Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership2,049,418 shares
Latest Disclosed Value $ 29,163,218
Renaissance Technologies Llc reports 10.50% decrease in ownership of ARLO / Arlo Technologies, Inc.

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 2,049,418 shares of Arlo Technologies, Inc. (US:ARLO) valued at $29,163,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,289,759 shares of Arlo Technologies, Inc.. This represents a change in shares of -10.50% during the quarter. The current value of the position is $26,437,492 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)
2026-05-14 2026-03-31 13F ARLO TECHNOLOGIES COM 04206A101 2,049,418 -240,341 -10.50 29,163 -8.96 0.0456
2026-02-12 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 2,289,759 454,000 24.73 32,034 2.95 0.0497
2025-11-13 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 1,835,759 217,900 13.47 31,116 13.40 0.0411
2025-08-13 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 1,617,859 172,100 11.90 27,439 92.29 0.0365
2025-05-14 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 1,445,759 -67,400 -4.45 14,270 -15.73 0.0216
2025-02-13 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 1,513,159 -83,500 -5.23 16,932 -12.43 0.0251
2024-11-13 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 1,596,659 182,259 12.89 19,336 4.84 0.0291
2024-08-09 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 1,414,400 154,100 12.23 18,444 122,853.33 0.0313
2024-05-13 2024-03-31 13F ARLO TECHNOLOGIES COM 04206A101 1,260,300 -77,700 -5.81 16 25.00 0.0251
2024-02-13 2023-12-31 13F ARLO TECHNOLOGIES COM 04206A101 1,338,000 30,309 2.32 13 -7.69 0.0197
2023-11-14 2023-09-30 13F ARLO TECHNOLOGIES COM 04206A101 1,307,691 306,671 30.64 13 30.00 0.0230
2023-08-11 2023-06-30 13F ARLO TECHNOLOGIES COM 04206A101 1,001,020 -356,972 -26.29 11 25.00 0.0157
2023-05-12 2023-03-31 13F ARLO TECHNOLOGIES COM 04206A101 1,357,992 482,892 55.18 8 166.67 0.0109
2023-02-13 2022-12-31 13F ARLO TECHNOLOGIES COM 04206A101 875,100 387,900 79.62 3 -99.87 0.0042
2022-11-14 2022-09-30 13F ARLO TECHNOLOGIES COM 04206A101 487,200 62,000 14.58 2,261 -15.19 0.0032
2022-08-12 2022-06-30 13F ARLO TECHNOLOGIES COM 04206A101 425,200 -80,800 -15.97 2,666 -40.53 0.0032
2022-05-13 2022-03-31 13F ARLO TECHNOLOGIES COM 04206A101 506,000 343,700 211.77 4,483 163.24 0.0053
2022-02-11 2021-12-31 13F ARLO TECHNOLOGIES COM 04206A101 162,300 -139,200 -46.17 1,703 -11.90 0.0021
2021-11-12 2021-09-30 13F ARLO TECHNOLOGIES COM 04206A101 301,500 -138,229 -31.44 1,933 -35.07 0.0025
2021-08-13 2021-06-30 13F ARLO TECHNOLOGIES COM 04206A101 439,729 -387,400 -46.84 2,977 -42.68 0.0037
2021-05-13 2021-03-31 13F ARLO TECHNOLOGIES COM 04206A101 827,129 -144,600 -14.88 5,194 -31.39 0.0065
2021-02-10 2020-12-31 13F ARLO TECHNOLOGIES COM 04206A101 971,729 77,899 8.72 7,570 61.00 0.0082
2020-11-13 2020-09-30 13F ARLO TECHNOLOGIES COM 04206A101 893,830 -73,400 -7.59 4,702 88.46 0.0047
2020-08-13 2020-06-30 13F ARLO TECHNOLOGIES COM 04206A101 967,230 287,630 42.32 2,495 51.12 0.0022
2020-05-14 2020-03-31 13F ARLO TECHNOLOGIES COM 04206A101 679,600 623,600 1,113.57 1,651 599.58 0.0016
2020-02-13 2019-12-31 13F ARLO TECHNOLOGIES COM 04206A101 56,000 56,000 236 0.0002
2019-11-13 2019-09-30 13F ARLO TECHNOLOGIES COM 04206A101 0 -56,898 -100.00 0 -100.00
2019-08-12 2019-06-30 13F ARLO TECHNOLOGIES COM 04206A101 56,898 56,898 228 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.