Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership72,361 shares
Latest Disclosed Value $ 1,012,369
Sei Investments Co reports 55.44% increase in ownership of ARLO / Arlo Technologies, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 72,361 shares of Arlo Technologies, Inc. (US:ARLO) valued at $1,012,330 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 46,553 shares of Arlo Technologies, Inc.. This represents a change in shares of 55.44% during the quarter. The current value of the position is $933,457 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)
2026-02-13 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 72,361 25,808 55.44 1,012 28.26 0.0010
2025-11-13 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 46,553 5,841 14.35 789 14.35 0.0008
2025-08-14 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 40,712 19,367 90.73 690 228.57 0.0008
2025-05-14 2025-03-31 13F/A-1 ARLO TECHNOLOGIES COM 04206A101 21,345 -2,634 -10.98 211 -21.64 0.0003
2025-05-13 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 24,662 683 256 0.0003
2025-02-11 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 23,979 -101,081 -80.83 268 -82.30 0.0003
2024-11-12 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 125,060 -1,510 -1.19 1,514 -8.24 0.0020
2024-08-13 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 126,570 -127 -0.10 1,650 3.00 0.0023
2024-05-07 2024-03-31 13F ARLO TECHNOLOGIES COM 04206A101 126,697 -17,786 -12.31 1,603 16.51 0.0023
2024-02-14 2023-12-31 13F ARLO TECHNOLOGIES COM 04206A101 144,483 -8,603 -5.62 1,375 -12.75 0.0022
2023-11-14 2023-09-30 13F ARLO TECHNOLOGIES COM 04206A101 153,086 -13,409 -8.05 1,577 -13.22 0.0028
2023-08-11 2023-06-30 13F ARLO TECHNOLOGIES COM 04206A101 166,495 47,656 40.10 1,816 152.22 0.0032
2023-05-12 2023-03-31 13F ARLO TECHNOLOGIES COM 04206A101 118,839 1,931 1.65 720 75.61 0.0013
2023-02-10 2022-12-31 13F ARLO TECHNOLOGIES COM 04206A101 116,908 7,173 6.54 410 -19.45 0.0009
2022-11-14 2022-09-30 13F ARLO TECHNOLOGIES COM 04206A101 109,735 3,011 2.82 509 -23.46 0.0011
2022-08-15 2022-06-30 13F ARLO TECHNOLOGIES COM 04206A101 106,724 -49,274 -31.59 665 -51.88 0.0014
2022-05-13 2022-03-31 13F ARLO TECHNOLOGIES COM 04206A101 155,998 60,998 64.21 1,382 38.62 0.0028
2022-02-14 2021-12-31 13F ARLO TECHNOLOGIES COM 04206A101 95,000 0 0.00 997 63.71 0.0019
2021-11-12 2021-09-30 13F ARLO TECHNOLOGIES COM 04206A101 95,000 0 0.00 609 -5.29 0.0013
2021-08-06 2021-06-30 13F ARLO TECHNOLOGIES COM 04206A101 95,000 17,038 21.85 643 25.34 0.0014
2021-05-12 2021-03-31 13F ARLO TECHNOLOGIES COM 04206A101 77,962 -50 -0.06 513 -15.62 0.0013
2021-02-08 2020-12-31 13F ARLO TECHNOLOGIES COM 04206A101 78,012 -10,740 -12.10 608 30.19 0.0016
2020-12-04 2020-09-30 13F/A-1 ARLO TECHNOLOGIES COM 04206A101 88,752 15,702 21.49 467 148.40 0.0014
2020-11-06 2020-09-30 13F ARLO TECHNOLOGIES COM 04206A101 88,752 15,702 467 1,124.4322
2020-08-17 2020-06-30 13F/A-1 ARLO TECHNOLOGIES COM 04206A101 73,050 2,000 2.81 188 8.67 0.0006
2020-08-11 2020-06-30 13F ARLO TECHNOLOGIES COM 04206A101 64,680 -6,370 272 737.8145
2020-05-14 2020-03-31 13F ARLO TECHNOLOGIES COM 04206A101 71,050 6,370 9.85 173 -36.40 0.0006
2020-02-06 2019-12-31 13F ARLO TECHNOLOGIES COM 04206A101 64,680 0 0.00 272 23.08 0.0008
2019-11-12 2019-09-30 13F ARLO TECHNOLOGIES COM 04206A101 64,680 -2,500 -3.72 221 -17.84 0.0006
2019-08-14 2019-06-30 13F ARLO TECHNOLOGIES COM 04206A101 67,180 -1,027 -1.51 269 -4.61 0.0009
2019-05-15 2019-03-31 13F ARLO TECHNOLOGIES COM 04206A101 68,207 52,907 345.80 282 27.03 0.0009
2019-02-13 2018-12-31 13F ARLO TECHNOLOGIES COM 04206A101 15,300 0 0.00 222 0.00 0.0008
2018-11-08 2018-09-30 13F ARLO TECHNOLOGIES COM 04206A101 15,300 15,300 222 0.0008
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.