ARLO
Arlo Technologies, Inc. · Technology · Communication Equipment
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +4.1% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 93 | -5 | 55.29M | $745.55M | +7 | −13 |
| Q1 2026 | 102 | +5 | 60.06M | $854.35M | +9 | −4 |
| Q4 2025 | 97 | +1 | 66.32M | $927.89M | +1 | — |
| Q3 2025 | 18 | 0 | 50.41M | $854.39M | — | — |
| Q2 2025 | 15 | 0 | 43.20M | $732.75M | +1 | −1 |
| Q1 2025 | 12 | +2 | 14.72M | $145.25M | +2 | — |
| Q4 2024 | 10 | +2 | 13.94M | $155.98M | +3 | −1 |
| Q3 2024 | 7 | -1 | 9.23M | $111.73M | +1 | −2 |
| Q2 2024 | 8 | — | 9.16M | $119.46M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | PRIMECAP Management ✦ | 4.63M | -6.6% | $51.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 4.16M | — | $46.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 2.22M | +1.2% | $24.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 2.22M | +1.2% | $24.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 1.51M | -5.2% | $16.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 418.20K | New | $4.68M | 0.0% | New | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 361.90K | New | $4.05M | 0.0% | New | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 361.90K | New | $4.05M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 361.90K | New | $4.05M | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 315.72K | +10.1% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 315.72K | +10.1% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 315.72K | +10.1% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 210.91K | +131.6% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 81.81K | +9.8% | $916,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 23.54K | New | $263,435 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $4.68M | 0.0% |
| Wellington Management | $4.05M | 0.0% |
| Wellington Management | $4.05M | 0.0% |
| Wellington Management | $4.05M | 0.0% |
| D. E. Shaw & Co. | $263,435 | 0.0% |
Exited
| Marshall Wace | $274,521 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 274 holders, 108.02M shares, $1.51B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 9.25K sh · $149,219
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology