ARLONYSEServices-Detective, Guard & Armored Car ServicesFiscal year ends December 31
Arlo Technologies, Inc.
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 6, 2026
$12.25+0.09 (+0.74%)
Close on Oct 19, 2026
- Market cap
- $1.36B
- P/E (TTM)
- 45.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
110M of 108M shares
Institutional holders
261
31 new, 41 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 34 sales
Net sold $21.87M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 5,515,883 | 5.16% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 15,836,831 | 15.30% | 13G (passive) amendment | Jun 30, 2025 |
| Brandes Investment Partners, LP | 10,221,551 | 9.60% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ARLO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,506,791 | 16.27% | $235.99M | +462,415 | 0.00% |
| Brandes Investment Partners, LP | 10,753,652 | 9.99% | $144.96M | +534,798 | 1.02% |
| Wasatch Advisors LP | 5,915,935 | 5.50% | $79.75M | +489,668 | 0.52% |
| Vanguard Portfolio Management LLC | 5,829,891 | 5.42% | $78.59M | +402,346 | 0.00% |
| State Street Corp | 4,894,701 | 4.55% | $65.98M | +576,780 | 0.00% |
| Vanguard Capital Management LLC | 4,617,160 | 4.29% | $62.24M | +165,952 | 0.00% |
| Rice Hall James & Associates, LLC | 3,732,962 | 3.47% | $50.32M | +73,074 | 2.45% |
| Geode Capital Management, LLC | 2,736,321 | 2.54% | $36.89M | +258,110 | 0.00% |
| Jupiter Topco LLC | 2,563,579 | 2.38% | $34.56M | New | 0.01% |
| Renaissance Technologies LLC | 2,049,849 | 1.90% | $27.63M | +431 | 0.04% |
| Emerald Advisers, LLC | 2,021,645 | 1.88% | $27.25M | +2,716 | 0.64% |
| Needham Investment Management LLC | 1,995,000 | 1.85% | $26.89M | +235,000 | 0.81% |
| Primecap Management Co/Ca/ | 1,942,330 | 1.80% | $26.18M | −376,183 | 0.02% |
| Swedbank AB | 1,582,175 | 1.47% | $21.33M | +632,175 | 0.02% |
| First Eagle Investment Management, LLC | 1,504,400 | 1.40% | $20.28M | +1,411,900 | 0.02% |
| AWM Investment Company, Inc. | 1,466,009 | 1.36% | $19.76M | +200,900 | 1.71% |
| Northern Trust Corp | 1,465,849 | 1.36% | $19.76M | +174,302 | 0.00% |
| Nuveen, LLC | 1,369,047 | 1.27% | $18.45M | −111,496 | 0.00% |
| Royce & Associates LP | 1,344,074 | 1.25% | $18.12M | +261,970 | 0.15% |
| Morgan Stanley | 1,342,604 | 1.25% | $18.10M | +112,867 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 261 | 110M | 100.0% | 31 / 113 | 79 / 41 | 14M | 10M |
| Q1 2026 | 276 | 109M | 100.0% | 47 / 117 | 75 / 26 | 23M | 9M |
| Q4 2025 | 259 | 106M | 98.2% | 30 / 96 | 98 / 29 | 10M | 8M |
| Q3 2025 | 265 | 105M | 97.7% | 39 / 117 | 72 / 28 | 14M | 6M |
| Q2 2025 | 257 | 97M | 90.3% | 47 / 107 | 77 / 28 | 12M | 4M |
| Q1 2025 | 239 | 90M | 83.7% | 42 / 88 | 80 / 18 | 10M | 8M |
| Q4 2024 | 218 | 90M | 83.6% | 35 / 86 | 60 / 30 | 9M | 7M |
| Q3 2024 | 217 | 89M | 83.0% | 38 / 77 | 71 / 18 | 21M | 5M |
| Q2 2024 | 199 | 89M | 82.6% | 28 / 67 | 73 / 42 | 13M | 10M |
| Q1 2024 | 215 | 86M | 79.7% | 40 / 70 | 74 / 30 | 11M | 7M |
| Q4 2023 | 206 | 82M | 76.4% | 29 / 77 | 68 / 14 | 10M | 6M |
