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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, 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
Essex Investment Management Co LLC193,267$3.28M0.50%+6,551+3.5%Added
Ameriprise Financial Inc198,627$3.37M0.00%−11,678−5.6%Reduced
Swiss National Bank200,400$3.40M0.00%+4,800+2.5%Added
Tudor Investment Corp Et Al245,288$4.16M0.03%+193,662+375.1%Added
Engineers Gate Manager LP258,659$4.38M0.05%+67,106+35.0%Added
Voya Investment Management LLC273,250$4.63M0.00%+168,248+160.2%Added
Legal & General Group Plc273,333$4.63M0.00%−3,862−1.4%Reduced
Rhumbline Advisers287,857$4.88M0.00%−437−0.2%Reduced
First Trust Advisors LP294,617$4.99M0.00%+233,018+378.3%Added
Alliancebernstein L.P.308,964$5.24M0.00%+4,850+1.6%Added
Paradigm Capital Management Inc336,800$5.71M0.25%00.0%Unchanged
Invesco Ltd.354,428$6.01M0.00%+1,597+0.5%Added
Algert Global LLC367,394$6.23M0.10%+72,901+24.8%Added
Hillsdale Investment Management Inc.386,282$6.55M0.20%+48,200+14.3%Added
UBS Group AG387,450$6.57M0.00%+52,623+15.7%Added
Trexquant Investment LP400,651$6.79M0.07%+126,917+46.4%Added
Public Sector Pension Investment Board407,092$6.90M0.03%+54,621+15.5%Added
Bank of America Corp407,759$6.91M0.00%+33,263+8.9%Added
Raymond James Financial Inc416,243$7.06M0.00%−2,452−0.6%Reduced
Castleark Management LLC428,321$7.26M0.20%+221,641+107.2%Added
Man Group plc430,049$7.29M0.01%+357,398+491.9%Added
Goldman Sachs Group Inc470,221$7.97M0.00%−1,128,210−70.6%Reduced
Principal Financial Group Inc504,299$8.55M0.00%−8,393−1.6%Reduced
FMR LLC516,635$8.76M0.00%+53,663+11.6%Added
S Squared Technology, LLC519,767$8.81M3.35%00.0%Unchanged
Granite Investment Partners, LLC523,883$8.88M0.50%−666,364−56.0%Reduced
Prospect Capital Advisors, LLC535,250$9.07M4.70%−10,000−1.8%Reduced
Jane Street Group, LLC565,619$9.59M0.01%+186,677+49.3%Added
G2 Investment Partners Management LLC588,311$9.97M2.05%+458,311+352.5%Added
Lord, Abbett & Co. LLC606,134$10.3M0.03%+606,134New
Cubist Systematic Strategies, LLC607,214$10.3M0.15%+404,765+199.9%Added
Hosking Partners LLP613,629$10.4M0.38%−766−0.1%Reduced
JPMorgan Chase & Co614,182$10.4M0.00%−123,080−16.7%Reduced
Bank of New York Mellon Corp630,475$10.7M0.00%−83,172−11.7%Reduced
Divisadero Street Capital Management, LP691,557$11.7M0.55%−459,386−39.9%Reduced
AQR Capital Management LLC699,948$11.9M0.01%+317,573+83.1%Added
Mutual of America Capital Management LLC700,526$11.9M0.13%−37,090−5.0%Reduced
AWM Investment Company, Inc.837,609$14.2M1.33%+143,033+20.6%Added
Qube Research & Technologies Ltd917,621$15.6M0.02%+111,490+13.8%Added
Royce & Associates LP955,706$16.2M0.16%−104,693−9.9%Reduced
Janus Henderson Group PLC965,767$16.4M0.01%−20,676−2.1%Reduced
Emerald Mutual Fund Advisers Trust980,066$16.6M0.86%+7,565+0.8%Added
Charles Schwab Investment Management Inc1,042,724$17.7M0.00%+42,956+4.3%Added
Nuveen, LLC1,043,984$17.7M0.00%+329,866+46.2%Added
Swedbank AB1,200,000$20.3M0.02%00.0%Unchanged
Millennium Management LLC1,230,312$20.9M0.02%+604,018+96.4%Added
Northern Trust Corp1,274,063$21.6M0.00%−157,960−11.0%Reduced
Herald Investment Management Ltd1,277,000$21.6M2.88%00.0%Unchanged
Needham Investment Management LLC1,307,500$22.2M1.55%00.0%Unchanged
Morgan Stanley1,374,462$23.3M0.00%+336,316+32.4%Added
Connor, Clark & Lunn Investment Management Ltd.1,454,129$24.6M0.08%+79,730+5.8%Added
D. E. Shaw & Co., Inc.1,571,114$26.6M0.02%+888,524+130.2%Added
Emerald Advisers, LLC1,734,271$29.4M0.94%−15,713−0.9%Reduced
Renaissance Technologies LLC1,835,759$31.1M0.04%+217,900+13.5%Added
Arrowstreet Capital, Limited Partnership1,884,616$31.9M0.02%+1,670,156+778.8%Added
Geode Capital Management, LLC2,362,871$40.1M0.00%+15,557+0.7%Added
Driehaus Capital Management LLC2,485,483$42.1M0.30%+487,513+24.4%Added
Marshall Wace, LLP2,554,457$43.3M0.05%+1,043,854+69.1%Added
Primecap Management Co3,135,889$53.2M0.04%−518,402−14.2%Reduced
Rice Hall James & Associates, LLC3,475,781$58.9M3.21%−376,446−9.8%Reduced
State Street Corp4,289,679$72.7M0.00%+16,754+0.4%Added
Wasatch Advisors Inc5,505,467$93.3M0.50%+826,587+17.7%Added
Brandes Investment Partners, LP6,426,644$108.9M0.87%+421,082+7.0%Added
Vanguard Group Inc10,658,566$180.7M0.00%+207,388+2.0%Added
BlackRock, Inc.16,371,440$277.5M0.00%+54,428+0.3%Added
Assenagon Asset Management S.A.0$00.00%−108,114−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−106,968−100.0%Sold out
Shellback Capital, LP0$00.00%−90,322−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−74,517−100.0%Sold out
Options Solutions, LLC0$00.00%−49,190−100.0%Sold out
HRT Financial LP0$00.00%−48,879−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−43,799−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−23,846−100.0%Sold out
Caxton Associates LLP0$00.00%−23,460−100.0%Sold out
Schroder Investment Management Group0$00.00%−18,065−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−16,503−100.0%Sold out
Truist Financial Corp0$00.00%−15,820−100.0%Sold out
Bank of Montreal0$00.00%−15,694−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−15,466−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−14,033−100.0%Sold out
Nebula Research & Development LLC0$00.00%−14,002−100.0%Sold out
Virtu Financial LLC0$00.00%−13,439−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−12,760−100.0%Sold out
FORA Capital, LLC0$00.00%−12,136−100.0%Sold out
Hennessy Advisors Inc0$00.00%−10,760−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−8,077−100.0%Sold out
Group One Trading, L.P.0$00.00%−875−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−662−100.0%Sold out
South State Corp.0$00.00%−441−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−275−100.0%Sold out
Skopos Labs, Inc.0$00.00%−202−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−63−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−22−100.0%Sold out
Teton Advisors, Inc.––––Not filed
CIBC World Markets Corp––––Not filed
First Horizon Advisors, Inc.––––Not filed