Divisadero Street Capital Management’s Arlo Technologies ARLO Stock Holding History

Divisadero Street 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	$3.4M	Buy	252,336 +52,336	+26%	+$709K	0.08%	91
2026 Q1	$2.85M	Sell	200,000 -120,287	-38%	-$1.61M	0.12%	79
2025 Q4	$4.48M	Sell	320,287 -371,270	-54%	-$5.84M	0.21%	57
2025 Q3	$11.7M	Sell	691,557 -459,386	-40%	-$7.81M	0.51%	46
2025 Q2	$19.5M	Buy	1,150,943 +1,019,945	+779%	+$13M	1.25%	18
2025 Q1	$1.29M	Buy	130,998 +105,998	+424%	+$1.21M	0.13%	64
2024 Q4	$280K	Buy	+25,000	New	+$291K	0.03%	78
2023 Q3	–	Sell	-305,351	Closed	-$3.33M	–	50
2023 Q2	$3.33M	Buy	305,351 +152,217	+99%	+$1.24M	0.96%	31
2023 Q1	$928K	Buy	+153,134	New	+$679K	0.41%	37
2022 Q4	–	Sell	-100,000	Closed	-$464K	–	43
2022 Q3	$464K	Sell	100,000 -455,400	-82%	-$2.85M	0.51%	39
2022 Q2	$3.48M	Sell	555,400 -444,600	-44%	-$3.25M	2.66%	15
2022 Q1	$8.86M	Buy	1,000,000 +503,956	+102%	+$4.63M	7.46%	1
2021 Q4	$5.2M	Buy	+496,044	New	+$3.87M	4.35%	9

Other funds holding ARLO

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Jupiter Topco New York $245B AUM

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

Divisadero Street Capital Management's ARLO Position: Q2 2026 in Review

Divisadero Street Capital Management increased its Arlo Technologies (ARLO) stake by 26% in Q2 2026, buying an estimated $709K and bringing the position to 252,336 shares worth $3.4M. The position accounts for 0.08% of the portfolio, ranked #91.

Divisadero Street Capital Management first reported a position in ARLO in Q4 2021 and has held it in 13 quarters since. The position peaked at $19.5M in Q2 2025. 261 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.

Divisadero Street Capital Management held 252,336 shares of Arlo Technologies worth $3.4M as of Q2 2026.
Divisadero Street Capital Management bought 52,336 Arlo Technologies shares in Q2 2026, an estimated $709K.
Arlo Technologies made up 0.08% of Divisadero Street Capital Management's portfolio in Q2 2026, its #91 holding.
Divisadero Street Capital Management first reported a position in Arlo Technologies in Q4 2021 and has held it in 13 quarters since.
Divisadero Street Capital Management's Arlo Technologies position peaked at $19.5M in Q2 2025.
261 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.

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