Follow-The-Filings

Security

ARLO

Arlo Technologies Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 3 new max 0.1% (Renaissance Technologies LLC)

grid → activity →
owners 12
max % 0.1%
tracked value $236M
qoq N 3 A 3 R 5

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Renaissance Technologies LLC 2026 Q1 0.1% Reduce 0.00 pp 2,049,418 $29M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 1,800,918 $26M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.02 pp 778,084 $11M hist
Polen Capital Management LLC 2026 Q1 0.0% New 0.0% 58,674 $835 hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 10,691,336 $150M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 634,495 $9M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 454,548 $6M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 92,500 $1M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.01 pp 69,351 $987 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 64,243 $914 hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 23,733 $338 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 12,905 $184 hist

12 current · options excluded

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