Trexquant Investment 13F: Adds $55M to ANET Stake

Trexquant Raises Arista Position

Trexquant Investment grew its holdings in Arista Networks, Inc. (NYSE:ANET) during the period, according to a Form 13F filing with the SEC. The fund added 324,108 shares, marking a 219.5% increase from its prior count of 147,593 shares. The total position reached 471,701 shares, with a reported value of about $79.6 million at the time of the filing.

Because 13F filings look backward at holdings from the close of the quarter, the report reflects what the fund held then and may not match its current holdings. Investors often look to future SEC filings to see how the fund adjusts its strategy over time.

Arista Stock Performance and Trading Range

The networking specialist's shares trade at $168.76 on the NYSE, sitting between a 52-week low of $114.52 and a 52-week high of $217.41. The stock trades above its 200-day moving average of $162.16 while tracking below its 50-day moving average of $198.97. Arista carries a forward P/E ratio of 35.5 based on upcoming earnings estimates.

Insider Buying and Selling at Arista Networks, Inc.

President and CTO Kenneth Duda bought 17,333 shares of Arista Networks on June 22, 2026. The shares were purchased at an average price of $15.28 per share, totaling $264,848.24.

Analysts Set New Price Targets

Wall Street firms have kept a positive outlook on the company. On October 8, 2026, Citigroup maintained its Buy rating while raising its price target to $248.00 from $215.00. Earlier, on September 30, 2026, Bernstein initiated coverage with an Outperform rating and a $250.00 price target. Deutsche Bank also started coverage on September 1, 2026, with a Buy rating and a $220.00 target. Overall, the stock carries a consensus recommendation of Strong Buy with a mean price target of $245.14 across 29 analyst opinions.

Inside Arista Networks Operations

Arista Networks develops data-driven networking solutions for AI, cloud, and data center environments. The company serves internet giants, cloud providers, and financial institutions with its Extensible Operating System and hardware offerings. Its upcoming earnings report in November will provide fresh details on revenue and profitability as the firm expands its market reach.

What to Watch Next for Arista

Investors tracking Arista Networks will want to watch the company's next financial report, scheduled for release on November 3, 2026. Monitoring further institutional filings will also show whether other large funds follow Trexquant's lead. As always, these 13F reports offer a rearview mirror look at past portfolio choices rather than advice on current buys or sells.