Disclosed positions

Estimated from their latest filings — positions may have changed since

$4.77M

combined est. value

Stock	Shares	Price	Value	Weight	As of
FROGJFrog Ltd	21,944	$95.50	$2.10M	44%	2026-05-22
ANETArista Networks, Inc.	9,784	$184.69	$1.81M	38%	2026-05-20
BRZEBraze, Inc.	18,513	$24.84	$459.9K	10%	2026-06-30
RBRKRubrik, Inc.	4,638	$87.43	$405.5K	9%	2026-07-01

FROG

JFrog Ltd

$2.10M

21,944 sh

ANET

Arista Networks, Inc.

$1.81M

9,784 sh

BRZE

Braze, Inc.

$459.9K

18,513 sh

RBRK

Rubrik, Inc.

$405.5K

4,638 sh

All filings on record

Every Form 4 transaction we track for this filer

all 40buys 0sells 24

Stock	Transaction	Date	~6mo later
RBRKRubrik, Inc.	Sell $58.8K · 721 sh	2026-07-01	—
BRZEBraze, Inc.	Grant — · 7,753 sh	2026-06-30	—
RBRKRubrik, Inc.	Sell $50.7K · 676 sh	2026-06-23	—
RBRKRubrik, Inc.	Grant — · 3,709 sh	2026-06-03	—
RBRKRubrik, Inc.	Sell $58.2K · 721 sh	2026-06-03	—
RBRKRubrik, Inc.	Convert — · 721 sh	2026-06-03	—
RBRKRubrik, Inc.	Sell $212.8K · 2,838 sh	2026-05-29	—
RBRKRubrik, Inc.	Convert — · 2,163 sh	2026-05-29	—
FROGJFrog Ltd	Sell $99.0K · 1,368 sh	2026-05-22	—
FROGJFrog Ltd	Grant — · 4,427 sh	2026-05-21	—
ANETArista Networks, Inc.	Sell $10.8K · 76 sh	2026-05-20	—
ANETArista Networks, Inc.	Sell $34.3K · 242 sh	2026-05-20	—
ANETArista Networks, Inc.	Sell $46.3K · 329 sh	2026-05-20	—
ANETArista Networks, Inc.	Sell $45.3K · 324 sh	2026-05-20	—
ANETArista Networks, Inc.	Exercise — · 971 sh	2026-05-20	—
ANETArista Networks, Inc.	Sell $67.2K · 504 sh	2026-02-25	—
ANETArista Networks, Inc.	Sell $110.8K · 835 sh	2026-02-25	—
ANETArista Networks, Inc.	Sell $47.0K · 357 sh	2026-02-25	—
ANETArista Networks, Inc.	Sell $6.4K · 49 sh	2026-02-25	—
ANETArista Networks, Inc.	Sell $9.1K · 70 sh	2026-02-25	—
FROGJFrog Ltd	Sell $47.6K · 1,367 sh	2026-02-24	—
ANETArista Networks, Inc.	Exercise — · 971 sh	2026-02-20	—
RBRKRubrik, Inc.	Grant — · 146 sh	2026-01-15	—
FROGJFrog Ltd	Sell $114.9K · 1,957 sh	2026-01-06	—
FROGJFrog Ltd	Sell $82.2K · 1,368 sh	2025-12-02	—

RBRKSell

2026-07-01 · Rubrik, Inc.

$58.8K

—

BRZEGrant

2026-06-30 · Braze, Inc.

7,753

—

RBRKSell

2026-06-23 · Rubrik, Inc.

$50.7K

—

RBRKGrant

2026-06-03 · Rubrik, Inc.

3,709

—

RBRKSell

2026-06-03 · Rubrik, Inc.

$58.2K

—

RBRKConvert

2026-06-03 · Rubrik, Inc.

721

—

RBRKSell

2026-05-29 · Rubrik, Inc.

$212.8K

—

RBRKConvert

2026-05-29 · Rubrik, Inc.

2,163

—

FROGSell

2026-05-22 · JFrog Ltd

$99.0K

—

FROGGrant

2026-05-21 · JFrog Ltd

4,427

—

ANETSell

2026-05-20 · Arista Networks, Inc.

$10.8K

—

ANETSell

2026-05-20 · Arista Networks, Inc.

$34.3K

—

ANETSell

2026-05-20 · Arista Networks, Inc.

$46.3K

—

ANETSell

2026-05-20 · Arista Networks, Inc.

$45.3K

—

ANETExercise

2026-05-20 · Arista Networks, Inc.

971

—

ANETSell

2026-02-25 · Arista Networks, Inc.

$67.2K

—

ANETSell

2026-02-25 · Arista Networks, Inc.

$110.8K

—

ANETSell

2026-02-25 · Arista Networks, Inc.

$47.0K

—

ANETSell

2026-02-25 · Arista Networks, Inc.

$6.4K

—

ANETSell

2026-02-25 · Arista Networks, Inc.

$9.1K

—

FROGSell

2026-02-24 · JFrog Ltd

$47.6K

—

ANETExercise

2026-02-20 · Arista Networks, Inc.

971

—

RBRKGrant

2026-01-15 · Rubrik, Inc.

146

—

FROGSell

2026-01-06 · JFrog Ltd

$114.9K

—

FROGSell

2025-12-02 · JFrog Ltd

$82.2K

—

Show all 40 filings

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.