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ARLO — ARLO TECHNOLOGIES INC

Reported value held$682.34M
Funds holding (latest)43
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$490.19M · 36.53M sh
New / Add / Cut / Exit1 / 23 / 10 / 5
Top-5 / Top-10 concentration69.0% / 83.5%
Institutional holdings change Reducing -6.2% (-2.43M sh)
Institutional value change Down -11.3%

As of Q2 2026, 35 SEC-registered investment managers reported holding ARLO (ARLO TECHNOLOGIES INC) in their latest 13F filings, with a combined reported value of $490.19M across 36.53M shares. That is -6.2% by share count (-2.43M shares) versus the previous quarter, while reported value moved -11.3%. Ownership is concentrated: the five largest holders account for 69.0% of reported value and the top ten for 83.5%.

Compared with the prior quarter, 1 opened new positions, 23 added to existing stakes, 10 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

ARLO is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.51M $235.99M 0.00% Add
Geode Capital Management history 2.74M $36.89M 0.00% Add
Renaissance Technologies history 2.05M $27.63M 0.04% Hold
Northern Trust Corp history 1.47M $19.76M 0.00% Add
Royce & Associates history 1.34M $18.12M 0.15% Add
Morgan Stanley history 1.34M $18.10M 0.00% Add
Arrowstreet Capital history 1.19M $16.10M 0.01% Reduce
Charles Schwab Investment Management history 1.13M $15.25M 0.00% Add
Goldman Sachs Group history 855.77K $11.54M 0.00% Add
First Eagle Investment Management history 752.20K $10.14M 0.02% Add
D. E. Shaw & Co history 697.89K $9.41M 0.01% Reduce
BNY Mellon history 650.45K $8.77M 0.00% Add
Invesco Ltd history 586.75K $7.91M 0.00% Add
Fidelity Management & Research (FMR) history 533.80K $7.20M 0.00% Add
Principal Global Investors history 530.92K $7.16M 0.00% Add
AQR Capital Management history 465.69K $6.28M 0.00% Reduce
UBS Group AG history 458.53K $6.18M 0.00% Reduce
PSP Investments history 373.18K $5.03M 0.01% Reduce
Bank of America Corp history 359.89K $4.85M 0.00% Add
Legal & General Investment Management America history 241.72K $3.26M 0.00% Add
Franklin Resources history 171.09K $2.31M 0.00% Add
Deutsche Bank AG history 121.18K $1.63M 0.00% Add
Lazard Asset Management history 117.08K $1.58M 0.00% Add
Prudential Financial history 110.30K $1.49M 0.00% Reduce
JPMorgan Chase & Co history 108.25K $1.41M 0.00% New
Wells Fargo & Co history 104.58K $1.41M 0.00% Add
Amundi US history 71.23K $960.15K 0.00% Add
Two Sigma Investments history 68.73K $926.43K 0.00% Reduce
Citadel Advisors history 63.70K $858.68K 0.00% Reduce
Citigroup Inc history 55.75K $751.55K 0.00% Add
Manulife Financial history 46.39K $625.34K 0.00% Add
CPP Investments history 28.50K $384.18K 0.00% Add
Marshall Wace history 17.04K $229.69K 0.00% Reduce
PNC Financial Services history 5.83K $78.63K 0.00% Reduce
T. Rowe Price Associates history 158.40K $2.14K 0.00% Add

Q1 2026 — 39 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.04M $242.54M 0.00% Add
Geode Capital Management history 2.48M $35.27M 0.00% Add
Renaissance Technologies history 2.05M $29.16M 0.05% Reduce
D. E. Shaw & Co history 1.80M $25.63M 0.02% Add
Arrowstreet Capital history 1.76M $25.05M 0.01% Reduce
Janus Henderson Group history 1.62M $22.99M 0.01% Add
Northern Trust Corp history 1.29M $18.38M 0.00% Hold
Morgan Stanley history 1.23M $17.50M 0.00% Reduce
Royce & Associates history 1.08M $15.40M 0.15% Add
Charles Schwab Investment Management history 1.03M $14.69M 0.00% Hold
Goldman Sachs Group history 814.32K $11.59M 0.00% Add
Marshall Wace history 778.08K $11.07M 0.01% Reduce
UBS Group AG history 687.20K $9.78M 0.00% Add
AQR Capital Management history 634.50K $9.03M 0.00% Add
BNY Mellon history 605.56K $8.62M 0.00% Reduce
Principal Global Investors history 517.91K $7.37M 0.00% Add
Fidelity Management & Research (FMR) history 506.50K $7.21M 0.00% Reduce
Invesco Ltd history 480.46K $6.84M 0.00% Add
Citadel Advisors history 454.55K $6.47M 0.00% Reduce
PSP Investments history 379.16K $5.40M 0.02% Add
Bank of America Corp history 256.06K $3.64M 0.00% Add
Legal & General Investment Management America history 233.99K $3.33M 0.00% Reduce
Franklin Resources history 168.11K $2.39M 0.00% Add
Prudential Financial history 163.50K $2.33M 0.00% Add
Lazard Asset Management history 114.33K $1.63M 0.00% Add
First Eagle Investment Management history 92.50K $1.32M 0.00% New
Deutsche Bank AG history 91.29K $1.30M 0.00% Add
Two Sigma Investments history 71.13K $1.01M 0.00% New
Point72 Asset Management history 69.35K $986.87K 0.00% Reduce
Millennium Management history 64.24K $914.18K 0.00% Reduce
Amundi US history 60.65K $863.06K 0.00% Reduce
Polen Capital Management history 58.67K $834.93K 0.01% New
Manulife Financial history 45.59K $648.67K 0.00% Reduce
Wells Fargo & Co history 40.24K $572.63K 0.00% Reduce
CPP Investments history 23.30K $331.56K 0.00% Add
Citigroup Inc history 17.38K $247.26K 0.00% Reduce
Balyasny Asset Management history 12.90K $183.64K 0.00% New
PNC Financial Services history 6.25K $88.87K 0.00% Add
T. Rowe Price Associates history 124.06K $1.77K 0.00% Add

Q4 2025 — 37 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 16.80M $235.09M 0.00% Add
Vanguard Group history 10.69M $149.57M 0.00% Hold
Geode Capital Management history 2.39M $33.47M 0.00% Add
Renaissance Technologies history 2.29M $32.03M 0.05% Add
Marshall Wace history 2.20M $30.80M 0.03% Reduce
Arrowstreet Capital history 1.77M $24.81M 0.01% Reduce
D. E. Shaw & Co history 1.76M $24.57M 0.01% Add
Morgan Stanley history 1.35M $18.89M 0.00% Reduce
Northern Trust Corp history 1.30M $18.12M 0.00% Add
Charles Schwab Investment Management history 1.03M $14.39M 0.00% Reduce
Royce & Associates history 989.54K $13.84M 0.14% Add
Janus Henderson Group history 928.44K $12.99M 0.01% Reduce
Fidelity Management & Research (FMR) history 640.88K $8.97M 0.00% Add
BNY Mellon history 615.13K $8.61M 0.00% Reduce
Goldman Sachs Group history 613.06K $8.58M 0.00% Add
Citadel Advisors history 591.06K $8.27M 0.00% Add
UBS Group AG history 580.83K $8.13M 0.00% Add
Point72 Asset Management history 512.96K $7.18M 0.01% New
Principal Global Investors history 506.47K $7.09M 0.00% Hold
JPMorgan Chase & Co history 490.94K $6.87M 0.00% Reduce
AQR Capital Management history 461.82K $6.46M 0.00% Reduce
Invesco Ltd history 452.70K $6.33M 0.00% Add
PSP Investments history 366.87K $5.13M 0.02% Reduce
Legal & General Investment Management America history 257.70K $3.61M 0.00% Reduce
Millennium Management history 247.58K $3.46M 0.00% Reduce
Bank of America Corp history 200.37K $2.80M 0.00% Reduce
Franklin Resources history 152.53K $2.13M 0.00% Add
Wells Fargo & Co history 116.16K $1.63M 0.00% Add
Prudential Financial history 98.34K $1.38M 0.00% Reduce
Deutsche Bank AG history 82.21K $1.15M 0.00% Add
Amundi US history 61.28K $857.28K 0.00% Reduce
Manulife Financial history 46.53K $650.93K 0.00% Reduce
Lazard Asset Management history 44.90K $628.08K 0.00% Hold
Citigroup Inc history 24.09K $336.99K 0.00% Reduce
CPP Investments history 12.00K $167.88K 0.00% Add
PNC Financial Services history 6.12K $85.56K 0.00% Reduce
T. Rowe Price Associates history 104.69K $1.47K 0.00% Add

Q3 2025 — 37 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 16.37M $277.50M 0.01% Hold
Vanguard Group history 10.66M $180.66M 0.00% Add
Marshall Wace history 2.55M $43.30M 0.04% Add
Geode Capital Management history 2.36M $40.06M 0.00% Add
Arrowstreet Capital history 1.88M $31.94M 0.02% Add
Renaissance Technologies history 1.84M $31.12M 0.04% Add
D. E. Shaw & Co history 1.57M $26.63M 0.02% Add
Morgan Stanley history 1.37M $23.30M 0.00% Add
Northern Trust Corp history 1.27M $21.60M 0.00% Reduce
Millennium Management history 1.23M $20.85M 0.01% Add
Charles Schwab Investment Management history 1.04M $17.67M 0.00% Add
Janus Henderson Group history 965.77K $16.37M 0.01% Reduce
Royce & Associates history 955.71K $16.20M 0.16% Reduce
AQR Capital Management history 699.95K $11.86M 0.01% Add
BNY Mellon history 630.48K $10.69M 0.00% Reduce
JPMorgan Chase & Co history 614.18K $10.41M 0.00% Reduce
Fidelity Management & Research (FMR) history 516.63K $8.76M 0.00% Add
Principal Global Investors history 504.30K $8.55M 0.00% Reduce
Goldman Sachs Group history 470.22K $7.97M 0.00% Reduce
Bank of America Corp history 407.76K $6.91M 0.00% Add
PSP Investments history 407.09K $6.90M 0.03% Add
UBS Group AG history 387.45K $6.57M 0.00% Add
Invesco Ltd history 354.43K $6.01M 0.00% Hold
Legal & General Investment Management America history 273.33K $4.63M 0.00% Reduce
Franklin Resources history 147.92K $2.51M 0.00% Add
Citadel Advisors history 138.66K $2.35M 0.00% Reduce
Prudential Financial history 104.90K $1.78M 0.00% Reduce
Deutsche Bank AG history 79.44K $1.35M 0.00% Add
Amundi US history 73.49K $1.26M 0.00% Add
Wells Fargo & Co history 69.37K $1.18M 0.00% Add
Polen Capital Management history 60.49K $1.03M 0.00% Add
Manulife Financial history 49.24K $834.58K 0.00% Reduce
Lazard Asset Management history 44.83K $759.78K 0.00% Reduce
Citigroup Inc history 38.51K $652.81K 0.00% Reduce
CPP Investments history 7.70K $130.51K 0.00% Reduce
PNC Financial Services history 6.70K $113.57K 0.00% Add
T. Rowe Price Associates history 100.19K $1.70K 0.00% Add

Q2 2025 — 38 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 16.32M $276.74M 0.01% Hold
Vanguard Group history 10.45M $177.25M 0.00% Add
Geode Capital Management history 2.35M $39.82M 0.00% Add
Renaissance Technologies history 1.62M $27.44M 0.04% Add
Goldman Sachs Group history 1.60M $27.11M 0.00% Add
Marshall Wace history 1.51M $25.62M 0.03% Add
Northern Trust Corp history 1.43M $24.29M 0.00% Reduce
Royce & Associates history 1.06M $17.98M 0.18% Reduce
Morgan Stanley history 1.04M $17.61M 0.00% Reduce
Charles Schwab Investment Management history 999.77K $16.96M 0.00% Add
Janus Henderson Group history 986.44K $16.73M 0.01% Add
JPMorgan Chase & Co history 2.74M $14.87M 0.00% Reduce
BNY Mellon history 713.65K $12.10M 0.00% Reduce
D. E. Shaw & Co history 682.59K $11.58M 0.01% Add
Millennium Management history 626.29K $10.62M 0.01% Add
Citadel Advisors history 568.78K $9.65M 0.00% Reduce
Principal Global Investors history 512.69K $8.70M 0.01% Add
Fidelity Management & Research (FMR) history 462.97K $7.85M 0.00% Add
AQR Capital Management history 382.38K $6.49M 0.01% Reduce
Bank of America Corp history 374.50K $6.35M 0.00% Add
Invesco Ltd history 352.83K $5.98M 0.00% Reduce
PSP Investments history 352.47K $5.98M 0.03% Add
UBS Group AG history 334.83K $5.68M 0.00% Add
Legal & General Investment Management America history 277.19K $4.70M 0.00% Add
Arrowstreet Capital history 214.46K $3.64M 0.00% Add
Franklin Resources history 131.61K $2.23M 0.00% Hold
Balyasny Asset Management history 106.97K $1.81M 0.00% Reduce
Prudential Financial history 106.85K $1.81M 0.00% Add
Citigroup Inc history 94.37K $1.60M 0.00% Reduce
Amundi US history 72.97K $1.24M 0.00% Reduce
Deutsche Bank AG history 70.09K $1.19M 0.00% Reduce
Wells Fargo & Co history 59.33K $1.01M 0.00% Add
Manulife Financial history 51.99K $881.80K 0.00% Add
Polen Capital Management history 49.19K $834.26K 0.00% New
CPP Investments history 8.00K $135.68K 0.00% New
PNC Financial Services history 6.14K $104.17K 0.00% Hold
Lazard Asset Management history 9.51M $12.11K 0.02% Add
T. Rowe Price Associates history 95.88K $1.63K 0.00% Add