| Q3 2023 | 194 | 78M | 72.8% | 24 / 60 | 79 / 18 | 9M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ARLO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6,544,866 | 6.08% | $88.22M | 0.08% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,255,747 | 3.03% | $43.89M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,802,458 | 2.60% | $37.78M | 0.05% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,599,528 | 2.42% | $34.68M | 0.02% | May 31, 2026 |
| Janus Henderson Venture Fund | 2,076,732 | 1.93% | $27.99M | 0.77% | Jun 30, 2026 |
| Wasatch Small Cap Value Fund | 1,723,479 | 1.60% | $23.23M | 1.66% | Jun 30, 2026 |
| Needham Aggressive Growth Fund | 1,690,000 | 1.57% | $22.78M | 0.87% | Jun 30, 2026 |
| Brandes Small Cap Value Fund | 1,501,672 | 1.40% | $20.24M | 3.18% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 1,330,426 | 1.24% | $19.58M | 0.26% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,255,836 | 1.17% | $16.93M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,185,868 | 1.10% | $17.46M | 0.05% | Jul 31, 2026 |
| Oberweis Micro-Cap Fund | 1,055,200 | 0.98% | $14.22M | 0.88% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,005,262 | 0.93% | $13.55M | 0.08% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 1,002,072 | 0.93% | $13.51M | 0.09% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 980,307 | 0.91% | $13.21M | 0.16% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew Blake McRae | CEO, Director | 1,168,866 | 1.09% | Mar 12, 2026 |
| Kurtis Joseph Binder | CHIEF FINANCIAL OFFICER | 345,541 | 0.32% | Sep 29, 2026 |
| Brian Busse | GENERAL COUNSEL | 583,364 | 0.54% | Mar 12, 2026 |
| Amy M. Rothstein | Director | 60,223 | 0.06% | Sep 2, 2026 |
| Miller Jocelyn Carter | Director | 126,595 | 0.12% | Jun 22, 2026 |
| Catriona M. Fallon | Director | 113,028 | 0.11% | Jun 22, 2026 |
| Ralph E. Faison | Director | 411,050 | 0.38% | Jun 22, 2026 |
| Grady Summers | Director | 234,014 | 0.22% | Jun 22, 2026 |
| Prashant Aggarwal | Director | 25,451 | 0.02% | Jun 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Sep 29, 2026 | Sale(10b5-1 plan) | −13,358 | $12.58 | $168.04K | 345,541 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Sep 28, 2026 | Sale(10b5-1 plan) | −83,211 | $12.44 | $1.04M | 358,899 |
| Amy M. Rothstein Director | Sep 1, 2026 | Sale(10b5-1 plan) | −6,149 | $12.55 | $77.17K | 60,223 |
| Amy M. Rothstein Director | Aug 7, 2026 | Sale(10b5-1 plan) | −9,251 | $16.13 | $149.22K | 66,372 |
| Amy M. Rothstein Director | Aug 5, 2026 | Sale(10b5-1 plan) | −2,100 | $16.00 | $33.60K | 75,623 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Aug 4, 2026 | Sale(10b5-1 plan) | −27,297 | $15.52 | $423.65K | 442,110 |
| Amy M. Rothstein Director | Aug 4, 2026 | Sale(10b5-1 plan) | −5,010 | $15.34 | $76.85K | 77,723 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Aug 3, 2026 | Sale(10b5-1 plan) | −13,971 | $15.01 | $209.70K | 469,407 |
| Amy M. Rothstein Director | Aug 3, 2026 | Sale(10b5-1 plan) | −12,490 | $15.01 | $187.47K | 82,733 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Jul 6, 2026 | Sale(10b5-1 plan) | −16,507 | $12.83 | $211.78K | 483,378 |
| Amy M. Rothstein Director | Jun 22, 2026 | Sale(10b5-1 plan) | −5,260 | $13.02 | $68.49K | 95,223 |
| Prashant Aggarwal Director | Jun 18, 2026 | Award | +14,931 | – | – | 25,451 |
