Mon, May 11, 2026
May 11
11,675 shares @ $91.41
Decreased holdings by -0.60%
43rd largest trade (out of 424)
📍 ANET ThesisConcentrates 99% of 205 backtested trades in ANET, which has averaged +92.5% @730d vs SPY. Their own timing adds only +4.2% on top — this is thesis validation, not market-timing skill. Methodology →
Large TradeCluster Buy
Trade made by an officer
Part of a cluster of 6 transactions by 5 insiders
10b5-1 scheduled trade
31% win rate · -9.2% median edge vs SPY (334 trades, 90-day)
Price 19% above 200-day moving average