Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership168,113 shares
Latest Disclosed Value $ 2,392,247
Franklin Resources Inc reports 10.22% increase in ownership of ARLO / Arlo Technologies, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 168,113 shares of Arlo Technologies, Inc. (US:ARLO) valued at $2,392,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 152,529 shares of Arlo Technologies, Inc.. This represents a change in shares of 10.22% during the quarter. The current value of the position is $2,168,658 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)
2026-05-13 2026-03-31 13F ARLO TECHNOLOGIES COM 04206A101 168,113 15,584 10.22 2,392 12.14 0.0001
2026-02-11 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 152,529 4,609 3.12 2,134 -14.92 0.0005
2025-11-13 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 147,920 16,309 12.39 2,507 12.32 0.0006
2025-08-12 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 131,611 125 0.10 2,232 72.09 0.0006
2025-05-13 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 131,486 -983 -0.74 1,298 -12.48 0.0004
2025-02-12 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 132,469 -38,361 -22.46 1,482 -24.16 0.0004
2024-11-27 2024-09-30 13F/A-1 ARLO TECHNOLOGIES COM 04206A101 170,830 -104 -0.06 1,954 -12.30 0.0005
2024-11-12 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 170,830 -104 1,954 0.0001
2024-08-14 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 170,934 6,169 3.74 2,229 6.91 0.0007
2024-05-13 2024-03-31 13F ARLO TECHNOLOGIES COM 04206A101 164,765 85,840 108.76 2,084 177.50 0.0007
2024-02-09 2023-12-31 13F ARLO TECHNOLOGIES COM 04206A101 78,925 -59 -0.07 751 -7.63 0.0004
2023-11-13 2023-09-30 13F ARLO TECHNOLOGIES COM 04206A101 78,984 -9,582 -10.82 814 -15.84 0.0004
2023-08-11 2023-06-30 13F ARLO TECHNOLOGIES COM 04206A101 88,566 41,287 87.33 966 237.76 0.0005
2023-05-12 2023-03-31 13F ARLO TECHNOLOGIES COM 04206A101 47,279 316 0.67 287 74.39 0.0001
2023-02-10 2022-12-31 13F ARLO TECHNOLOGIES COM 04206A101 46,963 153 0.33 165 -24.42 0.0001
2022-11-14 2022-09-30 13F ARLO TECHNOLOGIES COM 04206A101 46,810 745 1.62 217 -24.91 0.0001
2022-08-11 2022-06-30 13F ARLO TECHNOLOGIES COM 04206A101 46,065 -22,344 -32.66 289 -52.31 0.0001
2022-05-13 2022-03-31 13F ARLO TECHNOLOGIES COM 04206A101 68,409 -254 -0.37 606 -15.95 0.0002
2022-02-11 2021-12-31 13F ARLO TECHNOLOGIES COM 04206A101 68,663 163 0.24 721 64.24 0.0003
2021-11-12 2021-09-30 13F ARLO TECHNOLOGIES COM 04206A101 68,500 68,500 439 0.0002
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.