Security Snapshot

Arlo Technologies, Inc. - Common Shares (ARLO) Institutional Ownership

CUSIP: 04206A101

13F Institutional Holders and Ownership History from Q3 2018 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

100

Shares (Excl. Options)

46,081,350

Price

$13.48

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+3,566,694
Value change
+$47,768,841
Number of holders
100
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
106,474,490
SEC-reported price per share
$13.48
Insider filing price
$13.48
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ARLO - Arlo Technologies, Inc. - Common Shares is tracked under CUSIP 04206A101.
  • 100 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 276 to 100 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,542,087,326 to $621,142,872.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 100 institutions filings for Q2 2026.

Open SEC evidence

Security key

04206A101

Latest holder period

Q2 2026

13F holders

100

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
ARLO
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% -6.9% $268,592,654 -$10,374,602 15,836,831 -3.7% BlackRock, Inc. 30 Jun 2025
BRANDES INVESTMENT PARTNERS, LP 9.6% +24% $140,239,680 +$27,697,346 10,221,551 +25% BRANDES INVESTMENT PARTNERS, LP 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 5.2% $78,491,015 5,515,883 Vanguard Portfolio Management 31 Mar 2026
WASATCH ADVISORS LP 5.3% $93,317,666 5,505,467 Wasatch Advisors LP 30 Sep 2025

As of 30 Jun 2026, 100 institutional investors reported holding 46,081,350 shares of Arlo Technologies, Inc. - Common Shares (ARLO). This represents 43% of the company’s total 106,474,490 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
42%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 17,506,791 +2.7% 0% $235,991,543
WASATCH ADVISORS LP 5.6% 5,915,935 +9% 0.52% $79,746,804
STATE STREET CORP 4.6% 4,894,701 +13% 0% $65,980,569
RICE HALL JAMES & ASSOCIATES, LLC 3.5% 3,732,962 +2% 2.4% $50,320,328
EMERALD ADVISERS, LLC 1.9% 2,021,645 +0.13% 0.64% $27,251,775
Swedbank AB 1.5% 1,582,175 +67% 0.02% $21,327,719
EMERALD MUTUAL FUND ADVISERS TRUST 1.2% 1,270,713 +1.1% 0.6% $17,129,211
Hosking Partners LLP 1.1% 1,186,439 +2.3% 0.53% $15,993,198
HERALD INVESTMENT MANAGEMENT Ltd 1.1% 1,134,325 -18% 2.1% $15,290,701
Granite Investment Partners, LLC 0.78% 826,906 +27% 0.57% $11,146,693
First Eagle Investment Management, LLC 0.71% 752,200 +713% 0.02% $10,139,656
Bank of New York Mellon Corp 0.61% 650,454 +7.4% 0% $8,768,116
PRINCIPAL FINANCIAL GROUP INC 0.5% 530,918 +2.5% 0% $7,156,774
OP Asset Management Ltd 0.43% 453,418 +2% 0.07% $6,112,075
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.37% 398,530 +83% 0.62% $5,382,000
HARBOR CAPITAL ADVISORS, INC. 0.22% 232,982 +19% 0.21% $3,141,000
WHITE PINE CAPITAL LLC 0.21% 218,648 +42% 0.7% $2,947,375
VICTORY CAPITAL MANAGEMENT INC 0.18% 193,478 +1072% 0% $2,608,083
NEW YORK STATE COMMON RETIREMENT FUND 0.17% 185,029 +28% 0% $2,494,191
ESSEX INVESTMENT MANAGEMENT CO LLC 0.17% 183,754 -4.5% 0.32% $2,477,004
LPL Financial LLC 0.16% 174,757 +17% 0% $2,355,720
ENVESTNET ASSET MANAGEMENT INC 0.13% 139,100 +10% 0% $1,875,068
DEUTSCHE BANK AG\ 0.11% 121,179 +33% 0% $1,633,492
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.11% 113,955 +6.3% 0% $1,536,000
NORDEA INVESTMENT MANAGEMENT AB 0.11% 112,743 0% $1,482,570

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
32
Latest
Q2 2026
Rows shown
1-25 of 32
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 46,081,350 $621,142,872 +$47,768,841 $13.48 100
2026 Q1 108,393,646 $1,542,087,326 +$39,349,728 $14.23 276
2025 Q4 105,616,037 $1,477,966,246 +$20,977,236 $13.99 259
2025 Q3 104,435,423 $1,770,316,202 +$123,390,133 $16.95 263
2025 Q2 97,113,803 $1,646,974,976 +$105,408,227 $16.96 254
2025 Q1 91,131,260 $899,393,681 +$8,872,525 $9.87 238
2024 Q4 89,845,759 $1,005,487,747 +$5,736,165 $11.19 217
2024 Q3 89,232,559 $1,080,410,391 +$7,405,953 $12.11 216
2024 Q2 88,089,608 $1,148,565,160 +$81,428,091 $13.04 197
2024 Q1 81,740,965 $1,033,850,480 +$26,245,335 $12.65 212
2023 Q4 80,514,083 $766,482,733 +$20,479,634 $9.52 204
2023 Q3 78,319,843 $806,661,665 +$30,783,186 $10.30 190
2023 Q2 75,231,221 $820,711,292 +$60,040,848 $10.91 187
2023 Q1 70,586,477 $427,729,066 +$18,968,185 $6.06 169
2022 Q4 67,852,132 $238,184,743 +$693,959 $3.51 166
2022 Q3 64,586,751 $299,712,502 +$311,552 $4.64 169
2022 Q2 64,098,166 $401,964,677 -$1,550,094 $6.27 165
2022 Q1 64,269,022 $569,609,422 +$44,016,749 $8.86 172
2021 Q4 58,953,227 $617,148,870 +$22,008,711 $10.49 156
2021 Q3 56,223,270 $360,541,678 -$1,758,019 $6.41 141
2021 Q2 56,475,283 $382,249,739 +$5,106,182 $6.77 137
2021 Q1 55,828,448 $350,612,377 -$12,750,288 $6.28 147
2020 Q4 57,767,844 $450,051,258 +$2,732,955 $7.79 147
2020 Q3 57,708,987 $303,532,266 +$9,011,113 $5.26 134
2020 Q2 56,007,132 $144,492,219 -$4,411,927 $2.58 119
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