
Insider and congress filings
Arista Networks, Inc. (ANET)
NYSE · Technology · 427 insider transactions · 125 congress trades · last filed 4 days agoS&P 500
About Arista Networks, Inc.
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NYSE
- Sector
- Technology
- Industry
- Computer Hardware
- Chief executive
- Jayshree V. Ullal
- Employees
- 5,115
- Listed since
- Jun 6, 2014
- Market value
- $215.8B
- Price to earnings (12 mo)
- 53.3
- Net income per share, as reported (12 mo)
- $3.21
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $1.02 | $0.89 | $3.0B | $2.8B | EPS beatRevenue beat |
| Q1 FY2026reported May 5, 2026 | $0.87 | $0.81 | $2.7B | $2.6B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 12, 2026 | $0.82 | $0.76 | $2.5B | $2.4B | EPS beatRevenue beat |
| Q3 FY2025reported Nov 4, 2025 | $0.75 | $0.72 | $2.3B | $2.3B | EPS beatRevenue beat |
| Q2 FY2025reported Aug 5, 2025 | $0.73 | $0.65 | $2.2B | $2.1B | EPS beatRevenue beat |
| Q1 FY2025reported May 6, 2025 | $0.65 | $0.59 | $2.0B | $2.0B | EPS beat, GAAPRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 16, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Todd NightingalePresident, Chief Operating Officer | $183K | $52.0M | $80K | $52.3M |
| Chantelle BreithauptChief Financial Officer | $325K | $6.7M | $260K | $7.2M |
| Kenneth DudaPresident, Chief Technology Officer | $300K | $6.6M | $310K | $7.2M |
| Jayshree UllalChief Executive Officer | $300K | $2.3M | $309K | $2.9M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $15.5B | 91,383,843 | -0.6% | 7.26% |
| Vanguard Capital Management LLC | $11.7B | 68,688,349 | +0.6% | 5.46% |
| State Street Corp | $8.2B | 48,165,803 | +3.0% | 3.83% |
| FMR LLC | $8.0B | 47,349,865 | -9.5% | 3.76% |
| Geode Capital Management, LLC | $4.7B | 27,505,753 | +1.0% | 2.18% |
| Vanguard Portfolio Management LLC | $4.4B | 25,808,745 | -0.1% | 2.05% |
| T. Rowe Price Associates, Inc. | $3.9B | 23,227,202 | -20.8% | 1.84% |
| Morgan Stanley | $3.3B | 19,696,435 | +6.4% | 1.56% |
| Cresset Asset Management, LLC | $3.3B | 19,368,054 | -6.4% | 1.54% |
| Capital Research Global Investors | $2.2B | 13,164,137 | -10.8% | 1.05% |
| Ameriprise Financial Inc | $2.2B | 12,800,606 | +27.6% | 1.02% |
| Norges Bank | $2.1B | 12,246,920 | New | 0.97% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding ANET
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Cliff AsnessAQR Capital Management | $1.0B | 5,932,011 | 0.3% |
| Steve CohenPoint72 Asset Management | $873.1M | 5,139,737 | 1.0% |
| Alyeska Investment Group | $537.7M | 3,165,387 | 1.4% |
3 of the 97 fund managers we track list ANET shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
12 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Kenneth DudaPresident and CTO | Sold · scheduled · 18 lines | 43,333 | $180.91 | $7.8M | Oct 20, 2026filed Oct 22, 2026 | 2d |
| Jayshree UllalCEO and Chairperson | Sold · scheduled · 2 lines | 111,897 | $217.10 | $24.3M | Oct 9, 2026filed Oct 13, 2026 | 1d |
| Jayshree UllalCEO and Chairperson | Sold · scheduled · 2 lines | 23,990 | $217.05 | $5.2M | Oct 8, 2026filed Oct 13, 2026 | 2d |
| Jayshree UllalCEO and Chairperson | Sold · scheduled · 2 lines | 83,132 | $217.14 | $18.1M | Oct 7, 2026filed Oct 9, 2026 | 2d |
| Chantelle Yvette BreithauptSenior Vice President, CFO | Sold · scheduled | 1,224 | $215.00 | $263K | Oct 6, 2026filed Oct 8, 2026 | 2d |
| Jayshree UllalCEO and Chairperson | Sold · scheduled · 6 lines | 394,609 | $212.09 | $83.7M | Oct 6, 2026filed Oct 8, 2026 | 2d |
| Mark B. TempletonDirector | Sold · scheduled · 4 lines | 3,200 | $203.69 | $652K | Oct 1, 2026filed Oct 5, 2026 | 2d |
| Jayshree UllalCEO and Chairperson | Sold · scheduled · 2 lines | 53,674 | $211.40 | $11.3M | Sep 25, 2026filed Sep 29, 2026 | 2d |
| Kenneth DudaPresident and CTO | Sold · scheduled · 15 lines | 43,333 | $203.50 | $8.8M | Sep 21, 2026filed Sep 23, 2026 | 2d |
| Andreas Bechtolsheim10% owner | Sold · scheduled · 12 lines | 300,000 | $198.95 | $59.7M | Sep 17, 2026filed Sep 21, 2026 | 2d |
| Mark B. TempletonDirector | Sold · scheduled · 5 lines | 5,000 | $197.16 | $986K | Sep 8, 2026filed Sep 10, 2026 | 2d |
| Chantelle Yvette BreithauptSenior Vice President, CFO | Sold · scheduled | 612 | $195.77 | $120K | Sep 1, 2026filed Sep 3, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (5)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Kenneth DudaPresident and CTO | Option exercise | 17,333 | Oct 20, 2026 |
| Kenneth DudaPresident and CTO | Option exercise | 17,333 | Sep 21, 2026 |
