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证券记录 · 已归档季度

ARLO

Arlo Technologies, Inc. · Technology · Communication Equipment

13.32 +1.8% 市值 $1.45B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
97被追踪持有人
+1Δ持有人
66.32M持有股份
$927.89M报告持仓市值
+1新建仓位
−0清仓
Stable 确信度评分 53/100 6 被追踪股份持续上升的季度数 ●●●●●● 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +1.0% · 股份流向 -0.7% · 净新建仓位 +1.0%公式
持股分散化 — 持有人增多,合计持仓比例缩小

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 94 -5 56.04M $755.69M +7 −12
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
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
12 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
13 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
14 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
15 BlackRock (被动) 16.80M +2.6% $235.09M 0.0% ▲ Add 3 SEC ↗
16 The Vanguard Group (被动) 10.69M +0.3% $149.57M 0.0% ▲ Add 3 SEC ↗
17 The Vanguard Group (被动) 10.69M +0.3% $149.57M 0.0% ▲ Add 3 SEC ↗
18 The Vanguard Group (被动) 10.69M +0.3% $149.57M 0.0% ▲ Add 3 SEC ↗
19 The Vanguard Group (被动) 10.69M +0.3% $149.57M 0.0% ▲ Add 3 SEC ↗
20 The Vanguard Group (被动) 10.69M +0.3% $149.57M 0.0% ▲ Add 3 SEC ↗
21 State Street Global Advisors (被动) 4.21M -1.8% $58.95M 0.0% ▼ Trim 5 SEC ↗
22 PRIMECAP Management 2.78M -11.4% $38.87M 0.0% ▼ Trim 7 SEC ↗
23 Geode Capital Management (被动) 2.39M +1.2% $33.47M 0.0% ▲ Add 7 SEC ↗
24 Geode Capital Management (被动) 2.39M +1.2% $33.47M 0.0% ▲ Add 7 SEC ↗
25 Renaissance Technologies 2.29M +24.7% $32.03M 0.1% ▲ Add 7 SEC ↗
26 Marshall Wace 2.20M -13.8% $30.80M 0.0% ▼ Trim 4 SEC ↗
27 Marshall Wace 2.20M -13.8% $30.80M 0.0% ▼ Trim 4 SEC ↗
28 Marshall Wace 2.20M -13.8% $30.80M 0.0% ▼ Trim 4 SEC ↗
29 Arrowstreet Capital 1.77M -5.9% $24.81M 0.0% ▼ Trim 4 SEC ↗
30 D. E. Shaw & Co. 1.76M +11.8% $24.57M 0.0% ▲ Add 5 SEC ↗
31 D. E. Shaw & Co. 1.76M +11.8% $24.57M 0.0% ▲ Add 5 SEC ↗
32 Morgan Stanley 1.35M -1.7% $18.89M 0.0% ▼ Trim 2 SEC ↗
33 Morgan Stanley 1.35M -1.7% $18.89M 0.0% ▼ Trim 2 SEC ↗
34 Morgan Stanley 1.35M -1.7% $18.89M 0.0% ▼ Trim 2 SEC ↗
35 Morgan Stanley 1.35M -1.7% $18.89M 0.0% ▼ Trim 2 SEC ↗
36 Morgan Stanley 1.35M -1.7% $18.89M 0.0% ▼ Trim 2 SEC ↗
37 Morgan Stanley 1.35M -1.7% $18.89M 0.0% ▼ Trim 2 SEC ↗
38 Morgan Stanley 1.35M -1.7% $18.89M 0.0% ▼ Trim 2 SEC ↗
39 Morgan Stanley 1.35M -1.7% $18.89M 0.0% ▼ Trim 2 SEC ↗
40 Northern Trust Corp 1.30M $18.12M 0.0% n/c 1 SEC ↗
41 Northern Trust Corp 1.30M $18.12M 0.0% n/c 1 SEC ↗
42 Northern Trust Corp 1.30M $18.12M 0.0% n/c 1 SEC ↗
43 Northern Trust Corp 1.30M $18.12M 0.0% n/c 1 SEC ↗
44 Northern Trust Corp 1.30M $18.12M 0.0% n/c 1 SEC ↗
45 Northern Trust Corp 1.30M $18.12M 0.0% n/c 1 SEC ↗
46 Northern Trust Corp 1.30M $18.12M 0.0% n/c 1 SEC ↗
47 Connor, Clark & Lunn Investment… 1.21M $16.88M 0.0% n/c 1 SEC ↗
48 Swedbank AB 1.20M $16.79M 0.0% n/c 1 SEC ↗
49 Nuveen, LLC 1.05M $14.75M 0.0% n/c 1 SEC ↗
50 Nuveen, LLC 1.05M $14.75M 0.0% n/c 1 SEC ↗
51 Nuveen, LLC 1.05M $14.75M 0.0% n/c 1 SEC ↗
52 Charles Schwab Investment… 1.03M $14.39M 0.0% n/c 1 SEC ↗
53 Janus Henderson Group Plc 928.44K $12.99M 0.0% n/c 1 SEC ↗
54 Janus Henderson Group Plc 928.44K $12.99M 0.0% n/c 1 SEC ↗