Q1 2025 — 37 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 16.24M $160.33M 0.00% Reduce
Vanguard Group history 9.95M $98.24M 0.00% Add
Geode Capital Management history 2.29M $22.57M 0.00% Add
Northern Trust Corp history 1.57M $15.52M 0.00% Reduce
Goldman Sachs Group history 1.55M $15.32M 0.00% Add
Royce & Associates history 1.51M $14.87M 0.16% Reduce
Renaissance Technologies history 1.45M $14.27M 0.02% Reduce
Morgan Stanley history 1.06M $10.45M 0.00% Reduce
JPMorgan Chase & Co history 2.79M $9.96M 0.00% Add
Charles Schwab Investment Management history 978.52K $9.66M 0.00% Reduce
BNY Mellon history 720.62K $7.11M 0.00% Add
Marshall Wace history 718.31K $7.09M 0.01% New
Citadel Advisors history 710.26K $7.01M 0.00% Add
Principal Global Investors history 500.82K $4.94M 0.00% Add
Millennium Management history 455.69K $4.50M 0.00% Add
Fidelity Management & Research (FMR) history 422.73K $4.17M 0.00% Add
AQR Capital Management history 406.69K $4.01M 0.00% Add
Invesco Ltd history 357.45K $3.53M 0.00% Add
Bank of America Corp history 334.35K $3.30M 0.00% Add
PSP Investments history 318.18K $3.14M 0.01% Add
UBS Group AG history 272.88K $2.69M 0.00% Reduce
Legal & General Investment Management America history 264.82K $2.61M 0.00% Reduce
Balyasny Asset Management history 192.45K $1.90M 0.00% Add
Wellington Management Group history 185.00K $1.83M 0.00% Reduce
Citigroup Inc history 143.67K $1.42M 0.00% Add
Franklin Resources history 131.49K $1.30M 0.00% Reduce
D. E. Shaw & Co history 128.88K $1.27M 0.00% Add
Prudential Financial history 100.26K $989.57K 0.00% Reduce
Amundi US history 96.13K $818.09K 0.00% Reduce
Arrowstreet Capital history 81.79K $807.29K 0.00% New
Deutsche Bank AG history 76.13K $751.41K 0.00% Reduce
Wells Fargo & Co history 54.49K $537.86K 0.00% Add
Manulife Financial history 48.43K $478.01K 0.00% Add
Janus Henderson Group history 36.19K $371.64K 0.00% Hold
PNC Financial Services history 6.13K $60.50K 0.00% Reduce
Lazard Asset Management history 3.74M $3.93K 0.01% New
T. Rowe Price Associates history 86.08K $850 0.00% Add

