§ ELECTRICAL EQUIPMENT
USD · Electrical EquipmentARLO
ARLO TECHNOLOGIES INC
USDSector · Electrical EquipmentBeta · 1.56
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
145 increased/new, 86 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 89.6 | P/B | 11.60 |
| EPS (TTM) | 0.13 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 17.0M | 0.0% | +1% |
| BRANDES INVESTMENT PARTNERS, LP | 10.2M | 1.0% | +25% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.4M | n/a | n/a |
| WASATCH ADVISORS LP | 5.4M | 0.5% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | n/a | n/a |
| State Street | 4.3M | 0.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for ARLO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER91.3% · 0 holders
OTHER4.8% · 186 holders
PASSIVE / INDEX1.6% · 8 holders
QUALITY / COMPOUNDER0.8% · 22 holders
DEALER / BANK0.7% · 25 holders
SYSTEMATIC / QUANT0.4% · 10 holders
INCOME / DEFENSIVE0.1% · 19 holders
ACTIVIST0.1% · 1 holder
TACTICAL / MACRO0.1% · 4 holders
DEEP VALUE0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ARLO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ARLO yet.