WAVEMAN · COMPANY

ANET · Arista Networks, Inc.

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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ANET

Name: Arista Networks, Inc. (ANET) insider trading and ownership data
Creator: WaveMan
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Arista Networks, Inc.

INDUSTRIALS · COMPUTER COMMUNICATIONS EQUIPMENT · CIK 0001596532

CONGRESS · 2FORM 144 · 18☆ WATCH

INSIDER NET · 180D

-$1.1B

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

1,324

13F, latest reported quarter

REVENUE GROWTH

+28.6%

XBRL, annual

NET MARGIN

39.0%

CONVERSIONS · 180D

codes C/M, not in net · $4.6M priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$1.1B over 180 days

-$773.1M over 90 days · -$519.7M of it by a 10%+ holder

the lowest in Industrials

CONGRESS

2 members bought in the last year

more than 50% of Industrials

FUNDS

1,324 funds added or opened last quarter

more than 96% of Industrials

REVENUE

+28.6% year over year

more than 82% of Industrials

MARGIN

39.0% net margin

more than 99% of Industrials

BUYBACKS

$1.6B repurchased, FY to 2025-12-31

more than 93% of Industrials

SHORT

1.0% of shares outstanding short · 1.9 days to cover · settled 2026-07-31

below 78% of Industrials

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$1.1B across 7 people in 180 days.

1,324 funds added or opened positions in the latest 13F quarter, of 2,266 holders.

2 members of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +42.6%

+42.6%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $1.1B sold by insiders over 180 days, 1,324 funds added last quarter, 2 Congress member(s) bought in 12 months, $799.8M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

DELL TDG TSLA PANW AXON STX KTOS CRCT OFLX JOBY FTNT XPEL

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Arista Networks, Inc. insiders sold a net $1.1B of stock across 2,667 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Breithaupt Chantelle Yvette

Senior Vice President, CFO

SELL

2026-09-01

612.0

$119.8K

BECHTOLSHEIM ANDREAS

—

SELL

2026-08-27

15,053.0

$3.0M

BECHTOLSHEIM ANDREAS

—

SELL

2026-08-27

50,091.0

$10.1M

BECHTOLSHEIM ANDREAS

—

SELL

2026-08-27

70,054.0

$14.1M

BECHTOLSHEIM ANDREAS

—

SELL

2026-08-27

73,794.0

$15.0M

2,667 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 2,662 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

91,383,843.0 sh

$15.5B

VANGUARD CAPITAL MANAGEMENT LLC

68,688,349.0 sh

$11.7B

STATE STREET CORP

48,165,803.0 sh

$8.2B

FMR LLC

47,349,865.0 sh

$8.0B

GEODE CAPITAL MANAGEMENT, LLC

27,505,753.0 sh

$4.7B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

CHANTELLE BREITHAUPT

FILED 2026-09-01

$119.8K

Andreas Bechtolsheim

FILED 2026-08-27

$60.3M

Ullal Jayshree

FILED 2026-08-25

$2.6M

Kelly Battles

FILED 2026-08-21

$61.8K

Ullal Jayshree

FILED 2026-08-12

$119.4M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Bright Rock Mid Cap Growth Fund

$7.2M POSITION · AS OF 2026-05-31

7.5%

Sit Mid Cap Growth Fund

$15.2M POSITION · AS OF 2026-03-31

7.3%

Select Tech Hardware Portfolio

$133.5M POSITION · AS OF 2026-02-28

7.1%

The Disciplined Growth Investors Equity Fund

$10.5M POSITION · AS OF 2026-04-30

7.0%

TCW Artificial Intelligence ETF

$6.4M POSITION · AS OF 2026-04-30

5.9%

ICON HEALTH AND INFORMATION TECHNOLOGY FUND

$4.0M POSITION · AS OF 2026-03-31

5.3%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Jayshree Ullal

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$2.9M

$26.2M

$17.1M

+621%

+63%

2024

$8.9M

$62.2M

$10.9M

+508%

+41%

2023

$15.6M

$63.9M

$4.9M

+224%

+24%

2022

$10.7M

$3.2M

$3.3M

+67%

+9%

2021

$16.0M

$65.3M

$4.2M

+98%

+21%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$9.0B	$7.0B	$5.9B	$4.4B
GROSS PROFIT	$5.8B	$4.5B	$3.6B	$2.7B
OPERATING INCOME	$3.9B	$2.9B	$2.3B	$1.5B
NET INCOME	$3.5K	$2.9K	$2.1K	$1.4K
EPS (DILUTED)	2.75	2.23	1.65	1.07
OPERATING CASH FLOW	$4.4B	$3.7B	$2.0B	$492.8M
CASH	$2.0B	$2.8B	$1.9B	$671.7M
BUYBACKS	$1.6B	$423.6M	$112.3M	$670.3M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE