ANET
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 45.3 | P/B | 13.34 |
| EPS (TTM) | 2.75 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 91.9M | 0.2% | −4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 68.3M | n/a | n/a |
| Fidelity Management | 52.3M | 0.3% | +34% |
| State Street | 46.8M | 0.2% | −0% |
| Geode Capital Management | 27.2M | 0.2% | +3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 25.8M | n/a | n/a |
Top institutional owners for ANET as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 29 | Ullal Jayshree | SELL | 45K | −$9M |
| SEP 23 | Duda Kenneth | SELL | 1K | −$261K |
| SEP 21 | BECHTOLSHEIM ANDREAS | SELL | 12K | −$2M |
| SEP 10 | TEMPLETON MARK B | SELL | 300 | −$60K |
| SEP 03 | Breithaupt Chantelle Yvette | SELL | 612 | −$120K |
| AUG 31 | BECHTOLSHEIM ANDREAS | SELL | 6K | −$1M |
0 insider buys, 20 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.