Arlo Technologies, Inc. 13F holders
Of the 44 funds followed here, 5 reported a position in Arlo Technologies, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 2.7 million shares worth $36.9 million, 0.0% of its reported book. Sold out: Millennium Management, Point72 Asset Management.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 2,736,321 | $36.9 million | 0.0% | +258,110 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 2,049,849 | $27.6 million | 0.0% | +431 | held | 30 June 2026 | 13F |
| FMR LLC | 533,799 | $7.2 million | 0.0% | +27,296 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 68,726 | $926,426 | 0.0% | -2,400 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 63,700 | $858,676 | 0.0% | -390,848 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -64,243 | exited | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -69,351 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 9 October 2026 | 13G/A | Wasatch Advisors LP and 1 other | 4.9 million | 4.5% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 May 2026 | 13G/A | Brandes Investment Partners, Lp and 1 other | 10.2 million | 9.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 5.5 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G/A | Brandes Investment Partners, Lp and 1 other | 8.2 million | 7.7% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 November 2025 | 13G | Wasatch Advisors LP and 1 other | 5.5 million | 5.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 11 September 2026 | 525 | $13.00 | SEC |
| 9 September 2026 | 62 | $14.11 | SEC |
| 8 September 2026 | 1,148 | $13.97 | SEC |
| 4 September 2026 | 17,909 | $13.48 | SEC |
| 3 September 2026 | 908 | $13.04 | SEC |
| 10 August 2026 | 2,128 | $15.23 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
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Largest in the window: 17,909 on 4 September 2026. A fail is an operational fact about settlement, not a position.Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to ARLO by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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