Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionOregon Public Employees Retirement Fund
Latest Disclosed Ownership24,268 shares
Latest Disclosed Value $ 345,334
Oregon Public Employees Retirement Fund ownership in ARLO / Arlo Technologies, Inc.

On April 29, 2026 - Oregon Public Employees Retirement Fund filed a 13F-HR form disclosing ownership of 24,268 shares of Arlo Technologies, Inc. (US:ARLO) valued at $345,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 24,268 shares of Arlo Technologies, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $313,057 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)
2026-04-29 2026-03-31 13F ARLO TECHNOLOGIES COM 04206A101 24,268 0 0.00 345 1.77 0.0046
2026-02-04 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 24,268 800 3.41 340 -14.61 0.0043
2025-10-24 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 23,468 0 0.00 398 -0.25 0.0052
2025-07-25 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 23,468 500 2.18 398 76.11 0.0070
2025-04-28 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 22,968 -600 -2.55 227 -14.07 0.0044
2025-02-05 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 23,568 0 0.00 264 -7.72 0.0049
2024-10-29 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 23,568 -100 -0.42 285 -7.47 0.0053
2024-08-02 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 23,668 -1,700 -6.70 309 -3.75 0.0061
2024-05-03 2024-03-31 13F ARLO TECHNOLOGIES COM 04206A101 25,368 -2,300 -8.31 321 21.67 0.0064
2024-02-12 2023-12-31 13F ARLO TECHNOLOGIES COM 04206A101 27,668 -300 -1.07 263 -8.68 0.0046
2023-10-27 2023-09-30 13F ARLO TECHNOLOGIES COM 04206A101 27,968 -700 -2.44 288 -7.69 0.0040
2023-07-26 2023-06-30 13F ARLO TECHNOLOGIES COM 04206A101 28,668 -658 -2.24 313 76.27 0.0037
2023-05-04 2023-03-31 13F ARLO TECHNOLOGIES COM 04206A101 29,326 -80 -0.27 178 71.84 0.0022
2023-01-26 2022-12-31 13F ARLO TECHNOLOGIES COM 04206A101 29,406 796 2.78 103 -22.56 0.0013
2022-11-02 2022-09-30 13F ARLO TECHNOLOGIES COM 04206A101 28,610 1,629 6.04 133 -21.30 0.0019
2022-07-25 2022-06-30 13F ARLO TECHNOLOGIES COM 04206A101 26,981 -4,300 -13.75 169 -38.99 0.0026
2022-04-21 2022-03-31 13F ARLO TECHNOLOGIES COM 04206A101 31,281 -700 -2.19 277 -17.31 0.0028
2022-02-01 2021-12-31 13F ARLO TECHNOLOGIES COM 04206A101 31,981 63 0.20 335 63.41 0.0037
2021-10-19 2021-09-30 13F ARLO TECHNOLOGIES COM 04206A101 31,918 -200 -0.62 205 -5.53 0.0023
2021-07-23 2021-06-30 13F ARLO TECHNOLOGIES COM 04206A101 32,118 0 0.00 217 7.43 0.0024
2021-04-20 2021-03-31 13F ARLO TECHNOLOGIES COM 04206A101 32,118 600 1.90 202 -17.89 0.0024
2021-02-09 2020-12-31 13F ARLO TECHNOLOGIES COM 04206A101 31,518 1,254 4.14 246 54.72 0.0032
2020-11-03 2020-09-30 13F ARLO TECHNOLOGIES COM 04206A101 30,264 0 0.00 159 103.85 0.0023
2020-07-21 2020-06-30 13F ARLO TECHNOLOGIES COM 04206A101 30,264 0 0.00 78 5.41 0.0012
2020-04-20 2020-03-31 13F ARLO TECHNOLOGIES COM 04206A101 30,264 0 0.00 74 -41.73 0.0013
2020-02-05 2019-12-31 13F ARLO TECHNOLOGIES COM 04206A101 30,264 0 0.00 127 23.30 0.0018
2019-11-07 2019-09-30 13F ARLO TECHNOLOGIES COM 04206A101 30,264 500 1.68 103 -13.45 0.0014
2019-07-16 2019-06-30 13F ARLO TECHNOLOGIES INC W I COM 04206A101 29,764 500 1.71 119 -1.65 0.0016
2019-05-07 2019-03-31 13F ARLO TECHNOLOGIES INC W I COM 04206A101 29,264 29,264 121 0.0017
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.