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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 $1.48B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Arlo Technologies, Inc. as of Dec 31, 2023. 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
207
+16 vs. Q3 2023
Shares held
80.5M
+2.33M (+3.0%) vs. Q3 2023
Total value
$766.7M
−$38.5M (−4.8%) vs. Q3 2023
New holders
30
77 more added
Sold out
14
68 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 holdersQ4 2023: 207 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 heldQ4 2023: $766.7M
Q1 2021: $350.7MQ2 2021: $382.3MQ3 2021: $360.6MQ4 2021: $618.0MQ1 2022: $569.6MQ2 2022: $402.0MQ3 2022: $299.4MQ4 2022: $237.7MQ1 2023: $427.7MQ2 2023: $821.0MQ3 2023: $806.8MQ4 2023: $766.7MQ1 2024: $1.04BQ2 2024: $1.15BQ3 2024: $1.08BQ4 2024: $1.01BQ1 2025: $888.2MQ2 2025: $1.65BQ3 2025: $1.77BQ4 2025: $1.48BQ1 2026: $1.54BQ2 2026: $1.48B
Institutions holding ARLO and their total value by quarter
QuarterHoldersValue
Q2 2026261$1.48B
Q1 2026276$1.54B
Q4 2025259$1.48B
Q3 2025265$1.77B
Q2 2025257$1.65B
Q1 2025239$888.2M
Q4 2024218$1.01B
Q3 2024217$1.08B
Q2 2024199$1.15B
Q1 2024215$1.04B
Q4 2023207$766.7M
Q3 2023194$806.8M
Q2 2023190$821.0M
Q1 2023171$427.7M
Q4 2022168$237.7M
Q3 2022181$299.4M
Q2 2022171$402.0M
Q1 2022175$569.6M
Q4 2021163$618.0M
Q3 2021154$360.6M
Q2 2021148$382.3M
Q1 2021157$350.7M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q3 2023.

Institutions holding ARLO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.14,541,129$138.4M0.00%+518,898+3.7%Added
Vanguard Group Inc9,556,442$91.0M0.00%+51,623+0.5%Added
Primecap Management Co4,876,641$46.4M0.04%+147,341+3.1%Added
Brandes Investment Partners, LP4,499,968$42.8M0.65%+349,082+8.4%Added
Rice Hall James & Associates, LLC3,639,547$34.6M2.01%+53,607+1.5%Added
State Street Corp3,388,815$32.3M0.00%+183,244+5.7%Added
Cannell Capital LLC2,480,703$23.6M5.27%+158,580+6.8%Added
Driehaus Capital Management LLC2,383,532$22.7M0.27%+283,827+13.5%Added
Geode Capital Management, LLC1,932,147$18.4M0.00%+120,748+6.7%Added
Royce & Associates LP1,677,124$16.0M0.15%+134,300+8.7%Added
Nuveen Asset Management, LLC1,673,154$15.9M0.01%−90,605−5.1%Reduced
Morgan Stanley1,589,308$15.1M0.00%+526,584+49.6%Added
Renaissance Technologies LLC1,338,000$12.7M0.02%+30,309+2.3%Added
Northern Trust Corp1,250,599$11.9M0.00%+226,453+22.1%Added
Herald Investment Management Ltd1,090,992$10.4M1.98%+562+0.1%Added
Charles Schwab Investment Management Inc948,042$9.03M0.00%+58,620+6.6%Added
Federated Hermes, Inc.907,529$8.64M0.02%−36,564−3.9%Reduced
Assenagon Asset Management S.A.892,199$8.49M0.03%−642,579−41.9%Reduced
Millennium Management LLC854,151$8.13M0.01%−245,149−22.3%Reduced
Bank of New York Mellon Corp849,065$8.08M0.00%−43,409−4.9%Reduced
Prospect Capital Advisors, LLC847,850$8.07M2.93%+180,250+27.0%Added
Dimensional Fund Advisors LP641,285$6.11M0.00%−894,126−58.2%Reduced
Granite Investment Partners, LLC628,990$5.99M0.23%+628,990New
G2 Investment Partners Management LLC625,361$5.95M1.83%−131,786−17.4%Reduced
Deutsche Bank AG598,765$5.70M0.00%+547,990+1,079.3%Added
Thompson Siegel & Walmsley LLC558,225$5.31M0.09%+558,225New
Swedbank AB550,000$5.24M0.01%00.0%Unchanged
Invesco Ltd.545,031$5.19M0.00%−173,177−24.1%Reduced
Bank of America Corp518,270$4.93M0.00%+45,033+9.5%Added
AQR Capital Management LLC511,765$4.87M0.01%+227,985+80.3%Added
Principal Financial Group Inc491,817$4.68M0.00%−10,429−2.1%Reduced
Ameriprise Financial Inc430,369$4.10M0.00%−43,116−9.1%Reduced
Goldman Sachs Group Inc424,146$4.04M0.00%+153,235+56.6%Added
Jacobs Levy Equity Management, Inc421,795$4.02M0.02%−285,037−40.3%Reduced
Engle Capital Management, L.P.389,000$3.70M1.30%+389,000New
Hillsdale Investment Management Inc.388,882$3.70M0.30%−1,500−0.4%Reduced
Cubist Systematic Strategies, LLC372,831$3.55M0.04%−54,529−12.8%Reduced
D. E. Shaw & Co., Inc.361,334$3.44M0.00%−129,013−26.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.359,261$3.42M0.02%+76,831+27.2%Added
