Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership2,478,211 shares
Latest Disclosed Value $ 35,272,370
Geode Capital Management, Llc reports 3.62% increase in ownership of ARLO / Arlo Technologies, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 2,478,211 shares of Arlo Technologies, Inc. (US:ARLO) valued at $35,264,943 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,391,732 shares of Arlo Technologies, Inc.. This represents a change in shares of 3.62% during the quarter. The current value of the position is $31,968,922 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)
2026-05-15 2026-03-31 13F ARLO TECHNOLOGIES COM 04206A101 2,478,211 86,479 3.62 35,272 5.40 0.0012
2026-02-09 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 2,391,732 28,861 1.22 33,467 -16.45 0.0021
2025-11-12 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 2,362,871 15,557 0.66 40,057 0.61 0.0026
2025-08-08 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 2,347,314 60,838 2.66 39,815 76.39 0.0028
2025-05-13 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 2,286,476 67,400 3.04 22,573 -9.12 0.0018
2025-02-12 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 2,219,076 26,803 1.22 24,838 -6.46 0.0019
2024-11-12 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 2,192,273 48,221 2.25 26,554 -5.05 0.0022
2024-08-09 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 2,144,052 152,869 7.68 27,964 11.00 0.0025
2024-05-13 2024-03-31 13F ARLO TECHNOLOGIES COM 04206A101 1,991,183 59,036 3.06 25,192 36.94 0.0023
2024-02-13 2023-12-31 13F ARLO TECHNOLOGIES COM 04206A101 1,932,147 120,748 6.67 18,396 -1.41 0.0019
2023-11-13 2023-09-30 13F ARLO TECHNOLOGIES COM 04206A101 1,811,399 99,555 5.82 18,660 -0.09 0.0022
2023-08-11 2023-06-30 13F ARLO TECHNOLOGIES COM 04206A101 1,711,844 62,464 3.79 18,676 86.85 0.0022
2023-05-15 2023-03-31 13F ARLO TECHNOLOGIES COM 04206A101 1,649,380 74,255 4.71 9,995 199,800.00 0.0013
2023-02-13 2022-12-31 13F ARLO TECHNOLOGIES COM 04206A101 1,575,125 106,750 7.27 6 -99.93 0.0008
2022-11-14 2022-09-30 13F ARLO TECHNOLOGIES COM 04206A101 1,468,375 38,686 2.71 6,813 -24.00 0.0010
2022-08-12 2022-06-30 13F ARLO TECHNOLOGIES COM 04206A101 1,429,689 28,202 2.01 8,964 -27.81 0.0013
2022-05-13 2022-03-31 13F ARLO TECHNOLOGIES COM 04206A101 1,401,487 29,257 2.13 12,417 -13.73 0.0015
2022-02-11 2021-12-31 13F ARLO TECHNOLOGIES COM 04206A101 1,372,230 50,447 3.82 14,394 69.90 0.0017
2021-11-12 2021-09-30 13F ARLO TECHNOLOGIES COM 04206A101 1,321,783 -20,484 -1.53 8,472 -6.77 0.0011
2021-08-13 2021-06-30 13F ARLO TECHNOLOGIES COM 04206A101 1,342,267 44,602 3.44 9,087 11.51 0.0013
2021-05-12 2021-03-31 13F ARLO TECHNOLOGIES COM 04206A101 1,297,665 101,735 8.51 8,149 -12.52 0.0012
2021-02-12 2020-12-31 13F ARLO TECHNOLOGIES COM 04206A101 1,195,930 71,336 6.34 9,315 57.48 0.0016
2020-11-13 2020-09-30 13F ARLO TECHNOLOGIES COM 04206A101 1,124,594 35,695 3.28 5,915 110.57 0.0012
2020-08-13 2020-06-30 13F ARLO TECHNOLOGIES COM 04206A101 1,088,899 17,246 1.61 2,809 7.87 0.0006
2020-05-14 2020-03-31 13F ARLO TECHNOLOGIES COM 04206A101 1,071,653 83,868 8.49 2,604 -37.37 0.0007
2020-02-20 2019-12-31 13F/A-1 ARLO TECHNOLOGIES COM 04206A101 987,785 38,851 4.09 4,158 28.53 0.0009
2020-02-13 2019-12-31 13F ARLO TECHNOLOGIES COM 04206A101 987,785 38,851 4,158 529.9006
2019-11-12 2019-09-30 13F ARLO TECHNOLOGIES COM 04206A101 948,934 35,653 3.90 3,235 -11.66 0.0008
2019-08-14 2019-06-30 13F ARLO TECHNOLOGIES COM 04206A101 913,281 60,728 7.12 3,662 4.00 0.0009
2019-05-14 2019-03-31 13F ARLO TECHNOLOGIES COM 04206A101 852,553 40,312 4.96 3,521 -56.56 0.0009
2019-03-06 2018-12-31 13F/A-1 ARLO TECHNOLOGIES COM 04206A101 812,241 735,042 952.14 8,106 623.75 0.0025
2019-02-13 2018-12-31 13F ARLO TECHNOLOGIES COM 04206A101 812,241 735,042 8,106
2018-11-13 2018-09-30 13F ARLO TECHNOLOGIES COM 04206A101 77,199 77,199 1,120 0.0003
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.