L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
18 May 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 4 listed it in both
Shares listed
13,273,547
combined, among listed positions
Reported value
$189m
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: 18 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -577,224.

Managers listing ARLO in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Renaissance Technologies LLC2,049,418$29munder 0.1%Trimmed-240,34114 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,800,918$26munder 0.1%Added+44,75115 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,760,632$25munder 0.1%Trimmed-12,70314 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,615,569$23munder 0.1%Added+687,12918 May 2026 (the filing on sec.gov)
Marshall Wace LLP778,084$11munder 0.1%Trimmed-1,423,51615 May 2026 (the filing on sec.gov)
Jane Street Group LLC705,232$10munder 0.1%Newnew12 May 2026 (the filing on sec.gov)
AQR Capital Management LLC634,495$9.0munder 0.1%Added+172,67815 May 2026 (the filing on sec.gov)
Man Group PLC598,820$8.5munder 0.1%Added+98,73715 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)506,503$7.2munder 0.1%Trimmed-134,38015 May 2026 (the filing on sec.gov)
Invesco Ltd480,465$6.8munder 0.1%Added+27,76812 May 2026 (the filing on sec.gov)
Citadel Advisors LLC454,548$6.5munder 0.1%Trimmed-119,10815 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC421,133$6.0munder 0.1%Trimmed-11,17415 May 2026 (the filing on sec.gov)
AllianceBernstein LP361,102$5.1munder 0.1%Added+6,49015 May 2026 (the filing on sec.gov)
Tudor Investment Corp203,605$2.9munder 0.1%Added+92,95715 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc124,063$1.8munder 0.1%Added+19,36815 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC115,049$1.6munder 0.1%Trimmed-129,39113 May 2026 (the filing on sec.gov)
Winton Group Ltd103,596$1.5m0.05%Added+12,88112 May 2026 (the filing on sec.gov)
First Eagle Investment Management LLC92,500$1.3munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Two Sigma Investments LP71,126$1.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP69,351$987kunder 0.1%Trimmed-443,60615 May 2026 (the filing on sec.gov)
Millennium Management LLC64,243$914kunder 0.1%Trimmed-183,33915 May 2026 (the filing on sec.gov)
Polen Capital Management LLC58,674$835kunder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP45,676$650kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
PDT Partners LLC42,895$610kunder 0.1%Trimmed-32,98915 May 2026 (the filing on sec.gov)
Quantbot Technologies LP38,869$553kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2025 to Q1 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.

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 →