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Intrinsic Edge Capital Management’s Arlo Technologies ARLO Stock Holding History

Intrinsic Edge 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
2025
Q1 		– Sell
-669,475
Closed -$7.49M – 67
2024
Q4 		$7.49M Sell
669,475
-457,211
-41% -$5.32M 0.91% 40
2024
Q3 		$13.6M Buy
1,126,686
+55,129
+5% +$730K 1.65% 24
2024
Q2 		$14M Buy
+1,071,557
New +$13.3M 1.27% 26
2024
Q1 		– Sell
-344,834
Closed -$3.28M – 150
2023
Q4 		$3.28M Sell
344,834
-298,939
-46% -$2.73M 0.33% 71
2023
Q3 		$6.63M Buy
+643,773
New +$6.84M 0.75% 52

Other funds holding ARLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intrinsic Edge Capital Management's ARLO Position: Q1 2025 in Review

Intrinsic Edge Capital Management sold out of Arlo Technologies (ARLO) in Q1 2025, closing a stake of 669,475 shares — an estimated $7.49M sold.

Intrinsic Edge Capital Management first reported a position in ARLO in Q3 2023 and held it in 5 quarters. The position peaked at $14M in Q2 2024. 240 funds tracked by Wall St. Rank hold ARLO as of Q1 2025.

  • Intrinsic Edge Capital Management reported no remaining Arlo Technologies position as of Q1 2025 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 669,475 Arlo Technologies shares in Q1 2025, an estimated $7.49M.
  • Intrinsic Edge Capital Management first reported a position in Arlo Technologies in Q3 2023 and held it in 5 quarters.
  • Intrinsic Edge Capital Management's Arlo Technologies position peaked at $14M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Arlo Technologies as of Q1 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2025, filed 12 May 2025.