Arlo Technologies (ARLO)

• Market cap: $1.15B
• 1 day: 2.05%
• 5 days: 0.53%
• 1 month: -5.91%
• 3 months: -3.53%
• 6 months: -6.44%
• Year to date: 4.56%
• 1 year: 32.45%
• 5 years: 236.36%
• 10 years: -48.10%
• Sector: Consumer Discretionary
• Industry: Household Audio & Video Equipment

About: Arlo Technologies Inc is engaged in the provision of security and video monitoring solutions for homes and businesses. It provides different products and services such as, subscription based services like Arlo Secure, Arlo Total Security, Arlo Safe, and security devices, like smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras and home security systems. Geographically, the company generates majority of its revenue from the United States and rest from Spain, Ireland and other regions.

Employees: 363

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

38% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 60

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

0.54% less ownership

Funds ownership: 89.36% [Q3] → 88.82% (-0.54%) [Q4]

2% less funds holding

Funds holding: 217 [Q3] → 213 (-4) [Q4]

8% less capital invested

Capital invested by funds: $1.08B [Q3] → $997M (-$83.9M) [Q4]

80% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 1 (-4) [Q4]