Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership53,826 shares
Latest Disclosed Value $ 753,026
Two Sigma Advisers, Lp reports 130.76% increase in ownership of ARLO / Arlo Technologies, Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 53,826 shares of Arlo Technologies, Inc. (US:ARLO) valued at $753,026 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 23,326 shares of Arlo Technologies, Inc.. This represents a change in shares of 130.76% during the quarter. The current value of the position is $694,355 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)
2026-02-17 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 53,826 30,500 130.76 753 90.63 0.0015
2025-11-14 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 23,326 7,200 44.65 395 44.69 0.0008
2025-08-14 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 16,126 900 5.91 273 82.00 0.0006
2025-05-15 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 15,226 400 2.70 150 -9.09 0.0003
2025-02-14 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 14,826 14,826 166 0.0004
2024-08-14 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 0 -12,908 -100.00 0 -100.00
2024-05-15 2024-03-31 13F ARLO TECHNOLOGIES COM 04206A101 12,908 -45,919 -78.06 163 -70.89 0.0004
2024-02-14 2023-12-31 13F ARLO TECHNOLOGIES COM 04206A101 58,827 -77,700 -56.91 560 -60.17 0.0013
2023-11-14 2023-09-30 13F ARLO TECHNOLOGIES COM 04206A101 136,527 -114,400 -45.59 1,406 -48.63 0.0036
2023-08-14 2023-06-30 13F ARLO TECHNOLOGIES COM 04206A101 250,927 -103,800 -29.26 2,738 27.36 0.0070
2023-05-15 2023-03-31 13F ARLO TECHNOLOGIES COM 04206A101 354,727 -139,600 -28.24 2,150 23.86 0.0055
2023-02-14 2022-12-31 13F ARLO TECHNOLOGIES COM 04206A101 494,327 -124,400 -20.11 1,735 -39.57 0.0048
2022-11-14 2022-09-30 13F ARLO TECHNOLOGIES COM 04206A101 618,727 -83,600 -11.90 2,871 -34.81 0.0083
2022-08-15 2022-06-30 13F ARLO TECHNOLOGIES COM 04206A101 702,327 31,400 4.68 4,404 -25.91 0.0125
2022-05-16 2022-03-31 13F ARLO TECHNOLOGIES COM 04206A101 670,927 -158,600 -19.12 5,944 -31.69 0.0158
2022-02-14 2021-12-31 13F ARLO TECHNOLOGIES COM 04206A101 829,527 -74,600 -8.25 8,702 50.16 0.0218
2021-11-15 2021-09-30 13F ARLO TECHNOLOGIES COM 04206A101 904,127 -39,300 -4.17 5,795 -9.27 0.0150
2021-08-16 2021-06-30 13F ARLO TECHNOLOGIES COM 04206A101 943,427 27,700 3.02 6,387 11.06 0.0168
2021-05-17 2021-03-31 13F ARLO TECHNOLOGIES COM 04206A101 915,727 277,300 43.43 5,751 15.64 0.0158
2021-02-16 2020-12-31 13F ARLO TECHNOLOGIES COM 04206A101 638,427 305,900 91.99 4,973 184.33 0.0133
2020-11-16 2020-09-30 13F ARLO TECHNOLOGIES COM 04206A101 332,527 85,874 34.82 1,749 175.00 0.0050
2020-09-15 2020-06-30 13F/A-1 ARLO TECHNOLOGIES COM 04206A101 246,653 39,900 19.30 636 26.69 0.0019
2020-08-14 2020-06-30 13F ARLO TECHNOLOGIES COM 04206A101 246,653 39,900 636 1,837.8288
2020-05-15 2020-03-31 13F ARLO TECHNOLOGIES COM 04206A101 206,753 101,645 96.71 502 13.32 0.0019
2020-02-14 2019-12-31 13F ARLO TECHNOLOGIES COM 04206A101 105,108 64,900 161.41 443 223.36 0.0010
2019-11-14 2019-09-30 13F ARLO TECHNOLOGIES COM 04206A101 40,208 -11,500 -22.24 137 -33.82 0.0003
2019-08-14 2019-06-30 13F ARLO TECHNOLOGIES COM 04206A101 51,708 5,100 10.94 207 7.81 0.0005
2019-05-15 2019-03-31 13F ARLO TECHNOLOGIES COM 04206A101 46,608 46,608 192 0.0005
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.