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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 6 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
State of Tennessee, Treasury Department71,894$1.22M0.00%+11,857+19.7%Added
Universal- Beteiligungs- und Servicegesellschaft mbH71,544$1.21M0.00%+4,555+6.8%Added
Nisa Investment Advisors, LLC71,062$1.21M0.01%−920−1.3%Reduced
Thompson Siegel & Walmsley LLC70,203$1.19M0.02%−375,703−84.3%Reduced
Deutsche Bank AG70,087$1.19M0.00%−6,044−7.9%Reduced
LPL Financial LLC67,198$1.14M0.00%+2,548+3.9%Added
Harbor Capital Advisors, Inc.65,870$1.12M0.05%+43,023+188.3%Added
Brevan Howard Capital Management LP64,435$1.09M0.01%+64,435New
State of Wisconsin Investment Board63,276$1.07M0.00%−30,874−32.8%Reduced
Teton Advisors, Inc.62,000$1.05M0.64%00.0%Unchanged
First Trust Advisors LP61,599$1.04M0.00%−50,766−45.2%Reduced
Envestnet Asset Management Inc61,562$1.04M0.00%+5,923+10.6%Added
State of Alaska, Department of Revenue61,598$1.04M0.01%+6,000+10.8%Added
Wells Fargo & Company59,331$1.01M0.00%+4,837+8.9%Added
MetLife Investment Management59,065$1.00M0.01%+1,668+2.9%Added
SkyView Investment Advisors, LLC57,297$982.0K0.14%+1,226+2.2%Added
Squarepoint Ops LLC52,913$897.4K0.00%+30,599+137.1%Added
Manufacturers Life Insurance Company, The51,993$881.8K0.00%+3,562+7.4%Added
Tudor Investment Corp Et Al51,626$875.6K0.01%+23,172+81.4%Added
Allspring Global Investments Holdings, LLC50,173$850.9K0.00%−2,908−5.5%Reduced
Natixis50,000$848.0K0.00%+40,500+426.3%Added
Intech Investment Management LLC49,513$839.7K0.01%−56,663−53.4%Reduced
Rockefeller Capital Management L.P.49,449$838.7K0.00%+10,836+28.1%Added
BNP Paribas Arbitrage, SA49,390$837.7K0.00%+39,964+424.0%Added
Options Solutions, LLC49,190$834.3K0.30%+17,443+54.9%Added
Polen Capital Management LLC49,190$834.3K0.00%+49,190New
American Century Companies Inc49,039$831.7K0.00%00.0%Unchanged
HRT Financial LP48,879$828.0K0.00%+48,879New
Louisiana State Employees Retirement System48,300$819.2K0.01%+1,000+2.1%Added
Smith Group Asset Management, LLC46,471$788.1K0.05%−200.0%Reduced
OP Asset Management Ltd46,144$782.6K0.01%00.0%Unchanged
Acadian Asset Management LLC44,410$752.0K0.00%+44,410New
Baker Avenue Asset Management, LP43,799$742.8K0.02%−15,569−26.2%Reduced
HSBC Holdings PLC42,605$719.2K0.00%+12,938+43.6%Added
Teacher Retirement System of Texas41,544$704.6K0.00%+9,753+30.7%Added
Victory Capital Management Inc41,356$701.4K0.00%−25,167−37.8%Reduced
SEI Investments Co40,712$690.5K0.00%+19,367+90.7%Added
Guidance Capital, Inc43,190$680.7K0.19%−3,125−6.7%Reduced
NJ State Employees Deferred Compensation Plan40,000$678.4K0.08%00.0%Unchanged
Synovus Financial Corp39,587$671.4K0.01%00.0%Unchanged
Russell Investments Group, Ltd.38,835$658.6K0.00%−1,264−3.2%Reduced
KLP Kapitalforvaltning AS38,500$653.0K0.00%00.0%Unchanged
Yousif Capital Management, LLC38,479$652.6K0.01%+954+2.5%Added
Atria Investments LLC38,142$646.9K0.01%−22,912−37.5%Reduced
Lazard Asset Management LLC35,945$608.0K0.00%+25,422+241.6%Added
Comerica Bank35,721$605.8K0.00%+454+1.3%Added
Resources Investment Advisors, LLC.35,228$597.5K0.01%−1,034−2.9%Reduced
