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, Q1 2026
Institutional positions in Arlo Technologies, Inc. as of Mar 31, 2026. 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
- 276
- +21 vs. Q4 2025
- Shares held
- 108.4M
- +13.5M (+14.2%) vs. Q4 2025
- Total value
- $1.54B
- +$214.1M (+16.1%) vs. Q4 2025
- New holders
- 47
- 117 more added
- Sold out
- 26
- 75 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,044,376 | $242.5M | 0.00% | +240,177+1.4% | Added |
| Brandes Investment Partners, LP | 10,218,854 | $145.4M | 1.03% | +2,020,147+24.6% | Added |
| Vanguard Portfolio Management LLC | 5,427,545 | $77.2M | 0.00% | +5,427,545 | New |
| Wasatch Advisors Inc | 5,426,267 | $77.2M | 0.51% | +103,782+1.9% | Added |
| Vanguard Capital Management LLC | 4,451,208 | $63.3M | 0.00% | +4,451,208 | New |
| State Street Corp | 4,317,921 | $61.4M | 0.00% | +104,180+2.5% | Added |
| Rice Hall James & Associates, LLC | 3,659,888 | $52.1M | 2.90% | +83,276+2.3% | Added |
| Geode Capital Management, LLC | 2,478,211 | $35.3M | 0.00% | +86,479+3.6% | Added |
| Primecap Management Co | 2,318,513 | $33.0M | 0.03% | −460,227−16.6% | Reduced |
| Renaissance Technologies LLC | 2,049,418 | $29.2M | 0.05% | −240,341−10.5% | Reduced |
| Emerald Advisers, LLC | 2,018,929 | $28.7M | 0.91% | −40,935−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,800,918 | $25.6M | 0.02% | +44,751+2.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,760,632 | $25.1M | 0.01% | −12,703−0.7% | Reduced |
| Needham Investment Management LLC | 1,760,000 | $25.0M | 1.28% | +220,000+14.3% | Added |
| Janus Henderson Group PLC | 1,615,569 | $23.0M | 0.01% | +687,129+74.0% | Added |
| Nuveen, LLC | 1,480,543 | $21.1M | 0.01% | +426,400+40.4% | Added |
| Herald Investment Management Ltd | 1,377,000 | $19.6M | 2.73% | +70,000+5.4% | Added |
| Northern Trust Corp | 1,291,547 | $18.4M | 0.00% | −3,940−0.3% | Reduced |
| AWM Investment Company, Inc. | 1,265,109 | $18.0M | 1.99% | +92,500+7.9% | Added |
| Emerald Mutual Fund Advisers Trust | 1,256,289 | $17.9M | 0.87% | +17,968+1.5% | Added |
| Morgan Stanley | 1,229,737 | $17.5M | 0.00% | −120,750−8.9% | Reduced |
| Granahan Investment Management Inc | 1,169,490 | $16.6M | 0.80% | +831,108+245.6% | Added |
| Hosking Partners LLP | 1,159,781 | $16.5M | 0.59% | +516,155+80.2% | Added |
| Royce & Associates LP | 1,082,104 | $15.4M | 0.15% | +92,564+9.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,057,369 | $15.0M | 0.03% | −149,248−12.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,032,620 | $14.7M | 0.00% | +4,124+0.4% | Added |
| Oberweis Asset Management Inc | 982,300 | $14.0M | 0.41% | +982,300 | New |
| Swedbank AB | 950,000 | $13.5M | 0.01% | −250,000−20.8% | Reduced |
| Goldman Sachs Group Inc | 814,324 | $11.6M | 0.00% | +201,267+32.8% | Added |
| Qube Research & Technologies Ltd | 784,139 | $11.2M | 0.02% | −81,671−9.4% | Reduced |
| Marshall Wace, LLP | 778,084 | $11.1M | 0.01% | −1,423,516−64.7% | Reduced |
| Vanguard Fiduciary Trust Co | 732,483 | $10.4M | 0.00% | +732,483 | New |
| Jane Street Group, LLC | 705,232 | $10.0M | 0.01% | +705,232 | New |
| UBS Group AG | 687,198 | $9.78M | 0.00% | +106,369+18.3% | Added |
| Granite Investment Partners, LLC | 650,917 | $9.26M | 0.57% | −35,246−5.1% | Reduced |
| AQR Capital Management LLC | 634,495 | $9.03M | 0.00% | +172,678+37.4% | Added |
| Bank of New York Mellon Corp | 605,556 | $8.62M | 0.00% | −9,578−1.6% | Reduced |
| Man Group plc | 598,820 | $8.52M | 0.02% | +98,737+19.7% | Added |
| National Philanthropic Trust | 563,293 | $8.02M | 0.09% | 00.0% | Unchanged |
| Principal Financial Group Inc | 517,907 | $7.37M | 0.00% | +11,437+2.3% | Added |
| Clearbridge Investments, LLC | 517,075 | $7.36M | 0.01% | +31,408+6.5% | Added |
| HRT Financial LP | 515,905 | $7.34M | 0.02% | +275,368+114.5% | Added |
| Trexquant Investment LP | 509,101 | $7.24M | 0.05% | +230,704+82.9% | Added |
| FMR LLC | 506,503 | $7.21M | 0.00% | −134,380−21.0% | Reduced |
| Invesco Ltd. | 480,465 | $6.84M | 0.00% | +27,768+6.1% | Added |
| S Squared Technology, LLC | 459,767 | $6.54M | 2.48% | −60,000−11.5% | Reduced |
| Citadel Advisors LLC | 454,548 | $6.47M | 0.00% | −119,108−20.8% | Reduced |
| OP Asset Management Ltd | 444,636 | $6.33M | 0.06% | +360,127+426.1% | Added |
