Landscape Capital Management’s Arlo Technologies ARLO Stock Holding History

Landscape 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 Q4	–	Sell	-70,155	Closed	-$1.19M	–	717
2025 Q3	$1.19M	Sell	70,155 -14,434	-17%	-$245K	0.08%	333
2025 Q2	$1.43M	Sell	84,589 -169,184	-67%	-$2.16M	0.11%	258
2025 Q1	$2.5M	Buy	253,773 +16,183	+7%	+$185K	0.22%	150
2024 Q4	$2.66M	Buy	237,590 +187,072	+370%	+$2.18M	0.28%	92
2024 Q3	$612K	Buy	+50,518	New	+$669K	0.06%	368
2019 Q2	–	Sell	-333,717	Closed	-$1.38M	–	637
2019 Q1	$1.38M	Buy	+333,717	New	+$1.85M	0.13%	179
2018 Q4	–	Sell	-20,199	Closed	-$293K	–	850
2018 Q3	$293K	Buy	+20,199	New	+$378K	0.02%	558

Other funds holding ARLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Landscape Capital Management's ARLO Position: Q4 2025 in Review

Landscape Capital Management sold out of Arlo Technologies (ARLO) in Q4 2025, closing a stake of 70,155 shares — an estimated $1.19M sold.

Landscape Capital Management first reported a position in ARLO in Q3 2018 and held it in 7 quarters. The position peaked at $2.66M in Q4 2024. 259 funds tracked by Wall St. Rank hold ARLO as of Q4 2025.

Landscape Capital Management reported no remaining Arlo Technologies position as of Q4 2025 after selling out during the quarter.
Landscape Capital Management sold 70,155 Arlo Technologies shares in Q4 2025, an estimated $1.19M.
Landscape Capital Management first reported a position in Arlo Technologies in Q3 2018 and held it in 7 quarters.
Landscape Capital Management's Arlo Technologies position peaked at $2.66M in Q4 2024.
259 funds tracked by Wall St. Rank held Arlo Technologies as of Q4 2025.

Based on Landscape Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.