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

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
ARLO on NYSE
Shares outstanding
106,529,792
Price per share
$13.99
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
104,927,603
Total reported value
$1,468,335,055
% of total 13F portfolios
0%
Share change
+1,214,020
Value change
+$12,122,518
Number of holders
254
Price from insider filings
$13.99
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Arlo Technologies, Inc. - Common Shares (ARLO) based on Schedule 13D/G filings

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 7.7% $114,757,088 8,202,794 BRANDES INVESTMENT PARTNERS, LP 31 Dec 2025
WASATCH ADVISORS LP 5.3% $93,317,666 5,505,467 Wasatch Advisors LP 30 Sep 2025

As of 31 Dec 2025, 254 institutional investors reported holding 104,927,603 shares of Arlo Technologies, Inc. - Common Shares (ARLO). This represents 98% of the company’s total 106,529,792 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Arlo Technologies, Inc. - Common Shares (ARLO) together control 75% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 16,804,199 +2.6% 0% $235,090,743
VANGUARD GROUP INC 10% 10,691,336 +0.31% 0% $149,571,791
BRANDES INVESTMENT PARTNERS, LP 7.7% 8,198,707 +28% 0.87% $114,699,911
WASATCH ADVISORS LP 5% 5,322,485 -3.3% 0.44% $74,461,565
STATE STREET CORP 4% 4,213,741 -1.8% 0% $58,950,237
RICE HALL JAMES & ASSOCIATES, LLC 3.4% 3,576,612 +2.9% 2.8% $50,036,802
PRIMECAP MANAGEMENT CO/CA/ 2.6% 2,778,740 -11% 0.03% $38,874,572
GEODE CAPITAL MANAGEMENT, LLC 2.2% 2,391,732 +1.2% 0% $33,466,632
RENAISSANCE TECHNOLOGIES LLC 2.1% 2,289,759 +25% 0.05% $32,033,728
MARSHALL WACE, LLP 2.1% 2,201,600 -14% 0.03% $30,800,382
EMERALD ADVISERS, LLC 1.9% 2,059,864 +19% 0.89% $28,817,497
Driehaus Capital Management LLC 1.8% 1,951,869 -21% 0.19% $27,306,647
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.7% 1,773,335 -5.9% 0.01% $24,808,957
D. E. Shaw & Co., Inc. 1.6% 1,756,167 +12% 0.02% $24,568,776
NEEDHAM INVESTMENT MANAGEMENT LLC 1.4% 1,540,000 +18% 1.4% $21,544,600
MORGAN STANLEY 1.3% 1,350,486 -1.7% 0% $18,893,307
HERALD INVESTMENT MANAGEMENT Ltd 1.2% 1,307,000 +2.3% 2.4% $18,284,930
NORTHERN TRUST CORP 1.2% 1,295,487 +1.7% 0% $18,123,863
EMERALD MUTUAL FUND ADVISERS TRUST 1.2% 1,238,321 +26% 0.84% $17,324,111
Connor, Clark & Lunn Investment Management Ltd. 1.1% 1,206,617 -17% 0.04% $16,880,572
Swedbank AB 1.1% 1,200,000 0% 0.02% $16,788,000
AWM Investment Company, Inc. 1.1% 1,172,609 +40% 1.6% $16,404,800
Nuveen, LLC 0.99% 1,054,143 +0.97% 0% $14,747,461
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.97% 1,028,496 -1.4% 0% $14,388,659
ROYCE & ASSOCIATES LP 0.93% 989,540 +3.5% 0.14% $13,843,665

Institutional Holders of Arlo Technologies, Inc. - Common Shares (ARLO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 104,927,603 $1,468,335,055 +$12,122,518 $13.99 254
2025 Q3 104,453,006 $1,770,614,234 +$123,406,473 $16.95 264
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
2020 Q1 57,790,620 $140,365,671 -$7,389,245 $2.43 117
2019 Q4 58,699,077 $248,115,201 -$13,594,744 $4.21 128
2019 Q3 63,169,092 $215,418,407 -$8,973,620 $3.41 118
2019 Q2 65,858,713 $264,066,479 +$2,992,652 $4.01 125
2019 Q1 64,912,192 $268,077,016 +$174,595,251 $4.13 135
2018 Q4 21,094,674 $210,519,645 +$8,711,103 $9.98 59
2018 Q3 18,505,306 $268,507,696 +$268,507,003 $14.51 68