Intrinsic Edge Capital Management LLC344,834$3.28M0.35%−298,939−46.4%Reduced
Voloridge Investment Management, LLC340,679$3.24M0.01%−347,544−50.5%Reduced
Prudential Financial Inc298,855$2.85M0.00%−10,811−3.5%Reduced
Prelude Capital Management, LLC273,295$2.60M0.23%+82,979+43.6%Added
Mirae Asset Global Investments Co., Ltd.270,482$2.57M0.01%−13,126−4.6%Reduced
AWH Capital, L.P.266,140$2.53M2.54%−83,860−24.0%Reduced
Legal & General Group Plc263,105$2.50M0.00%+12,409+4.9%Added
Rhumbline Advisers258,048$2.46M0.00%−7,772−2.9%Reduced
Pale Fire Capital SE247,912$2.36M0.37%−147,114−37.2%Reduced
Needham Investment Management LLC240,000$2.28M0.29%+185,000+336.4%Added
Qube Research & Technologies Ltd230,210$2.19M0.00%+197,094+595.2%Added
Westwood Holdings Group Inc.216,890$2.06M0.02%+101,194+87.5%Added
Public Sector Pension Investment Board196,365$1.87M0.01%+80,114+68.9%Added
Algert Global LLC191,758$1.83M0.07%−94,685−33.1%Reduced
Barclays PLC187,386$1.78M0.00%+122,892+190.5%Added
Squarepoint Ops LLC183,846$1.75M0.01%−30,017−14.0%Reduced
Baker Avenue Asset Management, LP181,058$1.72M0.08%+106,870+144.1%Added
Swiss National Bank176,100$1.68M0.00%−25,800−12.8%Reduced
Trexquant Investment LP167,743$1.60M0.04%+19,745+13.3%Added
Boothbay Fund Management, LLC151,617$1.44M0.05%+63,318+71.7%Added
New York State Teachers Retirement System146,384$1.39M0.00%−100−0.1%Reduced
SEI Investments Co144,483$1.38M0.00%−8,603−5.6%Reduced
ExodusPoint Capital Management, LP143,435$1.37M0.02%+102,655+251.7%Added
Susquehanna Portfolio Strategies, LLC142,720$1.36M0.02%+142,720New
HRT Financial LP131,208$1.25M0.01%+36,564+38.6%Added
Great West Life Assurance Co129,618$1.23M0.00%+1,827+1.4%Added
Gabelli Funds LLC116,530$1.11M0.01%00.0%Unchanged
Engineers Gate Manager LP114,439$1.09M0.03%−36,997−24.4%Reduced
Jump Financial, LLC112,957$1.08M0.03%−11,189−9.0%Reduced
Teton Advisors, Inc.112,000$1.07M0.35%−10,000−8.2%Reduced
Russell Investments Group, Ltd.108,145$1.03M0.00%−28,418−20.8%Reduced
Paradigm Capital Management Inc106,500$1.01M0.05%+26,100+32.5%Added
Gsa Capital Partners LLP106,369$1.01M0.09%−68,920−39.3%Reduced
UBS Asset Management Americas Inc105,174$1.00M0.00%+32,333+44.4%Added
California State Teachers Retirement System94,306$897.8K0.00%−6,160−6.1%Reduced
State of Wyoming91,395$870.1K0.16%+22,166+32.0%Added
Credit Suisse AG90,874$865.1K0.00%+4,521+5.2%Added
Voya Investment Management LLC89,845$855.3K0.00%−4,077−4.3%Reduced
Putnam Investments LLC89,681$853.8K0.00%−2,832−3.1%Reduced
BNP Paribas Arbitrage, SA87,782$835.7K0.00%−106,723−54.9%Reduced
JPMorgan Chase & Co87,445$832.5K0.00%+25,312+40.7%Added
Thrivent Financial for Lutherans84,322$803.0K0.00%−1,719−2.0%Reduced
Los Angeles Capital Management LLC82,657$786.9K0.00%−38,820−32.0%Reduced
Texas Permanent School Fund81,712$777.9K0.01%+1,866+2.3%Added
Franklin Resources Inc78,925$751.4K0.00%−59−0.1%Reduced
New York State Common Retirement Fund77,282$735.7K0.00%+48,076+164.6%Added
Alliancebernstein L.P.77,200$734.9K0.00%00.0%Unchanged
Jane Street Group, LLC72,991$694.9K0.00%+72,991New
Nisa Investment Advisors, LLC71,486$680.5K0.00%+44+0.1%Added
Campbell & CO Investment Adviser LLC69,519$661.8K0.06%+17,500+33.6%Added
Advisory Research Inc64,084$610.1K0.09%−62,235−49.3%Reduced
Price T Rowe Associates Inc63,309$603.0K0.00%+2,732+4.5%Added
Hennion & Walsh Asset Management, Inc.60,928$580.0K0.03%+30,552+100.6%Added
UBS Group AG60,499$576.0K0.00%+57,021+1,639.5%Added
Allspring Global Investments Holdings, LLC58,929$561.0K0.00%+33,984+136.2%Added
Two Sigma Advisers, LP58,827$560.0K0.00%−77,700−56.9%Reduced
State of Alaska, Department of Revenue58,216$554.0K0.01%−344−0.6%Reduced
XTX Topco Ltd57,921$551.4K0.12%+43,008+288.4%Added
State of Tennessee, Treasury Department56,001$533.1K0.00%+3,122+5.9%Added
Citigroup Inc55,478$528.1K0.00%+8,310+17.6%Added
Occudo Quantitative Strategies LP55,184$525.4K0.07%+55,184New