Joel Greenblatt's ANET Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 159.9K shares of Arista Networks, Inc. (ANET) worth $23.3 M, representing 0.10% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ANET, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 1.5M shares. Largest reduction occurred in Q3 2016, reducing 2.0M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Arista Networks (ANET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arista Networks (ANET) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +330,176 | New Buy | 330,176 | $3.80 |
| Q1 2015 | +1.46 M | Add 441.24% | 1.79 M | $4.41 |
| Q2 2015 | -1.79 M | Sold Out | 1.79 M | $0.00 |
| Q3 2015 | +305,856 | New Buy | 305,856 | $3.83 |
| Q4 2015 | -305,856 | Sold Out | 305,856 | $0.00 |
| Q1 2016 | +1.37 M | New Buy | 1.37 M | $3.94 |
| Q2 2016 | +709,104 | Add 51.69% | 2.08 M | $4.02 |
| Q3 2016 | -1.96 M | Reduce 94.25% | 119,664 | $5.31 |
| Q4 2016 | -5,536 | Reduce 4.63% | 114,128 | $6.05 |
| Q1 2017 | -114,128 | Sold Out | 114,128 | $0.00 |
| Q2 2017 | +709,440 | New Buy | 709,440 | $9.36 |
| Q3 2017 | -563,600 | Reduce 79.44% | 145,840 | $11.85 |
| Q4 2017 | +251,648 | Add 172.55% | 397,488 | $14.72 |
| Q1 2018 | -20,896 | Reduce 5.26% | 376,592 | $15.96 |
| Q2 2018 | -352,944 | Reduce 93.72% | 23,648 | $16.11 |
| Q3 2018 | -4,480 | Reduce 18.94% | 19,168 | $16.64 |
| Q4 2018 | +173,984 | Add 907.68% | 193,152 | $13.17 |
| Q1 2019 | -169,440 | Reduce 87.72% | 23,712 | $19.65 |
| Q2 2019 | +302,912 | Add 1277.46% | 326,624 | $16.23 |
| Q3 2019 | -235,648 | Reduce 72.15% | 90,976 | $14.93 |
| Q4 2019 | +481,344 | Add 529.09% | 572,320 | $12.71 |
| Q1 2020 | -539,840 | Reduce 94.32% | 32,480 | $12.65 |
| Q2 2020 | +151,696 | Add 467.04% | 184,176 | $13.13 |
| Q3 2020 | -149,616 | Reduce 81.24% | 34,560 | $12.93 |
| Q4 2020 | -34,560 | Sold Out | 34,560 | $0.00 |
| Q3 2021 | +55,072 | New Buy | 55,072 | $21.48 |
| Q4 2021 | -55,072 | Sold Out | 55,072 | $0.00 |
| Q2 2022 | +42,160 | New Buy | 42,160 | $23.43 |
| Q3 2022 | -42,160 | Sold Out | 42,160 | $0.00 |
| Q4 2022 | +39,432 | New Buy | 39,432 | $30.34 |
| Q1 2023 | -39,432 | Sold Out | 39,432 | $0.00 |
| Q3 2023 | +4,740 | New Buy | 4,740 | $45.98 |
| Q4 2023 | -704 | Reduce 14.85% | 4,036 | $58.88 |
| Q1 2024 | +44 | Add 1.09% | 4,080 | $72.50 |
| Q2 2024 | +164 | Add 4.02% | 4,244 | $87.62 |
| Q3 2024 | +40,324 | Add 950.14% | 44,568 | $95.95 |
| Q4 2024 | -14,839 | Reduce 33.30% | 29,729 | $110.53 |
| Q1 2025 | +97,536 | Add 328.08% | 127,265 | $77.48 |
| Q2 2025 | -65,124 | Reduce 51.17% | 62,141 | $102.31 |
| Q3 2025 | +97,762 | Add 157.32% | 159,903 | $145.71 |
Joel Greenblatt's Arista Networks Investment FAQs
Joel Greenblatt first purchased Arista Networks, Inc. (ANET) in Q4 2014, acquiring 330,176 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Arista Networks, Inc. (ANET) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Arista Networks, Inc. (ANET) was in Q1 2015, adding 1,787,040 shares worth $7.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 159,903 shares of Arista Networks, Inc. (ANET), valued at approximately $23.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Arista Networks, Inc. (ANET) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Arista Networks, Inc. (ANET) was 2,080,880 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.