Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionSmith Group Asset Management, LLC
Latest Disclosed Ownership53,529 shares
Latest Disclosed Value $ 761,718
Smith Group Asset Management, LLC reports 9.03% increase in ownership of ARLO / Arlo Technologies, Inc.

On May 16, 2026 - Smith Group Asset Management, LLC filed a 13F-HR form disclosing ownership of 53,529 shares of Arlo Technologies, Inc. (US:ARLO) valued at $761,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 49,094 shares of Arlo Technologies, Inc.. This represents a change in shares of 9.03% during the quarter. The current value of the position is $690,524 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)
2026-05-16 2026-03-31 13F ARLO TECHNOLOGIES COM 04206A101 53,529 4,435 9.03 762 10.93 0.0389
2026-02-10 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 49,094 1,196 2.50 687 -15.41 0.0364
2025-11-13 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 47,898 1,427 3.07 812 2.92 0.0467
2025-07-31 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 46,471 -20 -0.04 788 72.05 0.0517
2025-04-28 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 46,491 174 0.38 459 -11.58 0.0344
2025-01-23 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 46,317 453 0.99 518 -6.67 0.0382
2024-10-25 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 45,864 9,099 24.75 555 15.87 0.0461
2024-07-31 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 36,765 221 0.60 479 3.68 0.0425
2024-04-30 2024-03-31 13F ARLO TECHNOLOGIES COM 04206A101 36,544 0 0.00 462 33.14 0.0265
2024-02-12 2023-12-31 13F ARLO TECHNOLOGIES COM 04206A101 36,544 36,544 348 0.0202
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.