# Arista Networks (ANET, ANETEUR): value investors who own it

1 value investor held Arista Networks in their Q3 2026 13F, led by Giverny Capital. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Giverny Capital | 1.9% | $57.7m | Trimmed -20% | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-09 | Ullal Jayshree | CEO and Chairperson | Sold | 93241 | $20.2m |
| 2026-10-09 | Ullal Jayshree | CEO and Chairperson | Sold | 18656 | $4.1m |
| 2026-10-08 | Ullal Jayshree | CEO and Chairperson | Sold | 19990 | $4.3m |
| 2026-10-08 | Ullal Jayshree | CEO and Chairperson | Sold | 4000 | $868k |
| 2026-10-07 | Ullal Jayshree | CEO and Chairperson | Sold | 69272 | $15.0m |
| 2026-10-07 | Ullal Jayshree | CEO and Chairperson | Sold | 13860 | $3.0m |
| 2026-10-06 | Ullal Jayshree | CEO and Chairperson | Sold | 259045 | $55.0m |
| 2026-10-06 | Ullal Jayshree | CEO and Chairperson | Sold | 65897 | $13.9m |
| 2026-10-06 | Ullal Jayshree | CEO and Chairperson | Sold | 51805 | $11.0m |
| 2026-10-06 | Ullal Jayshree | CEO and Chairperson | Sold | 13179 | $2.8m |
| 2026-10-06 | Ullal Jayshree | CEO and Chairperson | Sold | 3902 | $831k |
| 2026-10-06 | Breithaupt Chantelle Yvette | Senior Vice President, CFO | Sold | 1224 | $263k |
| 2026-10-06 | Ullal Jayshree | CEO and Chairperson | Sold | 781 | $166k |
| 2026-10-01 | TEMPLETON MARK B | Director | Sold | 1800 | $370k |
| 2026-10-01 | TEMPLETON MARK B | Director | Sold | 1800 | $368k |
| 2026-10-01 | TEMPLETON MARK B | Director | Sold | 700 | $141k |
| 2026-10-01 | TEMPLETON MARK B | Director | Sold | 500 | $101k |
| 2026-10-01 | TEMPLETON MARK B | Director | Sold | 200 | $41k |
| 2026-09-25 | Ullal Jayshree | CEO and Chairperson | Sold | 44726 | $9.5m |
| 2026-09-25 | Ullal Jayshree | CEO and Chairperson | Sold | 8948 | $1.9m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/anet). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.