$ARLO

$13.05 +$0.67 (5.41%) Close

$ARLO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 107.6M shares outstanding

Who owns ARLO?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 56.2%

BlackRock, Inc. 16.3% · Brandes Investment Partners, LP 10.0%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

259

-16 vs last qtr

Net shares bought

+1.3M

by institutions in Q2 2026

New / sold out

30 / 46

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +2.6M
First Eagle Investment Management, LLC +659.7K

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −1.6M
D. E. Shaw & Co., Inc. −1.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$22M

33 notices from 8 people

Shares covered

1.6M

1.47% of the company

Arranged in advance

43%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Matthew Blake McRae Officer $6.69M
Kurtis Joseph Binder Officer $3.84M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+77.0%

+6.55% a year

Each share's claim on the business

−43.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$50M vs $336M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years61% 3–5 years8% 1–3 years22% Under 1 year8%

Quarterly turnover

11.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ARLO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	17.5M	16.27%	+462.4K (+2.7%)	≤2021	0.0%
Shares held by quarter Peak holding17.5M (Q2'26) Change over 8 quarters+1.5M Share of the company16.270% BlackRock, Inc.'s full portfolio →
BI Brandes Investment Partners, LP	10.8M	9.99%	+534.8K (+5.2%)	≤2021	1.0%
Shares held by quarter Peak holding10.8M (Q2'26) Change over 8 quarters+5.4M Share of the company9.990% Brandes Investment Partners, LP's full portfolio →

BlackRock, Inc.

17.5M

% of company

16.27%

Change vs last qtr

+462.4K (+2.7%)

Held since

≤2021

Brandes Investment Partners, LP

10.8M

% of company

9.99%

Change vs last qtr

+534.8K (+5.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Arlo Technologies, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ARLO on Form N-PORT; together they hold 48.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$88.2M	6.5M	6.08%	0.08%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$43.9M	3.3M	3.03%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$88.2M

% of company

6.08%

% of the fund

0.08%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$43.9M

% of company

3.03%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Arlo Technologies, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MM Mcrae Matthew Blake Insider	1.2M	1.09%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.090% Mcrae Matthew Blake's insider activity →
BB Busse Brian Insider	583.4K	0.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.540% Busse Brian's insider activity →

Mcrae Matthew Blake

Insider

1.2M

% of company

1.09%

Change vs last qtr

—

Held since

—

Busse Brian

Insider

583.4K

% of company

0.54%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of Arlo Technologies, Inc..

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