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, 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 |
|---|---|---|---|---|---|
| Focused Alpha, LLC | 22,295 | $317.3K | 0.10% | +22,295 | New |
| BNP Paribas Arbitrage, SA | 22,767 | $324.0K | 0.00% | −2,106−8.5% | Reduced |
| Canada Pension Plan Investment Board | 23,300 | $331.6K | 0.00% | +11,300+94.2% | Added |
| Teachers Retirement System of the State of Kentucky | 23,344 | $332.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 23,733 | $338.0K | 0.00% | +23,733 | New |
| Sanctuary Advisors, LLC | 23,767 | $338.2K | 0.00% | +3,338+16.3% | Added |
| Campbell & CO Investment Adviser LLC | 23,772 | $338.3K | 0.02% | +23,772 | New |
| Vanguard Investments Australia, Ltd. | 23,988 | $341.3K | 0.00% | +23,988 | New |
| Woodline Partners LP | 24,086 | $342.7K | 0.00% | +24,086 | New |
| Oregon Public Employees Retirement Fund | 24,268 | $345.3K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 24,504 | $348.7K | 0.03% | −4,395−15.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,211 | $373.0K | 0.00% | −29−0.1% | Reduced |
| Cornerstone Investment Partners, LLC | 27,086 | $385.4K | 0.02% | +6,212+29.8% | Added |
| Fifth Third Bancorp | 27,728 | $394.6K | 0.00% | +27,514+12,857.0% | Added |
| Yousif Capital Management, LLC | 28,062 | $399.3K | 0.00% | −471−1.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 28,183 | $401.0K | 0.00% | +2,568+10.0% | Added |
| Arizona State Retirement System | 29,113 | $414.3K | 0.00% | +38+0.1% | Added |
| Magnetar Financial LLC | 29,134 | $414.6K | 0.00% | +15,444+112.8% | Added |
| Truist Financial Corp | 29,887 | $425.3K | 0.00% | +7,573+33.9% | Added |
| Amalgamated Bank | 30,312 | $431.0K | 0.00% | +104+0.3% | Added |
| KLP Kapitalforvaltning AS | 31,000 | $441.1K | 0.00% | +7,200+30.3% | Added |
| Atria Investments LLC | 32,405 | $461.1K | 0.01% | +2,486+8.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 32,495 | $462.4K | 0.00% | +17,873+122.2% | Added |
| Orion Capital Management LLC | 32,660 | $464.8K | 0.16% | −1,600−4.7% | Reduced |
| SG Americas Securities, LLC | 32,883 | $468.0K | 0.00% | −13,363−28.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 33,697 | $479.5K | 0.00% | +12,422+58.4% | Added |
| State Board of Administration of Florida Retirement System | 34,165 | $486.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 34,617 | $492.6K | 0.00% | −162,645−82.5% | Reduced |
| Resources Investment Advisors, LLC. | 34,974 | $497.7K | 0.00% | +713+2.1% | Added |
| CWM Advisors, LLC | 36,282 | $516.3K | 0.03% | +2,776+8.3% | Added |
| American Century Companies Inc | 36,507 | $519.5K | 0.00% | −11,455−23.9% | Reduced |
| Mariner, LLC | 36,536 | $519.9K | 0.00% | +8,438+30.0% | Added |
| Pinnacle Financial Partners, Inc. | 38,287 | $544.8K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 38,355 | $545.8K | 0.08% | 00.0% | Unchanged |
| Quantbot Technologies LP | 38,869 | $553.1K | 0.02% | +38,869 | New |
| Westwood Holdings Group Inc. | 40,144 | $571.2K | 0.00% | −3,126−7.2% | Reduced |
| Wells Fargo & Company | 40,241 | $572.6K | 0.00% | −75,921−65.4% | Reduced |
| nVerses Capital, LLC | 40,958 | $582.8K | 0.53% | +40,958 | New |
| STRS Ohio | 42,200 | $600.5K | 0.00% | −3,900−8.5% | Reduced |
| Vanguard Global Advisers, LLC | 42,536 | $605.3K | 0.00% | +42,536 | New |
| PDT Partners, LLC | 42,895 | $610.4K | 0.04% | −32,989−43.5% | Reduced |
| Rockefeller Capital Management L.P. | 44,759 | $636.9K | 0.00% | −3,745−7.7% | Reduced |
| Manufacturers Life Insurance Company, The | 45,585 | $648.7K | 0.00% | −943−2.0% | Reduced |
| Susquehanna International Group, LLP | 45,676 | $650.0K | 0.00% | +45,676 | New |
| Louisiana State Employees Retirement System | 47,000 | $668.8K | 0.01% | −1,600−3.3% | Reduced |
| Natixis | 50,000 | $711.5K | 0.00% | 00.0% | Unchanged |
| F/M Investments LLC | 50,473 | $718.2K | 0.05% | +17,968+55.3% | Added |
| Smith Group Asset Management, LLC | 53,529 | $761.7K | 0.04% | +4,435+9.0% | Added |
| MetLife Investment Management | 55,244 | $786.1K | 0.00% | −471−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 55,808 | $794.1K | 0.00% | +498+0.9% | Added |
