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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, Q1 2024

Institutional positions in Arlo Technologies, Inc. as of Mar 31, 2024. 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
215
+9 vs. Q4 2023
Shares held
82.1M
+1.65M (+2.0%) vs. Q4 2023
Total value
$1.04B
+$269.8M (+35.2%) vs. Q4 2023
New holders
40
69 more added
Sold out
31
75 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 215 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 heldQ1 2024: $1.04B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q4 2023.

Institutions holding ARLO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Herald Investment Management Ltd1,277,000$16.1M2.62%+186,008+17.0%Added
Nuveen Asset Management, LLC1,328,074$16.8M0.00%−345,080−20.6%Reduced
Morgan Stanley1,481,357$18.7M0.00%−107,951−6.8%Reduced
Northern Trust Corp1,601,518$20.3M0.00%+350,919+28.1%Added
Granite Investment Partners, LLC1,662,899$21.0M0.80%+1,033,909+164.4%Added
Royce & Associates LP1,782,320$22.5M0.20%+105,196+6.3%Added
Cannell Capital LLC1,979,218$25.0M5.62%−501,485−20.2%Reduced
Geode Capital Management, LLC1,991,183$25.2M0.00%+59,036+3.1%Added
Driehaus Capital Management LLC2,995,148$37.9M0.38%+611,616+25.7%Added
State Street Corp3,471,820$43.9M0.00%+83,005+2.4%Added
Rice Hall James & Associates, LLC4,061,255$51.4M2.93%+421,708+11.6%Added
Brandes Investment Partners, LP5,087,584$64.4M0.83%+587,616+13.1%Added
Primecap Management Co5,121,431$64.8M0.05%+244,790+5.0%Added
Vanguard Group Inc9,396,781$118.9M0.00%−159,661−1.7%Reduced
BlackRock Inc.14,684,044$185.8M0.00%+142,915+1.0%Added
Jacobs Levy Equity Management, Inc0$00.00%−421,795−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−344,834−100.0%Sold out
Pale Fire Capital SE0$00.00%−247,912−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−142,720−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−106,369−100.0%Sold out
Advisory Research Inc0$00.00%−64,084−100.0%Sold out
XTX Topco Ltd0$00.00%−57,921−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−55,184−100.0%Sold out
Acadian Asset Management LLC0$00.00%−46,417−100.0%Sold out
Point72 Middle East FZE0$00.00%−43,202−100.0%Sold out
Connective Capital Management, LLC0$00.00%−36,533−100.0%Sold out
Two Sigma Investments, LP0$00.00%−33,708−100.0%Sold out
Stephens Inc0$00.00%−30,357−100.0%Sold out
S Squared Technology, LLC0$00.00%−30,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−22,584−100.0%Sold out
nVerses Capital, LLC0$00.00%–Sold out
Sherbrooke Park Advisers LLC0$00.00%−19,652−100.0%Sold out
STRS Ohio0$00.00%−19,200−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−15,835−100.0%Sold out
GTS Securities LLC0$00.00%−11,866−100.0%Sold out
Captrust Financial Advisors0$00.00%−11,794−100.0%Sold out
MQS Management LLC0$00.00%−11,512−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−11,100−100.0%Sold out
GWM Advisors LLC0$00.00%−5,352−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,816−100.0%Sold out
Cutler Group LP0$00.00%−1,055−100.0%Sold out
AJOVista, LLC0$00.00%−790−100.0%Sold out
Tompkins Financial Corp0$00.00%−396−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−297−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−128−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−3−100.0%Sold out
Putnam Investments LLC––––Not filed