113 | $266,569,254 | 0.23% | Long | 2026-03-31 | |
| iShares S&P 500 Growth ETF | — | 2,170,019 | $266,434,933 | 0.44% | Long | 2026-03-31 | |
| Fidelity Large Cap Growth Index Fund | — | 1,467,086 | $253,380,423 | 0.57% | Long | 2026-04-30 | |
| Fidelity Series Total Market Index Fund | — | 1,576,881 | $251,465,213 | 0.22% | Long | 2026-05-31 | |
| Franklin Dynatech Fund | — | 2,000,000 | $245,560,000 | 0.99% | Long | 2026-03-31 | |
| ClearBridge Large Cap Growth Fund | — | 1,497,396 | $238,789,740 | 2.27% | Long | 2026-05-29 | |
| Fidelity OTC Portfolio | — | 1,366,983 | $236,091,634 | 0.58% | Long | 2026-04-30 | |
| Select Tech Hardware Portfolio | — | 1,438,300 | $229,365,701 | 6.43% | Long | 2026-05-31 | |
| NYLI Winslow Large Cap Growth Fund | — | 1,307,780 | $225,866,684 | 1.84% | Long | 2026-04-30 | |
| iShares A.I. Innovation and Tech Active ETF | — | 1,252,661 | $216,347,081 | 1.62% | Long | 2026-04-30 | |
| Janus Henderson Research Fund | — | 1,736,297 | $213,182,546 | 0.86% | Long | 2026-03-31 | |
| Invesco S&P 500 Equal Weight ETF | — | 1,220,670 | $210,821,916 | 0.24% | Long | 2026-04-30 | |
| iShares MSCI USA Momentum Factor ETF | — | 1,146,520 | $198,015,469 | 0.82% | Long | 2026-04-30 | |
| VANGUARD MEGA CAP GROWTH INDEX FUND | — | 1,595,378 | $195,880,511 | 0.70% | Long | 2026-03-31 | |
| T. Rowe Price Value Fund, Inc. | — | 1,579,742 | $193,960,723 | 0.61% | Long | 2026-03-31 | |
| First Trust Dow Jones Internet Index Fund | — | 1,546,310 | $189,855,942 | 4.18% | Long | 2026-03-31 | |
| T. Rowe Price Capital Appreciation Fund | — | 1,501,000 | $184,292,780 | 0.28% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | — | 1,483,173 | $182,103,981 | 0.44% | Long | 2026-03-31 | |
| T. Rowe Price Growth Stock Fund, Inc. | — | 1,430,834 | $175,677,799 | 0.40% | Long | 2026-03-31 | |
| Fidelity Contrafund K6 | — | 1,426,573 | $175,154,633 | 0.52% | Long | 2026-03-31 |
Showing 1–50 of 1,198 positions
Key facts
CIK
1596532
CUSIP
040413205
13F (30d)
950 filings
918 filers
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