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, Q4 2025
Institutional positions in Arlo Technologies, Inc. as of Dec 31, 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
- 259
- +1 vs. Q3 2025
- Shares held
- 105.6M
- +1.84M (+1.8%) vs. Q3 2025
- Total value
- $1.48B
- −$281.2M (−16.0%) vs. Q3 2025
- New holders
- 30
- 96 more added
- Sold out
- 29
- 98 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,804,199 | $235.1M | 0.00% | +432,759+2.6% | Added |
| Vanguard Group Inc | 10,691,336 | $149.6M | 0.00% | +32,770+0.3% | Added |
| Brandes Investment Partners, LP | 8,198,707 | $114.7M | 0.87% | +1,772,063+27.6% | Added |
| Wasatch Advisors Inc | 5,322,485 | $74.5M | 0.44% | −182,982−3.3% | Reduced |
| State Street Corp | 4,213,741 | $59.0M | 0.00% | −75,938−1.8% | Reduced |
| Rice Hall James & Associates, LLC | 3,576,612 | $50.0M | 2.75% | +100,831+2.9% | Added |
| Primecap Management Co | 2,778,740 | $38.9M | 0.03% | −357,149−11.4% | Reduced |
| Geode Capital Management, LLC | 2,391,732 | $33.5M | 0.00% | +28,861+1.2% | Added |
| Renaissance Technologies LLC | 2,289,759 | $32.0M | 0.05% | +454,000+24.7% | Added |
| Marshall Wace, LLP | 2,201,600 | $30.8M | 0.03% | −352,857−13.8% | Reduced |
| Emerald Advisers, LLC | 2,059,864 | $28.8M | 0.89% | +325,593+18.8% | Added |
| Driehaus Capital Management LLC | 1,951,869 | $27.3M | 0.19% | −533,614−21.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,773,335 | $24.8M | 0.01% | −111,281−5.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,756,167 | $24.6M | 0.02% | +185,053+11.8% | Added |
| Needham Investment Management LLC | 1,540,000 | $21.5M | 1.36% | +232,500+17.8% | Added |
| Morgan Stanley | 1,350,487 | $18.9M | 0.00% | −23,975−1.7% | Reduced |
| Herald Investment Management Ltd | 1,307,000 | $18.3M | 2.39% | +30,000+2.3% | Added |
| Northern Trust Corp | 1,295,487 | $18.1M | 0.00% | +21,424+1.7% | Added |
| Emerald Mutual Fund Advisers Trust | 1,238,321 | $17.3M | 0.84% | +258,255+26.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,206,617 | $16.9M | 0.04% | −247,512−17.0% | Reduced |
| Swedbank AB | 1,200,000 | $16.8M | 0.02% | 00.0% | Unchanged |
| AWM Investment Company, Inc. | 1,172,609 | $16.4M | 1.58% | +335,000+40.0% | Added |
| Nuveen, LLC | 1,054,143 | $14.7M | 0.00% | +10,159+1.0% | Added |
| Charles Schwab Investment Management Inc | 1,028,496 | $14.4M | 0.00% | −14,228−1.4% | Reduced |
| Royce & Associates LP | 989,540 | $13.8M | 0.14% | +33,834+3.5% | Added |
| Janus Henderson Group PLC | 928,440 | $13.0M | 0.01% | −37,327−3.9% | Reduced |
| Qube Research & Technologies Ltd | 865,810 | $12.1M | 0.02% | −51,811−5.6% | Reduced |
| Granite Investment Partners, LLC | 686,163 | $9.60M | 0.57% | +162,280+31.0% | Added |
| Mutual of America Capital Management LLC | 684,307 | $9.57M | 0.10% | −16,219−2.3% | Reduced |
| Hosking Partners LLP | 643,626 | $9.00M | 0.31% | +29,997+4.9% | Added |
| FMR LLC | 640,883 | $8.97M | 0.00% | +124,248+24.0% | Added |
| Bank of New York Mellon Corp | 615,134 | $8.61M | 0.00% | −15,341−2.4% | Reduced |
| Goldman Sachs Group Inc | 613,057 | $8.58M | 0.00% | +142,836+30.4% | Added |
| Lord, Abbett & Co. LLC | 605,589 | $8.47M | 0.03% | −545−0.1% | Reduced |
| UBS Group AG | 580,829 | $8.13M | 0.00% | +193,379+49.9% | Added |
| Citadel Advisors LLC | 573,656 | $8.03M | 0.01% | +464,597+426.0% | Added |
| National Philanthropic Trust | 563,293 | $7.88M | 0.08% | +563,293 | New |
| Prospect Capital Advisors, LLC | 520,250 | $7.28M | 3.75% | −15,000−2.8% | Reduced |
| S Squared Technology, LLC | 519,767 | $7.27M | 2.82% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 512,957 | $7.18M | 0.01% | +512,957 | New |
| Principal Financial Group Inc | 506,470 | $7.09M | 0.00% | +2,171+0.4% | Added |
| Man Group plc | 500,083 | $7.00M | 0.01% | +70,034+16.3% | Added |
| JPMorgan Chase & Co | 490,938 | $6.87M | 0.00% | −123,244−20.1% | Reduced |
| Clearbridge Investments, LLC | 485,667 | $6.79M | 0.01% | +485,667 | New |
| AQR Capital Management LLC | 461,817 | $6.46M | 0.00% | −238,131−34.0% | Reduced |
| Invesco Ltd. | 452,697 | $6.33M | 0.00% | +98,269+27.7% | Added |
| Squarepoint Ops LLC | 432,307 | $6.05M | 0.01% | +301,973+231.7% | Added |
| Public Sector Pension Investment Board | 366,873 | $5.13M | 0.02% | −40,219−9.9% | Reduced |
