Follow-The-Filings

Security · featured owners

ARLO Arlo Technologies Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

Bought by 1 featured manager in 2026 Q2 · 1 sold

  • 1 Owner
  • Max 0.0%
  • $10M
  • 1 add 1 exit

ARLO (Arlo Technologies Inc.) is held in 1 featured 13F book as of 2026 Q2. First Eagle Investment Management is the largest tracked holder by portfolio weight (0.02%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (First Eagle Investment Management) · not free-float ownership

  1. First Eagle Investment Manage... Add 0.02%

Holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
First Eagle Investment Management 2026 Q2 0.02% Add +713.2% 752,200 $10M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 58,674 $835K History

1 current · 1 exited last period · options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 5.03,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Sep 28, 2026 Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Aug 3, 2026 · 2 forms Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 18, 2026 · 6 forms Filing Doc
4 Period May 8, 2026 Filing Doc
4 Period Apr 17, 2026 Filing Doc
4 Period Apr 6, 2026 Filing Doc
4 Period Mar 10, 2026 · 3 forms Filing Doc
4 Period Mar 4, 2026 Filing Doc
4 Period Feb 27, 2026 · 3 forms Filing Doc
4 Period Feb 20, 2026 · 2 forms Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

Financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $491.18M $510.89M $529.3M
Gross profit $167.56M $187.5M $232.84M
Gross margin * 34.1% 36.7% 44.0%
Net income -$22.04M -$30.5M $14.93M
Net margin * -4.5% -6.0% 2.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $250.54M $262.61M $260.49M
Total non-current assets * $35M $35.79M $50.06M
Total assets $285.54M $298.4M $310.55M
Total current liabilities $161.45M $176.76M $172.34M
Total non-current liabilities * $20.81M $20.73M $10.37M
Total equity $103.28M $100.91M $127.84M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $38.3M $51.31M $78.72M
Cash from investing -$50.69M $10.84M $27.75M
Cash from financing -$15.14M -$40.77M -$42.07M
Net change in cash -$27.53M $21.38M $64.41M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

Ownership over time

filing count by report period · click a bar for that quarter’s holders