SCHEDULE: Wasatch Advisors LP Increases Stake in Arlo Technologies

Wasatch Advisors LP has reported a 4.5% beneficial ownership of Arlo Technologies Inc. common stock as of September 30, 2026.

Summary

• Wasatch Advisors LP has filed a Schedule 13G, indicating their beneficial ownership of Arlo Technologies Inc. common stock.
• As of September 30, 2026, Wasatch Advisors LP holds 4,865,838 shares, representing 4.5% of the class of securities.
• The filing confirms sole voting power over 3,471,743 shares and sole dispositive power over all 4,865,838 shares.
• This filing is an amendment (No. 1) to a previous filing.
• Wasatch Advisors LP is an investment adviser organized in Delaware.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, indicating a significant but not dominant ownership stake by a known investment advisor, suggesting continued institutional interest without immediate takeover implications.

Positives

• Wasatch Advisors LP, a significant investment advisor, has increased its stake or confirmed its holdings, suggesting continued confidence in Arlo Technologies.
• The 4.5% ownership stake indicates substantial institutional interest in the company.

Negatives

• No specific negative financial or operational information is presented in this ownership filing.

Risks

• The filing does not explicitly mention any risks. However, any significant change in institutional ownership could be perceived as a risk by some investors if the motivations behind the stake are unclear.

Future Outlook

This filing is primarily an ownership disclosure and does not contain forward-looking statements or specific guidance regarding Arlo Technologies' future performance.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that significant institutional ownership filings like this are common in the technology sector. Wasatch Advisors LP's investment in Arlo Technologies (a smart home security company) aligns with broader trends of increasing demand for connected home devices and services.

Stakeholder Impact

• Shareholders: The increased or confirmed stake by a significant institutional investor like Wasatch Advisors LP may be viewed positively, potentially indicating confidence and stability, which could influence share price.
• Management: The filing confirms that Wasatch Advisors LP is not seeking to influence control of the company, which is a standard certification for this type of filing.

Next Steps

• Wasatch Advisors LP will continue to hold or potentially adjust its position in Arlo Technologies Inc. based on its investment strategy.
• Future filings will be made if ownership levels change significantly according to SEC regulations.

Key Dates

Keywords

Arlo Technologies, Wasatch Advisors, Schedule 13G, Beneficial Ownership, Investment Advisor, Common Stock, Institutional Investor