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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 261 | $1.48B |
| Q1 2026 | 276 | $1.54B |
| Q4 2025 | 259 | $1.48B |
| Q3 2025 | 265 | $1.77B |
| Q2 2025 | 257 | $1.65B |
| Q1 2025 | 239 | $888.2M |
| Q4 2024 | 218 | $1.01B |
| Q3 2024 | 217 | $1.08B |
| Q2 2024 | 199 | $1.15B |
| Q1 2024 | 215 | $1.04B |
| Q4 2023 | 207 | $766.7M |
| Q3 2023 | 194 | $806.8M |
| Q2 2023 | 190 | $821.0M |
| Q1 2023 | 171 | $427.7M |
| Q4 2022 | 168 | $237.7M |
| Q3 2022 | 181 | $299.4M |
| Q2 2022 | 171 | $402.0M |
| Q1 2022 | 175 | $569.6M |
| Q4 2021 | 163 | $618.0M |
| Q3 2021 | 154 | $360.6M |
| Q2 2021 | 148 | $382.3M |
| Q1 2021 | 157 | $350.7M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 75,484 | $1.28M | 0.00% | −24,461−24.5% | Reduced |
| Thrivent Financial for Lutherans | 75,297 | $1.28M | 0.00% | −735−1.0% | Reduced |
| Amundi | 73,490 | $1.26M | 0.00% | +525+0.7% | Added |
| LPL Financial LLC | 72,060 | $1.22M | 0.00% | +4,862+7.2% | Added |
| Capital Fund Management S.A. | 71,575 | $1.21M | 0.01% | +71,575 | New |
| Landscape Capital Management, L.L.C. | 70,155 | $1.19M | 0.08% | −14,434−17.1% | Reduced |
| Wells Fargo & Company | 69,370 | $1.18M | 0.00% | +10,039+16.9% | Added |
| Harbor Capital Advisors, Inc. | 68,912 | $1.17M | 0.09% | +3,042+4.6% | Added |
| State of Tennessee, Treasury Department | 66,187 | $1.12M | 0.00% | −5,707−7.9% | Reduced |
| Susquehanna International Group, LLP | 65,000 | $1.10M | 0.00% | −55,668−46.1% | Reduced |
| Teton Advisors, LLC | 62,000 | $1.05M | 0.65% | +62,000 | New |
| Brevan Howard Capital Management LP | 60,833 | $1.03M | 0.01% | −3,602−5.6% | Reduced |
| Polen Capital Management LLC | 60,486 | $1.03M | 0.00% | +11,296+23.0% | Added |
| MetLife Investment Management | 59,065 | $1.00M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 58,800 | $996.7K | 0.00% | −2,762−4.5% | Reduced |
| SkyView Investment Advisors, LLC | 57,713 | $978.0K | 0.12% | +416+0.7% | Added |
| State of Alaska, Department of Revenue | 57,218 | $969.0K | 0.01% | −4,380−7.1% | Reduced |
| Illinois Municipal Retirement Fund | 55,606 | $942.5K | 0.01% | +55,606 | New |
| Nisa Investment Advisors, LLC | 55,327 | $937.8K | 0.00% | −15,735−22.1% | Reduced |
| Calamos Advisors LLC | 52,055 | $882.3K | 0.00% | +52,055 | New |
| Natixis | 50,000 | $847.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 49,682 | $842.1K | 0.00% | −491−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 49,238 | $834.6K | 0.00% | −2,755−5.3% | Reduced |
| Intech Investment Management LLC | 49,050 | $831.4K | 0.01% | −463−0.9% | Reduced |
| American Century Companies Inc | 49,039 | $831.2K | 0.00% | 00.0% | Unchanged |
| Guidance Capital, Inc | 42,663 | $829.4K | 0.22% | −527−1.2% | Reduced |
| OP Asset Management Ltd | 48,862 | $828.2K | 0.01% | +2,718+5.9% | Added |
| Victory Capital Management Inc | 48,845 | $827.9K | 0.00% | +7,489+18.1% | Added |
| Rockefeller Capital Management L.P. | 48,601 | $823.8K | 0.00% | −848−1.7% | Reduced |
| Louisiana State Employees Retirement System | 48,000 | $813.6K | 0.01% | −300−0.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 47,964 | $813.0K | 0.01% | −22,239−31.7% | Reduced |
| Smith Group Asset Management, LLC | 47,898 | $811.9K | 0.05% | +1,427+3.1% | Added |
| Teacher Retirement System of Texas | 47,864 | $811.3K | 0.00% | +6,320+15.2% | Added |
| SEI Investments Co | 46,553 | $789.1K | 0.00% | +5,841+14.3% | Added |
| STRS Ohio | 46,100 | $781.4K | 0.00% | +29,300+174.4% | Added |
| Lazard Asset Management LLC | 44,825 | $759.8K | 0.00% | +8,880+24.7% | Added |
| Westwood Holdings Group Inc. | 44,344 | $752.0K | 0.01% | −73,718−62.4% | Reduced |
| Verition Fund Management LLC | 40,920 | $693.6K | 0.00% | −38,171−48.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,501 | $686.5K | 0.00% | +7,176+21.5% | Added |
| NJ State Employees Deferred Compensation Plan | 40,000 | $678.0K | 0.07% | 00.0% | Unchanged |
| PEAK6 LLC | 39,301 | $666.2K | 0.02% | +39,301 | New |
| Citigroup Inc | 38,514 | $652.8K | 0.00% | −55,854−59.2% | Reduced |
| Bryce Point Capital, LLC | 38,357 | $650.2K | 0.79% | +38,357 | New |
| Synovus Financial Corp | 38,287 | $649.0K | 0.01% | −1,300−3.3% | Reduced |
| SG Americas Securities, LLC | 37,431 | $634.0K | 0.00% | +27,182+265.2% | Added |
