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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, Q2 2025

Institutional positions in Arlo Technologies, Inc. as of Jun 30, 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
257
+19 vs. Q1 2025
Shares held
97.2M
+7.17M (+8.0%) vs. Q1 2025
Total value
$1.65B
+$759.7M (+85.5%) vs. Q1 2025
New holders
47
107 more added
Sold out
28
76 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 257 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 2025: $1.65B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q1 2025.

Institutions holding ARLO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.16,317,012$276.7M0.01%+72,855+0.4%Added
Vanguard Group Inc10,451,178$177.3M0.00%+497,411+5.0%Added
Brandes Investment Partners, LP6,005,562$101.9M0.92%−303,079−4.8%Reduced
Wasatch Advisors Inc4,678,880$79.4M0.42%+1,082,443+30.1%Added
State Street Corp4,272,925$72.5M0.00%+215,867+5.3%Added
Rice Hall James & Associates, LLC3,852,227$65.3M3.52%−147,702−3.7%Reduced
Primecap Management Co3,654,291$62.0M0.05%−523,640−12.5%Reduced
Geode Capital Management, LLC2,347,314$39.8M0.00%+60,838+2.7%Added
Driehaus Capital Management LLC1,997,970$33.9M0.27%+594,468+42.4%Added
Emerald Advisers, LLC1,749,984$29.7M1.09%+70,195+4.2%Added
Renaissance Technologies LLC1,617,859$27.4M0.04%+172,100+11.9%Added
Goldman Sachs Group Inc1,598,431$27.1M0.00%+45,779+2.9%Added
Marshall Wace, LLP1,510,603$25.6M0.03%+792,294+110.3%Added
Northern Trust Corp1,432,023$24.3M0.00%−140,670−8.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.1,374,399$23.3M0.08%+266,847+24.1%Added
Needham Investment Management LLC1,307,500$22.2M1.77%+10,000+0.8%Added
Herald Investment Management Ltd1,277,000$21.6M3.21%00.0%Unchanged
Swedbank AB1,200,000$20.4M0.02%+1,200,000New
Granite Investment Partners, LLC1,190,247$20.2M0.99%−94,482−7.4%Reduced
Divisadero Street Capital Management, LP1,150,943$19.5M1.31%+1,019,945+778.6%Added
Royce & Associates LP1,060,399$18.0M0.18%−446,051−29.6%Reduced
Morgan Stanley1,038,146$17.6M0.00%−20,943−2.0%Reduced
Charles Schwab Investment Management Inc999,768$17.0M0.00%+21,247+2.2%Added
Janus Henderson Group PLC986,443$16.7M0.01%+950,256+2,626.0%Added
Emerald Mutual Fund Advisers Trust972,501$16.5M1.00%+2,093+0.2%Added
Qube Research & Technologies Ltd806,131$13.7M0.02%−75,064−8.5%Reduced
Mutual of America Capital Management LLC737,616$12.5M0.13%+22,515+3.1%Added
JPMorgan Chase & Co737,262$12.5M0.00%−56,024−7.1%Reduced
Nuveen, LLC714,118$12.1M0.00%+76,060+11.9%Added
Bank of New York Mellon Corp713,647$12.1M0.00%−6,971−1.0%Reduced
AWM Investment Company, Inc.694,576$11.8M1.32%+40,175+6.1%Added
D. E. Shaw & Co., Inc.682,590$11.6M0.01%+553,706+429.6%Added
Millennium Management LLC626,294$10.6M0.01%+170,602+37.4%Added
Hosking Partners LLP614,395$10.4M0.42%−5,432−0.9%Reduced
Citadel Advisors LLC555,577$9.42M0.01%−130,379−19.0%Reduced
Prospect Capital Advisors, LLC545,250$9.25M5.57%+26,650+5.1%Added
S Squared Technology, LLC519,767$8.82M3.71%+54,727+11.8%Added
Principal Financial Group Inc512,692$8.70M0.00%+11,875+2.4%Added
FMR LLC462,972$7.85M0.00%+40,242+9.5%Added
Raymond James Financial Inc418,695$7.10M0.00%+78,051+22.9%Added
AQR Capital Management LLC382,375$6.49M0.01%−24,313−6.0%Reduced
Jane Street Group, LLC378,942$6.43M0.01%+86,640+29.6%Added
Bank of America Corp374,496$6.35M0.00%+40,149+12.0%Added
Invesco Ltd.352,831$5.98M0.00%−4,619−1.3%Reduced
