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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 244,440 | $3.42M | 0.01% | +51,992+27.0% | Added |
| Millennium Management LLC | 247,582 | $3.46M | 0.00% | −982,730−79.9% | Reduced |
| Legal & General Group Plc | 257,697 | $3.61M | 0.00% | −15,636−5.7% | Reduced |
| Rhumbline Advisers | 267,409 | $3.74M | 0.00% | −20,448−7.1% | Reduced |
| Trexquant Investment LP | 278,397 | $3.89M | 0.03% | −122,254−30.5% | Reduced |
| Divisadero Street Capital Management, LP | 320,287 | $4.48M | 0.26% | −371,270−53.7% | Reduced |
| Paradigm Capital Management Inc | 336,800 | $4.71M | 0.20% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 338,382 | $4.73M | 0.20% | +145,464+75.4% | Added |
| Hillsdale Investment Management Inc. | 343,582 | $4.81M | 0.13% | −42,700−11.1% | Reduced |
| Alliancebernstein L.P. | 354,612 | $4.96M | 0.00% | +45,648+14.8% | Added |
| Raymond James Financial Inc | 365,463 | $5.11M | 0.00% | −50,780−12.2% | Reduced |
| Public Sector Pension Investment Board | 366,873 | $5.13M | 0.02% | −40,219−9.9% | Reduced |
| Squarepoint Ops LLC | 432,307 | $6.05M | 0.01% | +301,973+231.7% | Added |
| Invesco Ltd. | 452,697 | $6.33M | 0.00% | +98,269+27.7% | Added |
| AQR Capital Management LLC | 461,817 | $6.46M | 0.00% | −238,131−34.0% | Reduced |
| Clearbridge Investments, LLC | 485,667 | $6.79M | 0.01% | +485,667 | New |
| JPMorgan Chase & Co | 490,938 | $6.87M | 0.00% | −123,244−20.1% | Reduced |
| Man Group plc | 500,083 | $7.00M | 0.01% | +70,034+16.3% | Added |
| Principal Financial Group Inc | 506,470 | $7.09M | 0.00% | +2,171+0.4% | Added |
| Point72 Asset Management, L.P. | 512,957 | $7.18M | 0.01% | +512,957 | New |
| S Squared Technology, LLC | 519,767 | $7.27M | 2.82% | 00.0% | Unchanged |
| Prospect Capital Advisors, LLC | 520,250 | $7.28M | 3.75% | −15,000−2.8% | Reduced |
| National Philanthropic Trust | 563,293 | $7.88M | 0.08% | +563,293 | New |
| Citadel Advisors LLC | 573,656 | $8.03M | 0.01% | +464,597+426.0% | Added |
| UBS Group AG | 580,829 | $8.13M | 0.00% | +193,379+49.9% | Added |
| Lord, Abbett & Co. LLC | 605,589 | $8.47M | 0.03% | −545−0.1% | Reduced |
| Goldman Sachs Group Inc | 613,057 | $8.58M | 0.00% | +142,836+30.4% | Added |
| Bank of New York Mellon Corp | 615,134 | $8.61M | 0.00% | −15,341−2.4% | Reduced |
| FMR LLC | 640,883 | $8.97M | 0.00% | +124,248+24.0% | Added |
| Hosking Partners LLP | 643,626 | $9.00M | 0.31% | +29,997+4.9% | Added |
| Mutual of America Capital Management LLC | 684,307 | $9.57M | 0.10% | −16,219−2.3% | Reduced |
| Granite Investment Partners, LLC | 686,163 | $9.60M | 0.57% | +162,280+31.0% | Added |
| Qube Research & Technologies Ltd | 865,810 | $12.1M | 0.02% | −51,811−5.6% | Reduced |
| Janus Henderson Group PLC | 928,440 | $13.0M | 0.01% | −37,327−3.9% | Reduced |
| Royce & Associates LP | 989,540 | $13.8M | 0.14% | +33,834+3.5% | Added |
| Charles Schwab Investment Management Inc | 1,028,496 | $14.4M | 0.00% | −14,228−1.4% | Reduced |
| Nuveen, LLC | 1,054,143 | $14.7M | 0.00% | +10,159+1.0% | Added |
| AWM Investment Company, Inc. | 1,172,609 | $16.4M | 1.58% | +335,000+40.0% | Added |
| Swedbank AB | 1,200,000 | $16.8M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,206,617 | $16.9M | 0.04% | −247,512−17.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,238,321 | $17.3M | 0.84% | +258,255+26.4% | Added |
| Northern Trust Corp | 1,295,487 | $18.1M | 0.00% | +21,424+1.7% | Added |
| Herald Investment Management Ltd | 1,307,000 | $18.3M | 2.39% | +30,000+2.3% | Added |
| Morgan Stanley | 1,350,487 | $18.9M | 0.00% | −23,975−1.7% | Reduced |
| Needham Investment Management LLC | 1,540,000 | $21.5M | 1.36% | +232,500+17.8% | Added |
| D. E. Shaw & Co., Inc. | 1,756,167 | $24.6M | 0.02% | +185,053+11.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,773,335 | $24.8M | 0.01% | −111,281−5.9% | Reduced |
| Driehaus Capital Management LLC | 1,951,869 | $27.3M | 0.19% | −533,614−21.5% | Reduced |
| Emerald Advisers, LLC | 2,059,864 | $28.8M | 0.89% | +325,593+18.8% | Added |
| Marshall Wace, LLP | 2,201,600 | $30.8M | 0.03% | −352,857−13.8% | Reduced |
| Renaissance Technologies LLC | 2,289,759 | $32.0M | 0.05% | +454,000+24.7% | Added |
| Geode Capital Management, LLC | 2,391,732 | $33.5M | 0.00% | +28,861+1.2% | Added |
| Primecap Management Co | 2,778,740 | $38.9M | 0.03% | −357,149−11.4% | Reduced |
| Rice Hall James & Associates, LLC | 3,576,612 | $50.0M | 2.75% | +100,831+2.9% | Added |
| State Street Corp | 4,213,741 | $59.0M | 0.00% | −75,938−1.8% | Reduced |
| Wasatch Advisors Inc | 5,322,485 | $74.5M | 0.44% | −182,982−3.3% | Reduced |
| Brandes Investment Partners, LP | 8,198,707 | $114.7M | 0.87% | +1,772,063+27.6% | Added |
| Vanguard Group Inc | 10,691,336 | $149.6M | 0.00% | +32,770+0.3% | Added |
| BlackRock, Inc. | 16,804,199 | $235.1M | 0.00% | +432,759+2.6% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −565,619−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −167,598−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −127,036−100.0% | Sold out |
| Katamaran Capital LLP | 0 | $0 | 0.00% | −110,634−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −105,690−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −70,155−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −60,486−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −52,055−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −39,301−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −36,700−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −36,157−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −30,524−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,433−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,128−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −14,579−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,859−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,719−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −11,090−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −2,577−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Bryce Point Capital, LLC | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |