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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
Sanctuary Advisors, LLC25,568$433.6K0.00%−19,241−42.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,547$450.2K0.00%+2,535+10.6%Added
Ieq Capital, LLC27,881$472.9K0.00%−850−3.0%Reduced
Amalgamated Bank29,265$496.0K0.00%+692+2.4%Added
Arizona State Retirement System29,895$507.0K0.00%+1,112+3.9%Added
Maryland State Retirement & Pension System30,388$515.4K0.01%+1,121+3.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)33,325$565.2K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System34,165$579.4K0.00%00.0%Unchanged
White Pine Capital LLC34,276$581.3K0.18%+538+1.6%Added
Orion Capital Management LLC34,960$592.9K0.23%00.0%Unchanged
Resources Investment Advisors, LLC.35,228$597.5K0.01%−1,034−2.9%Reduced
Comerica Bank35,721$605.8K0.00%+454+1.3%Added
Lazard Asset Management LLC35,945$608.0K0.00%+25,422+241.6%Added
Atria Investments LLC38,142$646.9K0.01%−22,912−37.5%Reduced
Yousif Capital Management, LLC38,479$652.6K0.01%+954+2.5%Added
KLP Kapitalforvaltning AS38,500$653.0K0.00%00.0%Unchanged
Russell Investments Group, Ltd.38,835$658.6K0.00%−1,264−3.2%Reduced
Synovus Financial Corp39,587$671.4K0.01%00.0%Unchanged
NJ State Employees Deferred Compensation Plan40,000$678.4K0.08%00.0%Unchanged
Guidance Capital, Inc43,190$680.7K0.19%−3,125−6.7%Reduced
SEI Investments Co40,712$690.5K0.00%+19,367+90.7%Added
Victory Capital Management Inc41,356$701.4K0.00%−25,167−37.8%Reduced
Teacher Retirement System of Texas41,544$704.6K0.00%+9,753+30.7%Added
HSBC Holdings PLC42,605$719.2K0.00%+12,938+43.6%Added
Baker Avenue Asset Management, LP43,799$742.8K0.02%−15,569−26.2%Reduced
Acadian Asset Management LLC44,410$752.0K0.00%+44,410New
OP Asset Management Ltd46,144$782.6K0.01%00.0%Unchanged
Smith Group Asset Management, LLC46,471$788.1K0.05%−200.0%Reduced
Louisiana State Employees Retirement System48,300$819.2K0.01%+1,000+2.1%Added
HRT Financial LP48,879$828.0K0.00%+48,879New
American Century Companies Inc49,039$831.7K0.00%00.0%Unchanged
Options Solutions, LLC49,190$834.3K0.30%+17,443+54.9%Added
Polen Capital Management LLC49,190$834.3K0.00%+49,190New
BNP Paribas Arbitrage, SA49,390$837.7K0.00%+39,964+424.0%Added
Rockefeller Capital Management L.P.49,449$838.7K0.00%+10,836+28.1%Added
Intech Investment Management LLC49,513$839.7K0.01%−56,663−53.4%Reduced
Natixis50,000$848.0K0.00%+40,500+426.3%Added
Allspring Global Investments Holdings, LLC50,173$850.9K0.00%−2,908−5.5%Reduced
Tudor Investment Corp Et Al51,626$875.6K0.01%+23,172+81.4%Added
Manufacturers Life Insurance Company, The51,993$881.8K0.00%+3,562+7.4%Added
Squarepoint Ops LLC52,913$897.4K0.00%+30,599+137.1%Added
SkyView Investment Advisors, LLC57,297$982.0K0.14%+1,226+2.2%Added
MetLife Investment Management59,065$1.00M0.01%+1,668+2.9%Added
Wells Fargo & Company59,331$1.01M0.00%+4,837+8.9%Added
State of Alaska, Department of Revenue61,598$1.04M0.01%+6,000+10.8%Added
Envestnet Asset Management Inc61,562$1.04M0.00%+5,923+10.6%Added
First Trust Advisors LP61,599$1.04M0.00%−50,766−45.2%Reduced
Teton Advisors, Inc.62,000$1.05M0.64%00.0%Unchanged
State of Wisconsin Investment Board63,276$1.07M0.00%−30,874−32.8%Reduced