| Ralph E. Faison Director | Jun 18, 2026 | Award | +14,931 | – | – | 411,050 |
| Amy M. Rothstein Director | Jun 18, 2026 | Award | +14,931 | – | – | 100,483 |
| Miller Jocelyn Carter Director | Jun 18, 2026 | Award | +14,931 | – | – | 126,595 |
| Catriona M. Fallon Director | Jun 18, 2026 | Award | +14,931 | – | – | 113,028 |
| Grady Summers Director | Jun 18, 2026 | Award | +14,931 | – | – | 234,014 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | May 8, 2026 | Sale(10b5-1 plan) | −65,000 | $15.70 | $1.02M | 499,885 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Apr 17, 2026 | Sale(10b5-1 plan) | −25,000 | $15.19 | $379.75K | 564,885 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Apr 6, 2026 | Sale(10b5-1 plan) | −25,000 | $13.99 | $349.75K | 589,885 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Mar 12, 2026 | Sale | −179,419 | $13.78 | $2.47M | 614,885 |
| Brian Busse GENERAL COUNSEL | Mar 12, 2026 | Sale | −25,525 | $13.78 | $351.73K | 583,364 |
| Matthew Blake McRae CEO, Director | Mar 12, 2026 | Sale | −153,433 | $13.78 | $2.11M | 1,168,866 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Mar 10, 2026 | Option exercise | +333,334 | – | – | 794,304 |
| Brian Busse GENERAL COUNSEL | Mar 10, 2026 | Option exercise | +50,000 | – | – | 608,889 |
| Matthew Blake McRae CEO, Director | Mar 10, 2026 | Option exercise | +288,824 | – | – | 1,322,299 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Mar 4, 2026 | Sale(10b5-1 plan) | −9,665 | $15.11 | $146.04K | 460,970 |
| Matthew Blake McRae CEO, Director | Mar 3, 2026 | Sale | −27,931 | $14.93 | $417.01K | 1,033,475 |
| Brian Busse GENERAL COUNSEL | Mar 3, 2026 | Sale | −6,966 | $14.93 | $104.00K | 558,889 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Mar 3, 2026 | Sale | −12,539 | $14.93 | $187.21K | 470,635 |
| Matthew Blake McRae CEO, Director | Feb 27, 2026 | Award | +50,118 | – | – | 1,061,406 |
| Brian Busse GENERAL COUNSEL | Feb 27, 2026 | Award | +13,005 | – | – | 565,855 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Feb 27, 2026 | Award | +22,204 | – | – | 483,174 |
| Matthew Blake McRae CEO, Director | Feb 6, 2026 | Sale | −95,326 | $12.30 | $1.17M | 1,011,288 |
| Brian Busse GENERAL COUNSEL | Feb 6, 2026 | Sale | −31,407 | $12.30 | $386.31K | 552,850 |
| Matthew Blake McRae CEO, Director | Feb 5, 2026 | Sale | −18,085 | $12.38 | $223.89K | 1,106,614 |
| Matthew Blake McRae CEO, Director | Feb 4, 2026 | Award | +167,447 | – | – | 1,124,699 |
| Matthew Blake McRae CEO, Director | Feb 4, 2026 | Sale | −58,604 | $12.65 | $741.34K | 957,252 |
| Brian Busse GENERAL COUNSEL | Feb 4, 2026 | Award | +57,410 | – | – | 584,257 |
| Brian Busse GENERAL COUNSEL | Feb 4, 2026 | Sale | −15,922 | $12.65 | $201.41K | 526,847 |
| Matthew Blake McRae CEO, Director | Feb 3, 2026 | Option exercise | +33,175 | – | – | 1,015,856 |
| Brian Busse GENERAL COUNSEL | Jan 30, 2026 | Sale | −8,245 | $12.81 | $105.62K | 542,769 |
| Matthew Blake McRae CEO, Director | Jan 30, 2026 | Sale | −35,482 | $12.81 | $454.52K | 982,681 |
| Brian Busse GENERAL COUNSEL | Jan 9, 2026 | Sale | −18,841 | $13.69 | $257.93K | 551,014 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Jan 9, 2026 | Sale | −55,043 | $13.69 | $753.54K | 460,970 |
