WealthPlan Investment Management LLC increased its stake in Arista Networks (NYSE:ANET) by 19.9% in the third quarter. Several other institutional investors also modified their holdings, with State Street Corp boosting its position by 159.4%. The article also details recent insider stock sales by major shareholder Andreas Bechtolsheim and CEO Jayshree Ullal, and provides financial data and analyst ratings for Arista Networks.

Curated Wealth Partners LLC significantly reduced its stake in Digital Realty Trust, Inc. by 82.6% in the third quarter, selling over 272,000 shares. Despite this reduction, other institutional investors have slightly increased their holdings. The article also covers Digital Realty Trust's recent stock performance, financial metrics, and analyst ratings, noting its average "Moderate Buy" rating.

WealthPlan Investment Management LLC recently acquired a significant new stake in Cadence Design Systems (NASDAQ:CDNS), purchasing 83,508 shares valued at approximately $27.6 million. This acquisition makes CDNS the 20th largest holding in WealthPlan's portfolio, representing about 1.3% of its total assets. Despite positive earnings results where Cadence beat estimates with $2.11 EPS and saw a 24.2% revenue increase, and a "Moderate Buy" analyst consensus, company insiders have sold shares worth about $2.19 million over the past three months.

Curated Wealth Partners LLC significantly reduced its stake in Cadence Design Systems (NASDAQ:CDNS) by 98.6% in the third quarter, selling 519,690 shares and holding 7,578 shares valued at $2.5 million. Despite this, other institutional investors increased their holdings. The company's stock traded down 2.2% to $322.06, and analysts maintain a "Moderate Buy" rating with an average price target of $404.14.

Ninety One North America Inc. reduced its stake in Intuit Inc. by 6.2% in the third quarter, selling 10,683 shares and retaining 161,536 shares valued at $44.5 million. Despite this reduction, Intuit reported strong quarterly results, exceeding analyst expectations with $4.35 billion in revenue and $4.03 EPS, and increased its quarterly dividend to $1.38 per share. Analyst sentiment is mixed, with a consensus "Hold" rating and an average price target of $431.55, but concerns linger about potential TurboTax growth pressure and Mailchimp's performance.

Gunderson Capital Management LLC has acquired 241,183 shares of Hewlett Packard Enterprise (HPE), making it their ninth-largest holding, valued at approximately $15.4 million. This acquisition comes as HPE reported strong quarterly earnings, beating analyst estimates with $1.11 EPS and a 33.7% year-over-year revenue increase. Despite general analyst optimism and a "Moderate Buy" consensus, some firms express caution due to elevated valuation and limited immediate AI catalysts, while company insiders have sold a significant number of shares.

Ninety One North America Inc. reduced its stake in Motorola Solutions (NYSE:MSI) by 6.2% in the third quarter, selling 6,602 shares. Despite this, institutional investors still collectively own 84.17% of the company. Motorola Solutions reported strong quarterly earnings, beating estimates with EPS of $4.41 and revenue of $3.13 billion, and also declared a quarterly dividend of $1.21 per share.

Ninety One North America Inc. has reduced its stake in Autodesk, Inc. by 8.6%, selling 23,893 shares but still holding 255,494 shares valued at approximately $53.4 million. Despite this sale, institutional investors and hedge funds collectively own a significant 90.24% of Autodesk's stock. The company's shares recently rose 5.3% to $243.28 following better-than-expected Q3 earnings, with adjusted EPS at $3.30 and revenue up 16.1% year-over-year.

Autodesk (ADSK) shares rose by 5.4% following Schneider Electric's acquisition of PTC, a direct competitor in engineering and product lifecycle software, at a significant premium. This deal prompted investors to re-evaluate the potential worth of comparable software assets like Autodesk, supported by the company's recent strong operating performance and focus on AI capabilities. Insider trading data shows more purchases than sales of ADSK stock by insiders, and institutional investors have largely increased their holdings, with a median analyst price target of $305.0.

Corning Incorporated (GLW) shares dropped 4.2% due to lingering concerns from a recently announced $2 billion stock offering that could lead to dilution, alongside pre-earnings caution ahead of its Q3 2026 earnings call on October 27. The decline is attributed more to valuation and dilution concerns than operational deterioration, despite strong growth in optical communications and AI-related demand reported in the previous quarter. Insider sales and hedge fund activity data are also provided.