Brevan Howard Capital Management LP64,435$1.09M0.01%+64,435New
Harbor Capital Advisors, Inc.65,870$1.12M0.05%+43,023+188.3%Added
LPL Financial LLC67,198$1.14M0.00%+2,548+3.9%Added
Deutsche Bank AG70,087$1.19M0.00%−6,044−7.9%Reduced
Thompson Siegel & Walmsley LLC70,203$1.19M0.02%−375,703−84.3%Reduced
Nisa Investment Advisors, LLC71,062$1.21M0.01%−920−1.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH71,544$1.21M0.00%+4,555+6.8%Added
State of Tennessee, Treasury Department71,894$1.22M0.00%+11,857+19.7%Added
Man Group plc72,651$1.23M0.00%+10,260+16.4%Added
Amundi72,965$1.24M0.00%−23,168−24.1%Reduced
B. Metzler seel. Sohn & Co. AG74,216$1.26M0.01%+6,394+9.4%Added
Y-Intercept (Hong Kong) Ltd74,517$1.26M0.03%+74,517New
Thrivent Financial for Lutherans76,032$1.29M0.00%+2,330+3.2%Added
D.A. Davidson & Co.76,991$1.31M0.01%−13,856−15.3%Reduced
Verition Fund Management LLC79,091$1.34M0.01%+37,521+90.3%Added
Winton Group Ltd82,472$1.40M0.07%−19,157−18.8%Reduced
Landscape Capital Management, L.L.C.84,589$1.43M0.11%−169,184−66.7%Reduced
Susquehanna Fundamental Investments, LLC85,501$1.45M0.04%−34,559−28.8%Reduced
Shellback Capital, LP90,322$1.53M0.10%+90,322New
California State Teachers Retirement System92,360$1.57M0.00%−960−1.0%Reduced
Hennion & Walsh Asset Management, Inc.92,740$1.57M0.06%−28,223−23.3%Reduced
Citigroup Inc94,368$1.60M0.00%−49,299−34.3%Reduced
Price T Rowe Associates Inc95,884$1.63M0.00%+9,802+11.4%Added
Legato Capital Management LLC97,438$1.65M0.20%−2,999−3.0%Reduced
Mackenzie Financial Corp99,945$1.70M0.00%+34,159+51.9%Added
Jump Financial, LLC100,588$1.71M0.02%+100,588New
PDT Partners, LLC103,022$1.75M0.10%+37,034+56.1%Added
Voya Investment Management LLC105,002$1.78M0.00%−8,714−7.7%Reduced
Prudential Financial Inc106,853$1.81M0.00%+6,593+6.6%Added
Balyasny Asset Management LLC106,968$1.81M0.00%−85,485−44.4%Reduced
ExodusPoint Capital Management, LP107,003$1.81M0.02%+107,003New
Assenagon Asset Management S.A.108,114$1.83M0.00%+108,114New
Great West Life Assurance Co115,861$1.97M0.00%+1,399+1.2%Added
Gabelli Funds LLC116,530$1.98M0.01%00.0%Unchanged
Westwood Holdings Group Inc.118,062$2.00M0.01%−40,613−25.6%Reduced
Susquehanna International Group, LLP120,668$2.05M0.00%−73,892−38.0%Reduced
Los Angeles Capital Management LLC121,250$2.06M0.01%+65,346+116.9%Added
Susquehanna Portfolio Strategies, LLC121,767$2.07M0.05%+101,592+503.6%Added
Globeflex Capital L P128,094$2.17M0.18%00.0%Unchanged
G2 Investment Partners Management LLC130,000$2.20M0.48%+130,000New
New York State Teachers Retirement System131,449$2.23M0.00%+2,265+1.8%Added
Franklin Resources Inc131,611$2.23M0.00%+125+0.1%Added
EAM Investors, LLC150,012$2.54M0.39%+150,012New
New York State Common Retirement Fund159,639$2.71M0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.164,054$2.78M0.01%−7,932−4.6%Reduced
Hunter Associates Investment Management LLC173,630$2.93M0.43%+173,630New
Essex Investment Management Co LLC186,716$3.17M0.58%−1,282−0.7%Reduced
Engineers Gate Manager LP191,553$3.25M0.04%−36,685−16.1%Reduced
Swiss National Bank195,600$3.32M0.00%+1,200+0.6%Added
Cubist Systematic Strategies, LLC202,449$3.43M0.04%+202,449New
Castleark Management LLC206,680$3.51M0.11%+206,680New