Arlo Technologies, Inc. - COM (ARLO) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class
Equity / COM
Symbol
ARLO on NYSE
Shares outstanding
103,876,736
Price per share
$13.99
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
104,395,293
Total reported value
$1,769,636,234
% of total 13F portfolios
0%
Share change
+7,278,599
Value change
+$123,399,383
Number of holders
263
Price from insider filings
$13.99
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Arlo Technologies, Inc. - COM (ARLO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% -6.9% $196,851,809 -$7,603,555 15,836,831 -3.7% BlackRock, Inc. 30 Jun 2025
WASATCH ADVISORS LP 5.3% $93,317,666 5,505,467 Wasatch Advisors LP 30 Sep 2025

As of 30 Sep 2025, 263 institutional investors reported holding 104,395,293 shares of Arlo Technologies, Inc. - COM (ARLO). This represents 100% of the company’s total 103,876,736 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Arlo Technologies, Inc. - COM (ARLO) together control 75% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 16,371,440 +0.33% 0% $277,495,909
VANGUARD GROUP INC 10% 10,658,566 +2% 0% $180,662,694
BRANDES INVESTMENT PARTNERS, LP 6.2% 6,426,644 +7% 0.87% $108,931,616
WASATCH ADVISORS LP 5.3% 5,505,467 +18% 0.5% $93,317,666
STATE STREET CORP 4.1% 4,289,679 +0.39% 0% $72,710,059
RICE HALL JAMES & ASSOCIATES, LLC 3.3% 3,475,781 -9.8% 3.2% $58,914,488
PRIMECAP MANAGEMENT CO/CA/ 3% 3,135,889 -14% 0.04% $53,153,338
MARSHALL WACE, LLP 2.5% 2,554,457 +69% 0.05% $43,298,046
Driehaus Capital Management LLC 2.4% 2,485,483 +24% 0.3% $42,128,937
GEODE CAPITAL MANAGEMENT, LLC 2.3% 2,362,871 +0.66% 0% $40,056,802
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.8% 1,884,616 +779% 0.02% $31,944,241
RENAISSANCE TECHNOLOGIES LLC 1.8% 1,835,759 +13% 0.04% $31,116,115
EMERALD ADVISERS, LLC 1.7% 1,734,271 -0.9% 0.94% $29,395,893
D. E. Shaw & Co., Inc. 1.5% 1,571,114 +130% 0.02% $26,630,382
Connor, Clark & Lunn Investment Management Ltd. 1.4% 1,454,129 +5.8% 0.08% $24,647,487
MORGAN STANLEY 1.3% 1,374,461 +32% 0% $23,297,125
NEEDHAM INVESTMENT MANAGEMENT LLC 1.3% 1,307,500 0% 1.5% $22,162,125
Herald Investment Management Ltd 1.2% 1,277,000 0% 2.9% $21,645,150
NORTHERN TRUST CORP 1.2% 1,274,063 -11% 0% $21,595,368
MILLENNIUM MANAGEMENT LLC 1.2% 1,230,312 +96% 0.02% $20,853,788
Swedbank AB 1.2% 1,200,000 0% 0.02% $20,340,000
Nuveen, LLC 1% 1,043,984 +46% 0% $17,695,529
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1% 1,042,724 +4.3% 0% $17,674,172
EMERALD MUTUAL FUND ADVISERS TRUST 0.94% 980,066 +0.78% 0.86% $16,612,119
JANUS HENDERSON GROUP PLC 0.93% 965,767 -2.1% 0.01% $16,370,003

Institutional Holders of Arlo Technologies, Inc. - COM (ARLO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 651,662 $9,104,729 +$558,419 $13.99 19
2025 Q3 104,395,293 $1,769,636,234 +$123,399,383 $16.95 263
2025 Q2 97,113,803 $1,646,974,976 +$105,408,171 $16.96 254
2025 Q1 91,131,260 $899,394,044 +$8,872,470 $9.87 238
2024 Q4 89,789,517 $1,004,864,697 +$5,585,318 $11.19 216
2024 Q3 89,232,559 $1,080,410,842 +$7,319,993 $12.11 219
2024 Q2 88,096,704 $1,148,657,972 +$81,520,635 $13.04 200
2024 Q1 81,740,966 $1,033,850,126 +$27,923,315 $12.65 214
2023 Q4 752,802 $7,166,674 -$145,332 $9.52 3
2023 Q3 77,769,373 $800,991,843 +$36,439,388 $10.30 188
2023 Q2 74,111,951 $808,499,946 +$54,380,773 $10.91 184
2023 Q1 69,915,217 $423,661,560 +$15,314,222 $6.06 166
2022 Q4 67,650,981 $237,479,151 +$680,095 $3.51 163
2022 Q3 64,407,934 $298,878,410 -$156,310 $4.64 164
2022 Q2 63,932,406 $400,924,677 -$446,293 $6.27 161
2022 Q1 64,063,445 $567,785,422 +$44,404,869 $8.86 166
2021 Q4 58,928,050 $616,880,870 +$25,130,902 $10.49 155
2021 Q3 55,755,734 $357,543,678 +$451,225 $6.41 143
2021 Q2 56,476,252 $382,256,739 +$5,358,241 $6.77 139
2021 Q1 55,771,639 $350,277,377 -$12,776,694 $6.28 149
2020 Q4 57,241,032 $445,946,258 +$1,051,509 $7.79 144
2020 Q3 57,482,610 $302,339,266 +$9,045,003 $5.26 131
2020 Q2 55,519,822 $143,236,219 -$4,132,911 $2.58 117
2020 Q1 46,058,243 $111,856,669 -$4,940,722 $2.43 111
2019 Q4 58,646,543 $246,911,197 -$4,870,247 $4.21 123
2019 Q3 49,796,005 $169,814,407 -$235,941 $3.41 110
2019 Q2 64,233,710 $257,551,479 +$4,587,922 $4.01 121
2019 Q1 53,774,094 $222,077,016 +$137,519,472 $4.13 134
2018 Q4 21,015,565 $209,731,645 +$8,392,887 $9.98 58
2018 Q3 18,504,600 $268,293,900 +$268,293,589 $14.51 66