Arlo Technologies, Inc.

ARLO

Exchange: NYSE
Industry: Services-Detective, Guard & Armored Car Services
SEC CIK: 0001736946

SEC filings (opens in a new tab)

In the last 90 days, Arlo Technologies, Inc. insiders filed 1 open-market purchase and 3 sales; 261 institutions reported holding it in 13F filings for Q2 2026, worth $1.48B in total; no superinvestor holds it.

Key figures

Market capClose on Nov 10, 2026: $1.32B
Insider buysLast 90 days, $100.4K in total: 1
Insider sellsLast 90 days, $1.78M in total: 3
13F holdersQ2 2026, −12 vs. previous quarter: 261
13F valueReported value at the end of Q2 2026: $1.48B
Superinvestors holdingAt the end of Q2 2026: 0

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2025: $529.3M; +3.6% year over year
Net income, FY2025: $14.9M; No comparable prior period
Free cash flow, FY2025: –; No comparable prior period
Revenue, Q3 FY2026: $149.2M; +6.9% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 30, 2026.

Short interest: 14.1M; Shares sold short
Change: +423.4K; +3.1% vs. previous
Days to cover: 6.99; At average daily volume

Superinvestors holding ARLO, Q2 2026

Go to the superinvestors tab

No superinvestor reported holding ARLO at the end of Q2 2026.

Latest insider trades

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Open-market purchases and sales by Arlo Technologies, Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Nov 10, 2026 (view filing)12:09 PM ET	Nov 9	1 day	Faison Ralph EDirector	PPurchase	+8.25K	$12.17	+$100.4K	+2.0%419.3K after
Nov 5, 2026 (view filing)3:05 PM ET	Nov 4	1 day	Binder Kurtis JosephCHIEF FINANCIAL OFFICER	SSale	−33.4K	$15.03	−$501.9K	−9.7%312.1K after	10b5-1
Sep 29, 2026 (view filing)6:26 PM ET	Sep 28-29	1 day	Binder Kurtis JosephCHIEF FINANCIAL OFFICER	SSale	−96.6K	$12.46	−$1.20M	−21.8%345.5K after	2 lots10b5-1
Sep 2, 2026 (view filing)4:30 PM ET	Sep 1	1 day	Rothstein Amy MDirector	SSale	−6.15K	$12.55	−$77.2K	−9.3%60.2K after	10b5-1
Aug 11, 2026 (view filing)3:56 PM ET	Aug 7	4 days	Rothstein Amy MDirector	SSale	−9.25K	$16.13	−$149.2K	−12.2%66.4K after	10b5-1
Aug 5, 2026 (view filing)5:16 PM ET	Aug 3-4	2 days	Binder Kurtis JosephCHIEF FINANCIAL OFFICER	SSale	−41.3K	$15.35	−$633.3K	−8.5%442.1K after	2 lots10b5-1
Aug 5, 2026 (view filing)5:15 PM ET	Aug 3-5	2 days	Rothstein Amy MDirector	SSale	−19.6K	$15.20	−$297.9K	−20.6%75.6K after	3 lots10b5-1
Jul 6, 2026 (view filing)8:02 PM ET	Jul 6	Same day	Binder Kurtis JosephCHIEF FINANCIAL OFFICER	SSale	−16.5K	$12.83	−$211.7K	−3.3%483.4K after	10b5-1
Jun 23, 2026 (view filing)	Jun 22	1 day	Rothstein Amy MDirector	SSale	−5.26K	$13.02	−$68.5K	−5.2%95.2K after	10b5-1
May 11, 2026 (view filing)	May 8	3 days	Binder Kurtis JosephCHIEF FINANCIAL OFFICER	SSale	−65.0K	$15.70	−$1.02M	−11.5%499.9K after	10b5-1

Top 10 13F holders, Q2 2026

See all 261 holders

The largest institutional positions in Arlo Technologies, Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding ARLO in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
BlackRock, Inc.	17,506,791	$236.0M	0.00%	+462,415+2.7%	Added
Brandes Investment Partners, LP	10,753,652	$145.0M	1.02%	+534,798+5.2%	Added
Wasatch Advisors Inc	5,915,935	$79.7M	0.52%	+489,668+9.0%	Added
Vanguard Portfolio Management LLC	5,829,891	$78.6M	0.00%	+402,346+7.4%	Added
State Street Corp	4,894,701	$66.0M	0.00%	+576,780+13.4%	Added
Vanguard Capital Management LLC	4,617,160	$62.2M	0.00%	+165,952+3.7%	Added
Rice Hall James & Associates, LLC	3,732,962	$50.3M	2.45%	+73,074+2.0%	Added
Geode Capital Management, LLC	2,736,321	$36.9M	0.00%	+258,110+10.4%	Added
Jupiter Topco LLC	2,563,579	$34.6M	0.01%	+2,563,579	New
Renaissance Technologies LLC	2,049,849	$27.6M	0.04%	+4310.0%	Added

Holders of 5% or more of ARLO

See all 4 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Arlo Technologies, Inc..

Largest holders of ARLO from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
BlackRock, Inc.	13G/A	15.30%15.8M shares	−1.10 ppfrom 16.40%	Feb 5, 20252 filings	Jul 18, 2025	SEC
Brandes Investment Partners, LP	13G/A	9.60%10.2M shares	+1.90 ppfrom 7.70%	Nov 14, 20243 filings	May 14, 2026	SEC
Vanguard Portfolio Management LLC	13G	5.16%5.52M shares	New	Apr 28, 20261 filing	Apr 28, 2026	SEC
Vanguard Capital Management LLC	13G	5.01%5.39M shares	New	Oct 30, 20261 filing	Oct 30, 2026	SEC