Needham Investment Management’s Arlo Technologies ARLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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