Arlo TechnologiesARLO
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 276 institutions reported holding Arlo Technologies Inc. (ARLO) in their 13F filings, up 17 from Q4 2025. 41 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($242.5M), Brandes Investment Partners, LP ($145.4M) and Vanguard Portfolio Management LLC ($77.2M). 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Arlo Technologies Inc.
- CUSIP
- 04206A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $36.1M |
| Exits | 24 | $21.2M |
All 13F filers, Q4 2025 → Q1 2026: 11,756,816 shares bought and 8,931,731 shares sold, net +2,825,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| BlackRock, Inc. | 0.00% | Add +1.4% | 17,044,376 | $242.5M |
| Brandes Investment Partners, LP | 1.03% | Add +24.6% | 10,218,854 | $145.4M |
| Vanguard Portfolio Management LLC | 0.00% | — | 5,427,545 | $77.2M |
| Wasatch Advisors LP | 0.51% | Add +1.9% | 5,426,267 | $77.2M |
| Vanguard Capital Management LLC | 0.00% | — | 4,451,208 | $63.3M |
| State Street Corp. | 0.00% | Add +2.5% | 4,317,921 | $61.4M |
| Rice Hall James & Associates, LLC | 2.90% | Add +2.3% | 3,659,888 | $52.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 2,478,211 | $35.3M |
| Primecap Management Co. | 0.03% | Reduce -16.6% | 2,318,513 | $33.0M |
| Renaissance Technologies | 0.05% | Reduce -10.5% | 2,049,418 | $29.2M |
| Emerald Advisers, LLC | 0.91% | Reduce -2.0% | 2,018,929 | $28.7M |
| D. E. Shaw & Co. | 0.02% | Add +2.5% | 1,800,918 | $25.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -0.7% | 1,760,632 | $25.1M |
| Needham Investment Management LLC | 1.28% | Add +14.3% | 1,760,000 | $25.0M |
| Janus Henderson Group PLC | 0.01% | Add +74.0% | 1,615,569 | $23.0M |
| Nuveen, LLC | 0.01% | Add +40.5% | 1,480,543 | $21.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | 2.73% | Add +5.4% | 1,377,000 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 1,291,547 | $18.4M |
| AWM Investment Company, Inc. | 1.99% | Add +7.9% | 1,265,109 | $18.0M |
| Emerald Mutual Fund Advisers Trust | 0.87% | Add +1.4% | 1,256,289 | $17.9M |
| Morgan Stanley | 0.00% | Reduce -8.9% | 1,229,737 | $17.5M |
| Granahan Investment Management, LLC | 0.81% | Add +245.6% | 1,169,490 | $16.6M |
| Hosking Partners LLP | 0.59% | Add +80.2% | 1,159,781 | $16.5M |
| Royce & Associates LP | 0.15% | Add +9.3% | 1,082,104 | $15.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -12.4% | 1,057,369 | $15.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.4% | 1,032,620 | $14.7M |
| Oberweis Asset Management Inc./ | 0.41% | New | 982,300 | $14.0M |
| Swedbank AB | 0.01% | Reduce -20.8% | 950,000 | $13.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +32.8% | 814,324 | $11.6M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -9.4% | 784,139 | $11.2M |
| Marshall Wace, LLP | 0.01% | Reduce -64.7% | 778,084 | $11.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 732,483 | $10.4M |
| Jane Street Group, LLC | 0.01% | New | 705,232 | $10.0M |
| UBS Group AG | 0.00% | Add +18.3% | 687,198 | $9.8M |
| Granite Investment Partners, LLC | 0.57% | Reduce -5.1% | 650,917 | $9.3M |
| AQR Capital Management | 0.00% | Add +37.4% | 634,495 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 605,556 | $8.6M |
| Man Group plc | 0.02% | Add +19.7% | 598,820 | $8.5M |
| National Philanthropic Trust | 0.09% | No change | 563,293 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Add +2.3% | 517,907 | $7.4M |
| Clearbridge Investments, LLC | 0.01% | Add +6.5% | 517,075 | $7.4M |
| HRT Financial LP | 0.02% | Add +114.5% | 515,905 | $7.3M |
| Trexquant Investment LP | 0.05% | Add +82.9% | 509,101 | $7.2M |
| FMR LLC | 0.00% | Reduce -21.0% | 506,503 | $7.2M |
| Invesco Ltd. | 0.00% | Add +6.1% | 480,465 | $6.8M |
| S Squared Technology, LLC | 2.48% | Reduce -11.5% | 459,767 | $6.5M |
| Citadel Advisors | 0.00% | Reduce -20.8% | 454,548 | $6.5M |
| OP Asset Management Ltd | 0.06% | Add +426.1% | 444,636 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +20.6% | 440,762 | $6.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -2.6% | 421,133 | $6.0M |
| Driehaus Capital Management LLC | 0.04% | Reduce -79.1% | 407,237 | $5.8M |
| Public Sector Pension Investment Board | 0.02% | Add +3.4% | 379,159 | $5.4M |
| Prospect Capital Advisors, LLC | 2.89% | Reduce -29.7% | 365,750 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.8% | 361,102 | $5.1M |
| Paradigm Capital Management Inc. | 0.18% | No change | 336,800 | $4.8M |
| Hillsdale Investment Management Inc. | 0.13% | Reduce -2.3% | 335,582 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.1% | 348,285 | $4.8M |
| Sei Investments Co. | 0.00% | Add +313.8% | 299,435 | $4.3M |
| G2 Investment Partners Management LLC | 0.99% | Add +82.0% | 282,073 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +3.4% | 276,493 | $3.9M |
| Algert Global LLC | 0.06% | Add +15.0% | 269,585 | $3.8M |
| Intech Investment Management LLC | 0.04% | Add +275.4% | 267,805 | $3.8M |
| Bank of America Corp. | 0.00% | Add +27.8% | 256,060 | $3.6M |
| Legal & General Group Plc | 0.00% | Reduce -9.2% | 233,988 | $3.3M |
| Voya Investment Management LLC | 0.00% | Reduce -5.5% | 230,434 | $3.3M |
| Hunter Associates Investment Management LLC | 0.41% | Add +9.6% | 217,965 | $3.1M |
| Swiss National Bank | 0.00% | Add +1.9% | 209,700 | $3.0M |
| Tudor Investment Corporation | 0.02% | Add +84.0% | 203,605 | $2.9M |
| Divisadero Street Capital Management, LP | 0.13% | Reduce -37.6% | 200,000 | $2.8M |
| Harbor Capital Advisors, Inc. | 0.22% | Add +63.1% | 194,994 | $2.8M |
| Essex Investment Management Co. LLC | 0.43% | Add +1.9% | 192,504 | $2.7M |
| Gsa Capital Partners LLP | 0.17% | Add +35.6% | 191,713 | $2.7M |
| Capital Fund Management S.A. | 0.02% | Add +117.0% | 191,424 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 179,018 | $2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 174,994 | $2.5M |
| 1492 Capital Management LLC | 0.94% | Add +786.7% | 174,055 | $2.5M |
| Franklin Resources Inc. | 0.00% | Add +10.2% | 168,113 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +66.3% | 163,503 | $2.3M |
| Los Angeles Capital Management LLC | 0.01% | Add +63.7% | 158,275 | $2.3M |
| White Pine Capital LLC | 0.60% | Add +32.6% | 154,519 | $2.2M |
| LPL Financial LLC | 0.00% | Add +41.2% | 149,922 | $2.1M |
| New York State Common Retirement Fund | 0.00% | No change | 144,723 | $2.1M |
| Formula Growth Ltd. | 0.90% | Add +40.0% | 140,000 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.0% | 133,215 | $1.9M |
| Globeflex Capital L P | 0.28% | No change | 128,094 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +67.9% | 126,201 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.5% | 124,063 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -0.6% | 120,988 | $1.7M |
| Gabelli Funds LLC | 0.01% | No change | 116,530 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Reduce -52.9% | 115,049 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Add +154.7% | 114,335 | $1.6M |
| Tidal Investments LLC | 0.00% | New | 115,299 | $1.6M |
| Thompson Siegel & Walmsley LLC | 0.03% | Add +20.8% | 109,424 | $1.6M |
| New York State Teachers Retirement System | 0.00% | Reduce -17.0% | 107,184 | $1.5M |
| WINTON GROUP Ltd | 0.05% | Add +14.2% | 103,596 | $1.5M |
| Legato Capital Management LLC | 0.13% | Reduce -4.8% | 103,464 | $1.5M |
| Integrated Quantitative Investments LLC | 0.26% | No change | 101,338 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +13.1% | 100,282 | $1.4M |
| Potomac Capital Management, Inc. | 1.24% | New | 100,000 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.6% | 99,142 | $1.4M |
"% of holder's portfolio" is ARLO's weight in each manager's 13F, not the share of Arlo Technologies Inc. the manager owns.