undamentalytics Newsletter

Arlo Technologies, Inc.: which funds bought and sold

Institutions that bought and sold Arlo Technologies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 140 institutions that filed 13F reports for both quarters added to or opened positions in Arlo Technologies, and 119 cut or closed them. Together they added a net 1.0M shares, +1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.4M shares (−6.8%); index fund managers were net buyers of 2.1M shares (+5.8%). 27 opened a new position and 41 sold out entirely.

Bought, Q2 2026 140 institutions, 27 of them new holders Sold, Q2 2026 119 institutions, 41 of them sold out
Net change, all compared +1.0M shares (+1.0%)
Net change, active managers −2.4M shares (−6.8%), 23 bought, 28 sold

Buyers versus sellers

institutions compared, 297
Active managers and hedge funds 23 bought · 28 sold · −2.4M
Index fund managers 8 bought · 2 sold · +2.1M
Other institutions 109 bought · 89 sold · +1.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +1.4M +1526.4% 1.5M $20.3M
Swedbank AB +632K +66.5% 1.6M $21.3M
State Street Corp Index funds +577K +13.4% 4.9M $66M
Brandes Investment Partners, LP Active manager +535K +5.2% 10.8M $145M
Wasatch Advisors LP Active manager +490K +9.0% 5.9M $79.7M
Los Angeles Capital Management LLC Active manager +472K +298.0% 630K $8.5M
Blackrock, Inc. Index funds +462K +2.7% 17.5M $236M
Dimensional Fund Advisors LP +446K +750.1% 505K $6.8M
Vanguard Portfolio Management LLC Index funds +402K +7.4% 5.8M $78.6M
Royce & Associates LP Active manager +262K +24.2% 1.3M $18.1M
Geode Capital Management, LLC Index funds +258K +10.4% 2.7M $36.9M
First Trust Advisors LP +251K New position 251K $3.4M
Needham Investment Management LLC +235K +13.4% 2.0M $26.9M
Awm Investment Company, Inc. +201K +15.9% 1.5M $19.8M
Hillsdale Investment Management Inc. +190K +56.7% 526K $7.1M
S Squared Technology, LLC +185K +40.2% 645K $8.7M
Hunter Associates Investment Management LLC +181K +82.8% 399K $5.4M
Victory Capital Management Inc Active manager +177K +1072.2% 193K $2.6M
Granite Investment Partners, LLC +176K +27.0% 827K $11.1M
Northern Trust Corp Index funds +174K +13.5% 1.5M $19.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
D. E. Shaw & Co., Inc. Hedge fund −1.1M −61.2% 698K $9.4M
Qube Research & Technologies Ltd Hedge fund −784K Sold out 0 —
Marshall Wace, LLP Hedge fund −761K −97.8% 17K $229,686
Jane Street Group, LLC −705K Sold out 0 —
Arrowstreet Capital, Limited Partnership Hedge fund −567K −32.2% 1.2M $16.1M
HRT Financial LP −516K Sold out 0 —
Trexquant Investment LP Hedge fund −509K Sold out 0 —
Citadel Advisors LLC Hedge fund −455K Sold out 0 —
Driehaus Capital Management LLC Active manager −407K Sold out 0 —
Primecap Management Co Active manager −376K −16.2% 1.9M $26.2M
Squarepoint Ops LLC Hedge fund −318K −75.4% 103K $1.4M
Man Group PLC Hedge fund −307K −51.3% 291K $3.9M
Herald Investment Management Ltd −243K −17.6% 1.1M $15.3M
Jpmorgan Chase & Co −240K −68.9% 108K $1.4M
UBS Group AG −229K −33.3% 459K $6.2M
Tudor Investment Corp Et Al Hedge fund −204K Sold out 0 —
Gsa Capital Partners LLP −192K Sold out 0 —
Connor, Clark & Lunn Investment Management Ltd. −176K −16.7% 881K $11.9M
AQR Capital Management LLC Hedge fund −169K −26.6% 466K $6.3M
Granahan Investment Management, LLC −144K −12.4% 1.0M $13.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
First Trust Advisors LP 251K $3.4M
Nordea Investment Management AB 113K $1.5M
Xtx Topco Ltd 97K $1.3M
Bokf, Na 58K $777,917
Axq Capital, LP 51K $683,072
Manatuck Hill Partners, LLC 50K $674,000
Unique Wealth Strategies, LLC 50K $671,905
Y-Intercept (Hong Kong) Ltd 41K $547,881
Mirabella Financial Services LLP 40K $541,990
Aviva PLC 34K $463,496

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Qube Research & Technologies LtdHedge fund 784K $11.2M
Jane Street Group, LLC 705K $10M
HRT Financial LP 516K $7.3M
Trexquant Investment LPHedge fund 509K $7.2M
Citadel Advisors LLCHedge fund 455K $6.5M
Driehaus Capital Management LLCActive manager 407K $5.8M
Tudor Investment Corp Et AlHedge fund 204K $2.9M
Gsa Capital Partners LLP 192K $2.7M
Susquehanna Portfolio Strategies, LLC 121K $1.7M
Point72 Asset Management, L.P.Hedge fund 69K $986,865

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
259
Ten largest holders
54.9%
of 13F-reported shares
Index fund managers
35.5%
of 13F-reported shares
Active managers and hedge funds
29.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 28 1 12 −2.4M −6.8%
Index fund managers 8 2 0 0 +2.1M +5.8%
Other institutions 109 89 26 29 +1.3M +3.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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