Orion Capital Management LLC34,960$592.9K0.23%00.0%Unchanged
White Pine Capital LLC34,276$581.3K0.18%+538+1.6%Added
State Board of Administration of Florida Retirement System34,165$579.4K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)33,325$565.2K0.00%00.0%Unchanged
Maryland State Retirement & Pension System30,388$515.4K0.01%+1,121+3.8%Added
Arizona State Retirement System29,895$507.0K0.00%+1,112+3.9%Added
Amalgamated Bank29,265$496.0K0.00%+692+2.4%Added
Ieq Capital, LLC27,881$472.9K0.00%−850−3.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,547$450.2K0.00%+2,535+10.6%Added
Sanctuary Advisors, LLC25,568$433.6K0.00%−19,241−42.9%Reduced
State of Wyoming25,503$432.5K0.05%+4,243+20.0%Added
Boothbay Fund Management, LLC25,445$431.5K0.01%+25,445New
Counterpoint Mutual Funds LLC23,846$404.4K0.04%+23,846New
Oregon Public Employees Retirement Fund23,468$398.0K0.01%+500+2.2%Added
Caxton Associates LLP23,460$397.9K0.01%+23,460New
Teachers Retirement System of the State of Kentucky23,344$396.0K0.00%00.0%Unchanged
Cornerstone Investment Partners, LLC22,567$382.7K0.02%+100.0%Added
ProShare Advisors LLC22,273$377.8K0.00%−797−3.5%Reduced
Police & Firemen's Retirement System of New Jersey21,403$363.0K0.00%00.0%Unchanged
Gsa Capital Partners LLP19,211$326.0K0.02%−116,493−85.8%Reduced
Schroder Investment Management Group18,065$310.2K0.00%−3,890−17.7%Reduced
Wiley Bros.-Aintree Capital, LLC18,151$301.3K0.00%+993+5.8%Added
STRS Ohio16,800$284.9K0.00%+10,100+150.7%Added
Bridgefront Capital, LLC16,503$279.9K0.07%+16,503New
Pictet Asset Management Holding SA16,411$278.3K0.00%+2,548+18.4%Added
Two Sigma Advisers, LP16,126$273.5K0.00%+900+5.9%Added
Truist Financial Corp15,820$268.3K0.00%−4,092−20.6%Reduced
Bank of Montreal15,694$266.2K0.00%+810+5.4%Added
Creative Planning15,516$263.2K0.00%+15,516New
Dark Forest Capital Management LP15,466$262.3K0.01%−143,429−90.3%Reduced
Mariner, LLC15,435$261.8K0.00%+169+1.1%Added
1492 Capital Management LLC14,750$250.2K0.12%−2,874−16.3%Reduced
Aigen Investment Management, LP14,410$244.4K0.03%+14,410New
Cetera Investment Advisers14,036$238.1K0.00%+14,036New
Petrus Trust Company, LTA14,033$238.0K0.02%+14,033New
Nebula Research & Development LLC14,002$237.5K0.02%+1,472+11.7%Added
Natixis Advisors, L.P.13,586$230.0K0.00%+13,586New
Axq Capital, LP13,536$229.6K0.07%+13,536New
Virtu Financial LLC13,439$228.0K0.01%+13,439New
Quest Partners LLC13,425$227.7K0.02%+13,425New
O'Shaughnessy Asset Management, LLC12,760$216.4K0.00%+12,760New
Gamco Investors, Inc. Et Al12,700$215.4K0.00%+12,700New
Omers Administration Corp12,600$213.7K0.00%+12,600New
RSM US Wealth Management LLC12,503$212.1K0.00%+12,503New
CIBC World Markets Corp12,256$207.9K0.00%−9,438−43.5%Reduced
Tower Research Capital LLC (TRC)12,216$207.2K0.01%+4,427+56.8%Added
CWM, LLC12,205$207.0K0.00%−621−4.8%Reduced
FORA Capital, LLC12,136$205.8K0.02%+12,136New
Balboa Wealth Partners12,029$204.0K0.04%−20−0.2%Reduced
Hennessy Advisors Inc10,760$182.5K0.01%−1,316−10.9%Reduced
Lido Advisors, LLC10,493$178.0K0.00%00.0%Unchanged
Quantinno Capital Management LP10,356$175.6K0.00%+10,356New
SG Americas Securities, LLC10,249$174.0K0.00%−22,881−69.1%Reduced