Davis Capital Management’s Arlo Technologies ARLO Stock Holding History

Davis 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
2026 Q2	$81	Buy	+6	New	+$81	﹤0.01%	1115

Other funds holding ARLO

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davis Capital Management's ARLO Position: Q2 2026 in Review

Davis Capital Management opened a new position in Arlo Technologies (ARLO) in Q2 2026: 6 shares worth $81. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings.

32 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.

Davis Capital Management held 6 shares of Arlo Technologies worth $81 as of Q2 2026.
Arlo Technologies was a new Davis Capital Management position in Q2 2026.
Arlo Technologies made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #1115 holding.
32 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.