Skip to main content

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, 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.

Institutional holdersQ4 2025: 259 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 heldQ4 2025: $1.48B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q3 2025.

Institutions holding ARLO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Great West Life Assurance Co87,632$1.23M0.00%−34,721−28.4%Reduced
B. Metzler seel. Sohn & Co. AG87,349$1.22M0.01%+10,962+14.4%Added
OP Asset Management Ltd84,509$1.18M0.01%+35,647+73.0%Added
Deutsche Bank AG82,212$1.15M0.00%+2,769+3.5%Added
D.A. Davidson & Co.76,543$1.07M0.01%−916−1.2%Reduced
PDT Partners, LLC75,884$1.06M0.07%00.0%Unchanged
Envestnet Asset Management Inc75,172$1.05M0.00%+16,372+27.8%Added
Thrivent Financial for Lutherans72,830$1.02M0.00%−2,467−3.3%Reduced
SEI Investments Co72,361$1.01M0.00%+25,808+55.4%Added
Intech Investment Management LLC71,340$998.0K0.01%+22,290+45.4%Added
Hennion & Walsh Asset Management, Inc.63,739$891.7K0.03%−26,477−29.3%Reduced
Teton Advisors, LLC62,000$867.4K0.60%00.0%Unchanged
Amundi61,278$857.3K0.00%−12,212−16.6%Reduced
State of Tennessee, Treasury Department66,071$838.4K0.00%−116−0.2%Reduced
State of Alaska, Department of Revenue58,670$820.0K0.01%+1,452+2.5%Added
SkyView Investment Advisors, LLC57,405$803.0K0.10%−308−0.5%Reduced
Illinois Municipal Retirement Fund57,115$799.0K0.01%+1,509+2.7%Added
MetLife Investment Management55,715$779.5K0.00%−3,350−5.7%Reduced
Nisa Investment Advisors, LLC55,310$773.8K0.00%−170.0%Reduced
Allspring Global Investments Holdings, LLC54,442$761.6K0.00%+4,760+9.6%Added
Two Sigma Advisers, LP53,826$753.0K0.00%+30,500+130.8%Added
Natixis50,000$699.5K0.00%00.0%Unchanged
Smith Group Asset Management, LLC49,094$686.8K0.04%+1,196+2.5%Added
Laurion Capital Management LP49,023$685.8K0.05%+49,023New
Louisiana State Employees Retirement System48,600$679.9K0.01%+600+1.3%Added
Rockefeller Capital Management L.P.48,504$678.6K0.00%−97−0.2%Reduced
Russell Investments Group, Ltd.48,321$676.0K0.00%−55,369−53.4%Reduced
American Century Companies Inc47,962$671.0K0.00%−1,077−2.2%Reduced
Manufacturers Life Insurance Company, The46,528$650.9K0.00%−2,710−5.5%Reduced
SG Americas Securities, LLC46,246$647.0K0.00%+8,815+23.5%Added
STRS Ohio46,100$644.9K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)45,270$633.3K0.00%+4,769+11.8%Added
Lazard Asset Management LLC44,895$628.1K0.00%+70+0.2%Added
Boothbay Fund Management, LLC44,484$622.3K0.02%−95,504−68.2%Reduced
Westwood Holdings Group Inc.43,270$605.3K0.00%−1,074−2.4%Reduced
Guidance Capital, Inc42,509$591.7K0.14%−154−0.4%Reduced
Teacher Retirement System of Texas39,768$556.4K0.00%−8,096−16.9%Reduced
Round Rock Advisors, LLC38,355$536.6K0.08%+13,350+53.4%Added
Verition Fund Management LLC38,300$535.8K0.00%−2,620−6.4%Reduced
Pinnacle Financial Partners, Inc.38,287$535.6K0.00%+38,287New
State of Wyoming35,817$501.1K0.05%+11,781+49.0%Added
Resources Investment Advisors, LLC.34,261$479.3K0.00%−375−1.1%Reduced
Orion Capital Management LLC34,260$479.3K0.16%−700−2.0%Reduced
State Board of Administration of Florida Retirement System34,165$478.0K0.00%00.0%Unchanged
CWM Advisors, LLC33,506$468.7K0.04%+33,506New
F/M Investments LLC32,505$454.7K0.02%+32,505New
