Position
CERTUITY, LLC in Arista Networks, Inc.
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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$284.5K$131.09 → $122.48
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 35.8K | $4.7M | — | — | — | 0.3% |
| Q1 2026 | 33K | $4.05M | $122.48 | −$284.5K | −$367.6K | 0.3% |