Arlo TechnologiesARLO
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 257 institutions reported holding Arlo Technologies Inc. (ARLO) in their 13F filings, up 17 from Q1 2025. 45 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($276.7M), Vanguard Group Inc. ($177.3M) and Brandes Investment Partners, LP ($101.9M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Arlo Technologies Inc.
- CUSIP
- 04206A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $31.4M |
| Exits | 28 | $6.5M |
All 13F filers, Q1 2025 → Q2 2025: 10,260,427 shares bought and 4,288,888 shares sold, net +5,971,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 16,317,012 | $276.7M |
| Vanguard Group Inc. | 0.00% | Add +5.0% | 10,451,178 | $177.3M |
| Brandes Investment Partners, LP | 0.92% | Reduce -4.8% | 6,005,562 | $101.9M |
| Wasatch Advisors LP | 0.42% | Add +30.1% | 4,678,880 | $79.4M |
| State Street Corp. | 0.00% | Add +5.3% | 4,272,925 | $72.5M |
| Rice Hall James & Associates, LLC | 3.52% | Reduce -3.7% | 3,852,227 | $65.3M |
| Primecap Management Co. | 0.05% | Reduce -12.5% | 3,654,291 | $62.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 2,347,314 | $39.8M |
| Driehaus Capital Management LLC | 0.27% | Add +42.4% | 1,997,970 | $33.9M |
| Emerald Advisers, LLC | 1.09% | Add +4.2% | 1,749,984 | $29.7M |
| Renaissance Technologies | 0.04% | Add +11.9% | 1,617,859 | $27.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.0% | 1,598,431 | $27.1M |
| Marshall Wace, LLP | 0.03% | Add +110.3% | 1,510,603 | $25.6M |
| Northern Trust Corp. | 0.00% | Reduce -8.9% | 1,432,023 | $24.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | Add +24.1% | 1,374,399 | $23.3M |
| Needham Investment Management LLC | 1.77% | Add +0.8% | 1,307,500 | $22.2M |
| HERALD INVESTMENT MANAGEMENT Ltd | 3.21% | No change | 1,277,000 | $21.6M |
| Swedbank AB | 0.02% | No change | 1,200,000 | $20.4M |
| Granite Investment Partners, LLC | 0.99% | Reduce -7.3% | 1,190,247 | $20.2M |
| Divisadero Street Capital Management, LP | 1.31% | Add +778.6% | 1,150,943 | $19.5M |
| Royce & Associates LP | 0.18% | Reduce -29.6% | 1,060,399 | $18.0M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 1,038,146 | $17.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.2% | 999,768 | $17.0M |
| Janus Henderson Group PLC | 0.01% | Add +2626.0% | 986,443 | $16.7M |
| Emerald Mutual Fund Advisers Trust | 1.00% | Add +0.2% | 972,501 | $16.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -8.5% | 806,131 | $13.7M |
| Mutual of America Capital Management LLC | 0.13% | Add +3.1% | 737,616 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 737,262 | $12.5M |
| Nuveen, LLC | 0.00% | Add +11.9% | 714,118 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.0% | 713,647 | $12.1M |
| AWM Investment Company, Inc. | 1.32% | Add +6.1% | 694,576 | $11.8M |
| D. E. Shaw & Co. | 0.01% | Add +429.6% | 682,590 | $11.6M |
| Millennium Management | 0.01% | Add +37.4% | 626,294 | $10.6M |
| Hosking Partners LLP | 0.42% | Reduce -0.9% | 614,395 | $10.4M |
| Citadel Advisors | 0.01% | Reduce -19.0% | 555,577 | $9.4M |
| Prospect Capital Advisors, LLC | 5.57% | Add +5.1% | 545,250 | $9.2M |
| S Squared Technology, LLC | 3.71% | Add +11.8% | 519,767 | $8.8M |
| Principal Financial Group Inc. | 0.00% | Add +2.4% | 512,692 | $8.7M |
| FMR LLC | 0.00% | Add +9.5% | 462,972 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +22.9% | 418,695 | $7.1M |
| AQR Capital Management | 0.01% | Reduce -6.0% | 382,375 | $6.5M |
| Jane Street Group, LLC | 0.01% | Add +29.6% | 378,942 | $6.4M |
| Bank of America Corp. | 0.00% | Add +12.0% | 374,496 | $6.4M |
| Invesco Ltd. | 0.00% | Reduce -1.3% | 352,831 | $6.0M |
| Public Sector Pension Investment Board | 0.03% | Add +10.8% | 352,471 | $6.0M |
| Hillsdale Investment Management Inc. | 0.21% | Add +31.9% | 338,082 | $5.7M |
