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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
HSBC Holdings PLC25,459$429.5K0.00%−17,146−40.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,580$450.5K0.00%+33+0.1%Added
Integrated Quantitative Investments LLC26,681$452.2K0.13%+26,681New
Police & Firemen's Retirement System of New Jersey27,496$466.1K0.00%+6,093+28.5%Added
Round Rock Advisors, LLC25,005$469.3K0.07%+25,005New
Amalgamated Bank30,284$513.0K0.00%+1,019+3.5%Added
Aigen Investment Management, LP30,524$517.4K0.08%+16,114+111.8%Added
Arizona State Retirement System30,597$518.6K0.00%+702+2.3%Added
Atria Investments LLC30,753$521.3K0.01%−7,389−19.4%Reduced
CWM, LLC30,919$524.0K0.00%+18,714+153.3%Added
Comerica Bank31,482$533.6K0.00%−4,239−11.9%Reduced
Yousif Capital Management, LLC32,153$545.0K0.01%−6,326−16.4%Reduced
State Board of Administration of Florida Retirement System34,165$579.1K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd34,221$580.0K0.10%+34,221New
White Pine Capital LLC34,293$581.3K0.17%+170.0%Added
Resources Investment Advisors, LLC.34,636$587.1K0.01%−592−1.7%Reduced
Orion Capital Management LLC34,960$592.6K0.21%00.0%Unchanged
Ieq Capital, LLC36,157$612.9K0.00%+8,276+29.7%Added
Bayesian Capital Management, LP36,700$622.1K0.13%+36,700New
KLP Kapitalforvaltning AS37,200$630.5K0.00%−1,300−3.4%Reduced
SG Americas Securities, LLC37,431$634.0K0.00%+27,182+265.2%Added
Synovus Financial Corp38,287$649.0K0.01%−1,300−3.3%Reduced
Bryce Point Capital, LLC38,357$650.2K0.79%+38,357New
Citigroup Inc38,514$652.8K0.00%−55,854−59.2%Reduced
PEAK6 LLC39,301$666.2K0.02%+39,301New
NJ State Employees Deferred Compensation Plan40,000$678.0K0.07%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)40,501$686.5K0.00%+7,176+21.5%Added
Verition Fund Management LLC40,920$693.6K0.00%−38,171−48.3%Reduced
Westwood Holdings Group Inc.44,344$752.0K0.01%−73,718−62.4%Reduced
Lazard Asset Management LLC44,825$759.8K0.00%+8,880+24.7%Added
STRS Ohio46,100$781.4K0.00%+29,300+174.4%Added
SEI Investments Co46,553$789.1K0.00%+5,841+14.3%Added
Teacher Retirement System of Texas47,864$811.3K0.00%+6,320+15.2%Added
Smith Group Asset Management, LLC47,898$811.9K0.05%+1,427+3.1%Added
Thompson Siegel & Walmsley LLC47,964$813.0K0.01%−22,239−31.7%Reduced
Louisiana State Employees Retirement System48,000$813.6K0.01%−300−0.6%Reduced
Rockefeller Capital Management L.P.48,601$823.8K0.00%−848−1.7%Reduced
Victory Capital Management Inc48,845$827.9K0.00%+7,489+18.1%Added
OP Asset Management Ltd48,862$828.2K0.01%+2,718+5.9%Added
Guidance Capital, Inc42,663$829.4K0.22%−527−1.2%Reduced
American Century Companies Inc49,039$831.2K0.00%00.0%Unchanged
Intech Investment Management LLC49,050$831.4K0.01%−463−0.9%Reduced
Manufacturers Life Insurance Company, The49,238$834.6K0.00%−2,755−5.3%Reduced
Allspring Global Investments Holdings, LLC49,682$842.1K0.00%−491−1.0%Reduced
Natixis50,000$847.5K0.00%00.0%Unchanged
Calamos Advisors LLC52,055$882.3K0.00%+52,055New
Nisa Investment Advisors, LLC55,327$937.8K0.00%−15,735−22.1%Reduced
Illinois Municipal Retirement Fund55,606$942.5K0.01%+55,606New
State of Alaska, Department of Revenue57,218$969.0K0.01%−4,380−7.1%Reduced
SkyView Investment Advisors, LLC57,713$978.0K0.12%+416+0.7%Added
Envestnet Asset Management Inc58,800$996.7K0.00%−2,762−4.5%Reduced
MetLife Investment Management59,065$1.00M0.00%00.0%Unchanged
Polen Capital Management LLC60,486$1.03M0.00%+11,296+23.0%Added
Brevan Howard Capital Management LP60,833$1.03M0.01%−3,602−5.6%Reduced
Teton Advisors, LLC62,000$1.05M0.65%+62,000New
Susquehanna International Group, LLP65,000$1.10M0.00%−55,668−46.1%Reduced
State of Tennessee, Treasury Department66,187$1.12M0.00%−5,707−7.9%Reduced
Harbor Capital Advisors, Inc.68,912$1.17M0.09%+3,042+4.6%Added
Wells Fargo & Company69,370$1.18M0.00%+10,039+16.9%Added
Landscape Capital Management, L.L.C.70,155$1.19M0.08%−14,434−17.1%Reduced
Capital Fund Management S.A.71,575$1.21M0.01%+71,575New
LPL Financial LLC72,060$1.22M0.00%+4,862+7.2%Added
Amundi73,490$1.26M0.00%+525+0.7%Added
Thrivent Financial for Lutherans75,297$1.28M0.00%−735−1.0%Reduced
Mackenzie Financial Corp75,484$1.28M0.00%−24,461−24.5%Reduced
PDT Partners, LLC75,884$1.29M0.08%−27,138−26.3%Reduced
B. Metzler seel. Sohn & Co. AG76,387$1.29M0.01%+2,171+2.9%Added
D.A. Davidson & Co.77,459$1.31M0.01%+468+0.6%Added
Winton Group Ltd78,282$1.33M0.05%−4,190−5.1%Reduced
Deutsche Bank AG79,443$1.35M0.00%+9,356+13.3%Added
Susquehanna Fundamental Investments, LLC85,501$1.45M0.06%00.0%Unchanged
BNP Paribas Arbitrage, SA88,883$1.51M0.00%+39,493+80.0%Added
Hennion & Walsh Asset Management, Inc.90,216$1.53M0.06%−2,524−2.7%Reduced
California State Teachers Retirement System92,364$1.57M0.00%+40.0%Added
Los Angeles Capital Management LLC96,252$1.63M0.01%−24,998−20.6%Reduced
Legato Capital Management LLC97,110$1.65M0.18%−328−0.3%Reduced
Price T Rowe Associates Inc100,188$1.70M0.00%+4,304+4.5%Added
Russell Investments Group, Ltd.103,690$1.76M0.00%+64,855+167.0%Added
Prudential Financial Inc104,903$1.78M0.00%−1,950−1.8%Reduced
ExodusPoint Capital Management, LP105,690$1.79M0.03%−1,313−1.2%Reduced
Citadel Advisors LLC109,059$1.85M0.00%−446,518−80.4%Reduced
Katamaran Capital LLP110,634$1.88M1.71%+110,634New
New York State Common Retirement Fund112,172$1.90M0.00%−47,467−29.7%Reduced
Gabelli Funds LLC116,530$1.98M0.01%00.0%Unchanged
Great West Life Assurance Co122,353$2.10M0.00%+6,492+5.6%Added
Walleye Capital LLC127,036$2.15M0.02%+127,036New
Globeflex Capital L P128,094$2.17M0.33%00.0%Unchanged
Squarepoint Ops LLC130,334$2.21M0.00%+77,421+146.3%Added
New York State Teachers Retirement System136,961$2.32M0.00%+5,512+4.2%Added
Boothbay Fund Management, LLC139,988$2.37M0.06%+114,543+450.2%Added
Mirae Asset Global ETFs Holdings Ltd.141,391$2.40M0.00%−22,663−13.8%Reduced
Franklin Resources Inc147,920$2.51M0.00%+16,309+12.4%Added
Susquehanna Portfolio Strategies, LLC155,520$2.64M0.04%+33,753+27.7%Added
Jump Financial, LLC158,600$2.69M0.03%+58,012+57.7%Added
EAM Investors, LLC167,598$2.80M0.32%+17,586+11.7%Added
Barclays PLC173,365$2.94M0.00%−61,930−26.3%Reduced
UBS Asset Management Americas Inc173,495$2.94M0.00%−102,327−37.1%Reduced
Hunter Associates Investment Management LLC189,234$3.20M0.44%+15,604+9.0%Added
Acadian Asset Management LLC192,448$3.26M0.01%+148,038+333.3%Added
Granahan Investment Management Inc192,918$3.27M0.13%+192,918New