Arlo Technologies, Inc.
US ˙ NYSE ˙ US04206A1016

SecurityARLO / Arlo Technologies, Inc.
InstitutionWells Fargo & Company/mn
Latest Disclosed Ownership40,241 shares
Latest Disclosed Value $ 572,630
Wells Fargo & Company/mn reports 65.36% decrease in ownership of ARLO / Arlo Technologies, Inc.

On May 11, 2026 - Wells Fargo & Company/mn filed a 13F-HR form disclosing ownership of 40,241 shares of Arlo Technologies, Inc. (US:ARLO) valued at $572,629 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 116,162 shares of Arlo Technologies, Inc.. This represents a change in shares of -65.36% during the quarter. The current value of the position is $519,109 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)
2026-05-11 2026-03-31 13F ARLO TECHNOLOGIES COM 04206A101 40,241 -75,921 -65.36 573 -64.80 0.0001
2026-02-13 2025-12-31 13F ARLO TECHNOLOGIES COM 04206A101 116,162 46,792 67.45 1,625 38.30 0.0003
2025-11-13 2025-09-30 13F ARLO TECHNOLOGIES COM 04206A101 69,370 10,039 16.92 1,176 16.80 0.0002
2025-08-14 2025-06-30 13F ARLO TECHNOLOGIES COM 04206A101 59,331 4,837 8.88 1,006 87.34 0.0002
2025-05-13 2025-03-31 13F ARLO TECHNOLOGIES COM 04206A101 54,494 1,006 1.88 538 -10.20 0.0001
2025-02-13 2024-12-31 13F ARLO TECHNOLOGIES COM 04206A101 53,488 16,383 44.15 599 33.18 0.0001
2024-11-13 2024-09-30 13F ARLO TECHNOLOGIES COM 04206A101 37,105 -8,038 -17.81 449 -23.64 0.0001
2024-08-13 2024-06-30 13F ARLO TECHNOLOGIES COM 04206A101 45,143 6,844 17.87 589 21.49 0.0001
2024-05-10 2024-03-31 13F ARLO TECHNOLOGIES COM 04206A101 38,299 3,770 10.92 484 47.56 0.0001
2024-02-09 2023-12-31 13F ARLO TECHNOLOGIES COM 04206A101 34,529 5,418 18.61 329 9.70 0.0001
2023-11-13 2023-09-30 13F ARLO TECHNOLOGIES COM 04206A101 29,111 -22,072 -43.12 300 -46.42 0.0001
2023-08-15 2023-06-30 13F ARLO TECHNOLOGIES COM 04206A101 51,183 19,415 61.11 558 190.63 0.0002
2023-05-12 2023-03-31 13F ARLO TECHNOLOGIES COM 04206A101 31,768 23,316 275.86 193 562.07 0.0001
2023-02-13 2022-12-31 13F ARLO TECHNOLOGIES COM 04206A101 8,452 -2,014 -19.24 30 -40.82 0.0000
2022-11-14 2022-09-30 13F ARLO TECHNOLOGIES COM 04206A101 10,466 766 7.90 49 -19.67 0.0000
2022-08-12 2022-06-30 13F ARLO TECHNOLOGIES COM 04206A101 9,700 -34,107 -77.86 61 -84.28 0.0000
2022-05-16 2022-03-31 13F ARLO TECHNOLOGIES COM 04206A101 43,807 -29,505 -40.25 388 -49.48 0.0001
2022-02-14 2021-12-31 13F ARLO TECHNOLOGIES COM 04206A101 73,312 -75,220 -50.64 768 -19.41 0.0002
2021-11-15 2021-09-30 13F ARLO TECHNOLOGIES COM 04206A101 148,532 55,650 59.91 953 51.51 0.0002
2021-08-16 2021-06-30 13F ARLO TECHNOLOGIES COM 04206A101 92,882 -39,382 -29.78 629 -24.31 0.0001
2021-05-13 2021-03-31 13F ARLO TECHNOLOGIES COM 04206A101 132,264 -93,590 -41.44 831 -52.76 0.0002
2021-02-09 2020-12-31 13F ARLO TECHNOLOGIES COM 04206A101 225,854 105,952 88.37 1,759 178.76 0.0004
2020-11-05 2020-09-30 13F ARLO TECHNOLOGIES COM 04206A101 119,902 23,872 24.86 631 154.44 0.0002
2020-08-13 2020-06-30 13F ARLO TECHNOLOGIES COM 04206A101 96,030 37,709 64.66 248 75.89 0.0001
2020-05-14 2020-03-31 13F ARLO TECHNOLOGIES COM 04206A101 58,321 13,664 30.60 141 -25.40 0.0000
2020-02-14 2019-12-31 13F ARLO TECHNOLOGIES COM 04206A101 44,657 -98,426 -68.79 189 -61.27 0.0001
2019-11-12 2019-09-30 13F ARLO TECHNOLOGIES COM 04206A101 143,083 -10,425 -6.79 488 -20.78 0.0001
2019-08-06 2019-06-30 13F ARLO TECHNOLOGIES COM 04206A101 153,508 -196,097 -56.09 616 -57.34 0.0002
2019-05-10 2019-03-31 13F ARLO TECHNOLOGIES COM 04206A101 349,605 330,215 1,703.02 1,444 644.33 0.0004
2019-02-11 2018-12-31 13F ARLO TECHNOLOGIES COM 04206A101 19,390 15,189 361.56 194 218.03 0.0001
2018-11-02 2018-09-30 13F ARLO TECHNOLOGIES COM 04206A101 4,201 4,201 61 0.0000
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.