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 2025
Institutional positions in Arlo Technologies, Inc. as of Mar 31, 2025. 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
- 239
- +24 vs. Q4 2024
- Shares held
- 90.0M
- +1.89M (+2.1%) vs. Q4 2024
- Total value
- $888.2M
- −$97.9M (−9.9%) vs. Q4 2024
- New holders
- 42
- 88 more added
- Sold out
- 18
- 80 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 261 | $1.48B |
| Q1 2026 | 276 | $1.54B |
| Q4 2025 | 259 | $1.48B |
| Q3 2025 | 265 | $1.77B |
| Q2 2025 | 257 | $1.65B |
| Q1 2025 | 239 | $888.2M |
| Q4 2024 | 218 | $1.01B |
| Q3 2024 | 217 | $1.08B |
| Q2 2024 | 199 | $1.15B |
| Q1 2024 | 215 | $1.04B |
| Q4 2023 | 207 | $766.7M |
| Q3 2023 | 194 | $806.8M |
| Q2 2023 | 190 | $821.0M |
| Q1 2023 | 171 | $427.7M |
| Q4 2022 | 168 | $237.7M |
| Q3 2022 | 181 | $299.4M |
| Q2 2022 | 171 | $402.0M |
| Q1 2022 | 175 | $569.6M |
| Q4 2021 | 163 | $618.0M |
| Q3 2021 | 154 | $360.6M |
| Q2 2021 | 148 | $382.3M |
| Q1 2021 | 157 | $350.7M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 340,644 | $3.36M | 0.00% | −69,154−16.9% | Reduced |
| Invesco Ltd. | 357,450 | $3.53M | 0.00% | +5,895+1.7% | Added |
| AQR Capital Management LLC | 406,688 | $4.01M | 0.00% | +90,970+28.8% | Added |
| FMR LLC | 422,730 | $4.17M | 0.00% | +188,527+80.5% | Added |
| Thompson Siegel & Walmsley LLC | 445,906 | $4.40M | 0.07% | −2,137−0.5% | Reduced |
| Millennium Management LLC | 455,692 | $4.50M | 0.00% | +244,783+116.1% | Added |
| S Squared Technology, LLC | 465,040 | $4.59M | 2.35% | +465,040 | New |
| Principal Financial Group Inc | 500,817 | $4.94M | 0.00% | +11,547+2.4% | Added |
| Prospect Capital Advisors, LLC | 518,600 | $5.12M | 3.50% | +60,500+13.2% | Added |
| Hosking Partners LLP | 619,827 | $6.12M | 0.26% | +619,827 | New |
| Nuveen, LLC | 638,058 | $6.30M | 0.00% | +638,058 | New |
| AWM Investment Company, Inc. | 654,401 | $6.46M | 0.89% | +320,235+95.8% | Added |
| Citadel Advisors LLC | 685,956 | $6.77M | 0.01% | +267,758+64.0% | Added |
| Mutual of America Capital Management LLC | 715,101 | $7.06M | 0.08% | +502+0.1% | Added |
| Marshall Wace, LLP | 718,309 | $7.09M | 0.01% | +718,309 | New |
| Bank of New York Mellon Corp | 720,618 | $7.11M | 0.00% | +15,811+2.2% | Added |
| JPMorgan Chase & Co | 793,286 | $7.83M | 0.00% | +713,771+897.7% | Added |
| Qube Research & Technologies Ltd | 881,195 | $8.70M | 0.01% | +162,551+22.6% | Added |
| Emerald Mutual Fund Advisers Trust | 970,408 | $9.58M | 0.68% | +94,443+10.8% | Added |
| Charles Schwab Investment Management Inc | 978,521 | $9.66M | 0.00% | −68,384−6.5% | Reduced |
| Morgan Stanley | 1,059,089 | $10.5M | 0.00% | −30,571−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,107,552 | $10.9M | 0.05% | +116,299+11.7% | Added |
| Herald Investment Management Ltd | 1,277,000 | $12.6M | 2.36% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 1,284,729 | $12.7M | 0.64% | −293,820−18.6% | Reduced |
| Needham Investment Management LLC | 1,297,500 | $12.8M | 1.20% | +2,500+0.2% | Added |
| Driehaus Capital Management LLC | 1,403,502 | $13.9M | 0.13% | +267,514+23.5% | Added |
| Renaissance Technologies LLC | 1,445,759 | $14.3M | 0.02% | −67,400−4.5% | Reduced |
| Royce & Associates LP | 1,506,450 | $14.9M | 0.16% | −130,630−8.0% | Reduced |
| Goldman Sachs Group Inc | 1,552,652 | $15.3M | 0.00% | +830,770+115.1% | Added |
| Northern Trust Corp | 1,572,693 | $15.5M | 0.00% | −138,423−8.1% | Reduced |
| Emerald Advisers, LLC | 1,679,789 | $16.6M | 0.75% | +13,307+0.8% | Added |
| Geode Capital Management, LLC | 2,286,476 | $22.6M | 0.00% | +67,400+3.0% | Added |
| Wasatch Advisors Inc | 3,596,437 | $35.5M | 0.20% | −940,896−20.7% | Reduced |
| Rice Hall James & Associates, LLC | 3,999,929 | $39.5M | 2.32% | −70,945−1.7% | Reduced |
| State Street Corp | 4,057,058 | $40.0M | 0.00% | −103,787−2.5% | Reduced |
| Primecap Management Co | 4,177,931 | $41.2M | 0.03% | −455,760−9.8% | Reduced |
| Brandes Investment Partners, LP | 6,308,641 | $62.3M | 0.63% | +576,094+10.0% | Added |
| Vanguard Group Inc | 9,953,767 | $98.2M | 0.00% | +132,350+1.3% | Added |
| BlackRock, Inc. | 16,244,157 | $160.3M | 0.00% | −204,384−1.2% | Reduced |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −1,206,000−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −669,475−100.0% | Sold out |
| Cannell Capital LLC | 0 | $0 | 0.00% | −494,855−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −41,394−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −30,311−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,540−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −24,813−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −23,408−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −22,554−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −20,543−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −16,180−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −13,825−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −13,691−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,576−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −5,273−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Swedbank AB | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |