Filing Risk Score
80A
Regulatory filing quality and event signal from SEC disclosures
Key inputs: Recent Form 4 insider transactions · Recent Form 4 insider transactions
AI data-center networking platform
Arista Networks
$ANETAI data-center networking company where cloud customer demand, ethernet switching cycles, margins, and platform adoption drive results.
TechnologyData-center networkingCloud platform
Signal summary
Sawse research signals
Scores summarize filing, market, ownership, and exposure records for research prioritization.
Insider Activity Signal
42D
Net insider buying/selling pattern and cluster activity
Key inputs: 2 insider transaction clusters · 20 Form 4 transactions
Event Momentum Score
100A
Directional signal from recent SEC event categorizations
Key inputs: 20 recent SEC filings · 5 fresh source updates
Quote & Trading
Delayed quote
$159.47
+$4.2 (2.70%)
Session timestamp: Jun 2, 2026, 12:14 AM
- Range
- 1M
- Start
- $168.68
- Latest
- $159.47
- Latest date
- May 29, 2026
Fundamentals
Showing the latest source-confirmed income statement values. The bar scale compares magnitude within this statement only; it is not a trend line and does not indicate positive or negative quality.
3 metrics · latest period Mar 31, 2026. 3 metrics include a prior-period comparison.
Revenue
2.71B USD
Net income
1.02B USD
Operating income
1.16B USD
| Metric | Value | Period | Prior | Change |
|---|---|---|---|---|
| Revenue | 2.71B USD | Mar 31, 2026 | 9.01B USD | -6.3B USD (-69.9%) |
| Net income | 1.02B USD | Mar 31, 2026 | 3.51B USD | -2.49B USD (-70.9%) |
| Operating income | 1.16B USD | Mar 31, 2026 | 3.86B USD | -2.7B USD (-70.0%) |
Revenue
Mar 31, 2026
- Value
- 2.71B USD
- Change
- -6.3B USD (-69.9%)
- Prior
- 9.01B USD
Net income
Mar 31, 2026
- Value
- 1.02B USD
- Change
- -2.49B USD (-70.9%)
- Prior
- 3.51B USD
Operating income
Mar 31, 2026
- Value
- 1.16B USD
- Change
- -2.7B USD (-70.0%)
- Prior
- 3.86B USD
SEC Filings
May 28, 2026View on SEC
May 28, 2026View on SEC
May 28, 2026View on SEC
May 27, 2026View on SEC
May 26, 2026View on SEC
Insider Activity
Form 4 context
Recent insider transaction activity
The 30, 90, and 365 day windows are measured backward from the newest Form 4 row loaded for this ticker. “Acquired” and “Disposed” are the Form 4 share-direction fields; they are not a Sawse conclusion about insider intent.
A cluster groups related Form 4 rows with the same transaction direction and code inside a weekly date window. Sawse flags a group as a cluster when it has multiple rows, multiple reporting owners, or at least 100,000 reported shares.
Loaded Form 4 rows20
90-day net activity-241,257Net disposed
90-day net value-$68.14MFrom 20 priced rows
Detected clusters2
Last 30 days
- Rows
- 20
- Acquired
- 200,000
- Disposed
- 441,257
- Net shares
- -241,257
- Net value
- -$68.14M
Last 90 days
- Rows
- 20
- Acquired
- 200,000
- Disposed
- 441,257
- Net shares
- -241,257
- Net value
- -$68.14M
Last 365 days
- Rows
- 20
- Acquired
- 200,000
- Disposed
- 441,257
- Net shares
- -241,257
- Net value
- -$68.14M
Cluster filter
Use clusters to inspect grouped Form 4 activity without scrolling through the full table.
Unclustered single rows remain in the table when All groups is selected.
20 transaction rows match the active filters; 12 rows are shown.
| Insider | Role | Group | Direction | Shares | Dollar value | Date |
|---|---|---|---|---|---|---|
| Ullal Jayshree | CEO and Chairperson, director, officer | Cluster 1 | Disposed | 7,740 | $1.2M | May 26, 2026 |
| Ullal Jayshree | CEO and Chairperson, director, officer | Cluster 1 | Disposed | 3,794 | $589.88K | May 26, 2026 |
| Ullal Jayshree | CEO and Chairperson, director, officer | Cluster 1 | Disposed | 2,175 | $339.78K | May 26, 2026 |
| Ullal Jayshree | CEO and Chairperson, director, officer | Cluster 1 | Disposed | 100 | $15.73K | May 26, 2026 |
| Breithaupt Chantelle Yvette | Senior Vice President, CFO, officer | Cluster 1 | Disposed | 2,448 | $384.34K | May 26, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 32,973 | $5.09M | May 26, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 55,818 | $8.67M | May 26, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 34,960 | $5.47M | May 26, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 11,535 | $1.81M | May 26, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 47,035 | $7.45M | May 26, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 36,494 | $5.81M | May 26, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 1,185 | $189.61K | May 26, 2026 |
Ullal Jayshree
CEO and Chairperson, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 7,740
- Dollar value
- $1.2M
- Date
- May 26, 2026
Ullal Jayshree
CEO and Chairperson, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 3,794
- Dollar value
- $589.88K
- Date
- May 26, 2026
Ullal Jayshree
CEO and Chairperson, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 2,175
- Dollar value
- $339.78K
- Date
- May 26, 2026
Ullal Jayshree
CEO and Chairperson, director, officer
Cluster 1
- Direction
- Disposed
- Shares
- 100
- Dollar value
- $15.73K
- Date
- May 26, 2026
Breithaupt Chantelle Yvette
Senior Vice President, CFO, officer
Cluster 1
- Direction
- Disposed
- Shares
- 2,448
- Dollar value
- $384.34K
- Date
- May 26, 2026
BECHTOLSHEIM ANDREAS
10% owner
Cluster 1
- Direction
- Disposed
- Shares
- 32,973
- Dollar value
- $5.09M
- Date
- May 26, 2026
BECHTOLSHEIM ANDREAS
10% owner
Cluster 1
- Direction
- Disposed
- Shares
- 55,818
- Dollar value
- $8.67M
- Date
- May 26, 2026
BECHTOLSHEIM ANDREAS
10% owner
Cluster 1
- Direction
- Disposed
- Shares
- 34,960
- Dollar value
- $5.47M
- Date
- May 26, 2026
BECHTOLSHEIM ANDREAS
10% owner
Cluster 1
- Direction
- Disposed
- Shares
- 11,535
- Dollar value
- $1.81M
- Date
- May 26, 2026
BECHTOLSHEIM ANDREAS
10% owner
Cluster 1
- Direction
- Disposed
- Shares
- 47,035
- Dollar value
- $7.45M
- Date
- May 26, 2026
BECHTOLSHEIM ANDREAS
10% owner
Cluster 1
- Direction
- Disposed
- Shares
- 36,494
- Dollar value
- $5.81M
- Date
- May 26, 2026
BECHTOLSHEIM ANDREAS
10% owner
Cluster 1
- Direction
- Disposed
- Shares
- 1,185
- Dollar value
- $189.61K
- Date
- May 26, 2026
Institutional Ownership
This is a partial 13F manager view, not a full shareholder register. Concentration percentages describe the manager positions currently loaded in this table. The shares-outstanding percentage divides each manager's reported shares by the latest public share-count record when available.
