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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,240 | $367.1K | 0.00% | −340−1.3% | Reduced |
| Yousif Capital Management, LLC | 28,533 | $382.3K | 0.00% | −3,620−11.3% | Reduced |
| Freestone Grove Partners LP | 27,791 | $388.8K | 0.00% | +27,791 | New |
| PharVision Advisers, LLC | 27,831 | $389.4K | 0.20% | +10,794+63.4% | Added |
| HSBC Holdings PLC | 27,870 | $389.9K | 0.00% | +2,411+9.5% | Added |
| Mariner, LLC | 28,098 | $393.0K | 0.00% | +3,087+12.3% | Added |
| Numerai GP LLC | 28,899 | $404.3K | 0.05% | +28,899 | New |
| Arizona State Retirement System | 29,075 | $406.8K | 0.00% | −1,522−5.0% | Reduced |
| Atria Investments LLC | 29,919 | $418.6K | 0.00% | −834−2.7% | Reduced |
| Amalgamated Bank | 30,208 | $423.0K | 0.00% | −76−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 31,630 | $442.5K | 0.00% | +31,630 | New |
| State of Wisconsin Investment Board | 31,880 | $446.0K | 0.00% | +21,264+200.3% | Added |
| Royal Bank of Canada | 31,911 | $447.0K | 0.00% | +19,635+159.9% | Added |
| F/M Investments LLC | 32,505 | $454.7K | 0.02% | +32,505 | New |
| CWM Advisors, LLC | 33,506 | $468.7K | 0.04% | +33,506 | New |
| State Board of Administration of Florida Retirement System | 34,165 | $478.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 34,260 | $479.3K | 0.16% | −700−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 34,261 | $479.3K | 0.00% | −375−1.1% | Reduced |
| State of Wyoming | 35,817 | $501.1K | 0.05% | +11,781+49.0% | Added |
| Pinnacle Financial Partners, Inc. | 38,287 | $535.6K | 0.00% | +38,287 | New |
| Verition Fund Management LLC | 38,300 | $535.8K | 0.00% | −2,620−6.4% | Reduced |
| Round Rock Advisors, LLC | 38,355 | $536.6K | 0.08% | +13,350+53.4% | Added |
| Teacher Retirement System of Texas | 39,768 | $556.4K | 0.00% | −8,096−16.9% | Reduced |
| Guidance Capital, Inc | 42,509 | $591.7K | 0.14% | −154−0.4% | Reduced |
| Westwood Holdings Group Inc. | 43,270 | $605.3K | 0.00% | −1,074−2.4% | Reduced |
| Boothbay Fund Management, LLC | 44,484 | $622.3K | 0.02% | −95,504−68.2% | Reduced |
| Lazard Asset Management LLC | 44,895 | $628.1K | 0.00% | +70+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,270 | $633.3K | 0.00% | +4,769+11.8% | Added |
| STRS Ohio | 46,100 | $644.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 46,246 | $647.0K | 0.00% | +8,815+23.5% | Added |
| Manufacturers Life Insurance Company, The | 46,528 | $650.9K | 0.00% | −2,710−5.5% | Reduced |
| American Century Companies Inc | 47,962 | $671.0K | 0.00% | −1,077−2.2% | Reduced |
| Russell Investments Group, Ltd. | 48,321 | $676.0K | 0.00% | −55,369−53.4% | Reduced |
| Rockefeller Capital Management L.P. | 48,504 | $678.6K | 0.00% | −97−0.2% | Reduced |
| Louisiana State Employees Retirement System | 48,600 | $679.9K | 0.01% | +600+1.3% | Added |
| Laurion Capital Management LP | 49,023 | $685.8K | 0.05% | +49,023 | New |
| Smith Group Asset Management, LLC | 49,094 | $686.8K | 0.04% | +1,196+2.5% | Added |
| Natixis | 50,000 | $699.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 53,826 | $753.0K | 0.00% | +30,500+130.8% | Added |
| Allspring Global Investments Holdings, LLC | 54,442 | $761.6K | 0.00% | +4,760+9.6% | Added |
| Nisa Investment Advisors, LLC | 55,310 | $773.8K | 0.00% | −170.0% | Reduced |
| MetLife Investment Management | 55,715 | $779.5K | 0.00% | −3,350−5.7% | Reduced |
| Illinois Municipal Retirement Fund | 57,115 | $799.0K | 0.01% | +1,509+2.7% | Added |
| SkyView Investment Advisors, LLC | 57,405 | $803.0K | 0.10% | −308−0.5% | Reduced |
| State of Alaska, Department of Revenue | 58,670 | $820.0K | 0.01% | +1,452+2.5% | Added |
| State of Tennessee, Treasury Department | 66,071 | $838.4K | 0.00% | −116−0.2% | Reduced |
| Amundi | 61,278 | $857.3K | 0.00% | −12,212−16.6% | Reduced |
| Teton Advisors, LLC | 62,000 | $867.4K | 0.60% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 63,739 | $891.7K | 0.03% | −26,477−29.3% | Reduced |
| Intech Investment Management LLC | 71,340 | $998.0K | 0.01% | +22,290+45.4% | Added |