| Matthew Blake McRae CEO, Director | Jan 9, 2026 | Sale | −90,089 | $13.69 | $1.23M | 1,018,163 |
| Brian Busse GENERAL COUNSEL | Jan 8, 2026 | Option exercise | +50,000 | – | – | 569,855 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Jan 8, 2026 | Option exercise | +100,000 | – | – | 516,013 |
| Matthew Blake McRae CEO, Director | Jan 8, 2026 | Option exercise | +166,666 | – | – | 1,108,252 |
| Matthew Blake McRae CEO, Director | Dec 1, 2025 | Sale(10b5-1 plan) | −257,242 | $14.28 | $3.67M | 941,586 |
| Matthew Blake McRae CEO, Director | Nov 28, 2025 | Gift | −563,293 | – | – | 1,198,828 |
| Brian Busse GENERAL COUNSEL | Nov 14, 2025 | Sale(10b5-1 plan) | −149,521 | $14.37 | $2.15M | 519,855 |
| Matthew Blake McRae CEO, Director | Nov 4, 2025 | Sale | −18,645 | $17.86 | $333.00K | 1,762,121 |
| Matthew Blake McRae CEO, Director | Nov 3, 2025 | Option exercise | +33,175 | – | – | 1,780,766 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Oct 15, 2025 | Sale(10b5-1 plan) | −51,668 | $17.82 | $920.72K | 416,013 |
| Matthew Blake McRae CEO, Director | Oct 2, 2025 | Sale | −95,430 | $16.99 | $1.62M | 1,747,591 |
| Brian Busse GENERAL COUNSEL | Oct 2, 2025 | Sale | −9,171 | $16.99 | $155.82K | 669,376 |
| Matthew Blake McRae CEO, Director | Oct 1, 2025 | Option exercise | +178,094 | – | – | 1,843,021 |
| Brian Busse GENERAL COUNSEL | Oct 1, 2025 | Option exercise | +17,809 | – | – | 678,547 |
| Kurtis Joseph Binder CHIEF FINANCIAL OFFICER | Sep 30, 2025 | Sale(10b5-1 plan) | −135,494 | $16.89 | $2.29M | 467,681 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Binder Kurtis Officer | Sep 29, 2026 | 13,358 | $168.31K | Sep 29, 2026 | Restricted Stock Units |
| Joseph Binder Kurtis Officer | Sep 28, 2026 | 83,211 | $1.03M | Sep 28, 2026 | Restricted Stock Units |
| Rothstein Amy Director | Aug 7, 2026 | 15,400 | $238.24K | Aug 7, 2026 | Restricted Stock Units |
| Rothstein Amy Director | Aug 5, 2026 | 2,100 | $33.45K | Aug 5, 2026 | Restricted Stock Units |
| Rothstein Amy Director | Aug 4, 2026 | 5,010 | $75.10K | Aug 4, 2026 | Restricted Stock Units |
| Binder Kurtis Officer | Aug 4, 2026 | 27,297 | $409.18K | Aug 4, 2026 | Performance Stock Units |
| Binder Kurtis Officer | Aug 3, 2026 | 13,971 | $205.65K | Aug 3, 2026 | Performance Stock Units |
| Rothstein Amy Director | Aug 3, 2026 | 12,490 | $183.85K | Aug 3, 2026 | Restricted Stock Units |
| Binder Kurtis Officer | Jul 6, 2026 | 16,507 | $214.26K | Jul 6, 2026 | Performance Stock Units |
| Rothstein Amy Director | Jun 22, 2026 | 5,260 | $68.70K | Jun 22, 2026 | Restricted Stock Units |
| Binder Kurtis Officer | May 8, 2026 | 65,000 | $968.50K | May 8, 2026 | Performance Stock Units |
| Binder Kurtis Officer | Apr 17, 2026 | 25,000 | $370.50K | Apr 17, 2026 | Performance Stock Units |
| Binder Kurtis Officer | Apr 6, 2026 | 25,000 | $350.75K | Apr 6, 2026 | Performance Stock Units |
| Busse Brian Officer | Mar 12, 2026 | 25,525 | $351.61K | Mar 12, 2026 | Performance Stock Units |
| Joseph Binder Kurtis Officer | Mar 12, 2026 | 179,419 | $2.47M | Mar 12, 2026 | Performance Stock Units |