ARLO
Arlo Technologies, Inc. · Technology · Communication Equipment
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 12.29K | $149,372 | n/a | n/a |
| 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) | 16.37M | +0.3% | $277.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 10.66M | +2.0% | $180.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 4.29M | +0.4% | $72.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | PRIMECAP Management ✦ | 3.14M | -14.2% | $53.15M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Marshall Wace ✦ | 2.55M | +69.1% | $43.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Geode Capital Management ✦ (passive) | 2.36M | +0.7% | $40.06M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Arrowstreet Capital ✦ | 1.88M | +778.8% | $31.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 1.84M | +13.5% | $31.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 1.57M | +130.2% | $26.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 1.37M | n/a | $23.30M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 11 | Millennium Management ✦ | 1.23M | +96.4% | $20.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.23M | n/a | $20.82M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 13 | AQR Capital Management ✦ | 699.95K | +83.0% | $11.86M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 14 | Fidelity (FMR) ✦ | 516.63K | +11.6% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Goldman Sachs Group ✦ | 470.22K | n/a | $7.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 109.06K | -80.4% | $1.85M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 17 | T. Rowe Price ✦ | 100.19K | +4.5% | $1.70M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 12.70K | 0.0% | $215,265 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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