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Cliff Asness’s Arlo Technologies ARLO Stock Holding History

Cliff Asness’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
2026
Q2 		$6.28M Sell
465,694
-168,801
-27% -$2.29M ﹤0.01% 1863
2026
Q1 		$9.03M Buy
634,495
+172,678
+37% +$2.31M ﹤0.01% 1393
2025
Q4 		$6.46M Sell
461,817
-238,131
-34% -$3.75M ﹤0.01% 1425
2025
Q3 		$11.9M Buy
699,948
+317,573
+83% +$5.4M 0.01% 1023
2025
Q2 		$6.49M Sell
382,375
-24,313
-6% -$311K 0.01% 1145
2025
Q1 		$4.01M Buy
406,688
+90,970
+29% +$1.04M ﹤0.01% 1238
2024
Q4 		$3.53M Buy
315,718
+28,925
+10% +$337K ﹤0.01% 1248
2024
Q3 		$3.47M Sell
286,793
-79,529
-22% -$1.05M ﹤0.01% 1225
2024
Q2 		$4.78M Sell
366,322
-120,520
-25% -$1.5M 0.01% 1042
2024
Q1 		$6.16M Sell
486,842
-24,923
-5% -$249K 0.01% 886
2023
Q4 		$4.87M Buy
511,765
+227,985
+80% +$2.08M 0.01% 963
2023
Q3 		$2.92M Buy
283,780
+200,573
+241% +$2.13M 0.01% 1153
2023
Q2 		$908K Sell
83,207
-150,253
-64% -$1.22M ﹤0.01% 1593
2023
Q1 		$1.41M Sell
233,460
-214,811
-48% -$952K ﹤0.01% 1400
2022
Q4 		$1.57M Buy
448,271
+158,020
+54% +$650K ﹤0.01% 1360
2022
Q3 		$1.35M Buy
290,251
+87,688
+43% +$550K ﹤0.01% 1382
2022
Q2 		$1.27M Sell
202,563
-2,800
-1% -$20.5K ﹤0.01% 1313
2022
Q1 		$1.82M Buy
205,363
+43,437
+27% +$399K ﹤0.01% 1233
2021
Q4 		$1.7M Sell
161,926
-7,583
-4% -$59.2K ﹤0.01% 1277
2021
Q3 		$1.09M Buy
169,509
+40,906
+32% +$254K ﹤0.01% 1489
2021
Q2 		$871K Buy
128,603
+45,579
+55% +$297K ﹤0.01% 1644
2021
Q1 		$521K Sell
83,024
-138,283
-62% -$1.08M ﹤0.01% 1812
2020
Q4 		$1.72M Buy
221,307
+169,061
+324% +$1.03M ﹤0.01% 1236
2020
Q3 		$275K Sell
52,246
-32,168
-38% -$155K ﹤0.01% 1954
2020
Q2 		$218K Buy
84,414
+16,004
+23% +$38.7K ﹤0.01% 1973
2020
Q1 		$166K Buy
+68,410
New +$238K ﹤0.01% 1902

Other funds holding ARLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cliff Asness's ARLO Position: Q2 2026 in Review

Cliff Asness reduced its Arlo Technologies (ARLO) stake by 27% in Q2 2026, selling an estimated $2.29M and leaving 465,694 shares worth $6.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Cliff Asness first reported a position in ARLO in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.9M in Q3 2025. 260 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.

  • Cliff Asness held 465,694 shares of Arlo Technologies worth $6.28M as of Q2 2026.
  • Cliff Asness sold 168,801 Arlo Technologies shares in Q2 2026, an estimated $2.29M.
  • Arlo Technologies made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1863 holding.
  • Cliff Asness first reported a position in Arlo Technologies in Q1 2020 and has held it in 26 quarters since.
  • Cliff Asness's Arlo Technologies position peaked at $11.9M in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.