CTO and SVP Software Eng.
Thu, Jul 17, 2025
Jul 17
2,962 shares @ $110.33
Decreased holdings by -7.20%
563rd largest trade (out of 1880)
📍 ANET ThesisConcentrates 100% of 869 backtested trades in ANET, which has averaged +90.8% @730d vs SPY. Their own timing adds only +6.0% on top — this is thesis validation, not market-timing skill. Methodology →
Cluster Buy
Trade made by an officer
Part of a cluster of 4 transactions by 4 insiders
10b5-1 scheduled trade
21% win rate · -8.2% median edge vs SPY (1136 trades, 90-day)
Price 15% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—