What is the 13F Pro Quality Score for ARLO?

13F Pro ranks Arlo Technologies, Inc. (ARLO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ARLO's current score at https://13fpro.ai/company/ARLO (free sign-up required for the full ranking).

Which hedge funds own the most ARLO stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ARLO include BlackRock,, BRANDES INVESTMENT PARTNERS,, WASATCH ADVISORS. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ARLO as soon as new 13F filings post.

Where does 13F Pro source ARLO data?

All Arlo Technologies, Inc. fundamentals and ownership data come directly from SEC EDGAR. Arlo Technologies, Inc. files with the SEC under CIK 1736946. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ARLO in?

Arlo Technologies, Inc. (ARLO) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is ARLO research updated on 13F Pro?

ARLO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Arlo Technologies, Inc.(ARLO)Stock Analysis

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SEC EDGAR: CIK 1736946 ARLO stock profile & AI dashboard →

13F Pro Quality Score

56.4/100

Rank #1,179 of 2,962 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

49.0/100

Profitability

63.9/100

Balance Sheet

82.8/100

Earnings Quality

76.3/100

Free Cash Flow

60.5/100

Institutional Flow

49.8/100

Revenue Scale

39.7/100

Dilution Risk

14.7/100

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Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

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Why ARLO Scores 56/100

exact factor attribution · 2026-09-11

ARLO's composite is driven by capital efficiency and earnings quality, held back by shareholder dilution and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+3.3 pts

83th pct

Earnings quality

+2.6 pts

76th pct

Profitability

+2.1 pts

64th pct

Free cash flow

+1.6 pts

61th pct

Earnings growth

+0.4 pts

58th pct

Institutional flow

-0.0 pts

50th pct

Revenue growth

-0.2 pts

49th pct

Scale

-1.5 pts

40th pct

Shareholder dilution

-1.8 pts

15th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ARLO Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Arlo Technologies, Inc. (ARLO), a Technology sector company. 13F Pro's AI-powered ranking engine scores ARLO at 56.4/100 on a 32-signal composite quality model, placing it at rank #1,179 of 2,962 stocks — the top half of the AI-ranked universe. ARLO scores in the top quartile across balance sheet strength (82.8), earnings quality (76.3). Areas of concern include revenue scale (39.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 14.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Arlo Technologies, Inc. reports quarterly revenue of $155.9M, net income of $3.0M, an operating margin of 1.6%. Top institutional holders of ARLO by reported 13-F value include BlackRock, BRANDES INVESTMENT PARTNERS, WASATCH ADVISORS, based on the most recent SEC filings. ARLO trades on the NYSE exchange and files with the SEC under CIK 1736946. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ARLO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Arlo Technologies, Inc. directly from SEC EDGAR. Arlo Technologies, Inc.'s 13F Pro composite quality score has ranged between 50 and 58 since 2026, currently 56.4 — an improving long-term trajectory across 47 quarterly and live scoring snapshots.

✦

Fun facts about Arlo Technologies, Inc.

Quirks, history, and lore behind ARLO — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer electronics company · small-cap · listed on NYSE · headquartered in California.
2
The Numbers
Annual revenue in the range of a few hundred million dollars, with a business model that leans heavily on recurring subscription revenue to stay afloat.
3
The History
Spun off as an independent public company from a larger networking giant around 2018, inheriting a product line that had already built a loyal following.
4
The Secret
The hardware is practically a loss leader — the real play is locking customers into cloud storage plans for their video footage.
5
The Lore
Its cameras are wire-free and weatherproof, making them a favorite for people who want home surveillance without hiring a contractor to drill holes in every wall.
6
The Giveaway
This company makes wire-free smart home security cameras sold at Best Buy and Amazon — you've almost certainly seen the little white cameras perched on a doorframe and thought, "I should get one of those."

