Tue, Mar 10, 2026
Mar 10
540,467 shares @ $0.00
Increased holdings by +36.10%
404th 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 →
Cluster Buy
Trade made by an officer
Part of a cluster of 5 transactions by 5 insiders
Unscheduled trade
31% win rate · -9.2% median edge vs SPY (331 trades, 90-day)
Price 14% below 200-day moving average