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, 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.

Institutional holdersQ1 2026: 276 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 heldQ1 2026: $1.54B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Arlo Technologies, Inc.; share changes are against Q4 2025.

Institutions holding ARLO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
1492 Capital Management LLC174,055$2.48M0.94%+154,425+786.7%Added
UBS Asset Management Americas Inc174,994$2.49M0.00%+5,624+3.3%Added
Ameriprise Financial Inc179,018$2.55M0.00%−7,240−3.9%Reduced
Capital Fund Management S.A.191,424$2.72M0.02%+103,209+117.0%Added
Gsa Capital Partners LLP191,713$2.73M0.17%+50,341+35.6%Added
Essex Investment Management Co LLC192,504$2.74M0.43%+3,585+1.9%Added
Harbor Capital Advisors, Inc.194,994$2.77M0.22%+75,451+63.1%Added
Divisadero Street Capital Management, LP200,000$2.85M0.13%−120,287−37.6%Reduced
Tudor Investment Corp Et Al203,605$2.90M0.02%+92,957+84.0%Added
Swiss National Bank209,700$2.98M0.00%+4,000+1.9%Added
Hunter Associates Investment Management LLC217,965$3.10M0.41%+19,162+9.6%Added
Voya Investment Management LLC230,434$3.28M0.00%−13,388−5.5%Reduced
Legal & General Group Plc233,988$3.33M0.00%−23,709−9.2%Reduced
Bank of America Corp256,060$3.64M0.00%+55,689+27.8%Added
Intech Investment Management LLC267,805$3.81M0.04%+196,465+275.4%Added
Algert Global LLC269,585$3.84M0.06%+35,219+15.0%Added
Rhumbline Advisers276,493$3.93M0.00%+9,084+3.4%Added
G2 Investment Partners Management LLC282,073$4.01M0.99%+127,073+82.0%Added
SEI Investments Co299,435$4.26M0.00%+227,074+313.8%Added
JPMorgan Chase & Co348,285$4.76M0.00%−142,653−29.1%Reduced
Hillsdale Investment Management Inc.335,582$4.78M0.13%−8,000−2.3%Reduced
Paradigm Capital Management Inc336,800$4.79M0.18%00.0%Unchanged
Alliancebernstein L.P.361,102$5.05M0.00%+6,490+1.8%Added
Prospect Capital Advisors, LLC365,750$5.20M2.89%−154,500−29.7%Reduced
Public Sector Pension Investment Board379,159$5.40M0.02%+12,286+3.3%Added
Driehaus Capital Management LLC407,237$5.79M0.04%−1,544,632−79.1%Reduced
Squarepoint Ops LLC421,133$5.99M0.01%−11,174−2.6%Reduced
Raymond James Financial Inc440,762$6.27M0.00%+75,299+20.6%Added
OP Asset Management Ltd444,636$6.33M0.06%+360,127+426.1%Added
Citadel Advisors LLC454,548$6.47M0.00%−119,108−20.8%Reduced
S Squared Technology, LLC459,767$6.54M2.48%−60,000−11.5%Reduced
Invesco Ltd.480,465$6.84M0.00%+27,768+6.1%Added
FMR LLC506,503$7.21M0.00%−134,380−21.0%Reduced
Trexquant Investment LP509,101$7.24M0.05%+230,704+82.9%Added
HRT Financial LP515,905$7.34M0.02%+275,368+114.5%Added
Clearbridge Investments, LLC517,075$7.36M0.01%+31,408+6.5%Added
Principal Financial Group Inc517,907$7.37M0.00%+11,437+2.3%Added
National Philanthropic Trust563,293$8.02M0.09%00.0%Unchanged
Man Group plc598,820$8.52M0.02%+98,737+19.7%Added
Bank of New York Mellon Corp605,556$8.62M0.00%−9,578−1.6%Reduced
AQR Capital Management LLC634,495$9.03M0.00%+172,678+37.4%Added
Granite Investment Partners, LLC650,917$9.26M0.57%−35,246−5.1%Reduced
UBS Group AG687,198$9.78M0.00%+106,369+18.3%Added
Jane Street Group, LLC705,232$10.0M0.01%+705,232New
Vanguard Fiduciary Trust Co732,483$10.4M0.00%+732,483New
Marshall Wace, LLP778,084$11.1M0.01%−1,423,516−64.7%Reduced