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Revenue

Q2 2026

$155.9M

Net Income

Q2 2026

$3.0M

Operating Margin

Q2 2026

1.6%

ROIC

Q2 2026

6.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+3.6% YoY

$529.3MFY 2025

FY22 $490.4MFY23 $491.2MFY24 $510.9MFY25 $529.3M

Net Income

+148.9% YoY

$14.9MFY 2025

FY22 $-56.6MFY23 $-22.0MFY24 $-30.5MFY25 $14.9M

Operating Income

+117.4% YoY

$6.1MFY 2025

FY22 $-56.9MFY23 $-24.9MFY24 $-34.9MFY25 $6.1M

EPS (Diluted)

+145.2% YoY

$0.14FY 2025

FY22 $-0.65FY23 $-0.24FY24 $-0.31FY25 $0.14

Total Assets

+4.1% YoY

$310.5MFY 2025

FY22 $272.2MFY23 $285.5MFY24 $298.4MFY25 $310.5M

Op. Cash Flow

+53.4% YoY

$78.7MFY 2025

FY22 $-46.0MFY23 $38.3MFY24 $51.3MFY25 $78.7M

Free Cash Flow

—FY 2025

FY22 $-48.0MFY23 $35.5MFY24 $48.6MFY25 —

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$529.3M +3.6%	$510.9M +4.0%	$491.2M +0.2%	$490.4M +12.7%	$435.1M +21.8%	$357.2M
Net Income	$14.9M +148.9%	$-30.5M -38.4%	$-22.0M +61.1%	$-56.6M -1.1%	$-56.0M +44.7%	$-101.3M
Operating Income	$6.1M +117.4%	$-34.9M -40.1%	$-24.9M +56.2%	$-56.9M +5.4%	$-60.1M +42.7%	$-104.9M
EPS (Diluted)	$0.14 +145.2%	$-0.31 -29.2%	$-0.24 +63.1%	$-0.65 +4.4%	$-0.68 +47.7%	$-1.30
Total Assets	$310.5M +4.1%	$298.4M +4.5%	$285.5M +4.9%	$272.2M -21.7%	$347.5M -16.1%	$414.0M
Operating Cash Flow	$78.7M +53.4%	$51.3M +34.0%	$38.3M +183.3%	$-46.0M -98.1%	$-23.2M +50.1%	$-46.5M
Free Cash Flow	—	$48.6M +37.1%	$35.5M +173.9%	$-48.0M -88.4%	$-25.5M +49.5%	$-50.4M

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Available Research

13F Pro tracks comprehensive data for Arlo Technologies, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ARLO

BlackRock, Inc.
$236.0M17,506,791 sh
BRANDES INVESTMENT PARTNERS, LP
$145.0M10,753,652 sh
WASATCH ADVISORS LP
$79.7M5,915,935 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$78.6M5,829,891 sh
STATE STREET CORP
$66.0M4,894,701 sh
VANGUARD CAPITAL MANAGEMENT LLC
$62.2M4,617,160 sh
RICE HALL JAMES & ASSOCIATES, LLC
$50.3M3,732,962 sh
GEODE CAPITAL MANAGEMENT, LLC
$36.9M2,736,321 sh
Jupiter Topco LLC
$34.6M2,563,579 sh
RENAISSANCE TECHNOLOGIES LLC
$27.6M2,049,849 sh

Fund	Value	Shares
BlackRock, Inc.	$236.0M	17,506,791
BRANDES INVESTMENT PARTNERS, LP	$145.0M	10,753,652
WASATCH ADVISORS LP	$79.7M	5,915,935
VANGUARD PORTFOLIO MANAGEMENT LLC	$78.6M	5,829,891
STATE STREET CORP	$66.0M	4,894,701
VANGUARD CAPITAL MANAGEMENT LLC	$62.2M	4,617,160
RICE HALL JAMES & ASSOCIATES, LLC	$50.3M	3,732,962
GEODE CAPITAL MANAGEMENT, LLC	$36.9M	2,736,321
Jupiter Topco LLC	$34.6M	2,563,579
RENAISSANCE TECHNOLOGIES LLC	$27.6M	2,049,849

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Is ARLO a good stock to buy?

13F Pro's AI-powered analysis of Arlo Technologies, Inc. (ARLO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ARLO are available on the ARLO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ARLO is classified as a small company.

Which hedge funds own ARLO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ARLO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Arlo Technologies, Inc.'s investment landscape.