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ARLO · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ARLO
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterARLOMCO
Q3 2020none listed holders, n.a.30 holders, $17.0bn
Q4 20201 holders, $6.1m21 holders, $16.9bn
Q1 2021none listed holders, n.a.17 holders, $16.9bn
Q2 20211 holders, $1.3m16 holders, $20.2bn
Q3 20211 holders, $849k25 holders, $19.9bn
Q4 20212 holders, $1.6m25 holders, $22.0bn
Q1 20221 holders, $1.3m22 holders, $19.1bn
Q2 2022none listed holders, n.a.19 holders, $15.4bn
Q3 2022none listed holders, n.a.21 holders, $13.6bn
Q4 2022none listed holders, n.a.17 holders, $15.5bn
Q1 2023none listed holders, n.a.20 holders, $17.3bn
Q2 20231 holders, $542k25 holders, $19.4bn
Q3 20231 holders, $203k21 holders, $17.2bn
Q4 2023none listed holders, n.a.21 holders, $22.3bn
Q1 20241 holders, $1.1m22 holders, $21.9bn
Q2 20241 holders, $1.1m24 holders, $23.6bn
Q3 20241 holders, $1.1m31 holders, $26.8bn
Q4 20241 holders, $1.1m31 holders, $25.7bn
Q1 20252 holders, $1.7m30 holders, $25.2bn
Q2 20255 holders, $30m30 holders, $26.8bn
Q3 20254 holders, $47m31 holders, $26.0bn
Q4 20254 holders, $65m32 holders, $27.7bn
Q1 20264 holders, $4.2m28 holders, $23.9bn
Q2 20262 holders, $11m31 holders, $24.9bn
ARLO

Arlo Technologies Inc

Holders
2
Reported value
$11m
Buyers
8
Sellers
22

Breadth -14 among 91 comparable managers.

MCO

Moodys Corp

Holders
31
Reported value
$24.9bn
Buyers
21
Sellers
20

Breadth +1 among 91 comparable managers.

Who holds both, Q2 2026

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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