G2 Investment Partners Management’s Arlo Technologies ARLO Stock Holding History

G2 Investment Partners 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 Q1	$4.01M	Buy	282,073 +127,073	+82%	+$1.7M	0.99%	35
2025 Q4	$2.17M	Sell	155,000 -433,311	-74%	-$6.82M	0.52%	56
2025 Q3	$9.97M	Buy	588,311 +458,311	+353%	+$7.79M	2.02%	19
2025 Q2	$2.2M	Buy	+130,000	New	+$1.66M	0.48%	49
2024 Q2	–	Sell	-135,000	Closed	-$1.71M	–	75
2024 Q1	$1.71M	Sell	135,000 -490,361	-78%	-$4.9M	0.45%	59
2023 Q4	$5.95M	Sell	625,361 -131,786	-17%	-$1.2M	1.75%	25
2023 Q3	$7.8M	Sell	757,147 -169,228	-18%	-$1.8M	1.9%	21
2023 Q2	$10.1M	Buy	926,375 +184,837	+25%	+$1.5M	2.44%	13
2023 Q1	$4.49M	Buy	+741,538	New	+$3.29M	1.26%	30

Other funds holding ARLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

G2 Investment Partners Management's ARLO Position: Q1 2026 in Review

G2 Investment Partners Management increased its Arlo Technologies (ARLO) stake by 82% in Q1 2026, buying an estimated $1.7M and bringing the position to 282,073 shares worth $4.01M. The position accounts for 0.99% of the portfolio, ranked #35.

G2 Investment Partners Management first reported a position in ARLO in Q1 2023 and has held it in 9 quarters since. The position peaked at $10.1M in Q2 2023. 276 funds tracked by Wall St. Rank hold ARLO as of Q1 2026.

G2 Investment Partners Management held 282,073 shares of Arlo Technologies worth $4.01M as of Q1 2026.
G2 Investment Partners Management bought 127,073 Arlo Technologies shares in Q1 2026, an estimated $1.7M.
Arlo Technologies made up 0.99% of G2 Investment Partners Management's portfolio in Q1 2026, its #35 holding.
G2 Investment Partners Management first reported a position in Arlo Technologies in Q1 2023 and has held it in 9 quarters since.
G2 Investment Partners Management's Arlo Technologies position peaked at $10.1M in Q2 2023.
276 funds tracked by Wall St. Rank held Arlo Technologies as of Q1 2026.

Based on G2 Investment Partners Management's 13F filing for Q1 2026, filed 15 May 2026.