| Paradigm Capital Management Inc. | 0.28% | No change | 336,800 | $5.7M |
| UBS Group AG | 0.00% | Add +22.7% | 334,827 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Add +41.2% | 304,114 | $5.2M |
| Algert Global LLC | 0.10% | Add +19.9% | 294,493 | $5.0M |
| Rhumbline Advisers | 0.00% | Add +6.7% | 288,294 | $4.9M |
| Legal & General Group Plc | 0.00% | Add +4.7% | 277,195 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +55.5% | 275,822 | $4.7M |
| Trexquant Investment LP | 0.05% | Reduce -11.9% | 273,734 | $4.6M |
| Barclays PLC | 0.00% | Add +50.6% | 235,295 | $4.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +162.2% | 214,460 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.6% | 210,305 | $3.6M |
| Castleark Management LLC | 0.11% | New | 206,680 | $3.5M |
| Cubist Systematic Strategies, LLC | 0.04% | New | 202,449 | $3.4M |
| Swiss National Bank | 0.00% | Add +0.6% | 195,600 | $3.3M |
| Engineers Gate Manager LP | 0.04% | Reduce -16.1% | 191,553 | $3.2M |
| Essex Investment Management Co. LLC | 0.58% | Reduce -0.7% | 186,716 | $3.2M |
| Hunter Associates Investment Management LLC | 0.43% | New | 173,630 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -4.6% | 164,054 | $2.8M |
| New York State Common Retirement Fund | 0.00% | No change | 159,639 | $2.7M |
| Informed Momentum Co LLC | 0.39% | New | 150,012 | $2.5M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 131,611 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Add +1.8% | 131,449 | $2.2M |
| G2 Investment Partners Management LLC | 0.48% | New | 130,000 | $2.2M |
| Globeflex Capital L P | 0.18% | No change | 128,094 | $2.2M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Add +503.6% | 121,767 | $2.1M |
| Los Angeles Capital Management LLC | 0.01% | Add +116.9% | 121,250 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.0% | 120,668 | $2.0M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -25.6% | 118,062 | $2.0M |
| Gabelli Funds LLC | 0.01% | No change | 116,530 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.2% | 115,861 | $2.0M |
| Assenagon Asset Management S.A. | 0.00% | New | 108,114 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | New | 107,003 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -44.4% | 106,968 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +6.6% | 106,853 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -7.7% | 105,002 | $1.8M |
| PDT Partners, LLC | 0.10% | Add +56.1% | 103,022 | $1.7M |
| Jump Financial, LLC | 0.02% | New | 100,588 | $1.7M |
| Mackenzie Financial Corp. | 0.00% | Add +51.9% | 99,945 | $1.7M |
| Legato Capital Management LLC | 0.20% | Reduce -3.0% | 97,438 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.4% | 95,884 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -34.3% | 94,368 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -23.3% | 92,740 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 92,360 | $1.6M |
| Shellback Capital, LP | 0.10% | New | 90,322 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -28.8% | 85,501 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.11% | Reduce -66.7% | 84,589 | $1.4M |
| WINTON GROUP Ltd | 0.07% | Reduce -18.9% | 82,472 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +90.3% | 79,091 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -15.3% | 76,991 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.2% | 76,032 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 74,517 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +9.4% | 74,216 | $1.3M |
| Amundi | 0.00% | Reduce -24.1% | 72,965 | $1.2M |
| Man Group plc | 0.00% | Add +16.4% | 72,651 | $1.2M |
"% of holder's portfolio" is ARLO's weight in each manager's 13F, not the share of Arlo Technologies Inc. the manager owns.