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ARLO in the 13F filings

Arlo Technologies Inc · CUSIP 04206A101

Sector · Business and payment services
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 4 Aug 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed
10,159,010
combined, among listed positions
Reported value
$137m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 8 buyers (opened or added shares) and 22 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,114,537.

Managers listing ARLO in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Janus Henderson Group Ltd2,563,579$35munder 0.1%Added+948,01014 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC2,049,849$28munder 0.1%Added+43113 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,194,040$16munder 0.1%Trimmed-566,59213 Aug 2026 (the filing on sec.gov)
First Eagle Investment Management LLC752,200$10munder 0.1%Added+659,7005 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.697,893$9.4munder 0.1%Trimmed-1,103,02514 Aug 2026 (the filing on sec.gov)
Invesco Ltd586,749$7.9munder 0.1%Added+106,28414 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)533,799$7.2munder 0.1%Added+27,29613 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC465,694$6.3munder 0.1%Trimmed-168,80114 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP396,880$5.6munder 0.1%Added+35,77814 Aug 2026 (the filing on sec.gov)
Man Group PLC291,483$3.9munder 0.1%Trimmed-307,33714 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc158,402$2.1munder 0.1%Added+34,33914 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC139,939$1.9munder 0.1%Added+24,89013 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC103,484$1.4munder 0.1%Trimmed-317,64914 Aug 2026 (the filing on sec.gov)
Winton Group Ltd99,495$1.3munder 0.1%Trimmed-4,1017 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP68,726$926kunder 0.1%Trimmed-2,40014 Aug 2026 (the filing on sec.gov)
Woodline Partners LP22,779$307kunder 0.1%Trimmed-1,30714 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP17,039$230kunder 0.1%Trimmed-761,04513 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP10,174$137kunder 0.1%Trimmed-35,50214 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP6,516$88kunder 0.1%Trimmed-32,35312 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP290$4kunder 0.1%Trimmed-6,21114 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (10)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

02462022202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ARLO by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20181$3.0mn.a.n.a.
Q4 20201$6.1mn.a.n.a.
Q2 20211$1.3mn.a.n.a.
Q3 20211$849kn.a.n.a.
Q4 20212$1.6mn.a.n.a.
Q1 20221$1.3mn.a.n.a.
Q2 20231$542kn.a.n.a.
Q3 20231$203kn.a.n.a.
Q1 20241$1.1m10
Q2 20241$1.1m01
Q3 20241$1.1m10
Q4 20241$1.1m10
Q1 20252$1.7m11
Q2 20255$30m41
Q3 20254$47m22
Q4 20254$65m1414
Q1 20264$4.2m1813
Q2 20262$11m822

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ARLO and V →ARLO and MA →ARLO and MCO →Choose a stock to compare with ARLO →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ARLO, latest filings →Back to the 13F Explorer →