AI data-center networking platform
AI data-center networking company where cloud customer demand, ethernet switching cycles, margins, and platform adoption drive results.
What changed
$ANET disclosed a $75.23M Form 4 sale cluster through Jun 5, 2026, with 10% owner Andreas Bechtolsheim accounting for $73.88M and director Charles H. Giancarlo for $1.35M. It edges the prior largest cluster of $68.20M on May 26, 2026 by 1.1x over a 548-day window.
Signal summary
Scores summarize filing, market, ownership, and exposure records for research prioritization.
Regulatory filing quality and event signal from SEC disclosures
Key inputs: Recent Form 4 insider transactions · Recent Form 4 insider transactions
Net insider buying/selling pattern and cluster activity
Key inputs: 3 insider transaction clusters · 20 Form 4 transactions
Directional signal from recent SEC event categorizations
Key inputs: 21 recent SEC filings · 6 fresh source updates
Delayed quote
Session timestamp: Jun 12, 2026, 3:00 PM
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.
| 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%) |
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.
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 |
|---|---|---|---|---|---|---|
| Duda Kenneth | President and CTO, director, officer | Single row | Disposed | 45,875 | $0 | Jun 10, 2026 |
| Duda Kenneth | President and CTO, director, officer | Single row | Acquired | 45,875 | $0 | Jun 10, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 16,082 | $2.52M | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 98,663 | $15.78M | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 2,076 | $323.38K | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 15,140 | $2.34M | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 5,199 | $834.42K | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 29,438 | $4.53M | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 7,999 | $1.22M | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 18,376 | $2.9M | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 27,027 | $4.29M | Jun 5, 2026 |
| BECHTOLSHEIM ANDREAS | 10% owner | Cluster 1 | Disposed | 5,366 | $848.21K | Jun 4, 2026 |
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.
Loaded filings
Of loaded 13F shares
Only 8 loaded
Only 8 loaded
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 |
| Title | Type |
|---|---|
| ANET insiders sold $75 million in five days. The names behind the cluster matter more than the size. | Insider Activity |
| ANET insider tape: CEO and director F-code withholding reads as tax-driven, not discretionary | Insider Activity |
| ANET insiders sold $68 million in five days. The names on the tape matter. | Insider Activity |
| Arista's 10-K: the AI networking thesis meets its disclosure moment | Filing Summary |
| $ANET insider sales hit $75.2M, the largest priced Form 4 cluster in 548 days | Observation |
| Ticker | Category | Latest revenue | Filing Risk0-100 | Insider Signal0-100 | Event Momentum0-100 |
|---|---|---|---|---|---|
| $ANETArista Networks | AI data-center networking platform | 2.71B | 88 | 36 | 100 |
| $NVDANVIDIA Corporation | AI accelerator and platform semiconductor company | 81.61B | 100 | 5 | 100 |
| $MSFTMicrosoft | Mega-cap software and cloud platform | 36.15B | 80 | 50 | 100 |
| $GOOGAlphabet | Search, cloud, and digital advertising platform | 109.9B | 100 | 39 | 100 |
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.