| Raymond James Financial Inc | 365,463 | $5.11M | 0.00% | −50,780−12.2% | Reduced |
| Alliancebernstein L.P. | 354,612 | $4.96M | 0.00% | +45,648+14.8% | Added |
| Hillsdale Investment Management Inc. | 343,582 | $4.81M | 0.13% | −42,700−11.1% | Reduced |
| Granahan Investment Management Inc | 338,382 | $4.73M | 0.20% | +145,464+75.4% | Added |
| Paradigm Capital Management Inc | 336,800 | $4.71M | 0.20% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 320,287 | $4.48M | 0.26% | −371,270−53.7% | Reduced |
| Trexquant Investment LP | 278,397 | $3.89M | 0.03% | −122,254−30.5% | Reduced |
| Rhumbline Advisers | 267,409 | $3.74M | 0.00% | −20,448−7.1% | Reduced |
| Legal & General Group Plc | 257,697 | $3.61M | 0.00% | −15,636−5.7% | Reduced |
| Millennium Management LLC | 247,582 | $3.46M | 0.00% | −982,730−79.9% | Reduced |
| Acadian Asset Management LLC | 244,440 | $3.42M | 0.01% | +51,992+27.0% | Added |
| Voya Investment Management LLC | 243,822 | $3.41M | 0.00% | −29,428−10.8% | Reduced |
| Engineers Gate Manager LP | 243,236 | $3.40M | 0.04% | −15,423−6.0% | Reduced |
| HRT Financial LP | 240,537 | $3.37M | 0.01% | +240,537 | New |
| Victory Capital Management Inc | 240,352 | $3.36M | 0.00% | +191,507+392.1% | Added |
| Algert Global LLC | 234,366 | $3.28M | 0.05% | −133,028−36.2% | Reduced |
| Swiss National Bank | 205,700 | $2.88M | 0.00% | +5,300+2.6% | Added |
| Bank of America Corp | 200,371 | $2.80M | 0.00% | −207,388−50.9% | Reduced |
| Hunter Associates Investment Management LLC | 198,803 | $2.79M | 0.37% | +9,569+5.1% | Added |
| Barclays PLC | 197,262 | $2.76M | 0.00% | +23,897+13.8% | Added |
| First Trust Advisors LP | 189,382 | $2.65M | 0.00% | −105,235−35.7% | Reduced |
| Essex Investment Management Co LLC | 188,919 | $2.64M | 0.40% | −4,348−2.2% | Reduced |
| Ameriprise Financial Inc | 186,258 | $2.61M | 0.00% | −12,369−6.2% | Reduced |
| UBS Asset Management Americas Inc | 169,370 | $2.37M | 0.00% | −4,125−2.4% | Reduced |
| G2 Investment Partners Management LLC | 155,000 | $2.17M | 0.52% | −433,311−73.7% | Reduced |
| Franklin Resources Inc | 152,529 | $2.13M | 0.00% | +4,609+3.1% | Added |
| New York State Common Retirement Fund | 144,723 | $2.02M | 0.00% | +32,551+29.0% | Added |
| Gsa Capital Partners LLP | 141,372 | $1.98M | 0.17% | +119,857+557.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 138,805 | $1.94M | 0.00% | −2,586−1.8% | Reduced |
| Los Angeles Capital Management LLC | 96,691 | $1.83M | 0.01% | +439+0.5% | Added |
| New York State Teachers Retirement System | 129,184 | $1.81M | 0.00% | −7,777−5.7% | Reduced |
| Globeflex Capital L P | 128,094 | $1.79M | 0.27% | 00.0% | Unchanged |
| XTX Topco Ltd | 126,940 | $1.78M | 0.05% | +126,940 | New |
| Susquehanna Portfolio Strategies, LLC | 121,767 | $1.70M | 0.03% | −33,753−21.7% | Reduced |
| Harbor Capital Advisors, Inc. | 119,543 | $1.67M | 0.13% | +50,631+73.5% | Added |
| Castleark Management LLC | 118,031 | $1.65M | 0.05% | −310,290−72.4% | Reduced |
| White Pine Capital LLC | 116,533 | $1.63M | 0.45% | +82,240+239.8% | Added |
| Gabelli Funds LLC | 116,530 | $1.63M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 116,162 | $1.63M | 0.00% | +46,792+67.5% | Added |
| Tudor Investment Corp Et Al | 110,648 | $1.55M | 0.01% | −134,640−54.9% | Reduced |
| Legato Capital Management LLC | 108,725 | $1.52M | 0.13% | +11,615+12.0% | Added |
| LPL Financial LLC | 106,147 | $1.48M | 0.00% | +34,087+47.3% | Added |
| Price T Rowe Associates Inc | 104,695 | $1.47M | 0.00% | +4,507+4.5% | Added |
| Integrated Quantitative Investments LLC | 101,338 | $1.42M | 0.30% | +74,657+279.8% | Added |
| Formula Growth Ltd | 100,000 | $1.40M | 0.54% | +100,000 | New |
| California State Teachers Retirement System | 99,734 | $1.40M | 0.00% | +7,370+8.0% | Added |
| Prudential Financial Inc | 98,343 | $1.38M | 0.00% | −6,560−6.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 96,008 | $1.34M | 0.05% | +10,507+12.3% | Added |
| Winton Group Ltd | 90,715 | $1.27M | 0.04% | +12,433+15.9% | Added |
| Thompson Siegel & Walmsley LLC | 90,566 | $1.27M | 0.02% | +42,602+88.8% | Added |
| Capital Fund Management S.A. | 88,215 | $1.23M | 0.01% | +16,640+23.2% | Added |
| Mackenzie Financial Corp | 88,651 | $1.23M | 0.00% | +13,167+17.4% | Added |