Herald Investment Management’s Arlo Technologies ARLO Stock Holding History

Herald Investment 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	$15.3M	Sell	1,134,325 -242,675	-18%	-$3.29M	2.07%	14
2026 Q1	$19.6M	Buy	1,377,000 +70,000	+5%	+$936K	2.73%	7
2025 Q4	$18.3M	Buy	1,307,000 +30,000	+2%	+$472K	2.39%	8
2025 Q3	$21.6M	Hold	1,277,000	–	–	2.88%	7
2025 Q2	$21.6M	Hold	1,277,000	–	–	3.21%	7
2025 Q1	$12.6M	Hold	1,277,000	–	–	2.36%	10
2024 Q4	$14.3M	Hold	1,277,000	–	–	2.34%	11
2024 Q3	$15.4M	Hold	1,277,000	–	–	2.66%	9
2024 Q2	$16.6M	Hold	1,277,000	–	–	2.73%	8
2024 Q1	$16.1M	Buy	1,277,000 +186,008	+17%	+$1.86M	2.62%	8
2023 Q4	$10.4M	Buy	1,090,992 +562	+0.1%	+$5.13K	1.98%	13
2023 Q3	$11.2M	Hold	1,090,430	–	–	2.39%	10
2023 Q2	$11.9M	Buy	1,090,430 +13,430	+1%	+$109K	2.31%	9
2023 Q1	$6.51M	Hold	1,077,000	–	–	1.45%	18
2022 Q4	$3.78M	Buy	1,077,000 +150,000	+16%	+$617K	0.93%	31
2022 Q3	$4.3M	Hold	927,000	–	–	1.06%	27
2022 Q2	$5.8M	Buy	927,000 +220,756	+31%	+$1.61M	1.35%	21
2022 Q1	$6.26M	Buy	706,244 +76,244	+12%	+$700K	1.14%	27
2021 Q4	$6.61M	Hold	630,000	–	–	1.07%	28
2021 Q3	$4.03M	Buy	630,000 +137,343	+28%	+$854K	0.66%	45
2021 Q2	$3.33M	Buy	+492,657	New	+$3.21M	0.54%	55

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

Herald Investment Management's ARLO Position: Q2 2026 in Review

Herald Investment Management reduced its Arlo Technologies (ARLO) stake by 18% in Q2 2026, selling an estimated $3.29M and leaving 1,134,325 shares worth $15.3M. The position accounts for 2.07% of the portfolio, ranked #14.

Herald Investment Management first reported a position in ARLO in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.6M in Q3 2025. 261 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.

Herald Investment Management held 1,134,325 shares of Arlo Technologies worth $15.3M as of Q2 2026.
Herald Investment Management sold 242,675 Arlo Technologies shares in Q2 2026, an estimated $3.29M.
Arlo Technologies made up 2.07% of Herald Investment Management's portfolio in Q2 2026, its #14 holding.
Herald Investment Management first reported a position in Arlo Technologies in Q2 2021 and has held it in 21 quarters since.
Herald Investment Management's Arlo Technologies position peaked at $21.6M in Q3 2025.
261 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.