Observed 13F managers8
Loaded filings
Largest loaded manager0.0%
Of loaded 13F shares
Top 10 loaded share—
Only 8 loaded
Top 25 loaded share—
Only 8 loaded
Rows with movement8
Position or value
Source: SEC 13F filings. 13F reports can arrive up to 45 days after quarter end and do not represent every shareholder. Position change is the reported share-count change versus the prior available filing. Value change is the reported market-value change and can move even when the share count is unchanged.
| Manager | Period | Shares | % Shares out. | Value | Movement |
|---|---|---|---|---|---|
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 313 | 0.00% | $37.41M | Position-10.47KValue-$1.38B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 4.46K | 0.00% | $533.13M | Position-6.32KValue-$879.37M |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 7.7M | 0.60% | $920.48B | Position+7.69MValue+$919.07B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 98.43K | 0.01% | $11.76B | Position+87.65KValue+$10.35B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 24.08K | 0.00% | $2.88B | Position+13.3KValue+$1.47B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 68.98K | 0.01% | $8.24B | Position+58.2KValue+$6.83B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 41.82K | 0.00% | $5B | Position+31.04KValue+$3.59B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 107 | 0.00% | $12.79M | Position-10.67KValue-$1.4B |
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 313
- % Shares out.
- 0.00%
- Value
- $37.41M
- Movement
- Position-10.47KValue-$1.38B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 4.46K
- % Shares out.
- 0.00%
- Value
- $533.13M
- Movement
- Position-6.32KValue-$879.37M
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 7.7M
- % Shares out.
- 0.60%
- Value
- $920.48B
- Movement
- Position+7.69MValue+$919.07B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 98.43K
- % Shares out.
- 0.01%
- Value
- $11.76B
- Movement
- Position+87.65KValue+$10.35B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 24.08K
- % Shares out.
- 0.00%
- Value
- $2.88B
- Movement
- Position+13.3KValue+$1.47B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 68.98K
- % Shares out.
- 0.01%
- Value
- $8.24B
- Movement
- Position+58.2KValue+$6.83B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 41.82K
- % Shares out.
- 0.00%
- Value
- $5B
- Movement
- Position+31.04KValue+$3.59B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 107
- % Shares out.
- 0.00%
- Value
- $12.79M
- Movement
- Position-10.67KValue-$1.4B
Editorial Coverage
| Title | Type |
|---|---|
| Arista's 10-K: the AI networking thesis meets its disclosure moment | Filing Summary |
Peer Comparison
| Ticker | Category | Latest revenue | Filing Risk0-100 | Insider Signal0-100 | Event Momentum0-100 |
|---|---|---|---|---|---|
| $ANETArista Networks | AI data-center networking platform | 2.71B | 80 | 42 | 100 |
| $NVDANVIDIA Corporation | AI accelerator and platform semiconductor company | 81.61B | 100 | 40 | 100 |
| $MSFTMicrosoft | Mega-cap software and cloud platform | 36.15B | 100 | 49 | 100 |
| $GOOGAlphabet | Search, cloud, and digital advertising platform | 109.9B | 96 | 39 | 100 |
$ANETArista Networks
AI data-center networking platform
2.71B
- Filing Risk
- 80
- Insider Signal
- 42
- Event Momentum
- 100
$NVDANVIDIA Corporation
AI accelerator and platform semiconductor company
81.61B
- Filing Risk
- 100
- Insider Signal
- 40
- Event Momentum
- 100
$MSFTMicrosoft
Mega-cap software and cloud platform
36.15B
- Filing Risk
- 100
- Insider Signal
- 49
- Event Momentum
- 100
$GOOGAlphabet
Search, cloud, and digital advertising platform
109.9B
- Filing Risk
- 96
- Insider Signal
- 39
- Event Momentum
- 100
- Filing Risk
- Measures the intensity of SEC filing patterns.
- Insider Signal
- Measures unusual Form 4 activity patterns.
- Event Momentum
- Measures recent material disclosure activity.
Scores run 0-100: higher means a stronger signal for that dimension, not a buy/sell rating. Market cap, YTD return, and P/E appear when quote history and share-count data are complete.