- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 5 Feb 2026
- Managers listing it
- 24
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 3 listed it in both
- Shares listed
- 13,904,597
- combined, among listed positions
- Reported value
- $195m
- combined, at the quarter end
Among the 92 comparable managers: 14 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -453,264.
Managers listing ARLO in Q4 2025
24 of 24 holders
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPnew position · 512,957 shares now+512,957
- Citadel Advisors LLCexisting position · 573,656 shares now+464,597
- Renaissance Technologies LLCexisting position · 2,289,759 shares now+454,000
- Squarepoint Ops LLCexisting position · 432,307 shares now+301,973
- D. E. Shaw & Co.existing position · 1,756,167 shares now+185,053
Reductions
- Millennium Management LLCexisting position · 247,582 shares now-982,730
- Marshall Wace LLPexisting position · 2,201,600 shares now-352,857
- AQR Capital Management LLCexisting position · 461,817 shares now-238,131
- Tudor Investment Corpexisting position · 110,648 shares now-134,640
- Arrowstreet Capital LPexisting position · 1,773,335 shares now-111,281
New positions and exits
New (2)
Exited (6)
- Jane Street Group LLCwas $9.6m
- Walleye Capital LLCwas $2.2m
- ExodusPoint Capital Management LPwas $1.8m
- Susquehanna International Group LLPwas $1.1m
- Polen Capital Management LLCwas $1.0m
- Quantbot Technologies LPwas $216k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2018 | 1 | $3.0m | n.a. | n.a. |
| Q4 2020 | 1 | $6.1m | n.a. | n.a. |
| Q2 2021 | 1 | $1.3m | n.a. | n.a. |
| Q3 2021 | 1 | $849k | n.a. | n.a. |
| Q4 2021 | 2 | $1.6m | n.a. | n.a. |
| Q1 2022 | 1 | $1.3m | n.a. | n.a. |
| Q2 2023 | 1 | $542k | n.a. | n.a. |
| Q3 2023 | 1 | $203k | n.a. | n.a. |
| Q1 2024 | 1 | $1.1m | 1 | 0 |
| Q2 2024 | 1 | $1.1m | 0 | 1 |
| Q3 2024 | 1 | $1.1m | 1 | 0 |
| Q4 2024 | 1 | $1.1m | 1 | 0 |
| Q1 2025 | 2 | $1.7m | 1 | 1 |
| Q2 2025 | 5 | $30m | 4 | 1 |
| Q3 2025 | 4 | $47m | 2 | 2 |
| Q4 2025 | 4 | $65m | 14 | 14 |
| Q1 2026 | 4 | $4.2m | 18 | 13 |
| Q2 2026 | 2 | $11m | 8 | 22 |
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 →