| Raymond James Financial Inc | 440,762 | $6.27M | 0.00% | +75,299+20.6% | Added |
| Squarepoint Ops LLC | 421,133 | $5.99M | 0.01% | −11,174−2.6% | Reduced |
| Driehaus Capital Management LLC | 407,237 | $5.79M | 0.04% | −1,544,632−79.1% | Reduced |
| Public Sector Pension Investment Board | 379,159 | $5.40M | 0.02% | +12,286+3.3% | Added |
| Prospect Capital Advisors, LLC | 365,750 | $5.20M | 2.89% | −154,500−29.7% | Reduced |
| Alliancebernstein L.P. | 361,102 | $5.05M | 0.00% | +6,490+1.8% | Added |
| Paradigm Capital Management Inc | 336,800 | $4.79M | 0.18% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 335,582 | $4.78M | 0.13% | −8,000−2.3% | Reduced |
| JPMorgan Chase & Co | 348,285 | $4.76M | 0.00% | −142,653−29.1% | Reduced |
| SEI Investments Co | 299,435 | $4.26M | 0.00% | +227,074+313.8% | Added |
| G2 Investment Partners Management LLC | 282,073 | $4.01M | 0.99% | +127,073+82.0% | Added |
| Rhumbline Advisers | 276,493 | $3.93M | 0.00% | +9,084+3.4% | Added |
| Algert Global LLC | 269,585 | $3.84M | 0.06% | +35,219+15.0% | Added |
| Intech Investment Management LLC | 267,805 | $3.81M | 0.04% | +196,465+275.4% | Added |
| Bank of America Corp | 256,060 | $3.64M | 0.00% | +55,689+27.8% | Added |
| Legal & General Group Plc | 233,988 | $3.33M | 0.00% | −23,709−9.2% | Reduced |
| Voya Investment Management LLC | 230,434 | $3.28M | 0.00% | −13,388−5.5% | Reduced |
| Hunter Associates Investment Management LLC | 217,965 | $3.10M | 0.41% | +19,162+9.6% | Added |
| Swiss National Bank | 209,700 | $2.98M | 0.00% | +4,000+1.9% | Added |
| Tudor Investment Corp Et Al | 203,605 | $2.90M | 0.02% | +92,957+84.0% | Added |
| Divisadero Street Capital Management, LP | 200,000 | $2.85M | 0.13% | −120,287−37.6% | Reduced |
| Harbor Capital Advisors, Inc. | 194,994 | $2.77M | 0.22% | +75,451+63.1% | Added |
| Essex Investment Management Co LLC | 192,504 | $2.74M | 0.43% | +3,585+1.9% | Added |
| Gsa Capital Partners LLP | 191,713 | $2.73M | 0.17% | +50,341+35.6% | Added |
| Capital Fund Management S.A. | 191,424 | $2.72M | 0.02% | +103,209+117.0% | Added |
| Ameriprise Financial Inc | 179,018 | $2.55M | 0.00% | −7,240−3.9% | Reduced |
| UBS Asset Management Americas Inc | 174,994 | $2.49M | 0.00% | +5,624+3.3% | Added |
| 1492 Capital Management LLC | 174,055 | $2.48M | 0.94% | +154,425+786.7% | Added |
| Franklin Resources Inc | 168,113 | $2.39M | 0.00% | +15,584+10.2% | Added |
| Prudential Financial Inc | 163,503 | $2.33M | 0.00% | +65,160+66.3% | Added |
| Los Angeles Capital Management LLC | 158,275 | $2.25M | 0.01% | +61,584+63.7% | Added |
| White Pine Capital LLC | 154,519 | $2.20M | 0.60% | +37,986+32.6% | Added |
| LPL Financial LLC | 149,922 | $2.13M | 0.00% | +43,775+41.2% | Added |
| New York State Common Retirement Fund | 144,723 | $2.06M | 0.00% | 00.0% | Unchanged |
| Formula Growth Ltd | 140,000 | $1.99M | 0.90% | +40,000+40.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 133,215 | $1.90M | 0.00% | −5,590−4.0% | Reduced |
| Globeflex Capital L P | 128,094 | $1.82M | 0.28% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 126,201 | $1.80M | 0.00% | +51,029+67.9% | Added |
| Price T Rowe Associates Inc | 124,063 | $1.77M | 0.00% | +19,368+18.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 120,988 | $1.72M | 0.03% | −779−0.6% | Reduced |
| Gabelli Funds LLC | 116,530 | $1.66M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 115,049 | $1.63M | 0.00% | −129,391−52.9% | Reduced |
| Lazard Asset Management LLC | 114,335 | $1.63M | 0.00% | +69,440+154.7% | Added |
| Toroso Investments, LLC | 115,299 | $1.58M | 0.00% | +115,299 | New |
| Thompson Siegel & Walmsley LLC | 109,424 | $1.56M | 0.03% | +18,858+20.8% | Added |
| New York State Teachers Retirement System | 107,184 | $1.52M | 0.00% | −22,000−17.0% | Reduced |
| Winton Group Ltd | 103,596 | $1.47M | 0.05% | +12,881+14.2% | Added |
| Legato Capital Management LLC | 103,464 | $1.47M | 0.13% | −5,261−4.8% | Reduced |
| Integrated Quantitative Investments LLC | 101,338 | $1.44M | 0.26% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 100,282 | $1.43M | 0.00% | +11,631+13.1% | Added |
| Potomac Capital Management, Inc. | 100,000 | $1.42M | 1.24% | +100,000 | New |
| California State Teachers Retirement System | 99,142 | $1.41M | 0.00% | −592−0.6% | Reduced |