Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionLazard Asset Management Llc
Latest Disclosed Ownership114,335 shares
Latest Disclosed Value $ 1,626,987
Lazard Asset Management Llc reports 154.67% increase in ownership of ARLO / Arlo Technologies, Inc.

On May 15, 2026 - Lazard Asset Management Llc filed a 13F-HR form disclosing ownership of 114,335 shares of Arlo Technologies, Inc. (US:ARLO) valued at $1,626,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 44,895 shares of Arlo Technologies, Inc.. This represents a change in shares of 154.67% during the quarter. The current value of the position is $1,474,922 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 114,335 69,440 154.67 1,627 158.92 0.0027
2026-02-17 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 44,895 70 0.16 628 -17.26 0.0011
2025-11-14 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 44,825 8,880 24.70 760 0.0010
2025-08-14 2025-06-30 13F ARLO TECHNOLOGI Common Stock 04206A101 35,945 25,422 241.59 1 0.0008
2025-05-15 2025-03-31 13F ARLO TECHNOLOGI Common Stock 04206A101 10,523 10,523 0 0.0002
2020-11-13 2020-09-30 13F ARLO TECHNOLOGI Common Stock 04206A101 0 -12,466 -100.00 0 -100.00
2020-08-13 2020-06-30 13F ARLO TECHNOLOGI Common Stock 04206A101 12,466 0 0.00 32 6.67 0.0000
2020-05-14 2020-03-31 13F ARLO TECHNOLOGI Common Stock 04206A101 12,466 12,466 30 0.0001
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.