ARLO
Arlo Technologies, Inc. · Technology · Communication Equipment
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | -5 | 55.22M | $744.59M | +7 | −14 |
| Q1 2026 | 102 | +5 | 60.06M | $854.35M | +9 | −4 |
| Q4 2025 | 97 | +1 | 66.32M | $927.89M | +1 | n/a |
| Q3 2025 | 18 | 0 | 50.41M | $854.39M | n/a | n/a |
| Q2 2025 | 15 | 0 | 43.20M | $732.75M | +1 | −1 |
| Q1 2025 | 12 | +2 | 14.72M | $145.25M | +2 | n/a |
| Q4 2024 | 10 | +2 | 13.94M | $155.98M | +3 | −1 |
| Q3 2024 | 7 | -1 | 9.23M | $111.73M | +1 | −2 |
| Q2 2024 | 8 | n/a | 9.16M | $119.46M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 16.32M | n/a | $276.74M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passive) | 10.45M | n/a | $177.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 4.27M | +5.3% | $72.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | PRIMECAP Management ✦ | 3.65M | -12.5% | $61.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 2.35M | +2.7% | $39.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 1.62M | +11.9% | $27.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.51M | +110.3% | $25.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | D. E. Shaw & Co. ✦ | 682.59K | +429.6% | $11.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 626.29K | +37.4% | $10.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 555.58K | -19.0% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 462.97K | n/a | $7.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 382.38K | -6.0% | $6.49M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 13 | Arrowstreet Capital ✦ | 214.46K | +162.2% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 95.88K | +11.4% | $1.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | GAMCO Investors ✦ | 12.70K | New | $215,392 | 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
| GAMCO Investors | $215,392 | 0.0% |
Exited
| Wellington Management | $1.83M | 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)
Officer · 13.36K sh · $168,005
Officer · 83.21K sh · $1.03M
Director · 6.15K sh · $77,150
Director · 9.25K sh · $149,219
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology