Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionIntech Investment Management Llc
Latest Disclosed Ownership267,805 shares
Latest Disclosed Value $ 3,810,865
Intech Investment Management Llc reports 275.39% increase in ownership of ARLO / Arlo Technologies, Inc.

On May 8, 2026 - Intech Investment Management Llc filed a 13F-HR form disclosing ownership of 267,805 shares of Arlo Technologies, Inc. (US:ARLO) valued at $3,810,865 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 71,340 shares of Arlo Technologies, Inc.. This represents a change in shares of 275.39% during the quarter. The current value of the position is $3,454,684 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)
2026-05-08 2026-03-31 13F ARLO TECHNOLOGIES COM 04206A101 267,805 196,465 275.39 3,811 281.76 0.0273
2026-02-10 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 71,340 22,290 45.44 998 20.10 0.0089
2025-11-12 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 49,050 -463 -0.94 831 -0.95 0.0074
2025-08-08 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 49,513 -56,663 -53.37 840 -19.87 0.0079
2025-05-20 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 106,176 43,968 70.68 1,048 50.43 0.0108
2025-02-11 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 62,208 33,498 116.68 696 100.58 0.0067
2024-11-08 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 28,710 6,703 30.46 348 21.33 0.0039
2024-08-12 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 22,007 22,007 287 0.0036
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.