Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Arista Networks, Inc. (ANET)
← All ANET superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 216,934 0.08 Add 16.04% 0.01 $115.42–151.80 · VW $133.69i $26,635,157 SEC
2025   Q4 186,947 0.09 Add 16.91% 0.01 $114.52–164.94 · VW $140.37i $24,495,665 SEC
2025   Q3 159,903 0.10 Add 157.32% 0.06 $97.14–156.32 · VW $130.65i $23,299,466 SEC
2025   Q2 62,141 0.04 Reduce 51.17% 0.04 $59.43–103.13 · VW $86.13i $6,357,646 SEC
2025   Q1 127,265 0.08 Add 328.08% 0.06 $74.53–133.57 · VW $98.42i $9,860,492 SEC
2024   Q4 29,729 0.03 Reduce 33.30% 0.01 $92.10–116.94 · VW $102.51i $3,285,946 SEC
2024   Q3 44,568 0.04 Add 950.14% 0.04 $72.99–98.96 · VW $86.73i $4,276,522 SEC
2024   Q2 4,244 <0.01 Add 4.02% <0.01 $60.08–88.81 · VW $73.91i $371,859 SEC
2024   Q1 4,080 <0.01 Add 1.09% $56.65–76.93 · VW $68.52i $295,780 SEC
2023   Q4 4,036 <0.01 Reduce 14.85% <0.01 $42.06–60.17 · VW $52.02i $237,630 SEC
2023   Q3 4,740 <0.01 Buy <0.01 $37.28–49.67 · VW $44.44i $217,957 SEC
2023   Q1 0 0.00 Sell 100.00% 0.03 $27.23–42.86 · VW $35.30i SEC
2022   Q4 39,432 0.03 Buy 0.03 $24.55–35.20 · VW $31.11i $1,196,268 SEC
2022   Q3 0 0.00 Sell 100.00% 0.03 $22.83–33.22 · VW $28.97i SEC
2022   Q2 42,160 0.03 Buy 0.03 $22.28–35.89 · VW $27.07i $988,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.05 $21.30–37.14 · VW $30.10i SEC
2021   Q3 55,072 0.05 Buy 0.05 $21.46–24.00 · VW $22.79i $1,183,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.01 $12.52–18.36 · VW $15.55i SEC
2020   Q3 34,560 0.01 Reduce 81.24% 0.06 $12.06–16.71 · VW $14.25i $447,000 SEC
2020   Q2 184,176 0.07 Add 467.04% 0.06 $11.81–14.82 · VW $13.57i $2,418,000 SEC
2020   Q1 32,480 0.01 Reduce 94.32% 0.13 $9.79–15.12 · VW $12.67i $411,000 SEC
2019   Q4 572,320 0.13 Add 529.09% 0.11 $10.83–15.73 · VW $12.69i $7,276,000 SEC
2019   Q3 90,976 0.02 Reduce 72.15% 0.06 $13.38–18.09 · VW $15.66i $1,358,000 SEC
2019   Q2 326,624 0.08 Add 1277.46% 0.08 $14.52–20.70 · VW $17.14i $5,300,000 SEC
2019   Q1 23,712 <0.01 Reduce 87.72% 0.03 $12.45–19.79 · VW $16.29i $466,000 SEC
2018   Q4 193,152 0.04 Add 907.68% 0.04 $11.69–16.84 · VW $14.51i $2,544,000 SEC
2018   Q3 19,168 <0.01 Reduce 18.94% <0.01 $15.77–19.59 · VW $17.48i $319,000 SEC
2018   Q2 23,648 <0.01 Reduce 93.72% 0.08 $14.70–17.94 · VW $16.17i $381,000 SEC
2018   Q1 376,592 0.08 Reduce 5.26% <0.01 $14.17–19.48 · VW $16.77i $6,009,000 SEC
2017   Q4 397,488 0.09 Add 172.55% 0.05 $11.12–15.35 · VW $13.56i $5,853,000 SEC
2017   Q3 145,840 0.03 Reduce 79.44% 0.08 $8.86–12.08 · VW $10.46i $1,728,000 SEC
2017   Q2 709,440 0.10 Buy 0.10 $8.04–10.19 · VW $9.05i $6,642,000 SEC
2017   Q1 0 0.00 Sell 100.00% <0.01 $5.46–8.42 · VW $6.98i SEC
2016   Q4 114,128 <0.01 Reduce 4.63% <0.01 $4.93–6.18 · VW $5.65i $690,000 SEC
2016   Q3 119,664 <0.01 Reduce 94.25% 0.10 $3.89–5.40 · VW $4.76i $636,000 SEC
2016   Q2 2,080,880 0.10 Add 51.69% 0.04 $3.78–4.71 · VW $4.21i $8,373,000 SEC
2016   Q1 1,371,776 0.06 Buy 0.06 $3.28–4.95 · VW $3.99i $5,410,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.01 $3.67–4.97 · VW $4.36i SEC
2015   Q3 305,856 0.01 Buy 0.01 $3.76–5.52 · VW $4.58i $1,170,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.06 $3.95–5.53 · VW $4.58i SEC
2015   Q1 1,787,040 0.06 Add 441.24% 0.05 $3.51–4.66 · VW $4.23i $7,877,000 SEC
2014   Q4 330,176 0.01 Buy 0.01 $3.70–5.64 · VW $4.60i $1,254,000 SEC
Price snapshot:
Current price$181.15
Avg. buy price$122.10
+/- since buy48.37%
52-week low$104.68
52-week high$189.82