Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionComerica Bank
Latest Disclosed Ownership25,773 shares
Latest Disclosed Value $ 360,564
Comerica Bank reports 18.13% decrease in ownership of ARLO / Arlo Technologies, Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 25,773 shares of Arlo Technologies, Inc. (US:ARLO) valued at $360,564 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 31,482 shares of Arlo Technologies, Inc.. This represents a change in shares of -18.13% during the quarter. The current value of the position is $332,472 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 25,773 -5,709 -18.13 361 -32.46 0.0014
2025-11-14 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 31,482 -4,239 -11.87 534 -11.90 0.0020
2025-08-14 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 35,721 454 1.29 606 73.85 0.0024
2025-05-14 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 35,267 -168 -0.47 348 -12.12 0.0015
2025-02-14 2024-12-31 13F/A-1 ARLO TECHNOLOGIES COM 04206A101 35,435 -2,140 -5.70 397 -12.97 0.0016
2025-02-14 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 35,435 -2,140 397 0.0013
2024-11-14 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 37,575 157 0.42 455 -6.57 0.0018
2024-08-15 2024-06-30 13F ARLO TECHNOLOGIES COMMON 04206A101 37,418 -3,673 -8.94 488 -6.17 0.0020
2024-05-16 2024-03-31 13F ARLO TECHNOLOGIES COMMON 04206A101 41,091 -4,276 -9.43 520 20.42 0.0022
2024-02-14 2023-12-31 13F ARLO TECHNOLOGIES COMMON 04206A101 45,367 910 2.05 432 -5.69 0.0020
2023-11-21 2023-09-30 13F ARLO TECHNOLOGIES COMMON 04206A101 44,457 44,457 458 0.0024
2023-08-22 2023-06-30 13F ARLO TECHNOLOGIES COM 04206A101 0 -51,096 -100.00 0 0.0000
2023-01-26 2022-12-31 13F ARLO TECHNOLOGIES COM 04206A101 51,096 -14,390 -21.97 0 -100.00 0.0016
2022-10-28 2022-09-30 13F ARLO TECHNOLOGIES COM 04206A101 65,486 -7,975 -10.86 322 -37.23 0.0027
2022-08-02 2022-06-30 13F ARLO TECHNOLOGIES COM 04206A101 73,461 760 1.05 513 -14.64 0.0042
2022-04-27 2022-03-31 13F ARLO TECHNOLOGIES COM 04206A101 72,701 3,935 5.72 601 7.90 0.0044
2022-02-18 2021-12-31 13F ARLO TECHNOLOGIES COM 04206A101 68,766 -5,480 -7.38 557 15.56 0.0041
2021-11-22 2021-09-30 13F ARLO TECHNOLOGIES COM 04206A101 74,246 -1,788 -2.35 482 13.95 0.0029
2021-08-26 2021-06-30 13F ARLO TECHNOLOGIES COM 04206A101 76,034 -5,390 -6.62 423 -18.81 0.0025
2021-04-28 2021-03-31 13F ARLO TECHNOLOGIES COM 04206A101 81,424 -1,769 -2.13 521 -22.81 0.0031
2021-01-28 2020-12-31 13F ARLO TECHNOLOGIES COM 04206A101 83,193 1,219 1.49 675 59.20 0.0043
2020-10-30 2020-09-30 13F ARLO TECHNOLOGIES COM 04206A101 81,974 1,343 1.67 424 53.07 0.0031
2020-07-31 2020-06-30 13F ARLO TECHNOLOGIES COM 04206A101 80,631 7,394 10.10 277 61.99 0.0021
2020-05-01 2020-03-31 13F ARLO TECHNOLOGIES COM 04206A101 73,237 3,353 4.80 171 -44.66 0.0016
2020-02-07 2019-12-31 13F ARLO TECHNOLOGIES COM 04206A101 69,884 -140 -0.20 309 25.61 0.0023
2019-10-31 2019-09-30 13F ARLO TECHNOLOGIES COM 04206A101 70,024 1,377 2.01 246 -12.77 0.0019
2019-08-02 2019-06-30 13F ARLO TECHNOLOGIES COM 04206A101 68,647 -4,677 -6.38 282 -7.24 0.0023
2019-05-02 2019-03-31 13F ARLO TECHNOLOGIES COM 04206A101 73,324 73,324 304 0.0025
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.