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Arlo Technologies, Inc.

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

In the last 90 days, Arlo Technologies, Inc. insiders filed 0 open-market purchases and 5 sales; 261 institutions reported holding it in 13F filings for Q2 2026, worth $1.49B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Arlo Technologies, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
261
−12 vs. Q1 2026
Shares held
110.4M
+3.52M (+3.3%) vs. Q1 2026
Total value
$1.49B
−$32.2M (−2.1%) vs. Q1 2026
New holders
30
114 more added
Sold out
42
79 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ARLO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 261 institutions
Q1 2021: 157 institutionsQ2 2021: 148 institutionsQ3 2021: 154 institutionsQ4 2021: 163 institutionsQ1 2022: 175 institutionsQ2 2022: 171 institutionsQ3 2022: 181 institutionsQ4 2022: 168 institutionsQ1 2023: 171 institutionsQ2 2023: 190 institutionsQ3 2023: 194 institutionsQ4 2023: 207 institutionsQ1 2024: 215 institutionsQ2 2024: 199 institutionsQ3 2024: 217 institutionsQ4 2024: 218 institutionsQ1 2025: 239 institutionsQ2 2025: 257 institutionsQ3 2025: 265 institutionsQ4 2025: 259 institutionsQ1 2026: 276 institutionsQ2 2026: 261 institutions
Value heldQ2 2026: $1.49B
Q1 2021: $350.7MQ2 2021: $382.3MQ3 2021: $360.6MQ4 2021: $620.6MQ1 2022: $573.2MQ2 2022: $407.7MQ3 2022: $301.1MQ4 2022: $238.9MQ1 2023: $431.8MQ2 2023: $823.0MQ3 2023: $808.7MQ4 2023: $782.7MQ1 2024: $1.08BQ2 2024: $1.16BQ3 2024: $1.08BQ4 2024: $1.01BQ1 2025: $889.3MQ2 2025: $1.65BQ3 2025: $1.78BQ4 2025: $1.48BQ1 2026: $1.54BQ2 2026: $1.49B
Institutions holding ARLO and their total value by quarter
QuarterHoldersValue
Q2 2026261$1.49B
Q1 2026276$1.54B
Q4 2025259$1.48B
Q3 2025265$1.78B
Q2 2025257$1.65B
Q1 2025239$889.3M
Q4 2024218$1.01B
Q3 2024217$1.08B
Q2 2024199$1.16B
Q1 2024215$1.08B
Q4 2023207$782.7M
Q3 2023194$808.7M
Q2 2023190$823.0M
Q1 2023171$431.8M
Q4 2022168$238.9M
Q3 2022181$301.1M
Q2 2022171$407.7M
Q1 2022175$573.2M
Q4 2021163$620.6M
Q3 2021154$360.6M
Q2 2021148$382.3M
Q1 2021157$350.7M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q1 2026.

