Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionState of Tennessee, Treasury Department
Latest Disclosed Ownership65,383 shares
Latest Disclosed Value $ 930,401
State of Tennessee, Treasury Department reports 1.04% decrease in ownership of ARLO / Arlo Technologies, Inc.

On May 15, 2026 - State of Tennessee, Treasury Department filed a 13F-HR form disclosing ownership of 65,383 shares of Arlo Technologies, Inc. (US:ARLO) valued at $930,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 66,071 shares of Arlo Technologies, Inc.. This represents a change in shares of -1.04% during the quarter. The current value of the position is $843,441 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 INC COM COMMON STOCK 04206A101 65,383 -688 -1.04 930 10.98 0.0031
2026-02-18 2025-12-31 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 66,071 -116 -0.18 838 -25.25 0.0027
2025-11-14 2025-09-30 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 66,187 -5,707 -7.94 1,122 -8.04 0.0037
2025-08-15 2025-06-30 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 71,894 11,857 19.75 1,219 105.91 0.0044
2025-05-13 2025-03-31 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 60,037 8,713 16.98 593 3.14 0.0023
2025-02-13 2024-12-31 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 51,324 -956 -1.83 574 -9.32 0.0021
2024-11-14 2024-09-30 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 52,280 -9,545 -15.44 633 -21.46 0.0022
2024-08-13 2024-06-30 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 61,825 15,395 33.16 806 37.31 0.0030
2024-05-14 2024-03-31 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 46,430 -9,571 -17.09 587 10.13 0.0022
2024-02-14 2023-12-31 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 56,001 3,122 5.90 533 -2.02 0.0021
2023-11-14 2023-09-30 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 52,879 -5,117 -8.82 545 -13.92 0.0022
2023-08-15 2023-06-30 13F ARLO TECHNOLOGIES INC COM COMMON STOCK 04206A101 57,996 -127 -0.22 633 79.55 0.0026
2023-05-12 2023-03-31 13F Arlo Technologies Common Stock 04206A101 58,123 -13,949 -19.35 352 0.0016
2023-02-15 2022-12-31 13F Arlo Technologies Common Stock 04206A101 72,072 15,461 27.31 0 -100.00 0.0012
2023-01-26 2022-09-30 13F/A-1 Arlo Technologies Common Stock 04206A101 56,611 26,051 85.25 263 36.98 0.0013
2022-11-15 2022-09-30 13F Arlo Technologies Common Stock 04206A101 30,560 0 192 0.0009
2022-08-15 2022-06-30 13F Arlo Technologies Common Stock 04206A101 30,560 -29,081 -48.76 192 -63.71 0.0009
2022-05-11 2022-03-31 13F Arlo Technologies Common Stock 04206A101 59,641 33,712 130.02 529 94.49 0.0020
2022-02-15 2021-12-31 13F Arlo Technologies Common Stock 04206A101 25,929 0 0.00 272 62.87 0.0010
2021-11-12 2021-09-30 13F Arlo Technologies Common Stock 04206A101 25,929 -2,763 -9.63 167 -13.92 0.0007
2021-08-11 2021-06-30 13F Arlo Technologies Common Stock 04206A101 28,692 0 0.00 194 7.78 0.0007
2021-05-10 2021-03-31 13F Arlo Technologies Common Stock 04206A101 28,692 1,219 4.44 180 -15.89 0.0007
2021-02-09 2020-12-31 13F Arlo Technologies Common Stock 04206A101 27,473 2,432 9.71 214 62.12 0.0009
2020-11-16 2020-09-30 13F Arlo Technologies Common Stock 04206A101 25,041 -1 -0.00 132 103.08 0.0006
2020-08-13 2020-06-30 13F Arlo Technologies Common Stock 04206A101 25,042 -48,879 -66.12 65 -63.69 0.0003
2020-05-28 2020-03-31 13F/A-1 Arlo Technologies Common Stock 04206A101 73,921 48,757 193.76 179 68.87 0.0010
2020-05-15 2020-03-31 13F Arlo Technologies Common Stock 04206A101 73,921 48,757 179 706.2654
2020-02-06 2019-12-31 13F Arlo Technologies Common Stock 04206A101 25,164 -7,522 -23.01 106 -4.50 0.0005
2019-10-30 2019-09-30 13F Arlo Technologies Common Stock 04206A101 32,686 2,570 8.53 111 -8.26 0.0005
2019-08-12 2019-06-30 13F Arlo Technologies Common Stock 04206A101 30,116 0 0.00 121 -2.42 0.0006
2019-05-13 2019-03-31 13F ARLO TECHNOLOGIES Common Stock 04206A101 30,116 30,116 124 0.0006
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.