Wassenaar Yvonne has demonstrated a consistent pattern of selling activity across multiple holdings, with no recorded purchases in the available SEC filings. The transactions span three companies—Arista Networks (ANET), JFrog (FROG), and Rubrik (RBRK)—with the majority of recent sales concentrated in ANET and FROG. Between February and March 2026, Wassenaar executed multiple ANET sales totaling over $370,000, including four transactions on March 16 alone, ranging from $31,239 to $73,055. Earlier in February, ANET disposals exceeded $290,000 across five filings, with the largest single sale at $110,768. FROG sales were also notable, including a $114,875 transaction on January 6, 2026, and a $47,557 sale the following month. Prior to 2026, Wassenaar offloaded RBRK shares totaling $176,412 in July 2025.
The filings reveal a clear divestment trend, with all 25 transactions coded as sales, gifts, or awards (with no monetary value for the latter two). The total sell value exceeds $1.05 million, with ANET accounting for the bulk of recent activity. While some transactions appear routine—such as smaller, clustered sales likely tied to scheduled trading plans—the absence of any buys suggests a deliberate reduction in exposure. The activity does not indicate accumulation in any of the three securities, with the most recent trades continuing the sell-side pattern through March 2026. Neutral codes like "M" (merger-related) and "G" (gift) appear intermittently but do not alter the overarching disposition trend.
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