Fri, Aug 1, 2025
Aug 1
4,357 shares @ $116.98
Decreased holdings by -6.80%
60th 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 a director
Part of a cluster of 2 transactions by 2 insiders
10b5-1 scheduled trade
27% win rate · -9.8% median edge vs SPY (296 trades, 90-day)
Price 20% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—