Watch for Q4 2026 13F filings to see if the buying persisted or was reversed after the quarter end. The absence of insider buying reduces conviction in the cluster signal.
Executive Summary
Three active asset managers added $401.1M to Arista Networks positions in Q3 2026, while Temasek exited its $113.7M stake entirely. The cluster shows strong institutional conviction from active managers, though the 13F data is 45+ days stale and insider activity is absent.
Key Financial Metrics
Institutional Positions
Net institutional flow: $287.4M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +64.8% | $695.2M | $343.3M |
| Mirae Asset Global Investments Co. | ADD | +35.8% | $96.0M | $37.0M |
| Concurrent Investment Advisors | DOUBLED | +128.8% | $32.6M | $20.7M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Temasek Holdings (Private) | EXIT | -100% | $113.7M | -$113.7M |
Key Facts
- 3 active asset managers added $401.1M in net new ANET holdings in Q3 2026
- Assenagon Asset Management added $343.3M (+64.8% shares), the largest buyer
- Temasek Holdings exited its entire $113.7M position (669.1K shares)
- No open-market insider buying corroborates the cluster (confluence score 6/100, divergent)
- 13F data is as of quarter-end 2026-Q3, with a 45-day reporting lag
Financial Impact
Net institutional buying of $401.1M by 3 active managers, partially offset by Temasek's $113.7M exit; total net inflow of $287.4M across the cluster
Risk Factors
- 13F data is stale (45+ day lag); positions may have been unwound since quarter end
- No insider buying to corroborate institutional conviction
- Single large seller (Temasek) could indicate a thesis change not captured by buyers
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ANET-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | 144 | $169.75 | awaiting T+20 | awaiting T+20 | No price |
Oct 29, 2026 3d ago | Institutional Cluster | $184.22 | awaiting T+20 | awaiting T+20 | No price |
Oct 20, 2026 12d ago | 144 | $184.33 | awaiting T+20 | awaiting T+20 | No price |
Oct 13, 2026 19d ago | Insider Cluster | $195.42 | awaiting T+20 | awaiting T+20 | No price |
Oct 9, 2026 23d ago | 144 | $210.88 | awaiting T+20 | awaiting T+20 | No price |
Oct 8, 2026 24d ago | 144 | $216.74 | awaiting T+20 | awaiting T+20 | No price |
Oct 7, 2026 25d ago | 144 | $210.97 | awaiting T+20 | awaiting T+20 | No price |
Oct 6, 2026 26d ago | 144 | $215.83 | awaiting T+20 | awaiting T+20 | No price |
Oct 6, 2026 26d ago | 144 | $215.83 | awaiting T+20 | awaiting T+20 | No price |
Oct 5, 2026 27d ago | Insider Cluster | $215.36 | awaiting T+20 | awaiting T+20 | No price |
US Market Status
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