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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, Q3 2025

Institutional positions in Arlo Technologies, Inc. as of Sep 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
265
+11 vs. Q2 2025
Shares held
104.5M
+7.39M (+7.6%) vs. Q2 2025
Total value
$1.77B
+$124.6M (+7.6%) vs. Q2 2025
New holders
39
116 more added
Sold out
28
73 more reduced

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 265 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 heldQ3 2025: $1.77B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q2 2025.

Institutions holding ARLO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.16,371,440$277.5M0.00%+54,428+0.3%Added
Vanguard Group Inc10,658,566$180.7M0.00%+207,388+2.0%Added
Brandes Investment Partners, LP6,426,644$108.9M0.87%+421,082+7.0%Added
Wasatch Advisors Inc5,505,467$93.3M0.50%+826,587+17.7%Added
State Street Corp4,289,679$72.7M0.00%+16,754+0.4%Added
Rice Hall James & Associates, LLC3,475,781$58.9M3.21%−376,446−9.8%Reduced
Primecap Management Co3,135,889$53.2M0.04%−518,402−14.2%Reduced
Marshall Wace, LLP2,554,457$43.3M0.05%+1,043,854+69.1%Added
Driehaus Capital Management LLC2,485,483$42.1M0.30%+487,513+24.4%Added
Geode Capital Management, LLC2,362,871$40.1M0.00%+15,557+0.7%Added
Arrowstreet Capital, Limited Partnership1,884,616$31.9M0.02%+1,670,156+778.8%Added
Renaissance Technologies LLC1,835,759$31.1M0.04%+217,900+13.5%Added
Emerald Advisers, LLC1,734,271$29.4M0.94%−15,713−0.9%Reduced
D. E. Shaw & Co., Inc.1,571,114$26.6M0.02%+888,524+130.2%Added
Connor, Clark & Lunn Investment Management Ltd.1,454,129$24.6M0.08%+79,730+5.8%Added
Morgan Stanley1,374,462$23.3M0.00%+336,316+32.4%Added
Needham Investment Management LLC1,307,500$22.2M1.55%00.0%Unchanged
Herald Investment Management Ltd1,277,000$21.6M2.88%00.0%Unchanged
Northern Trust Corp1,274,063$21.6M0.00%−157,960−11.0%Reduced
Millennium Management LLC1,230,312$20.9M0.02%+604,018+96.4%Added
Swedbank AB1,200,000$20.3M0.02%00.0%Unchanged
Nuveen, LLC1,043,984$17.7M0.00%+329,866+46.2%Added
Charles Schwab Investment Management Inc1,042,724$17.7M0.00%+42,956+4.3%Added
Emerald Mutual Fund Advisers Trust980,066$16.6M0.86%+7,565+0.8%Added
Janus Henderson Group PLC965,767$16.4M0.01%−20,676−2.1%Reduced
Royce & Associates LP955,706$16.2M0.16%−104,693−9.9%Reduced
Qube Research & Technologies Ltd917,621$15.6M0.02%+111,490+13.8%Added
AWM Investment Company, Inc.837,609$14.2M1.33%+143,033+20.6%Added
Mutual of America Capital Management LLC700,526$11.9M0.13%−37,090−5.0%Reduced
AQR Capital Management LLC699,948$11.9M0.01%+317,573+83.1%Added
Divisadero Street Capital Management, LP691,557$11.7M0.55%−459,386−39.9%Reduced
Bank of New York Mellon Corp630,475$10.7M0.00%−83,172−11.7%Reduced
JPMorgan Chase & Co614,182$10.4M0.00%−123,080−16.7%Reduced
Hosking Partners LLP613,629$10.4M0.38%−766−0.1%Reduced
Cubist Systematic Strategies, LLC607,214$10.3M0.15%+404,765+199.9%Added
Lord, Abbett & Co. LLC606,134$10.3M0.03%+606,134New
G2 Investment Partners Management LLC588,311$9.97M2.05%+458,311+352.5%Added
Jane Street Group, LLC565,619$9.59M0.01%+186,677+49.3%Added
Prospect Capital Advisors, LLC535,250$9.07M4.70%−10,000−1.8%Reduced
Granite Investment Partners, LLC523,883$8.88M0.50%−666,364−56.0%Reduced
S Squared Technology, LLC519,767$8.81M3.35%00.0%Unchanged
FMR LLC516,635$8.76M0.00%+53,663+11.6%Added
Principal Financial Group Inc504,299$8.55M0.00%−8,393−1.6%Reduced
Goldman Sachs Group Inc470,221$7.97M0.00%−1,128,210−70.6%Reduced
