Arlo TechnologiesARLO
13F holders, Q4 2025 (December 31)259holders −6
26new positions
28sold out
8famous investors
$13.99avg. 13F price*
At the end of Q4 2025, 259 institutions reported holding Arlo Technologies Inc. (ARLO) in their 13F filings, down 6 from Q3 2025. 26 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($235.1M), Vanguard Group Inc. ($149.6M) and Brandes Investment Partners, LP ($114.7M). 8 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Arlo Technologies Inc.
- CUSIP
- 04206A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $32.8M |
| Exits | 28 | $26.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,503,712 shares bought and 7,672,246 shares sold, net +1,831,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| BlackRock, Inc. | 0.00% | Add +2.6% | 16,804,199 | $235.1M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 10,691,336 | $149.6M |
| Brandes Investment Partners, LP | 0.87% | Add +27.6% | 8,198,707 | $114.7M |
| Wasatch Advisors LP | 0.44% | Reduce -3.3% | 5,322,485 | $74.5M |
| State Street Corp. | 0.00% | Reduce -1.8% | 4,213,741 | $59.0M |
| Rice Hall James & Associates, LLC | 2.75% | Add +2.9% | 3,576,612 | $50.0M |
| Primecap Management Co. | 0.03% | Reduce -11.4% | 2,778,740 | $38.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 2,391,732 | $33.5M |
| Renaissance Technologies | 0.05% | Add +24.7% | 2,289,759 | $32.0M |
| Marshall Wace, LLP | 0.03% | Reduce -13.8% | 2,201,600 | $30.8M |
| Emerald Advisers, LLC | 0.89% | Add +18.8% | 2,059,864 | $28.8M |
| Driehaus Capital Management LLC | 0.19% | Reduce -21.5% | 1,951,869 | $27.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -5.9% | 1,773,335 | $24.8M |
| D. E. Shaw & Co. | 0.02% | Add +11.8% | 1,756,167 | $24.6M |
| Needham Investment Management LLC | 1.36% | Add +17.8% | 1,540,000 | $21.5M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 1,350,487 | $18.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 2.39% | Add +2.4% | 1,307,000 | $18.3M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 1,295,487 | $18.1M |
| Emerald Mutual Fund Advisers Trust | 0.84% | Add +26.4% | 1,238,321 | $17.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -17.0% | 1,206,617 | $16.9M |
| Swedbank AB | 0.02% | No change | 1,200,000 | $16.8M |
| AWM Investment Company, Inc. | 1.58% | Add +40.0% | 1,172,609 | $16.4M |
| Nuveen, LLC | 0.00% | Add +1.0% | 1,054,143 | $14.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.4% | 1,028,496 | $14.4M |
| Royce & Associates LP | 0.14% | Add +3.5% | 989,540 | $13.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.9% | 928,440 | $13.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -5.7% | 865,810 | $12.1M |
| Granite Investment Partners, LLC | 0.57% | Add +31.0% | 686,163 | $9.6M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -2.3% | 684,307 | $9.6M |
| Hosking Partners LLP | 0.31% | Add +4.9% | 643,626 | $9.0M |
| FMR LLC | 0.00% | Add +24.1% | 640,883 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 615,134 | $8.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +30.4% | 613,057 | $8.6M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -0.1% | 605,589 | $8.5M |
| UBS Group AG | 0.00% | Add +49.9% | 580,829 | $8.1M |
| Citadel Advisors | 0.01% | Add +426.0% | 573,656 | $8.0M |
| National Philanthropic Trust | 0.08% | New | 563,293 | $7.9M |
| Prospect Capital Advisors, LLC | 3.75% | Reduce -2.8% | 520,250 | $7.3M |
| S Squared Technology, LLC | 2.82% | No change | 519,767 | $7.3M |
| Point72 Asset Management | 0.01% | New | 512,957 | $7.2M |
| Principal Financial Group Inc. | 0.00% | Add +0.4% | 506,470 | $7.1M |
| Man Group plc | 0.01% | Add +16.3% | 500,083 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.1% | 490,938 | $6.9M |
| Clearbridge Investments, LLC | 0.01% | New | 485,667 | $6.8M |
| AQR Capital Management | 0.00% | Reduce -34.0% | 461,817 | $6.5M |
| Invesco Ltd. | 0.00% | Add +27.7% | 452,697 | $6.3M |
| Squarepoint Ops LLC | 0.01% | Add +231.7% | 432,307 | $6.0M |
| Public Sector Pension Investment Board | 0.02% | Reduce -9.9% | 366,873 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.2% | 365,463 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Add +14.8% | 354,612 | $5.0M |
| Hillsdale Investment Management Inc. | 0.13% | Reduce -11.1% | 343,582 | $4.8M |
| Granahan Investment Management, LLC | 0.20% | Add +75.4% | 338,382 | $4.7M |
| Paradigm Capital Management Inc. | 0.20% | No change | 336,800 | $4.7M |
| Divisadero Street Capital Management, LP | 0.26% | Reduce -53.7% | 320,287 | $4.5M |
| Trexquant Investment LP | 0.03% | Reduce -30.5% | 278,397 | $3.9M |
| Rhumbline Advisers | 0.00% | Reduce -7.1% | 267,409 | $3.7M |
| Legal & General Group Plc | 0.00% | Reduce -5.7% | 257,697 | $3.6M |
| Millennium Management | 0.00% | Reduce -79.9% | 247,582 | $3.5M |
| Acadian Asset Management LLC | 0.01% | Add +27.0% | 244,440 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -10.8% | 243,822 | $3.4M |
| Engineers Gate Manager LP | 0.04% | Reduce -6.0% | 243,236 | $3.4M |
| HRT Financial LP | 0.01% | New | 240,537 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Add +392.1% | 240,352 | $3.4M |
| Algert Global LLC | 0.05% | Reduce -36.2% | 234,366 | $3.3M |
| Swiss National Bank | 0.00% | Add +2.6% | 205,700 | $2.9M |
| Bank of America Corp. | 0.00% | Reduce -50.9% | 200,371 | $2.8M |
| Hunter Associates Investment Management LLC | 0.37% | Add +5.1% | 198,803 | $2.8M |
| Barclays PLC | 0.00% | Add +13.8% | 197,262 | $2.8M |
| First Trust Advisors LP | 0.00% | Reduce -35.7% | 189,382 | $2.6M |
| Essex Investment Management Co. LLC | 0.40% | Reduce -2.3% | 188,919 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 186,258 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.4% | 169,370 | $2.4M |
| G2 Investment Partners Management LLC | 0.52% | Reduce -73.7% | 155,000 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +3.1% | 152,529 | $2.1M |
| New York State Common Retirement Fund | 0.00% | Add +29.0% | 144,723 | $2.0M |
| Gsa Capital Partners LLP | 0.17% | Add +557.1% | 141,372 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.8% | 138,805 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +0.5% | 96,691 | $1.8M |
| New York State Teachers Retirement System | 0.00% | Reduce -5.7% | 129,184 | $1.8M |
| Globeflex Capital L P | 0.27% | No change | 128,094 | $1.8M |
| XTX Topco Ltd | 0.05% | New | 126,940 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -21.7% | 121,767 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.13% | Add +73.5% | 119,543 | $1.7M |
| Castleark Management LLC | 0.05% | Reduce -72.4% | 118,031 | $1.7M |
| White Pine Capital LLC | 0.45% | Add +239.8% | 116,533 | $1.6M |
| Gabelli Funds LLC | 0.01% | No change | 116,530 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +67.5% | 116,162 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -54.9% | 110,648 | $1.5M |
| Legato Capital Management LLC | 0.13% | Add +12.0% | 108,725 | $1.5M |
| LPL Financial LLC | 0.00% | Add +47.3% | 106,147 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 104,695 | $1.5M |
| Integrated Quantitative Investments LLC | 0.30% | Add +279.8% | 101,338 | $1.4M |
| Formula Growth Ltd. | 0.54% | New | 100,000 | $1.4M |
| California State Teachers Retirement System | 0.00% | Add +8.0% | 99,734 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -6.3% | 98,343 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Add +12.3% | 96,008 | $1.3M |
| WINTON GROUP Ltd | 0.04% | Add +15.9% | 90,715 | $1.3M |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +88.8% | 90,566 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Add +23.3% | 88,215 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +17.4% | 88,651 | $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.