| SEI Investments Co | 72,361 | $1.01M | 0.00% | +25,808+55.4% | Added |
| Thrivent Financial for Lutherans | 72,830 | $1.02M | 0.00% | −2,467−3.3% | Reduced |
| Envestnet Asset Management Inc | 75,172 | $1.05M | 0.00% | +16,372+27.8% | Added |
| PDT Partners, LLC | 75,884 | $1.06M | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 76,543 | $1.07M | 0.01% | −916−1.2% | Reduced |
| Deutsche Bank AG | 82,212 | $1.15M | 0.00% | +2,769+3.5% | Added |
| OP Asset Management Ltd | 84,509 | $1.18M | 0.01% | +35,647+73.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 87,349 | $1.22M | 0.01% | +10,962+14.4% | Added |
| Great West Life Assurance Co | 87,632 | $1.23M | 0.00% | −34,721−28.4% | Reduced |
| Mackenzie Financial Corp | 88,651 | $1.23M | 0.00% | +13,167+17.4% | Added |
| Capital Fund Management S.A. | 88,215 | $1.23M | 0.01% | +16,640+23.2% | Added |
| Thompson Siegel & Walmsley LLC | 90,566 | $1.27M | 0.02% | +42,602+88.8% | Added |
| Winton Group Ltd | 90,715 | $1.27M | 0.04% | +12,433+15.9% | Added |
| Susquehanna Fundamental Investments, LLC | 96,008 | $1.34M | 0.05% | +10,507+12.3% | Added |
| Prudential Financial Inc | 98,343 | $1.38M | 0.00% | −6,560−6.3% | Reduced |
| California State Teachers Retirement System | 99,734 | $1.40M | 0.00% | +7,370+8.0% | Added |
| Formula Growth Ltd | 100,000 | $1.40M | 0.54% | +100,000 | New |
| Integrated Quantitative Investments LLC | 101,338 | $1.42M | 0.30% | +74,657+279.8% | Added |
| Price T Rowe Associates Inc | 104,695 | $1.47M | 0.00% | +4,507+4.5% | Added |
| LPL Financial LLC | 106,147 | $1.48M | 0.00% | +34,087+47.3% | Added |
| Legato Capital Management LLC | 108,725 | $1.52M | 0.13% | +11,615+12.0% | Added |
| Tudor Investment Corp Et Al | 110,648 | $1.55M | 0.01% | −134,640−54.9% | Reduced |
| Wells Fargo & Company | 116,162 | $1.63M | 0.00% | +46,792+67.5% | Added |
| Gabelli Funds LLC | 116,530 | $1.63M | 0.01% | 00.0% | Unchanged |
| White Pine Capital LLC | 116,533 | $1.63M | 0.45% | +82,240+239.8% | Added |
| Castleark Management LLC | 118,031 | $1.65M | 0.05% | −310,290−72.4% | Reduced |
| Harbor Capital Advisors, Inc. | 119,543 | $1.67M | 0.13% | +50,631+73.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 121,767 | $1.70M | 0.03% | −33,753−21.7% | Reduced |
| XTX Topco Ltd | 126,940 | $1.78M | 0.05% | +126,940 | New |
| Globeflex Capital L P | 128,094 | $1.79M | 0.27% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 129,184 | $1.81M | 0.00% | −7,777−5.7% | Reduced |
| Los Angeles Capital Management LLC | 96,691 | $1.83M | 0.01% | +439+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 138,805 | $1.94M | 0.00% | −2,586−1.8% | Reduced |
| Gsa Capital Partners LLP | 141,372 | $1.98M | 0.17% | +119,857+557.1% | Added |
| New York State Common Retirement Fund | 144,723 | $2.02M | 0.00% | +32,551+29.0% | Added |
| Franklin Resources Inc | 152,529 | $2.13M | 0.00% | +4,609+3.1% | Added |
| G2 Investment Partners Management LLC | 155,000 | $2.17M | 0.52% | −433,311−73.7% | Reduced |
| UBS Asset Management Americas Inc | 169,370 | $2.37M | 0.00% | −4,125−2.4% | Reduced |
| Ameriprise Financial Inc | 186,258 | $2.61M | 0.00% | −12,369−6.2% | Reduced |
| Essex Investment Management Co LLC | 188,919 | $2.64M | 0.40% | −4,348−2.2% | Reduced |
| First Trust Advisors LP | 189,382 | $2.65M | 0.00% | −105,235−35.7% | Reduced |
| Barclays PLC | 197,262 | $2.76M | 0.00% | +23,897+13.8% | Added |
| Hunter Associates Investment Management LLC | 198,803 | $2.79M | 0.37% | +9,569+5.1% | Added |
| Bank of America Corp | 200,371 | $2.80M | 0.00% | −207,388−50.9% | Reduced |
| Swiss National Bank | 205,700 | $2.88M | 0.00% | +5,300+2.6% | Added |
| Algert Global LLC | 234,366 | $3.28M | 0.05% | −133,028−36.2% | Reduced |
| Victory Capital Management Inc | 240,352 | $3.36M | 0.00% | +191,507+392.1% | Added |
| HRT Financial LP | 240,537 | $3.37M | 0.01% | +240,537 | New |
| Engineers Gate Manager LP | 243,236 | $3.40M | 0.04% | −15,423−6.0% | Reduced |
| Voya Investment Management LLC | 243,822 | $3.41M | 0.00% | −29,428−10.8% | Reduced |