55 Qube Research & Technologies Ltd 865.81K $12.11M 0.0% n/c 1 SEC ↗
56 Fidelity (FMR) 640.88K +24.1% $8.97M 0.0% ▲ Add 3 SEC ↗
57 Fidelity (FMR) 640.88K +24.1% $8.97M 0.0% ▲ Add 3 SEC ↗
58 Fidelity (FMR) 640.88K +24.1% $8.97M 0.0% ▲ Add 3 SEC ↗
59 Bank of New York Mellon Corp 615.13K $8.61M 0.0% n/c 1 SEC ↗
60 Bank of New York Mellon Corp 615.13K $8.61M 0.0% n/c 1 SEC ↗
61 Bank of New York Mellon Corp 615.13K $8.61M 0.0% n/c 1 SEC ↗
62 Bank of New York Mellon Corp 615.13K $8.61M 0.0% n/c 1 SEC ↗
63 Bank of New York Mellon Corp 615.13K $8.61M 0.0% n/c 1 SEC ↗
64 Bank of New York Mellon Corp 615.13K $8.61M 0.0% n/c 1 SEC ↗
65 Bank of New York Mellon Corp 615.13K $8.61M 0.0% n/c 1 SEC ↗
66 Goldman Sachs Group 613.06K +30.4% $8.58M 0.0% ▲ Add 2 SEC ↗
67 Goldman Sachs Group 613.06K +30.4% $8.58M 0.0% ▲ Add 2 SEC ↗
68 UBS Group AG 580.83K $8.13M 0.0% n/c 1 SEC ↗
69 UBS Group AG 580.83K $8.13M 0.0% n/c 1 SEC ↗
70 UBS Group AG 580.83K $8.13M 0.0% n/c 1 SEC ↗
71 Citadel Advisors 573.66K +426.0% $8.03M 0.0% ▲ Add 5 SEC ↗
72 Citadel Advisors 573.66K +426.0% $8.03M 0.0% ▲ Add 5 SEC ↗
73 Point72 Asset Management 512.96K 新增 $7.18M 0.0% New 1 SEC ↗
74 Principal Financial Group Inc 506.47K $7.09M 0.0% n/c 1 SEC ↗
75 Principal Financial Group Inc 506.47K $7.09M 0.0% n/c 1 SEC ↗
76 Man Group plc 500.08K $7.00M 0.0% n/c 1 SEC ↗
77 Man Group plc 500.08K $7.00M 0.0% n/c 1 SEC ↗
78 JPMorgan Chase 490.94K -60.0% $6.87M 0.0% ▼ Trim 2 SEC ↗
79 JPMorgan Chase 490.94K -60.0% $6.87M 0.0% ▼ Trim 2 SEC ↗
80 JPMorgan Chase 490.94K -60.0% $6.87M 0.0% ▼ Trim 2 SEC ↗
81 JPMorgan Chase 490.94K -60.0% $6.87M 0.0% ▼ Trim 2 SEC ↗
82 Clearbridge Investments, LLC 485.67K $6.79M 0.0% n/c 1 SEC ↗
83 AQR Capital Management 461.82K -34.0% $6.46M 0.0% ▼ Trim 7 SEC ↗
84 AQR Capital Management 461.82K -34.0% $6.46M 0.0% ▼ Trim 7 SEC ↗
85 AQR Capital Management 461.82K -34.0% $6.46M 0.0% ▼ Trim 7 SEC ↗
86 AQR Capital Management 461.82K -34.0% $6.46M 0.0% ▼ Trim 7 SEC ↗
87 AQR Capital Management 461.82K -34.0% $6.46M 0.0% ▼ Trim 7 SEC ↗
88 Invesco Ltd. 452.70K $6.33M 0.0% n/c 1 SEC ↗
89 Invesco Ltd. 452.70K $6.33M 0.0% n/c 1 SEC ↗
90 Invesco Ltd. 452.70K $6.33M 0.0% n/c 1 SEC ↗
91 Invesco Ltd. 452.70K $6.33M 0.0% n/c 1 SEC ↗
92 Invesco Ltd. 452.70K $6.33M 0.0% n/c 1 SEC ↗
93 Squarepoint Ops LLC 432.31K $6.05M 0.0% n/c 1 SEC ↗
94 Raymond James Financial Inc 365.46K $5.11M 0.0% n/c 1 SEC ↗
95 Raymond James Financial Inc 365.46K $5.11M 0.0% n/c 1 SEC ↗
96 Alliancebernstein L.P. 354.61K $4.96M 0.0% n/c 1 SEC ↗
97 Rhumbline Advisers 267.41K $3.74M 0.0% n/c 1 SEC ↗
98 Legal & General Group Plc 257.70K $3.61M 0.0% n/c 1 SEC ↗
99 Legal & General Group Plc 257.70K $3.61M 0.0% n/c 1 SEC ↗
100 Legal & General Group Plc 257.70K $3.61M 0.0% n/c 1 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Point72 Asset Management $7.18M 0.0%

已清仓

本季度无被追踪的退出仓位。

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 274 持有人, 108.02M 股份, $1.51B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

内部人交易

公开市场买入 (P)

在我们的覆盖窗口内无内部人士公开市场买入记录。

公开市场卖出 (S)

Aug 07 Rothstein Amy M

Director · 9.25K 股 · $149,219

授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q4 2025 · 方法论 · 通过API获取此数据