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

0100200300 Q1 2024: 215Q1 2024Q2 2024: 199Q2 2024Q3 2024: 217Q3 2024Q4 2024: 218Q4 2024Q1 2025: 240Q1 2025Q2 2025: 257Q2 2025Q3 2025: 265Q3 2025Q4 2025: 259Q4 2025Q1 2026: 276Q1 2026Q2 2026: 261Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions26$32.8M
Exits28$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
CANADA LIFE ASSURANCE Co 0.00% Reduce -28.4% 87,632 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Add +14.3% 87,349 $1.2M
OP Asset Management Ltd 0.01% Add +73.0% 84,509 $1.2M
Deutsche Bank AG 0.00% Add +3.5% 82,212 $1.2M
D.A. Davidson & Co. 0.01% Reduce -1.2% 76,543 $1.1M
PDT Partners, LLC 0.07% No change 75,884 $1.1M
Envestnet Asset Management Inc. 0.00% Add +27.8% 75,172 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -3.3% 72,830 $1.0M
Sei Investments Co. 0.00% Add +55.4% 72,361 $1.0M
Intech Investment Management LLC 0.01% Add +45.4% 71,340 $998K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -29.4% 63,739 $892K
Teton Advisors, LLC 0.60% No change 62,000 $867K
Amundi 0.00% Reduce -16.6% 61,278 $857K
State of Tennessee, Department of Treasury 0.00% Reduce -0.2% 66,071 $838K
State of Alaska, Department of Revenue 0.01% Add +2.5% 58,670 $820K
SkyView Investment Advisors, LLC 0.10% Reduce -0.5% 57,405 $803K
Illinois Municipal Retirement Fund 0.01% Add +2.7% 57,115 $799K
MetLife Investment Management, LLC 0.00% Reduce -5.7% 55,715 $779K
Nisa Investment Advisors, LLC 0.00% Reduce -0.0% 55,310 $774K
Allspring Global Investments Holdings, LLC 0.00% Add +9.6% 54,442 $762K
Two Sigma Advisers, LP 0.00% Add +130.8% 53,826 $753K
Natixis 0.00% No change 50,000 $700K
Smith Group Asset Management, LLC 0.04% Add +2.5% 49,094 $687K
Laurion Capital Management LP 0.05% New 49,023 $686K
Louisiana State Employees Retirement System 0.01% Add +1.3% 48,600 $680K
Rockefeller Capital Management L.P. 0.00% Reduce -0.2% 48,504 $679K
Russell Investments Group, Ltd. 0.00% Reduce -53.4% 48,321 $676K
American Century Companies Inc. 0.00% Reduce -2.2% 47,962 $671K
Manufacturers Life Insurance Company, The 0.00% Reduce -5.5% 46,528 $651K
SG Americas Securities, LLC 0.00% Add +23.6% 46,246 $647K
STRS Ohio 0.00% No change 46,100 $645K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +11.8% 45,270 $633K
Lazard Asset Management LLC 0.00% Add +0.2% 44,895 $628K
Boothbay Fund Management, LLC 0.02% Reduce -68.2% 44,484 $622K
Westwood Holdings Group Inc. 0.01% Reduce -2.4% 43,270 $605K
Guidance Capital, Inc. 0.14% Reduce -0.4% 42,509 $592K
Teacher Retirement System of Texas 0.00% Reduce -16.9% 39,768 $556K
Round Rock Advisors LLC 0.08% Add +53.4% 38,355 $537K
Verition Fund Management LLC 0.00% Reduce -6.4% 38,300 $536K
Pinnacle Financial Partners, Inc. 0.00% — 38,287 $536K
State of Wyoming 0.05% Add +49.0% 35,817 $501K
OneDigital Investment Advisors LLC 0.00% Reduce -1.1% 34,261 $479K
Orion Capital Management LLC 0.16% Reduce -2.0% 34,260 $479K
State Board of Administration of Florida Retirement System 0.00% No change 34,165 $478K
Inspire Investing, LLC 0.04% New 33,506 $469K
F/m Investments LLC 0.02% New 32,505 $455K
Royal Bank of Canada 0.00% Add +159.9% 31,911 $447K
State of Wisconsin Investment Board 0.00% Add +200.3% 31,880 $446K
Capstone Investment Advisors, LLC 0.00% New 31,630 $443K
Amalgamated Bank 0.00% Reduce -0.3% 30,208 $423K
Atria Investments, Inc 0.00% Reduce -2.7% 29,919 $419K
Arizona State Retirement System 0.00% Reduce -5.0% 29,075 $407K
Numerai GP LLC 0.05% New 28,899 $404K
Mariner, LLC 0.00% Add +12.3% 28,098 $393K
HSBC Holdings PLC 0.00% Add +9.5% 27,870 $390K
PharVision Advisers, LLC 0.20% Add +63.4% 27,831 $389K
Freestone Grove Partners LP 0.00% New 27,791 $389K
Yousif Capital Management, LLC 0.00% Reduce -11.3% 28,533 $382K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.3% 26,240 $367K
Comerica Bank 0.00% Reduce -18.1% 25,773 $361K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -6.8% 25,615 $358K
BNP Paribas Financial Markets 0.00% Reduce -72.0% 24,873 $348K
AlphaQuest LLC 0.02% Add +10.9% 24,420 $342K
Oregon Public Employees Retirement Fund 0.00% Add +3.4% 24,268 $340K
Citigroup Inc. 0.00% Reduce -37.5% 24,088 $337K
KLP Kapitalforvaltning As 0.00% Reduce -36.0% 23,800 $333K
Teachers Retirement System of the State of Kentucky 0.00% No change 23,344 $327K
Truist Financial Corp. 0.00% New 22,314 $312K
&partners 0.00% Reduce -3.4% 21,275 $298K
Cornerstone Investment Partners, LLC 0.01% Add +0.1% 20,874 $292K
Quantinno Capital Management LP 0.00% Add +64.3% 20,765 $291K
Sanctuary Advisors, LLC 0.00% Reduce -2.2% 20,429 $286K
Cambridge Investment Research Advisors, Inc. 0.00% New 19,711 $276K
Brevan Howard Capital Management LP 0.01% Reduce -67.6% 19,703 $276K
1492 Capital Management LLC 0.11% Add +33.1% 19,630 $275K
ProShare Advisors LLC 0.00% Add +3.1% 19,415 $272K
Creative Planning 0.00% Reduce -18.7% 19,089 $267K
Manatuck Hill Partners, LLC 0.08% New 17,000 $238K
Pictet Asset Management Holding SA 0.00% No change 16,411 $230K
Dynamic Technology Lab Private Ltd 0.05% Reduce -53.8% 15,797 $221K
Maryland State Retirement & Pension System 0.00% Add +2.5% 15,445 $216K
Jump Financial, LLC 0.00% Reduce -90.5% 15,144 $212K
DRW Securities, LLC 0.02% Reduce -0.7% 14,785 $207K
M&T Bank Corp 0.00% New 14,708 $206K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 14,622 $205K
Cwm, LLC 0.00% Reduce -55.3% 13,837 $194K
Magnetar Financial LLC 0.00% New 13,690 $192K
Cetera Investment Advisers 0.00% Reduce -3.9% 13,596 $190K
Worth Venture Partners, LLC 1.37% No change 13,500 $189K
Balboa Wealth Partners 0.03% Add +9.9% 13,225 $185K
Choreo, LLC 0.00% Add +1.9% 12,960 $180K
GAMCO Investors 0.00% No change 12,700 $178K
Lido Advisors, LLC 0.00% No change 10,439 $176K
Canada Pension Plan Investment Board 0.00% Add +55.8% 12,000 $168K
Independent Financial Group, LLC 0.00% New 11,900 $166K
Axq Capital, LP 0.04% Reduce -17.0% 11,461 $160K
Old National Bancorp 0.00% Add +1.4% 11,272 $158K
Glenmede Trust Co. NA 0.00% — 10,924 $153K
Baird Financial Group, Inc. 0.00% New 10,823 $151K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.02% No change 10,000 $140K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -33.1% 10,153 $138K
EverSource Wealth Advisors, LLC 0.00% Add +2.3% 9,397 $131K
Ameritas Investment Partners, Inc. 0.00% No change 8,310 $116K
Farther Finance Advisors, LLC 0.00% Add +12.5% 7,631 $107K
PNC Financial Services Group, Inc. 0.00% Reduce -8.7% 6,116 $86K
GAMMA Investing LLC 0.00% Reduce -4.1% 5,953 $83K
Signaturefd, LLC 0.00% Reduce -5.9% 5,388 $75K
Quadrant Capital Group LLC 0.00% Reduce -7.3% 4,681 $65K
Steward Partners Investment Advisory, LLC 0.00% Reduce -51.8% 4,370 $61K
KBC Group NV 0.00% No change 4,375 $61K
Tower Research Capital LLC (TRC) 0.00% Reduce -16.8% 3,966 $55K
Osaic Holdings, Inc. 0.00% Reduce -22.5% 3,963 $55K
Hantz Financial Services, Inc. 0.00% Add +763.3% 1,977 $28K
Quarry LP 0.00% Reduce -29.0% 1,880 $26K
Covestor Ltd 0.01% No change 1,876 $26K
Smartleaf Asset Management LLC 0.00% Add +5.8% 1,709 $24K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +41.0% 1,558 $22K
Allworth Financial LP 0.00% Reduce -34.5% 1,478 $21K
Essential Partners LLC 0.01% Reduce -42.0% 1,362 $19K
Versant Capital Management, Inc 0.00% Reduce -7.4% 1,244 $17K
Group One Trading LLC 0.00% New 1,236 $17K
US Bancorp \de 0.00% No change 1,128 $16K
Bessemer Group Inc. 0.00% Add +39.0% 824 $11K
Sterling Capital Management LLC 0.00% Add +174.3% 661 $9K
Federated Hermes, Inc. 0.00% Add +15.8% 615 $9K
Salomon & Ludwin, LLC 0.00% Reduce -0.9% 570 $8K
Private Trust Co. NA 0.00% Add +285.3% 524 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% New 483 $7K
IFP Advisors, Inc 0.00% Add +9.3% 376 $5K
MassMutual Private Wealth & Trust, FSB 0.00% No change 330 $5K
Larson Financial Group LLC 0.00% Add +296.3% 321 $4K
LRI Investments, LLC 0.00% No change 300 $4K
Fifth Third Bancorp 0.00% Reduce -33.8% 214 $3K
Simplex Trading, LLC 0.00% New 175 $2K
Whittier Trust Co. 0.00% No change 172 $2K
UMB Bank, n.a. 0.00% Reduce -55.4% 162 $2K
Jones Financial Companies LLLP 0.00% Add +33.3% 160 $2K
TD Capital Management LLC 0.00% No change 132 $2K
Global Retirement Partners, LLC 0.00% New 132 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 110 $2K
Rothschild Investment LLC 0.00% Reduce -28.0% 108 $2K
MAI Capital Management 0.00% Add +24.4% 107 $1K
Harbour Investments, Inc. 0.00% No change 99 $1K
Sittner & Nelson, LLC 0.00% No change 100 $1K
Farmers & Merchants Investments Inc. 0.00% No change 60 $839
Sound Income Strategies, LLC 0.00% New 55 $775
Sunbelt Securities, Inc. 0.00% No change 55 $769
Parallel Advisors, LLC 0.00% No change 54 $755
Parkside Financial Bank & Trust 0.00% No change 53 $742
Trust Co. of Toledo NA 0.00% No change 47 $658
Assetmark, Inc. 0.00% No change 35 $490
True Wealth Design, LLC 0.00% Reduce -84.3% 34 $476
Ankerstar Wealth, LLC 0.00% — 28 $392
CIBC Private Wealth Group LLC 0.00% Add +1250.0% 27 $378
Gilpin Wealth Management, LLC 0.00% — 12 $168
Abound Wealth Management 0.00% No change 12 $168
Clearstead Advisors, LLC 0.00% Reduce -95.8% 9 $126
Root Financial Partners, LLC 0.00% New 6 $84
SJS Investment Consulting Inc. 0.00% New 5 $70

"% of holder's portfolio" is ARLO's weight in each manager's 13F, not the share of Arlo Technologies Inc. the manager owns.