Public Sector Pension Investment Board352,471$5.98M0.03%+34,287+10.8%Added
Hillsdale Investment Management Inc.338,082$5.73M0.21%+81,800+31.9%Added
Paradigm Capital Management Inc336,800$5.71M0.28%00.0%Unchanged
UBS Group AG334,827$5.68M0.00%+61,948+22.7%Added
Alliancebernstein L.P.304,114$5.16M0.00%+88,705+41.2%Added
Algert Global LLC294,493$4.99M0.10%+48,977+19.9%Added
Rhumbline Advisers288,294$4.89M0.00%+18,095+6.7%Added
Legal & General Group Plc277,195$4.70M0.00%+12,378+4.7%Added
UBS Asset Management Americas Inc275,822$4.68M0.00%+98,467+55.5%Added
Trexquant Investment LP273,734$4.64M0.05%−37,155−12.0%Reduced
Barclays PLC235,295$3.99M0.00%+79,089+50.6%Added
Arrowstreet Capital, Limited Partnership214,460$3.64M0.00%+132,668+162.2%Added
Ameriprise Financial Inc210,305$3.57M0.00%−97,397−31.7%Reduced
Castleark Management LLC206,680$3.51M0.11%+206,680New
Cubist Systematic Strategies, LLC202,449$3.43M0.04%+202,449New
Swiss National Bank195,600$3.32M0.00%+1,200+0.6%Added
Engineers Gate Manager LP191,553$3.25M0.04%−36,685−16.1%Reduced
Essex Investment Management Co LLC186,716$3.17M0.58%−1,282−0.7%Reduced
Hunter Associates Investment Management LLC173,630$2.93M0.43%+173,630New
Mirae Asset Global ETFs Holdings Ltd.164,054$2.78M0.01%−7,932−4.6%Reduced
New York State Common Retirement Fund159,639$2.71M0.00%00.0%Unchanged
EAM Investors, LLC150,012$2.54M0.39%+150,012New
Franklin Resources Inc131,611$2.23M0.00%+125+0.1%Added
New York State Teachers Retirement System131,449$2.23M0.00%+2,265+1.8%Added
G2 Investment Partners Management LLC130,000$2.20M0.48%+130,000New
Globeflex Capital L P128,094$2.17M0.18%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC121,767$2.07M0.05%+101,592+503.6%Added
Los Angeles Capital Management LLC121,250$2.06M0.01%+65,346+116.9%Added
Susquehanna International Group, LLP120,668$2.05M0.00%−73,892−38.0%Reduced
Westwood Holdings Group Inc.118,062$2.00M0.01%−40,613−25.6%Reduced
Gabelli Funds LLC116,530$1.98M0.01%00.0%Unchanged
Great West Life Assurance Co115,861$1.97M0.00%+1,399+1.2%Added
Assenagon Asset Management S.A.108,114$1.83M0.00%+108,114New
ExodusPoint Capital Management, LP107,003$1.81M0.02%+107,003New
Balyasny Asset Management LLC106,968$1.81M0.00%−85,485−44.4%Reduced
Prudential Financial Inc106,853$1.81M0.00%+6,593+6.6%Added
Voya Investment Management LLC105,002$1.78M0.00%−8,714−7.7%Reduced
PDT Partners, LLC103,022$1.75M0.10%+37,034+56.1%Added
Jump Financial, LLC100,588$1.71M0.02%+100,588New
Mackenzie Financial Corp99,945$1.70M0.00%+34,159+51.9%Added
Legato Capital Management LLC97,438$1.65M0.20%−2,999−3.0%Reduced
Price T Rowe Associates Inc95,884$1.63M0.00%+9,802+11.4%Added
Citigroup Inc94,368$1.60M0.00%−49,299−34.3%Reduced
Hennion & Walsh Asset Management, Inc.92,740$1.57M0.06%−28,223−23.3%Reduced
California State Teachers Retirement System92,360$1.57M0.00%−960−1.0%Reduced
Shellback Capital, LP90,322$1.53M0.10%+90,322New
Susquehanna Fundamental Investments, LLC85,501$1.45M0.04%−34,559−28.8%Reduced
Landscape Capital Management, L.L.C.84,589$1.43M0.11%−169,184−66.7%Reduced
Winton Group Ltd82,472$1.40M0.07%−19,157−18.8%Reduced
Verition Fund Management LLC79,091$1.34M0.01%+37,521+90.3%Added
D.A. Davidson & Co.76,991$1.31M0.01%−13,856−15.3%Reduced
Thrivent Financial for Lutherans76,032$1.29M0.00%+2,330+3.2%Added
Y-Intercept (Hong Kong) Ltd74,517$1.26M0.03%+74,517New
B. Metzler seel. Sohn & Co. AG74,216$1.26M0.01%+6,394+9.4%Added
Amundi72,965$1.24M0.00%−23,168−24.1%Reduced
Man Group plc72,651$1.23M0.00%+10,260+16.4%Added