PRIMECAP MANAGEMENT CO/CA/

Position in ARLO — Arlo Technologies, Inc.

CIK 763212 PASADENA, CA

Position in ARLO

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$32,992,439

-$5,882,133 QoQ

Shares Held

2,318,513

-16.6% QoQ

Ownership

2.13%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Industrials · as of Mar 31, 2026

PRIMECAP MANAGEMENT CO/CA/ holds $283,360,563 across 4 Building Products & Equipment names. ARLO ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CARR	CARRIER GLOBAL Corp	3,840,205	$216,241,943
2	ARLO	Arlo Technologies, Inc. This page	2,318,513	$32,992,439
3	GFF	Griffon Corp	417,097	$30,314,609
4	ROCK	Gibraltar Industries, Inc.	95,600	$3,811,572

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,992,439	2,318,513	-16.6%	Shares	Sole	2026-05-11
2025-12-31	$38,874,572	2,778,740	-11.4%	Shares	Sole	2026-02-11
2025-09-30	$53,153,318	3,135,889	-14.2%	Shares	Sole	2025-11-12
2025-06-30	$61,976,775	3,654,291	-12.5%	Shares	Sole	2025-08-11
2025-03-31	$41,236,178	4,177,931	-9.8%	Shares	Sole	2025-05-09
2024-12-31	$51,851,002	4,633,691	-6.6%	Shares	Sole	2025-02-10
2024-09-30	$60,088,500	4,961,891	-1.0%	Shares	Sole	2024-11-08
2024-06-30	$65,324,284	5,009,531	-2.2%	Shares	Sole	2024-08-09
2024-03-31	$64,786,102	5,121,431	+5.0%	Shares	Sole	2024-05-14
2023-12-31	$46,425,622	4,876,641	+3.1%	Shares	Sole	2024-02-09
2023-09-30	$48,711,790	4,729,300	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$51,243,288	4,696,910	-3.0%	Shares	Sole	2023-08-11
2023-03-31	$29,333,187	4,840,460	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$17,006,897	4,845,270	-2.3%	Shares	Sole	2023-02-13
2022-09-30	$23,019,550	4,961,110	-1.9%	Shares	Sole	2022-11-14
2022-06-30	$31,721,152	5,059,195	-3.2%	Shares	Sole	2022-08-11
2022-03-31	$46,319,814	5,227,970	-1.0%	Shares	Sole	2022-05-11
2021-12-31	$55,379,961	5,279,310	-1.8%	Shares	Sole	2022-02-11
2021-09-30	$34,472,915	5,377,990	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$36,796,777	5,435,270	+11.4%	Shares	Sole	2021-08-10
2021-03-31	$30,642,883	4,879,440	-2.6%	Shares	Sole	2021-05-14
2020-12-31	$39,018,863	5,008,840	-1.5%	Shares	Sole	2021-02-08
2020-09-30	$26,746,679	5,084,920	-5.3%	Shares	Sole	2020-11-13
2020-06-30	$13,846,963	5,367,040	+1.3%	Shares	Sole	2020-08-13
2020-03-31	$12,876,618	5,299,020	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.