Who owns Arlo Technologies (ARLO)
Which tracked institutional funds hold ARLO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARLO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
51 tracked funds added or opened ARLO while 65 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ARLO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ARLO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ARLO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 244 tracked filers holding ARLO, 137 increased or opened the position and 135 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ARLO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Jupiter Topco LLC$35M
- FIRST TRUST ADVISORS LP$3M
- NORDEA INVESTMENT MANAGEMENT AB$1M
- XTX Topco Ltd$1M
- BOKF, NA$778K
- AXQ CAPITAL, LP$683K
Full exits 28
- JANUS HENDERSON GROUP PLC$23M
- Qube Research & Technologies Ltd$11M
- JANE STREET GROUP, LLC$10M
- HRT FINANCIAL LP$7M
- Trexquant Investment LP$7M
- Driehaus Capital Management LLC$6M
Largest adds
- BlackRock, Inc.$69M
- First Eagle Investment Management, LLC$9M
- Swedbank AB$8M
- LOS ANGELES CAPITAL MANAGEMENT LLC$6M
- DIMENSIONAL FUND ADVISORS LP$6M
- STATE STREET CORP$5M
Largest trims
- D. E. Shaw & Co., Inc.$16M
- MARSHALL WACE, LLP$11M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9M
- PRIMECAP MANAGEMENT CO/CA/$7M
- Squarepoint Ops LLC$5M
- Man Group plc$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 17,506,791 | $236M | 16.6% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 10,753,652 | $145M | 10.2% | 2026-Q2 |
| WASATCH ADVISORS LP added | 5,915,935 | $80M | 5.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 5,829,891 | $79M | 5.5% | 2026-Q2 |
| STATE STREET CORP added | 4,894,701 | $66M | 4.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,617,160 | $62M | 4.4% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 3,732,962 | $50M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,736,321 | $37M | 2.6% | 2026-Q2 |
| Jupiter Topco LLC new | 2,563,579 | $35M | 2.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,049,849 | $28M | 1.9% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 2,021,645 | $27M | 1.9% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 1,995,000 | $27M | 1.9% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 1,942,330 | $26M | 1.8% | 2026-Q2 |
| Swedbank AB added | 1,582,175 | $21M | 1.5% | 2026-Q2 |
| AWM Investment Company, Inc. added | 1,466,009 | $20M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,465,849 | $20M | 1.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,369,047 | $18M | 1.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,344,074 | $18M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,342,604 | $18M | 1.3% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 1,270,713 | $17M | 1.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,194,040 | $16M | 1.1% | 2026-Q2 |
| Hosking Partners LLP added | 1,186,439 | $16M | 1.1% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 1,134,325 | $15M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,130,982 | $15M | 1.1% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 1,093,300 | $15M | 1.0% | 2026-Q2 |
| Granahan Investment Management, LLC trimmed | 1,025,050 | $14M | 1.0% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 881,207 | $12M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 855,768 | $12M | 0.8% | 2026-Q2 |
| Granite Investment Partners, LLC added | 826,906 | $11M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 770,640 | $10M | 0.7% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 752,200 | $10M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 697,893 | $9M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 650,454 | $9M | 0.6% | 2026-Q2 |
| S SQUARED TECHNOLOGY, LLC added | 644,767 | $9M | 0.6% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 629,968 | $8M | 0.6% | 2026-Q2 |
| Clearbridge Investments, LLC added | 602,067 | $8M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 586,749 | $8M | 0.6% | 2026-Q2 |
| National Philanthropic Trust | 563,293 | $8M | 0.5% | 2026-Q2 |
| FMR LLC added | 533,799 | $7M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 530,918 | $7M | 0.5% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 525,882 | $7M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 505,451 | $7M | 0.5% | 2026-Q2 |
| Prospect Capital Advisors, LLC added | 497,750 | $7M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 465,694 | $6M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 458,531 | $6M | 0.4% | 2026-Q2 |
| OP Asset Management Ltd added | 453,418 | $6M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 416,122 | $6M | 0.4% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 403,244 | $5M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 396,880 | $6M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 373,176 | $5M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 359,890 | $5M | 0.3% | 2026-Q2 |
| PARADIGM CAPITAL MANAGEMENT INC/NY added | 343,100 | $5M | 0.3% | 2026-Q2 |
| G2 Investment Partners Management LLC added | 330,000 | $4M | 0.3% | 2026-Q2 |
| Man Group plc trimmed | 291,483 | $4M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 291,376 | $4M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 272,102 | $4M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 268,447 | $4M | 0.3% | 2026-Q2 |
| Divisadero Street Capital Management, LP added | 252,336 | $3M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 251,366 | $3M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 249,371 | $3M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 241,715 | $3M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 221,600 | $3M | 0.2% | 2026-Q2 |
| WHITE PINE CAPITAL LLC added | 218,648 | $3M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC added | 216,530 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 203,700 | $3M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 193,478 | $3M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 192,223 | $3M | 0.2% | 2026-Q2 |
| 1492 Capital Management LLC added | 190,114 | $3M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 185,029 | $2M | 0.2% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 183,754 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 175,788 | $2M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 174,757 | $2M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 171,094 | $2M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 158,402 | $2M | 0.2% | 2026-Q2 |
| FORMULA GROWTH LTD | 140,000 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 139,100 | $2M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 138,090 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 133,095 | $2M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 128,332 | $2M | 0.1% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 128,094 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 121,179 | $2M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 117,075 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 113,716 | $2M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB new | 112,743 | $1M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 110,303 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 108,252 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 104,581 | $1M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 103,484 | $1M | 0.1% | 2026-Q2 |
| State of Wyoming added | 101,346 | $1M | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC | 101,338 | $1M | 0.1% | 2026-Q2 |
| Potomac Capital Management, Inc. | 100,000 | $1M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 99,495 | $1M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG added | 98,612 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 97,423 | $1M | 0.1% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 84,615 | $1M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 78,923 | $1M | 0.1% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 74,289 | $1M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 72,300 | $975K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 70,317 | $948K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 70,270 | $947K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.