Institutions holding ARLO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.17,506,791$236.0M0.00%+462,415+2.7%Added
Brandes Investment Partners, LP10,753,652$145.0M1.02%+534,798+5.2%Added
Wasatch Advisors Inc5,915,935$79.7M0.52%+489,668+9.0%Added
Vanguard Portfolio Management LLC5,829,891$78.6M0.00%+402,346+7.4%Added
State Street Corp4,894,701$66.0M0.00%+576,780+13.4%Added
Vanguard Capital Management LLC4,617,160$62.2M0.00%+165,952+3.7%Added
Rice Hall James & Associates, LLC3,732,962$50.3M2.45%+73,074+2.0%Added
Geode Capital Management, LLC2,736,321$36.9M0.00%+258,110+10.4%Added
Jupiter Topco LLC2,563,579$34.6M0.01%+2,563,579New
Renaissance Technologies LLC2,049,849$27.6M0.04%+4310.0%Added
Emerald Advisers, LLC2,021,645$27.3M0.64%+2,716+0.1%Added
Needham Investment Management LLC1,995,000$26.9M0.81%+235,000+13.4%Added
Primecap Management Co1,942,330$26.2M0.02%−376,183−16.2%Reduced
Swedbank AB1,582,175$21.3M0.02%+632,175+66.5%Added
First Eagle Investment Management, LLC1,504,400$20.3M0.02%+1,411,900+1,526.4%Added
AWM Investment Company, Inc.1,466,009$19.8M1.72%+200,900+15.9%Added
Northern Trust Corp1,465,849$19.8M0.00%+174,302+13.5%Added
Nuveen, LLC1,369,047$18.5M0.00%−111,496−7.5%Reduced
Royce & Associates LP1,344,074$18.1M0.15%+261,970+24.2%Added
Morgan Stanley1,342,604$18.1M0.00%+112,867+9.2%Added
Emerald Mutual Fund Advisers Trust1,270,713$17.1M0.60%+14,424+1.1%Added
Arrowstreet Capital, Limited Partnership1,194,040$16.1M0.01%−566,592−32.2%Reduced
Hosking Partners LLP1,186,439$16.0M0.53%+26,658+2.3%Added
Herald Investment Management Ltd1,134,325$15.3M2.07%−242,675−17.6%Reduced
Charles Schwab Investment Management Inc1,130,982$15.2M0.00%+98,362+9.5%Added
Oberweis Asset Management Inc1,093,300$14.7M0.30%+111,000+11.3%Added
Granahan Investment Management Inc1,025,050$13.8M0.49%−144,440−12.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.881,207$11.9M0.02%−176,162−16.7%Reduced
Goldman Sachs Group Inc855,768$11.5M0.00%+41,444+5.1%Added
Granite Investment Partners, LLC826,906$11.1M0.57%+175,989+27.0%Added
Vanguard Fiduciary Trust Co770,640$10.4M0.00%+38,157+5.2%Added
D. E. Shaw & Co., Inc.697,893$9.41M0.01%−1,103,025−61.2%Reduced
Bank of New York Mellon Corp650,454$8.77M0.00%+44,898+7.4%Added
S Squared Technology, LLC644,767$8.69M2.70%+185,000+40.2%Added
Los Angeles Capital Management LLC629,968$8.49M0.03%+471,693+298.0%Added
Clearbridge Investments, LLC602,067$8.12M0.01%+84,992+16.4%Added
Invesco Ltd.586,749$7.91M0.00%+106,284+22.1%Added
National Philanthropic Trust563,293$7.59M0.11%00.0%Unchanged
FMR LLC533,799$7.20M0.00%+27,296+5.4%Added
Principal Financial Group Inc530,918$7.16M0.00%+13,011+2.5%Added
Hillsdale Investment Management Inc.525,882$7.09M0.16%+190,300+56.7%Added
Dimensional Fund Advisors LP505,451$6.81M0.00%+445,996+750.1%Added
Prospect Capital Advisors, LLC497,750$6.71M3.05%+132,000+36.1%Added
AQR Capital Management LLC465,694$6.28M0.00%−168,801−26.6%Reduced
UBS Group AG458,531$6.18M0.00%−228,667−33.3%Reduced
OP Asset Management Ltd453,418$6.11M0.07%+8,782+2.0%Added
Alliancebernstein L.P.396,880$5.65M0.00%+35,778+9.9%Added
Raymond James Financial Inc416,122$5.61M0.00%−24,640−5.6%Reduced
Intech Investment Management LLC403,244$5.44M0.05%+135,439+50.6%Added