Man Group plc430,049$7.29M0.01%+357,398+491.9%Added
Castleark Management LLC428,321$7.26M0.20%+221,641+107.2%Added
Raymond James Financial Inc416,243$7.06M0.00%−2,452−0.6%Reduced
Bank of America Corp407,759$6.91M0.00%+33,263+8.9%Added
Public Sector Pension Investment Board407,092$6.90M0.03%+54,621+15.5%Added
Trexquant Investment LP400,651$6.79M0.07%+126,917+46.4%Added
UBS Group AG387,450$6.57M0.00%+52,623+15.7%Added
Hillsdale Investment Management Inc.386,282$6.55M0.20%+48,200+14.3%Added
Algert Global LLC367,394$6.23M0.10%+72,901+24.8%Added
Invesco Ltd.354,428$6.01M0.00%+1,597+0.5%Added
Paradigm Capital Management Inc336,800$5.71M0.25%00.0%Unchanged
Alliancebernstein L.P.308,964$5.24M0.00%+4,850+1.6%Added
First Trust Advisors LP294,617$4.99M0.00%+233,018+378.3%Added
Rhumbline Advisers287,857$4.88M0.00%−437−0.2%Reduced
Legal & General Group Plc273,333$4.63M0.00%−3,862−1.4%Reduced
Voya Investment Management LLC273,250$4.63M0.00%+168,248+160.2%Added
Engineers Gate Manager LP258,659$4.38M0.05%+67,106+35.0%Added
Tudor Investment Corp Et Al245,288$4.16M0.03%+193,662+375.1%Added
Swiss National Bank200,400$3.40M0.00%+4,800+2.5%Added
Ameriprise Financial Inc198,627$3.37M0.00%−11,678−5.6%Reduced
Essex Investment Management Co LLC193,267$3.28M0.50%+6,551+3.5%Added
Granahan Investment Management Inc192,918$3.27M0.13%+192,918New
Acadian Asset Management LLC192,448$3.26M0.01%+148,038+333.3%Added
Hunter Associates Investment Management LLC189,234$3.20M0.44%+15,604+9.0%Added
UBS Asset Management Americas Inc173,495$2.94M0.00%−102,327−37.1%Reduced
Barclays PLC173,365$2.94M0.00%−61,930−26.3%Reduced
EAM Investors, LLC167,598$2.80M0.32%+17,586+11.7%Added
Jump Financial, LLC158,600$2.69M0.03%+58,012+57.7%Added
Susquehanna Portfolio Strategies, LLC155,520$2.64M0.04%+33,753+27.7%Added
Franklin Resources Inc147,920$2.51M0.00%+16,309+12.4%Added
Mirae Asset Global ETFs Holdings Ltd.141,391$2.40M0.00%−22,663−13.8%Reduced
Boothbay Fund Management, LLC139,988$2.37M0.06%+114,543+450.2%Added
New York State Teachers Retirement System136,961$2.32M0.00%+5,512+4.2%Added
Squarepoint Ops LLC130,334$2.21M0.00%+77,421+146.3%Added
Globeflex Capital L P128,094$2.17M0.33%00.0%Unchanged
Walleye Capital LLC127,036$2.15M0.02%+127,036New
Great West Life Assurance Co122,353$2.10M0.00%+6,492+5.6%Added
Gabelli Funds LLC116,530$1.98M0.01%00.0%Unchanged
New York State Common Retirement Fund112,172$1.90M0.00%−47,467−29.7%Reduced
Katamaran Capital LLP110,634$1.88M1.71%+110,634New
Citadel Advisors LLC109,059$1.85M0.00%−446,518−80.4%Reduced
ExodusPoint Capital Management, LP105,690$1.79M0.03%−1,313−1.2%Reduced
Prudential Financial Inc104,903$1.78M0.00%−1,950−1.8%Reduced
Russell Investments Group, Ltd.103,690$1.76M0.00%+64,855+167.0%Added
Price T Rowe Associates Inc100,188$1.70M0.00%+4,304+4.5%Added
Legato Capital Management LLC97,110$1.65M0.18%−328−0.3%Reduced
Los Angeles Capital Management LLC96,252$1.63M0.01%−24,998−20.6%Reduced
California State Teachers Retirement System92,364$1.57M0.00%+40.0%Added
Hennion & Walsh Asset Management, Inc.90,216$1.53M0.06%−2,524−2.7%Reduced
BNP Paribas Arbitrage, SA88,883$1.51M0.00%+39,493+80.0%Added
Susquehanna Fundamental Investments, LLC85,501$1.45M0.06%00.0%Unchanged
Deutsche Bank AG79,443$1.35M0.00%+9,356+13.3%Added
Winton Group Ltd78,282$1.33M0.05%−4,190−5.1%Reduced
D.A. Davidson & Co.77,459$1.31M0.01%+468+0.6%Added
B. Metzler seel. Sohn & Co. AG76,387$1.29M0.01%+2,171+2.9%Added
PDT Partners, LLC75,884$1.29M0.08%−27,138−26.3%Reduced