Railway Pension Investments Ltd has opened a new $201.3M position in $ANET, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ANET.
$ANET Hedge Fund Activity
We have seen 1,256 institutional investors add shares of $ANET stock to their portfolio, and 925 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 11,715,728 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,990,267,872
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 8,233,091 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,398,637,499
- CURATED WEALTH PARTNERS LLC added 8,082,832 shares (+93714.0%) to their portfolio in Q2 2026, for an estimated $1,373,111,500
- PRICE T ROWE ASSOCIATES INC /MD/ removed 7,849,793 shares (-21.1%) from their portfolio in Q1 2026, for an estimated $932,947,898
- FMR LLC removed 4,956,761 shares (-9.5%) from their portfolio in Q2 2026, for an estimated $842,054,558
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 4,725,369 shares (+131.3%) to their portfolio in Q1 2026, for an estimated $561,610,105
- CAPITAL WORLD INVESTORS added 3,707,143 shares (+inf%) to their portfolio in Q2 2026, for an estimated $629,769,452
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ANET Insider Trading Activity
$ANET insiders have traded $ANET stock on the open market 396 times in the past 6 months. Of those trades, 0 have been purchases and 396 have been sales.
Here’s a breakdown of recent trading of $ANET stock by insiders over the last 6 months:
- JAYSHREE ULLAL (CEO and Chairperson) has made 0 purchases and 119 sales selling 2,881,116 shares for an estimated $528,587,024.
- ANDREAS BECHTOLSHEIM has made 0 purchases and 108 sales selling 2,656,848 shares for an estimated $458,886,575.
- KENNETH DUDA (President and CTO) has made 0 purchases and 96 sales selling 318,666 shares for an estimated $48,453,424.
- CHARLES H GIANCARLO has made 0 purchases and 42 sales selling 48,000 shares for an estimated $7,577,558.
- CHANTELLE YVETTE BREITHAUPT (Senior Vice President, CFO) has made 0 purchases and 2 sales selling 11,338 shares for an estimated $1,762,500.
- YVONNE WASSENAAR has made 0 purchases and 18 sales selling 5,576 shares for an estimated $778,163.
- KELLY BODNAR BATTLES has made 0 purchases and 11 sales selling 844 shares for an estimated $115,839.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ANET Congressional Stock Trading
Members of Congress have traded $ANET stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ANET stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 03/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$ANET Analyst Ratings
Wall Street analysts have issued reports on $ANET in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 05/06/2026
To track analyst ratings and price targets for $ANET, check out Quiver Quantitative's $ANET forecast page.
$ANET Price Targets
Multiple analysts have issued price targets for $ANET recently. We have seen 12 analysts offer price targets for $ANET in the last 6 months, with a median target of $192.5.
Here are some recent targets:
- Brandon Nispel from Keybanc set a target price of $200.0 on 06/18/2026
- Meta Marshall from Morgan Stanley set a target price of $190.0 on 06/12/2026
- Tal Liani from B of A Securities set a target price of $200.0 on 06/08/2026
- Tim Long from Barclays set a target price of $195.0 on 05/07/2026
- Ryan Koontz from Needham set a target price of $185.0 on 05/06/2026
- Mike Genovese from Rosenblatt set a target price of $210.0 on 05/06/2026
- James Fish from Piper Sandler set a target price of $181.0 on 05/06/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ANET ticker page for more data.