Qube Research & Technologies Ltd784,139$11.2M0.02%−81,671−9.4%Reduced
Goldman Sachs Group Inc814,324$11.6M0.00%+201,267+32.8%Added
Swedbank AB950,000$13.5M0.01%−250,000−20.8%Reduced
Oberweis Asset Management Inc982,300$14.0M0.41%+982,300New
Charles Schwab Investment Management Inc1,032,620$14.7M0.00%+4,124+0.4%Added
Connor, Clark & Lunn Investment Management Ltd.1,057,369$15.0M0.03%−149,248−12.4%Reduced
Royce & Associates LP1,082,104$15.4M0.15%+92,564+9.4%Added
Hosking Partners LLP1,159,781$16.5M0.59%+516,155+80.2%Added
Granahan Investment Management Inc1,169,490$16.6M0.80%+831,108+245.6%Added
Morgan Stanley1,229,737$17.5M0.00%−120,750−8.9%Reduced
Emerald Mutual Fund Advisers Trust1,256,289$17.9M0.87%+17,968+1.5%Added
AWM Investment Company, Inc.1,265,109$18.0M1.99%+92,500+7.9%Added
Northern Trust Corp1,291,547$18.4M0.00%−3,940−0.3%Reduced
Herald Investment Management Ltd1,377,000$19.6M2.73%+70,000+5.4%Added
Nuveen, LLC1,480,543$21.1M0.01%+426,400+40.4%Added
Janus Henderson Group PLC1,615,569$23.0M0.01%+687,129+74.0%Added
Needham Investment Management LLC1,760,000$25.0M1.28%+220,000+14.3%Added
Arrowstreet Capital, Limited Partnership1,760,632$25.1M0.01%−12,703−0.7%Reduced
D. E. Shaw & Co., Inc.1,800,918$25.6M0.02%+44,751+2.5%Added
Emerald Advisers, LLC2,018,929$28.7M0.91%−40,935−2.0%Reduced
Renaissance Technologies LLC2,049,418$29.2M0.05%−240,341−10.5%Reduced
Primecap Management Co2,318,513$33.0M0.03%−460,227−16.6%Reduced
Geode Capital Management, LLC2,478,211$35.3M0.00%+86,479+3.6%Added
Rice Hall James & Associates, LLC3,659,888$52.1M2.90%+83,276+2.3%Added
State Street Corp4,317,921$61.4M0.00%+104,180+2.5%Added
Vanguard Capital Management LLC4,451,208$63.3M0.00%+4,451,208New
Wasatch Advisors Inc5,426,267$77.2M0.51%+103,782+1.9%Added
Vanguard Portfolio Management LLC5,427,545$77.2M0.00%+5,427,545New
Brandes Investment Partners, LP10,218,854$145.4M1.03%+2,020,147+24.6%Added
BlackRock, Inc.17,044,376$242.5M0.00%+240,177+1.4%Added
Lord, Abbett & Co. LLC0$00.00%−605,589−100.0%Sold out
First Trust Advisors LP0$00.00%−189,382−100.0%Sold out
XTX Topco Ltd0$00.00%−126,940−100.0%Sold out
Castleark Management LLC0$00.00%−118,031−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−96,008−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−53,826−100.0%Sold out
Laurion Capital Management LP0$00.00%−49,023−100.0%Sold out
Guidance Capital, Inc0$00.00%−42,509−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−39,768−100.0%Sold out
Verition Fund Management LLC0$00.00%−38,300−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−31,630−100.0%Sold out
HSBC Holdings PLC0$00.00%−27,870−100.0%Sold out
PharVision Advisers, LLC0$00.00%−27,831−100.0%Sold out
Quest Partners LLC0$00.00%−24,420−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−19,711−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−19,703−100.0%Sold out
Manatuck Hill Partners, LLC0$00.00%−17,000−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−15,797−100.0%Sold out
Jump Financial, LLC0$00.00%−15,144−100.0%Sold out
Worth Venture Partners, LLC0$00.00%−13,500−100.0%Sold out
Independent Financial Group, LLC0$00.00%−11,900−100.0%Sold out
Axq Capital, LP0$00.00%−11,461−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,236−100.0%Sold out
Larson Financial Group LLC0$00.00%−321−100.0%Sold out