Guru Ownership Trend
Guru Analysis for Arlo Technologies, Inc. (ARLO)
Arlo Technologies, Inc. (ARLO), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $54.54 M.
Top institutional holders include Renaissance Technologies (RenTech) and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.32 M net outflow during the quarter.
Recent activity highlights First Eagle Investment who opened a new position. Conversely, Steven Cohen reduced exposure by 86.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Arlo Technologies, Inc. (ARLO)
Major holders include Renaissance Technologies (RenTech) ($29.16 M), Chuck Royce ($15.4 M), Cliff Asness ($9.03 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.14 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.32 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited ARLO. The total reported sell value was $9.73 M.
Yes, 1 managers opened new positions in ARLO, and 3 increased their existing holdings. The total reported buy value was $6.41 M.
