Gw Henssler & Associates 13F: Cuts ANET Stake by $1.4M

On October 26, 2026, Gw Henssler & Associates trimmed its stake in Arista Networks, Inc. (ANET), reducing its holdings by 6,819 shares. The fund now owns 256,184 shares valued at approximately $52.2 million, according to its latest Form 13F filing with the SEC.

This reduction represents a 2.6% decrease in the fund's position in Arista Networks. The change is notable as it reflects the fund's ongoing adjustments in its portfolio. As of September 30, 2026, this position accounted for about 6.87% of Gw Henssler's total reported assets, ranking it third among the firm's holdings.

ANET Arista Networks, Inc.

$177.96 ▲ +33.20% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Arista Networks Fits in Gw Henssler's Portfolio

Arista Networks is a significant part of Gw Henssler's portfolio, making up 6.87% of the total. The fund's reported value for this position is $52,156,513, with a total portfolio value of $758,927,351.

Other Institutional Activity in Arista Networks

Several other funds have adjusted their positions in Arista Networks recently. True North Advisors reduced its stake by 6,627 shares, bringing its total to 4,858 shares worth about $989,040. Accurate Wealth Management also trimmed its holdings by 8,270 shares, ending with 6,655 shares valued at approximately $1.36 million. Meanwhile, Assenagon Asset Management S.A. increased its stake by 1,343,263 shares, now holding 3,414,924 shares valued at around $695.2 million.

Arista Networks, Inc. Stock Up 2.8%

As of October 27, 2026, Arista Networks shares traded around $177.23, which is about 0.4% below the closing price of $177.96 on the filing date. The stock is currently below its 50-day moving average by 9.6% but above its 200-day average by 8%. It has a 52-week high of $217.41 and a low of $114.52, indicating a volatile trading range.

Recent Earnings

Arista Networks reported trailing twelve-month revenue of $10.54 billion, with a revenue growth of 37.7% year-over-year. The next earnings report is scheduled for November 3, 2026, which may provide further insight into the company's performance.

Dividend

Arista Networks does not pay a dividend.

Insider Buying and Selling at Arista Networks, Inc.

Recent insider trading includes CEO Jayshree Ullal selling 460,374 shares on October 6, 2026, valued at approximately $97.6 million. CFO Chantelle Yvette Breithaupt sold 1,224 shares at $215 each, totaling around $263,160. Additionally, President and CTO Kenneth Duda sold 43,333 shares on October 20, 2026, at an average price of $180.91, worth about $7.8 million.

Analysts Set New Price Targets

On August 6, 2026, Barclays maintained an Overweight rating with a price target of $289. Deutsche Bank initiated coverage with a Buy rating and a target of $220 on September 1, 2026. Bernstein followed suit on September 30, initiating with an Outperform rating and a $250 target. The consensus recommendation remains a strong buy, with a mean price target of $243.59 based on 29 analyst opinions.

About Arista Networks

Arista Networks, Inc. develops and sells networking solutions for various environments, including data centers and AI applications. The company is headquartered in Santa Clara, California, and employs around 5,115 people. Its innovative products are designed to enhance data-driven networking capabilities across multiple sectors.

Bottom Line

Investors should monitor Arista Networks closely, especially with the upcoming earnings report on November 3, 2026, and further updates on institutional holdings. Gw Henssler's recent trim in its position may reflect changing market dynamics that could influence future trading strategies.