Hunter Associates Investment Management LLC398,530$5.38M0.62%+180,565+82.8%Added
Public Sector Pension Investment Board373,176$5.03M0.01%−5,983−1.6%Reduced
Bank of America Corp359,890$4.85M0.00%+103,830+40.5%Added
Paradigm Capital Management Inc343,100$4.62M0.13%+6,300+1.9%Added
G2 Investment Partners Management LLC330,000$4.45M0.81%+47,927+17.0%Added
Man Group plc291,483$3.93M0.01%−307,337−51.3%Reduced
Algert Global LLC291,376$3.93M0.05%+21,791+8.1%Added
Ameriprise Financial Inc272,102$3.67M0.00%+93,084+52.0%Added
Mackenzie Financial Corp268,447$3.62M0.00%+168,165+167.7%Added
Divisadero Street Capital Management, LP252,336$3.40M0.08%+52,336+26.2%Added
First Trust Advisors LP251,366$3.39M0.00%+251,366New
Rhumbline Advisers249,371$3.36M0.00%−27,122−9.8%Reduced
Legal & General Group Plc241,715$3.26M0.00%+7,727+3.3%Added
Harbor Capital Advisors, Inc.232,982$3.14M0.21%+37,988+19.5%Added
Voya Investment Management LLC221,600$2.99M0.00%−8,834−3.8%Reduced
White Pine Capital LLC218,648$2.95M0.70%−64,500−22.8%Reduced
Gabelli Funds LLC216,530$2.92M0.02%+100,000+85.8%Added
Swiss National Bank203,700$2.75M0.00%−6,000−2.9%Reduced
Victory Capital Management Inc193,478$2.61M0.00%+176,973+1,072.2%Added
SEI Investments Co192,223$2.59M0.00%−107,212−35.8%Reduced
1492 Capital Management LLC190,114$2.56M0.76%+16,059+9.2%Added
New York State Common Retirement Fund185,029$2.49M0.00%+40,306+27.9%Added
Essex Investment Management Co LLC183,754$2.48M0.32%−8,750−4.5%Reduced
UBS Asset Management Americas Inc175,788$2.37M0.00%+794+0.5%Added
LPL Financial LLC174,757$2.36M0.00%+24,835+16.6%Added
Franklin Resources Inc171,094$2.31M0.00%+2,981+1.8%Added
Price T Rowe Associates Inc158,402$2.14M0.00%+34,339+27.7%Added
Formula Growth Ltd140,000$1.89M0.66%00.0%Unchanged
Acadian Asset Management LLC139,939$1.88M0.00%+24,890+21.6%Added
Envestnet Asset Management Inc139,100$1.88M0.00%+12,899+10.2%Added
Boothbay Fund Management, LLC138,090$1.86M0.03%+68,901+99.6%Added
Mirae Asset Global ETFs Holdings Ltd.133,095$1.79M0.00%−120−0.1%Reduced
Toroso Investments, LLC128,332$1.73M0.00%+13,033+11.3%Added
Globeflex Capital L P128,094$1.73M0.22%00.0%Unchanged
Deutsche Bank AG121,179$1.63M0.00%+29,886+32.7%Added
Lazard Asset Management LLC117,075$1.58M0.00%+2,740+2.4%Added
New York State Teachers Retirement System113,955$1.54M0.00%+6,771+6.3%Added
California State Teachers Retirement System113,716$1.53M0.00%+14,574+14.7%Added
Prudential Financial Inc110,303$1.49M0.00%−53,200−32.5%Reduced
Nordea Investment Management AB112,743$1.48M0.00%+112,743New
Thompson Siegel & Walmsley LLC108,319$1.46M0.03%−1,105−1.0%Reduced
JPMorgan Chase & Co108,252$1.41M0.00%−240,033−68.9%Reduced
Wells Fargo & Company104,581$1.41M0.00%+64,340+159.9%Added
Squarepoint Ops LLC103,484$1.39M0.00%−317,649−75.4%Reduced
State of Wyoming101,346$1.37M0.14%+84,139+489.0%Added
Integrated Quantitative Investments LLC101,338$1.37M0.22%00.0%Unchanged
Potomac Capital Management, Inc.100,000$1.35M0.99%00.0%Unchanged
Winton Group Ltd99,495$1.34M0.04%−4,101−4.0%Reduced
B. Metzler seel. Sohn & Co. AG98,612$1.33M0.01%+8,349+9.2%Added
XTX Topco Ltd97,423$1.31M0.02%+97,423New
Hennion & Walsh Asset Management, Inc.84,615$1.14M0.03%+10,128+13.6%Added