Davis Capital Management
ARLO icon

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
Q3 		$124 Buy
10
+4
+67% +$54 ﹤0.01% 981
2026
Q2 		$81 Buy
+6
New +$81 ﹤0.01% 1115

Other funds holding ARLO

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Davis Capital Management's ARLO Position: Q3 2026 in Review

Davis Capital Management increased its Arlo Technologies (ARLO) stake by 67% in Q3 2026, buying an estimated $54 and bringing the position to 10 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Davis Capital Management first reported a position in ARLO in Q2 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold ARLO as of Q3 2026.

  • Davis Capital Management held 10 shares of Arlo Technologies worth $124 as of Q3 2026.
  • Davis Capital Management bought 4 Arlo Technologies shares in Q3 2026, an estimated $54.
  • Arlo Technologies made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #981 holding.
  • Davis Capital Management first reported a position in Arlo Technologies in Q2 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Arlo Technologies as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.