Royal Bank of Canada31,911$447.0K0.00%+19,635+159.9%Added
State of Wisconsin Investment Board31,880$446.0K0.00%+21,264+200.3%Added
Capstone Investment Advisors, LLC31,630$442.5K0.00%+31,630New
Amalgamated Bank30,208$423.0K0.00%−76−0.3%Reduced
Atria Investments LLC29,919$418.6K0.00%−834−2.7%Reduced
Arizona State Retirement System29,075$406.8K0.00%−1,522−5.0%Reduced
Numerai GP LLC28,899$404.3K0.05%+28,899New
Mariner, LLC28,098$393.0K0.00%+3,087+12.3%Added
HSBC Holdings PLC27,870$389.9K0.00%+2,411+9.5%Added
PharVision Advisers, LLC27,831$389.4K0.20%+10,794+63.4%Added
Freestone Grove Partners LP27,791$388.8K0.00%+27,791New
Yousif Capital Management, LLC28,533$382.3K0.00%−3,620−11.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,240$367.1K0.00%−340−1.3%Reduced
Comerica Bank25,773$360.6K0.00%−5,709−18.1%Reduced
Police & Firemen's Retirement System of New Jersey25,615$358.4K0.00%−1,881−6.8%Reduced
BNP Paribas Arbitrage, SA24,873$348.0K0.00%−64,010−72.0%Reduced
Quest Partners LLC24,420$341.6K0.02%+2,405+10.9%Added
Oregon Public Employees Retirement Fund24,268$339.5K0.00%+800+3.4%Added
Citigroup Inc24,088$337.0K0.00%−14,426−37.5%Reduced
KLP Kapitalforvaltning AS23,800$333.0K0.00%−13,400−36.0%Reduced
Teachers Retirement System of the State of Kentucky23,344$327.0K0.00%00.0%Unchanged
Truist Financial Corp22,314$312.2K0.00%+22,314New
Wiley Bros.-Aintree Capital, LLC21,275$297.6K0.00%−751−3.4%Reduced
Cornerstone Investment Partners, LLC20,874$292.0K0.01%+13+0.1%Added
Quantinno Capital Management LP20,765$290.5K0.00%+8,124+64.3%Added
Sanctuary Advisors, LLC20,429$285.8K0.00%−465−2.2%Reduced
Cambridge Investment Research Advisors, Inc.19,711$276.0K0.00%+19,711New
Brevan Howard Capital Management LP19,703$275.6K0.01%−41,130−67.6%Reduced
1492 Capital Management LLC19,630$274.6K0.11%+4,880+33.1%Added
ProShare Advisors LLC19,415$271.6K0.00%+592+3.1%Added
Creative Planning19,089$267.1K0.00%−4,390−18.7%Reduced
Manatuck Hill Partners, LLC17,000$237.8K0.08%+17,000New
Pictet Asset Management Holding SA16,411$229.6K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd15,797$221.0K0.05%−18,424−53.8%Reduced
Maryland State Retirement & Pension System15,445$216.1K0.00%+379+2.5%Added
Jump Financial, LLC15,144$211.9K0.00%−143,456−90.5%Reduced
DRW Securities, LLC14,785$206.8K0.02%−103−0.7%Reduced
M&T Bank Corp14,708$205.8K0.00%+14,708New
Universal- Beteiligungs- und Servicegesellschaft mbH14,622$204.6K0.00%00.0%Unchanged
CWM, LLC13,837$194.0K0.00%−17,082−55.2%Reduced
Magnetar Financial LLC13,690$191.5K0.00%+13,690New
Cetera Investment Advisers13,596$190.2K0.00%−555−3.9%Reduced
Worth Venture Partners, LLC13,500$188.9K1.37%00.0%Unchanged
Balboa Wealth Partners13,225$185.0K0.03%+1,196+9.9%Added
RSM US Wealth Management LLC12,960$180.1K0.00%+242+1.9%Added
Gamco Investors, Inc. Et Al12,700$177.7K0.00%00.0%Unchanged
Lido Advisors, LLC10,439$176.5K0.00%00.0%Unchanged
Canada Pension Plan Investment Board12,000$167.9K0.00%+4,300+55.8%Added
Independent Financial Group, LLC11,900$166.5K0.00%+11,900New
Axq Capital, LP11,461$160.3K0.04%−2,349−17.0%Reduced
Old National Bancorp11,272$157.7K0.00%+155+1.4%Added
Glenmede Trust Co NA10,924$152.8K0.00%+10,924New
Baird Financial Group, Inc.10,823$151.4K0.00%+10,823New
Gabelli & Co Investment Advisers, Inc.10,000$139.9K0.02%00.0%Unchanged