Joel Greenblatt's ANET Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 186,947 shares of Arista Networks, Inc. (ANET) worth $24.5 M, representing 0.09% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 41 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 1.46 M shares. Largest reduction occurred in Q3 2016, reducing 1.96 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +27,044 | Add 16.91% | 186,947 | $131.03 |
| Q3 2025 | +97,762 | Add 157.32% | 159,903 | $145.71 |
| Q2 2025 | -65,124 | Reduce 51.17% | 62,141 | $102.31 |
| Q1 2025 | +97,536 | Add 328.08% | 127,265 | $77.48 |
| Q4 2024 | -14,839 | Reduce 33.30% | 29,729 | $110.53 |
| Q3 2024 | +40,324 | Add 950.14% | 44,568 | $95.95 |
| Q2 2024 | +164 | Add 4.02% | 4,244 | $87.62 |
| Q1 2024 | +44 | Add 1.09% | 4,080 | $72.50 |
| Q4 2023 | -704 | Reduce 14.85% | 4,036 | $58.88 |
| Q3 2023 | +4,740 | New Buy | 4,740 | $45.98 |
| Q1 2023 | -39,432 | Sold Out | 0 | $0.00 |
| Q4 2022 | +39,432 | New Buy | 39,432 | $30.34 |
| Q3 2022 | -42,160 | Sold Out | 0 | $0.00 |
| Q2 2022 | +42,160 | New Buy | 42,160 | $23.43 |
| Q4 2021 | -55,072 | Sold Out | 0 | $0.00 |
| Q3 2021 | +55,072 | New Buy | 55,072 | $21.48 |
| Q4 2020 | -34,560 | Sold Out | 0 | $0.00 |
| Q3 2020 | -149,616 | Reduce 81.24% | 34,560 | $12.93 |
| Q2 2020 | +151,696 | Add 467.04% | 184,176 | $13.13 |
| Q1 2020 | -539,840 | Reduce 94.32% | 32,480 | $12.65 |
| Q4 2019 | +481,344 | Add 529.09% | 572,320 | $12.71 |
| Q3 2019 | -235,648 | Reduce 72.15% | 90,976 | $14.93 |
| Q2 2019 | +302,912 | Add 1277.46% | 326,624 | $16.23 |
| Q1 2019 | -169,440 | Reduce 87.72% | 23,712 | $19.65 |
| Q4 2018 | +173,984 | Add 907.68% | 193,152 | $13.17 |
| Q3 2018 | -4,480 | Reduce 18.94% | 19,168 | $16.64 |
| Q2 2018 | -352,944 | Reduce 93.72% | 23,648 | $16.11 |
| Q1 2018 | -20,896 | Reduce 5.26% | 376,592 | $15.96 |
| Q4 2017 | +251,648 | Add 172.55% | 397,488 | $14.72 |
| Q3 2017 | -563,600 | Reduce 79.44% | 145,840 | $11.85 |
| Q2 2017 | +709,440 | New Buy | 709,440 | $9.36 |
| Q1 2017 | -114,128 | Sold Out | 0 | $0.00 |
| Q4 2016 | -5,536 | Reduce 4.63% | 114,128 | $6.05 |
| Q3 2016 | -1.96 M | Reduce 94.25% | 119,664 | $5.31 |
| Q2 2016 | +709,104 | Add 51.69% | 2.08 M | $4.02 |
| Q1 2016 | +1.37 M | New Buy | 1.37 M | $3.94 |
| Q4 2015 | -305,856 | Sold Out | 0 | $0.00 |
| Q3 2015 | +305,856 | New Buy | 305,856 | $3.83 |
| Q2 2015 | -1.79 M | Sold Out | 0 | $0.00 |
| Q1 2015 | +1.46 M | Add 441.24% | 1.79 M | $4.41 |
| Q4 2014 | +330,176 | New Buy | 330,176 | $3.80 |
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 41 quarters since Q4 2014.
Joel Greenblatt's largest addition to Arista Networks, Inc. (ANET) was in Q1 2015, adding 1,787,040 shares worth $7.88 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 186,947 shares of Arista Networks, Inc. (ANET), valued at approximately $24.5 M.
As of the Q4 2025 filing, Arista Networks, Inc. (ANET) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Arista Networks, Inc. (ANET) was 2,080,880 shares, as reported at the end of Q2 2016.