| KLP Kapitalforvaltning AS | 37,200 | $630.5K | 0.00% | −1,300−3.4% | Reduced |
| Bayesian Capital Management, LP | 36,700 | $622.1K | 0.13% | +36,700 | New |
| Ieq Capital, LLC | 36,157 | $612.9K | 0.00% | +8,276+29.7% | Added |
| Orion Capital Management LLC | 34,960 | $592.6K | 0.21% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 34,636 | $587.1K | 0.01% | −592−1.7% | Reduced |
| White Pine Capital LLC | 34,293 | $581.3K | 0.17% | +170.0% | Added |
| Dynamic Technology Lab Private Ltd | 34,221 | $580.0K | 0.10% | +34,221 | New |
| State Board of Administration of Florida Retirement System | 34,165 | $579.1K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 32,153 | $545.0K | 0.01% | −6,326−16.4% | Reduced |
| Comerica Bank | 31,482 | $533.6K | 0.00% | −4,239−11.9% | Reduced |
| CWM, LLC | 30,919 | $524.0K | 0.00% | +18,714+153.3% | Added |
| Atria Investments LLC | 30,753 | $521.3K | 0.01% | −7,389−19.4% | Reduced |
| Arizona State Retirement System | 30,597 | $518.6K | 0.00% | +702+2.3% | Added |
| Aigen Investment Management, LP | 30,524 | $517.4K | 0.08% | +16,114+111.8% | Added |
| Amalgamated Bank | 30,284 | $513.0K | 0.00% | +1,019+3.5% | Added |
| Round Rock Advisors, LLC | 25,005 | $469.3K | 0.07% | +25,005 | New |
| Police & Firemen's Retirement System of New Jersey | 27,496 | $466.1K | 0.00% | +6,093+28.5% | Added |
| Integrated Quantitative Investments LLC | 26,681 | $452.2K | 0.13% | +26,681 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,580 | $450.5K | 0.00% | +33+0.1% | Added |
| HSBC Holdings PLC | 25,459 | $429.5K | 0.00% | −17,146−40.2% | Reduced |
| Mariner, LLC | 25,011 | $423.9K | 0.00% | +9,576+62.0% | Added |
| State of Wyoming | 24,036 | $407.4K | 0.05% | −1,467−5.8% | Reduced |
| Creative Planning | 23,479 | $398.0K | 0.00% | +7,963+51.3% | Added |
| Oregon Public Employees Retirement Fund | 23,468 | $397.8K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 23,344 | $396.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 23,326 | $395.4K | 0.00% | +7,200+44.6% | Added |
| Graham Capital Management, L.P. | 22,433 | $380.2K | 0.01% | +22,433 | New |
| Wiley Bros.-Aintree Capital, LLC | 22,026 | $373.3K | 0.00% | +3,875+21.3% | Added |
| Quest Partners LLC | 22,015 | $373.2K | 0.02% | +8,590+64.0% | Added |
| Gsa Capital Partners LLP | 21,515 | $365.0K | 0.03% | +2,304+12.0% | Added |
| Sanctuary Advisors, LLC | 20,894 | $354.2K | 0.00% | −4,674−18.3% | Reduced |
| Cornerstone Investment Partners, LLC | 20,861 | $353.6K | 0.01% | −1,706−7.6% | Reduced |
| Omers Administration Corp | 19,400 | $328.8K | 0.00% | +6,800+54.0% | Added |
| ProShare Advisors LLC | 18,823 | $319.0K | 0.00% | −3,450−15.5% | Reduced |
| PharVision Advisers, LLC | 17,037 | $288.8K | 0.16% | +17,037 | New |
| Pictet Asset Management Holding SA | 16,411 | $278.2K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,128 | $256.4K | 0.02% | +15,128 | New |
| Wealth Enhancement Advisory Services, LLC | 15,176 | $256.3K | 0.00% | +15,176 | New |
| Maryland State Retirement & Pension System | 15,066 | $255.4K | 0.01% | −15,322−50.4% | Reduced |
| DRW Securities, LLC | 14,888 | $253.7K | 0.01% | +14,888 | New |
| 1492 Capital Management LLC | 14,750 | $250.0K | 0.10% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,622 | $247.8K | 0.00% | −56,922−79.6% | Reduced |
| Cerity Partners LLC | 14,579 | $247.1K | 0.00% | +14,579 | New |
| Cetera Investment Advisers | 14,151 | $239.9K | 0.00% | +115+0.8% | Added |
| Natixis Advisors, L.P. | 13,859 | $235.0K | 0.00% | +273+2.0% | Added |
| Axq Capital, LP | 13,810 | $234.1K | 0.09% | +274+2.0% | Added |
| Worth Venture Partners, LLC | 13,500 | $228.8K | 0.67% | +13,500 | New |
| Quantbot Technologies LP | 12,719 | $215.6K | 0.01% | +4,942+63.5% | Added |
| RSM US Wealth Management LLC | 12,718 | $215.6K | 0.00% | +215+1.7% | Added |
| Gamco Investors, Inc. Et Al | 12,700 | $215.3K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,641 | $214.3K | 0.00% | +2,285+22.1% | Added |
| Royal Bank of Canada | 12,276 | $207.0K | 0.00% | +4,685+61.7% | Added |
| Balboa Wealth Partners | 12,029 | $203.9K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 11,117 | $188.4K | 0.00% | +11,117 | New |
| SRS Capital Advisors, Inc. | 11,090 | $188.0K | 0.00% | +11,090 | New |