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Needham Investment Management’s Arlo Technologies ARLO Stock Holding History

Needham 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 		$26.9M Buy
1,995,000
+235,000
+13% +$3.18M 0.81% 29
2026
Q1 		$25M Buy
1,760,000
+220,000
+14% +$2.94M 1.28% 20
2025
Q4 		$21.5M Buy
1,540,000
+232,500
+18% +$3.66M 1.36% 22
2025
Q3 		$22.2M Hold
1,307,500
– – 1.55% 16
2025
Q2 		$22.2M Buy
1,307,500
+10,000
+0.8% +$128K 1.77% 16
2025
Q1 		$12.8M Buy
1,297,500
+2,500
+0.2% +$28.5K 1.2% 30
2024
Q4 		$14.5M Buy
1,295,000
+30,000
+2% +$349K 1.12% 30
2024
Q3 		$15.3M Buy
1,265,000
+285,000
+29% +$3.77M 1.18% 30
2024
Q2 		$12.8M Buy
980,000
+230,000
+31% +$2.86M 1.05% 29
2024
Q1 		$9.49M Buy
750,000
+510,000
+213% +$5.1M 0.88% 35
2023
Q4 		$2.28M Buy
240,000
+185,000
+336% +$1.69M 0.29% 81
2023
Q3 		$567K Buy
55,000
+10,000
+22% +$106K 0.1% 100
2023
Q2 		$491K Hold
45,000
– – 0.08% 106
2023
Q1 		$273K Hold
45,000
– – 0.05% 115
2022
Q4 		$158K Hold
45,000
– – 0.03% 113
2022
Q3 		$209K Hold
45,000
– – 0.04% 113
2022
Q2 		$282K Sell
45,000
-160,000
-78% -$1.17M 0.05% 113
2022
Q1 		$1.82M Hold
205,000
– – 0.26% 73
2021
Q4 		$2.15M Sell
205,000
-100,000
-33% -$781K 0.27% 72
2021
Q3 		$1.95M Buy
305,000
+24,000
+9% +$149K 0.26% 71
2021
Q2 		$1.9M Buy
281,000
+51,000
+22% +$332K 0.28% 68
2021
Q1 		$1.44M Buy
230,000
+150,000
+188% +$1.18M 0.2% 80
2020
Q4 		$624K Hold
80,000
– – 0.1% 95
2020
Q3 		$420K Sell
80,000
-30,000
-27% -$144K 0.08% 93
2020
Q2 		$284K Buy
+110,000
New +$266K 0.06% 97

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

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

Needham Investment Management increased its Arlo Technologies (ARLO) stake by 13% in Q2 2026, buying an estimated $3.18M and bringing the position to 1,995,000 shares worth $26.9M. The position accounts for 0.81% of the portfolio, ranked #29.

Needham Investment Management first reported a position in ARLO in Q2 2020 and has held it in 25 quarters since. 261 funds tracked by Wall St. Rank hold ARLO as of Q2 2026.

  • Needham Investment Management held 1,995,000 shares of Arlo Technologies worth $26.9M as of Q2 2026.
  • Needham Investment Management bought 235,000 Arlo Technologies shares in Q2 2026, an estimated $3.18M.
  • Arlo Technologies made up 0.81% of Needham Investment Management's portfolio in Q2 2026, its #29 holding.
  • Needham Investment Management first reported a position in Arlo Technologies in Q2 2020 and has held it in 25 quarters since.
  • 261 funds tracked by Wall St. Rank held Arlo Technologies as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.