| Kenneth DudaPresident and CTO | Other (see filing) | 85,848 | Sep 10, 2026 |
| Kenneth DudaPresident and CTO | Other (see filing) | 300,000 | Sep 8, 2026 |
| Kenneth DudaPresident and CTO | Other (see filing) | 239,355 | Aug 28, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in ANET
20 disclosures of 125 on record · median 22d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -8.4%S&P 500 -0.5% · -7.9 pts vs S&P 500 | Aug 24, 2026 | Sep 4, 2026 | 11d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +1.8%S&P 500 +2.4% · -0.6 pts vs S&P 500 | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +42.7%S&P 500 +19.8% · +22.9 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Dan NewhouseSpouse | Stock | Purchase | $1,001 - $15,000 | -7.8%S&P 500 +0.7% · -8.5 pts vs S&P 500 | Jul 10, 2026 | Jul 17, 2026 | 7d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +1.5%S&P 500 +1.7% · -0.2 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +17.2%S&P 500 +3.6% · +13.7 pts vs S&P 500 | May 6, 2026 | Jun 10, 2026 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +21.4%After the saleS&P 500 +2.8% · +18.6 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +11.7%After the saleS&P 500 +1.3% · +10.5 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +12.5%S&P 500 +11.4% · +1.2 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -2.6%S&P 500 +6.4% · -9.0 pts vs S&P 500 | Apr 24, 2026 | May 11, 2026 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +27.7%After the saleS&P 500 +15.3% · +12.3 pts vs S&P 500 | Mar 25, 2026 | Apr 7, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +34.0%After the saleS&P 500 +12.1% · +21.9 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +25.4%After the saleS&P 500 +10.0% · +15.4 pts vs S&P 500 | Feb 6, 2026 | Mar 9, 2026 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +33.9%S&P 500 +10.5% · +23.4 pts vs S&P 500 | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Tony Wied | Stock | Purchase | $100,001 - $250,000 | +27.6%S&P 500 +11.5% · +16.1 pts vs S&P 500 | Feb 12, 2026 | Mar 9, 2026 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +21.6%S&P 500 +9.8% · +11.8 pts vs S&P 500 | Jan 30, 2026 | Feb 13, 2026 | 14d |
| John BoozmanJoint | Stock | Purchase | $1,001 - $15,000 | +28.3%S&P 500 +10.2% · +18.0 pts vs S&P 500 | Dec 11, 2025 | Jan 13, 2026 | 33d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +31.8%After the saleS&P 500 +10.1% · +21.8 pts vs S&P 500 | Dec 24, 2025 | Jan 12, 2026 | 19d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +39.6%S&P 500 +15.1% · +24.5 pts vs S&P 500 | Nov 18, 2025 | Dec 15, 2025 | 27d |
| John BoozmanJoint | Stock | Purchase | $1,001 - $15,000 | +32.3%S&P 500 +13.0% · +19.3 pts vs S&P 500 | Nov 13, 2025 | Dec 8, 2025 | 25d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in ANET, filterable by party, chamber, type and account.
Members of Congress reporting a position
11 members · estimate, as of Oct 22, 202611 members report a position (estimated). The largest estimated position is in the $500,001 - $1,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Tony Wied | Republican · House | $500,001 - $1,000,000 | 3.1% |
| Bill Hagerty | Republican · Senate | $500,001 - $1,000,000 | 3.2% |
| Robert Bresnahan | Republican · House | $50,001 - $100,000 | 0.5% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.5% |
| John Boozman | Republican · Senate | $15,001 - $50,000 | 0.8% |
| Byron Donalds | Republican · House | $15,001 - $50,000 | 4.6% |
| Angus S. King Jr. | Independent · Senate | $1,001 - $15,000 | 0.3% |
| James Comer | Republican · House | $1,001 - $15,000 | 2.0% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
| Dan Newhouse | Republican · House | $1,001 - $15,000 | 1.2% |
Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling ANET?
Across the 12 most recent open-market filings shown here, 0 were purchases and 12 were sales. 12 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded ANET?
Ro Khanna, Alan Armstrong, Dan Newhouse, Michael T. McCaul, Gilbert Ray Cisneros, Jr., Tony Wied and others disclosed ANET transactions in the filings shown here.
Which members of Congress hold ANET?
11 members of Congress report a position in ANET in the estimate we hold as of Oct 22, 2026. The three largest estimated positions belong to Tony Wied, Bill Hagerty and Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is ANET in the S&P 500 or the Nasdaq 100?
Arista Networks, Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are ANET trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
