Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ARLO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17.0M | $242.5M | +1.4% | 15.693% | 0.00% |
| 2 | BRANDES INVESTMENT PARTNERS, LP | 10.2M | $145.4M | +24.6% | 9.409% | 1.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.4M | $77.2M | β | 4.997% | 0.00% |
| 4 | WASATCH ADVISORS INC | 5.4M | $77.2M | +1.9% | 4.996% | 0.51% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | $63.3M | β | 4.098% | 0.00% |
| 6 | STATE STREET CORP | 4.3M | $61.4M | +2.5% | 3.976% | 0.00% |
| 7 | RICE HALL JAMES & ASSOCIATES, LLC | 3.7M | $52.1M | +2.3% | 3.370% | 2.90% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $35.3M | +3.6% | 2.282% | 0.00% |
| 9 | PRIMECAP MANAGEMENT CO/CA/ | 2.3M | $33.0M | -16.6% | 2.135% | 0.03% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 2.0M | $29.2M | -10.5% | 1.887% | 0.05% |
| 11 | EMERALD ADVISERS, LLC | 2.0M | $28.7M | -2.0% | 1.859% | 0.91% |
| 12 | D. E. Shaw & Co., Inc. | 1.8M | $25.6M | +2.5% | 1.658% | 0.02% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.8M | $25.1M | -0.7% | 1.621% | 0.01% |
| 14 | NEEDHAM INVESTMENT MANAGEMENT LLC | 1.8M | $25.0M | +14.3% | 1.621% | 1.28% |
| 15 | JANUS HENDERSON GROUP PLC | 1.6M | $23.0M | +74.0% | 1.487% | 0.01% |
| 16 | Nuveen, LLC | 1.5M | $21.1M | +40.5% | 1.363% | 0.01% |
| 17 | Herald Investment Management Ltd | 1.4M | $19.6M | +5.4% | 1.268% | 2.73% |
| 18 | NORTHERN TRUST CORP | 1.3M | $18.4M | -0.3% | 1.189% | 0.00% |
| 19 | AWM Investment Company, Inc. | 1.3M | $18.0M | +7.9% | 1.165% | 1.99% |
| 20 | EMERALD MUTUAL FUND ADVISERS TRUST | 1.3M | $17.9M | +1.5% | 1.157% | 0.87% |
| 21 | MORGAN STANLEY | 1.2M | $17.5M | -8.9% | 1.132% | 0.00% |
| 22 | GRANAHAN INVESTMENT MANAGEMENT INC/MA | 1.2M | $16.6M | +245.6% | 1.077% | 0.80% |
| 23 | Hosking Partners LLP | 1.2M | $16.5M | +80.2% | 1.068% | 0.59% |
| 24 | ROYCE & ASSOCIATES LP | 1.1M | $15.4M | +9.3% | 0.996% | 0.15% |
| 25 | Connor, Clark & Lunn Investment Management Ltd. | 1.1M | $15.0M | -12.4% | 0.974% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ARLO β a direct measure of their conviction.
Filings activity in ARLO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ARLO position in Q1 2026
Institutions that fully closed their ARLO position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 268 | +6.3% | 105.99% | +3.99 pp | $1.49B | +3.9% |
| Q4 2025 | 252 | 1.9% | 102.00% | 21.59 pp | $1.43B | 17% |
| Q3 2025 | 257 | +1.6% | 123.59% | +9.26 pp | $1.73B | +8.1% |
| Q2 2025 | 253 | +8.6% | 114.33% | +52.11 pp | $1.60B | +84% |
| Q1 2025 | 233 | +8.9% | 62.22% | 7.57 pp | $873M | 11% |
| Q4 2024 | 214 | 0.5% | 69.79% | 4.18 pp | $979M | 5.7% |
| Q3 2024 | 215 | +8.0% | 73.97% | 5.09 pp | $1.04B | 6.4% |
| Q2 2024 | 199 | β | 79.06% | β | $1.11B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ARLO stock.
Based on Q1 2026 13F filings, institutional ownership of Arlo Technologies, Inc. stands at 106.0%, held across 268 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ARLO, with approximately 17,044,376 shares worth $0.24B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ARLO, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for ARLO is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in ARLO during Q1 2026, while 30 fully exited. 157 added to existing positions and 65 trimmed.
ARLO institutional ownership rose by 3.99 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 54.9% of all reported 13F value in ARLO, and the top 25 account for 75.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Arlo Technologies, Inc. (ARLO) Institutional Ownership