Bayesian Capital Management’s Arlo Technologies ARLO Stock Holding History

Bayesian Capital Management’s Portfolio ARLO Stock Details ARLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-36,700	Closed	-$622K	–	144
2025 Q3	$622K	Buy	+36,700	New	+$624K	0.13%	240
2023 Q2	–	Sell	-29,500	Closed	-$179K	–	784
2023 Q1	$179K	Buy	+29,500	New	+$131K	0.02%	627
2022 Q4	–	Sell	-33,789	Closed	-$157K	–	774
2022 Q3	$157K	Buy	33,789 +15,500	+85%	+$97.1K	0.03%	550
2022 Q2	$115K	Buy	18,289 +3,399	+23%	+$24.9K	0.02%	679
2022 Q1	$132K	Buy	+14,890	New	+$137K	0.02%	682
2021 Q4	–	Sell	-13,290	Closed	-$85K	–	375
2021 Q3	$85K	Buy	+13,290	New	+$82.6K	0.02%	357
2021 Q2	–	Sell	-21,890	Closed	-$137K	–	405
2021 Q1	$137K	Buy	+21,890	New	+$171K	0.03%	484
2020 Q2	–	Sell	-44,200	Closed	-$107K	–	523
2020 Q1	$107K	Buy	+44,200	New	+$154K	0.02%	666

Other funds holding ARLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bayesian Capital Management's ARLO Position: Q4 2025 in Review

Bayesian Capital Management sold out of Arlo Technologies (ARLO) in Q4 2025, closing a stake of 36,700 shares — an estimated $622K sold.

Bayesian Capital Management first reported a position in ARLO in Q1 2020 and held it in 8 quarters. The position peaked at $622K in Q3 2025. 259 funds tracked by Wall St. Rank hold ARLO as of Q4 2025.

Bayesian Capital Management reported no remaining Arlo Technologies position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 36,700 Arlo Technologies shares in Q4 2025, an estimated $622K.
Bayesian Capital Management first reported a position in Arlo Technologies in Q1 2020 and held it in 8 quarters.
Bayesian Capital Management's Arlo Technologies position peaked at $622K in Q3 2025.
259 funds tracked by Wall St. Rank held Arlo Technologies as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.