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 17.51M 17.04M 16.80M 16.37M 16.32M 16.24M 16.45M 15.99M — — — — — — — — — — — —
Geode Capital Management 2.74M 2.48M 2.39M 2.36M 2.35M 2.29M 2.22M 2.19M 2.14M 1.99M 1.93M 1.81M 1.71M 1.65M 1.58M 1.47M 1.43M 1.40M 1.37M 1.32M
Renaissance Technologies 2.05M 2.05M 2.29M 1.84M 1.62M 1.45M 1.51M 1.60M 1.41M 1.26M 1.34M 1.31M 1.00M 1.36M 875.10K 487.20K 425.20K 506.00K 162.30K 301.50K
Northern Trust Corp 1.47M 1.29M 1.30M 1.27M 1.43M 1.57M 1.71M 1.53M 1.52M 1.60M 1.25M 1.02M 1.00M 986.94K 960.56K 956.38K 959.89K 924.92K 954.29K 955.00K
Royce & Associates 1.34M 1.08M 989.54K 955.71K 1.06M 1.51M 1.64M 1.41M 1.62M 1.78M 1.68M 1.54M 1.56M 1.56M 1.36M 1.21M 1.09M 1.04M 455.00K —
Morgan Stanley 1.34M 1.23M 1.35M 1.37M 1.04M 1.06M 1.09M 1.19M 1.04M 1.48M 1.59M 1.06M 1.60M 820.68K 641.92K 566.69K 611.63K 545.17K 450.12K 468.52K
Arrowstreet Capital 1.19M 1.76M 1.77M 1.88M 214.46K 81.79K — — — 97.23K — — 44.65K — — 10.25K — 112.37K 435.63K 190.63K
Charles Schwab Investment Management 1.13M 1.03M 1.03M 1.04M 999.77K 978.52K 1.05M 1.04M 1.02M 1.01M 948.04K 889.42K 270.37K 257.94K 237.13K 230.24K 224.82K 226.30K 220.65K 211.43K
Goldman Sachs Group 855.77K 814.32K 613.06K 470.22K 1.60M 1.55M 721.88K 387.77K 335.21K 221.69K 424.15K 270.91K 285.01K 719.06K 469.93K 705.84K 800.71K 1.01M 298.81K 662.79K
First Eagle Investment Management 752.20K 92.50K — — — — — — — — — — — — — — — — — —
D. E. Shaw & Co 697.89K 1.80M 1.76M 1.57M 682.59K 128.88K 23.54K — 28.26K 133.24K 361.33K 490.35K 1.16M 1.62M 932.50K 356.75K 478.02K 678.99K 451.82K 235.65K
BNY Mellon 650.45K 605.56K 615.13K 630.48K 713.65K 720.62K 704.81K 709.49K 752.19K 826.50K 849.07K 892.47K 931.74K 916.00K 2.14M 2.17M 2.17M 2.21M 2.29M 2.34M
Invesco Ltd 586.75K 480.46K 452.70K 354.43K 352.83K 357.45K 351.56K 415.95K 866.30K 826.85K 545.03K 718.21K 466.27K 502.91K 527.32K 521.68K 487.48K 448.98K 1.03M 586.21K
Fidelity Management & Research (FMR) 533.80K 506.50K 640.88K 516.63K 462.97K 422.73K 234.20K 179.50K 180.78K 52.51K 51.94K 54.83K 54.74K 4.98K 2.71K 367.17K 2.38M 2.38M 2.38M 2.43M
Principal Global Investors 530.92K 517.91K 506.47K 504.30K 512.69K 500.82K 489.27K 473.06K 484.62K 492.28K 491.82K 502.25K 522.16K 533.56K 544.82K 542.89K 544.83K 572.02K 575.27K 583.01K
AQR Capital Management 465.69K 634.50K 461.82K 699.95K 382.38K 406.69K 315.72K 286.79K 366.32K 486.84K 511.76K 283.78K 83.21K 233.46K 448.27K 290.25K 202.56K 205.36K 161.93K 169.51K
UBS Group AG 458.53K 687.20K 580.83K 387.45K 334.83K 272.88K 314.35K 60.60K 99.86K 66.91K 60.50K 3.48K 66.52K 40.44K 28.75K 15.88K 8.38K 14.09K 36.68K 18.24K
PSP Investments 373.18K 379.16K 366.87K 407.09K 352.47K 318.18K 250.27K 212.04K 214.74K 196.37K 196.37K 116.25K 162.70K 155.60K 160.79K 160.79K 160.79K 157.77K 171.70K 166.07K
Bank of America Corp 359.89K 256.06K 200.37K 407.76K 374.50K 334.35K 70.30K 391.58K 217.92K 84.43K 518.27K 473.24K 455.76K 838.03K 845.54K 820.00K 834.44K 909.34K 905.80K 1.03M
Legal & General Investment Management America 241.72K 233.99K 257.70K 273.33K 277.19K 264.82K 273.19K 284.08K 272.38K 263.73K 263.11K 250.70K 250.99K 214.19K 213.50K 207.83K 202.89K 178.87K 180.87K 170.18K

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