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John Overdeck’s Arlo Technologies ARLO Stock Holding History

John Overdeck’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 		$926K Sell
68,726
-2,400
-3% -$32.5K ﹤0.01% 3672
2026
Q1 		$1.01M Buy
+71,126
New +$951K ﹤0.01% 3258
2024
Q1 		– Sell
-33,708
Closed -$321K – 3020
2023
Q4 		$321K Buy
+33,708
New +$308K ﹤0.01% 2670
2023
Q3 		– Sell
-226,374
Closed -$2.47M – 2944
2023
Q2 		$2.47M Buy
226,374
+200,333
+769% +$1.63M 0.01% 1295
2023
Q1 		$158K Buy
26,041
+11,757
+82% +$52.1K ﹤0.01% 2606
2022
Q4 		$50.1K Sell
14,284
-124,247
-90% -$511K ﹤0.01% 2592
2022
Q3 		$643K Sell
138,531
-128,288
-48% -$804K ﹤0.01% 1657
2022
Q2 		$1.67M Sell
266,819
-192,921
-42% -$1.41M 0.01% 1288
2022
Q1 		$4.07M Buy
459,740
+113,446
+33% +$1.04M 0.01% 1010
2021
Q4 		$3.63M Sell
346,294
-42,036
-11% -$328K 0.01% 1413
2021
Q3 		$2.49M Buy
388,330
+124,268
+47% +$772K 0.01% 1780
2021
Q2 		$1.79M Sell
264,062
-274,378
-51% -$1.79M ﹤0.01% 1962
2021
Q1 		$3.38M Buy
538,440
+85,461
+19% +$670K 0.01% 1310
2020
Q4 		$3.53M Buy
452,979
+86,318
+24% +$525K 0.01% 1131
2020
Q3 		$1.93M Buy
+366,661
New +$1.76M 0.01% 1315
2020
Q1 		– Sell
-207,750
Closed -$875K – 3066
2019
Q4 		$875K Buy
+207,750
New +$714K ﹤0.01% 2308

Other funds holding ARLO

BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

John Overdeck's ARLO Position: Q2 2026 in Review

John Overdeck reduced its Arlo Technologies (ARLO) stake by 3.4% in Q2 2026, selling an estimated $32.5K and leaving 68,726 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #3672.

John Overdeck first reported a position in ARLO in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.07M in Q1 2022. 260 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.

  • John Overdeck held 68,726 shares of Arlo Technologies worth $926K as of Q2 2026.
  • John Overdeck sold 2,400 Arlo Technologies shares in Q2 2026, an estimated $32.5K.
  • Arlo Technologies made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3672 holding.
  • John Overdeck first reported a position in Arlo Technologies in Q4 2019 and has held it in 16 quarters since.
  • John Overdeck's Arlo Technologies position peaked at $4.07M in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.