| Russell Investments Group, Ltd. | 56,019 | $797.1K | 0.00% | +7,698+15.9% | Added |
| State of Alaska, Department of Revenue | 57,540 | $817.0K | 0.01% | −1,130−1.9% | Reduced |
| SkyView Investment Advisors, LLC | 58,436 | $832.0K | 0.11% | +1,031+1.8% | Added |
| Creative Planning | 58,513 | $832.6K | 0.00% | +39,424+206.5% | Added |
| Polen Capital Management LLC | 58,674 | $834.9K | 0.01% | +58,674 | New |
| Dimensional Fund Advisors LP | 59,455 | $846.0K | 0.00% | +59,455 | New |
| Allspring Global Investments Holdings, LLC | 60,719 | $856.7K | 0.00% | +6,277+11.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 60,326 | $858.4K | 0.00% | +15,056+33.3% | Added |
| Illinois Municipal Retirement Fund | 60,547 | $861.6K | 0.01% | +3,432+6.0% | Added |
| Amundi | 60,651 | $863.1K | 0.00% | −627−1.0% | Reduced |
| Teton Advisors, LLC | 62,000 | $882.3K | 0.62% | 00.0% | Unchanged |
| Royal Bank of Canada | 63,100 | $899.0K | 0.00% | +31,189+97.7% | Added |
| Millennium Management LLC | 64,243 | $914.2K | 0.00% | −183,339−74.1% | Reduced |
| State of Tennessee, Treasury Department | 65,383 | $930.4K | 0.00% | −688−1.0% | Reduced |
| Boothbay Fund Management, LLC | 69,189 | $984.6K | 0.02% | +24,705+55.5% | Added |
| Point72 Asset Management, L.P. | 69,351 | $986.9K | 0.00% | −443,606−86.5% | Reduced |
| Vanguard Asset Management, Ltd | 70,317 | $1.00M | 0.00% | +70,317 | New |
| Thrivent Financial for Lutherans | 70,748 | $1.01M | 0.00% | −2,082−2.9% | Reduced |
| Two Sigma Investments, LP | 71,126 | $1.01M | 0.00% | +71,126 | New |
| D.A. Davidson & Co. | 73,990 | $1.05M | 0.01% | −2,553−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 74,487 | $1.06M | 0.04% | +10,748+16.9% | Added |
| Great West Life Assurance Co | 87,632 | $1.25M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 87,731 | $1.25M | 0.02% | −155,505−63.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 90,263 | $1.28M | 0.01% | +2,914+3.3% | Added |
| Deutsche Bank AG | 91,293 | $1.30M | 0.00% | +9,081+11.0% | Added |
| First Eagle Investment Management, LLC | 92,500 | $1.32M | 0.00% | +92,500 | New |
| California State Teachers Retirement System | 99,142 | $1.41M | 0.00% | −592−0.6% | Reduced |
| Potomac Capital Management, Inc. | 100,000 | $1.42M | 1.24% | +100,000 | New |
| Mackenzie Financial Corp | 100,282 | $1.43M | 0.00% | +11,631+13.1% | Added |
| Integrated Quantitative Investments LLC | 101,338 | $1.44M | 0.26% | 00.0% | Unchanged |
| Legato Capital Management LLC | 103,464 | $1.47M | 0.13% | −5,261−4.8% | Reduced |
| Winton Group Ltd | 103,596 | $1.47M | 0.05% | +12,881+14.2% | Added |
| New York State Teachers Retirement System | 107,184 | $1.52M | 0.00% | −22,000−17.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 109,424 | $1.56M | 0.03% | +18,858+20.8% | Added |
| Toroso Investments, LLC | 115,299 | $1.58M | 0.00% | +115,299 | New |
| Lazard Asset Management LLC | 114,335 | $1.63M | 0.00% | +69,440+154.7% | Added |
| Acadian Asset Management LLC | 115,049 | $1.63M | 0.00% | −129,391−52.9% | Reduced |
| Gabelli Funds LLC | 116,530 | $1.66M | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 120,988 | $1.72M | 0.03% | −779−0.6% | Reduced |
| Price T Rowe Associates Inc | 124,063 | $1.77M | 0.00% | +19,368+18.5% | Added |
| Envestnet Asset Management Inc | 126,201 | $1.80M | 0.00% | +51,029+67.9% | Added |
| Globeflex Capital L P | 128,094 | $1.82M | 0.28% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 133,215 | $1.90M | 0.00% | −5,590−4.0% | Reduced |
| Formula Growth Ltd | 140,000 | $1.99M | 0.90% | +40,000+40.0% | Added |
| New York State Common Retirement Fund | 144,723 | $2.06M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 149,922 | $2.13M | 0.00% | +43,775+41.2% | Added |
| White Pine Capital LLC | 154,519 | $2.20M | 0.60% | +37,986+32.6% | Added |
| Los Angeles Capital Management LLC | 158,275 | $2.25M | 0.01% | +61,584+63.7% | Added |
| Prudential Financial Inc | 163,503 | $2.33M | 0.00% | +65,160+66.3% | Added |
| Franklin Resources Inc | 168,113 | $2.39M | 0.00% | +15,584+10.2% | Added |