Position in ARLO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$79,746,803
+$2,531,024 QoQ
Shares Held
5,915,935
+9.0% QoQ
Ownership
5.45%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1
of 38 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026WASATCH ADVISORS LP holds $655,781,586 across 7 Building Products & Equipment names. ARLO ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAON |
Aaon, Inc.
|
2,338,517 | $296,664,266 | |
| 2 | TREX |
Trex Co Inc
|
3,757,238 | $188,012,189 | |
| 3 | ARLO |
Arlo Technologies, Inc.
This page
|
5,915,935 | $79,746,803 | |
| 4 | NPKI |
NPK International Inc.
|
2,811,593 | $44,732,444 | |
| 5 | LMB |
Limbach Holdings, Inc.
|
380,863 | $29,326,451 | |
| 6 | SWIM |
Latham Group, Inc.
|
2,524,359 | $16,332,602 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
10,805 | $966,831 |
All Filings in ARLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,746,803 | 5,915,935 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $77,215,779 | 5,426,267 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $74,461,565 | 5,322,485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $93,317,665 | 5,505,467 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $79,353,804 | 4,678,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $35,496,833 | 3,596,437 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,772,756 | 4,537,333 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $45,373,554 | 3,746,784 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,635,096 | 3,499,624 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||