Insider Cluster (2 insiders) ·Filed Aug 14, 2026

ANET

Arista Networks, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed1mo ago
Insider cluster: 2 insiders, $471K total
Actionable Insight • Neutral

The cluster itself is trivial and uninformative. The CEO's separate $99M sale on 2026-08-12 warrants closer attention for potential diversification or 10b5-1 patterns, but at 0.04% of market cap it remains immaterial. Monitor for any upcoming earnings or guidance that might prompt more substantive insider activity.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
ANET ▼ -4.44% at T+20d
NEUTRAL call ✗ call lost -4.44% · α vs SPY -2.46% · entry $201.80 → $192.84
Next anchor: T+60d in 5w
Latest observation: T+31 -14.44% FF3 residual α
Entry anchored
Aug 14, 05:43 PM ET
via 1-min bar
T+1d
-4.27%
call -4.27% · α -3.60%
$193.18
settled 7w ago
T+5d
-6.76%
call -6.76% · α -5.57%
$188.15
settled 6w ago
T+20d
-4.44%
call -4.44% · α -2.46%
$192.84
settled 18d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

Two Arista Networks insiders sold a combined $471K in shares over the past week, including CEO Jayshree Ullal. However, the total value represents just ~0.0002% of ANET's $256.8B market cap — a trivial amount that does not convey material bearish sentiment. The CEO's massive $99M in additional open-market sales on August 12 (not included in this cluster's $471K total but part of the cross-filing context) is far more notable, yet still below 0.04% of market cap.

Key Financial Metrics

Direction
selling
Total Value
$471.0K
Insiders
2

Key Facts

  • Cluster of 2 insiders sold total of $471K in shares over 7-day window
  • CEO Jayshree Ullal sold 417 shares for $88K as part of this cluster
  • 10% owner Andreas Bechtolsheim sold 2K shares for $383K
  • Total cluster value is ~0.0002% of ANET's $256.8B market cap
  • CEO also sold ~$99M in additional open-market shares on 2026-08-12 (separate filing)

Financial Impact

~0.0002% of market cap — negligible

Risk Factors

  • CEO's large-volume sale could be interpreted negatively by retail investors despite trivial percentage
  • No buying activity in the cluster — sustained selling by top holders may suggest lack of conviction

Market Snapshot

Exchange
NYSE
Sector
Computer Communications Equipment
Analyst Consensus
94% bullish (34 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ANET-1786747707739
37 reports for ANET
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+60▲ +22.64%May 5, 2026
Filters
Rows
Reports for ANET — sortable, filterable
TypeNow
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$199.59 $199.39▼ −0.10%▲ +0.12%$207.40 (+3.91%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$193.78 $187.81▼ −3.08%▼ −1.87%$207.40 (+7.03%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$189.26 $192.93▲ +1.94%▲ +1.86%$207.40 (+9.58%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$189.26 $192.93▲ +1.94%▲ +1.86%$207.40 (+9.58%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$195.38 $193.78▼ −0.82%▼ −0.93%$207.40 (+6.15%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$202.25 $186.10▼ −7.99%▼ −7.87%$207.40 (+2.55%)
Aug 14, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$201.80 $188.15▼ −6.76%▼ −5.57%$207.40 (+2.78%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$197.85 $193.18▼ −2.36%▼ −1.96%$207.40 (+4.83%)
Aug 7, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$191.52 $201.80▲ +5.37%▲ +5.41%$207.40 (+8.29%)
Aug 6, 2026
8w ago
144
NEUTRAL ★ 4/10
$188.67 $198.82▲ +5.38%▲ +4.98%$207.40 (+9.93%)
Showing 10 of 37

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Report published Aug 14, 2026