NEEDHAM INVESTMENT MANAGEMENT LLC
Position in ARLO — Arlo Technologies, Inc.
CIK 1167212
NEW YORK, NY
Position in ARLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,044,800
+$3,500,200 QoQ
Shares Held
1,760,000
+14.3% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $43,351,710 across 3 Building Products & Equipment names. ARLO ranks #1 (57.8% of the industry book) .
All Filings in ARLO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,044,800 | 1,760,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,544,600 | 1,540,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,162,125 | 1,307,500 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,175,200 | 1,307,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,806,325 | 1,297,500 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,491,050 | 1,295,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,319,150 | 1,265,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,779,200 | 980,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,487,500 | 750,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,284,800 | 240,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $566,500 | 55,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $490,950 | 45,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $272,700 | 45,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $157,950 | 45,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $208,800 | 45,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $282,150 | 45,000 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,816,300 | 205,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,150,450 | 205,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,955,050 | 305,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,902,370 | 281,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,444,400 | 230,000 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $623,200 | 80,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $420,800 | 80,000 | Shares | Sole | 2021-02-25 | |
| 2020-06-30 | $283,800 | 110,000 | Shares | Sole | 2021-02-25 | |
| No filing history on record for this holder in this stock. | ||||||