Arlo Technologies, Inc. (NYSE:ARLO) Q1 2026 Earnings Call Transcript
Tahmin Clarke: Thank you, operator. Good afternoon, and welcome to Arlo Technologies First Quarter 2026 Financial Results Conference Call. Joining us from the company are Mr.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 2,049,418 | $29,163,218 | -11% | 0.05% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,760,632 | $25,053,793 | -1% | 0.01% |
| 3. | Hosking Partners Jeremy Hosking | 1,159,781 | $16,503,684 | +81% | 0.59% |
| 4. | Royce & Associates Chuck Royce | 1,082,104 | $15,398,340 | +10% | 0.15% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 778,084 | $11,072,136 | -65% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.89 | 8,842 | $105,089.82 | 385,599 | 2024-08-12 | Filing | |
| $10.45 | 1,429 | $14,933.05 | 249,802 | 2023-08-15 | Filing | |
| $8.94 | 1,672 | $14,947.68 | 228,744 | 2023-05-15 | Filing | |
| $4.27 | 3,497 | $14,932.19 | 227,072 | 2023-02-15 | Filing | |
| $4.06 | 3,846 | $15,614.76 | 223,575 | 2022-11-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.70 | 65,000 | $1,020,474.00 | 499,885 | 2026-05-08 | Filing | |
| $15.19 | 25,000 | $379,857.50 | 564,885 | 2026-04-17 | Filing | |
| $13.99 | 25,000 | $349,640.00 | 589,885 | 2026-04-06 | Filing | |
| $13.78 | 25,525 | $351,609.43 | 583,364 | 2026-03-12 | Filing | |
| $13.78 | 179,419 | $2,471,532.61 | 614,885 | 2026-03-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,044,376 | $242,541,472 | 0% | |
| 2. | 5,427,545 | $77,233,965 | 0% | |
| 3. | 5,426,267 | $77,215,779 | 0.51% | |
| 4. | 4,451,208 | $63,340,690 | 0% | |
| 5. | 2,318,513 | $32,992,439 | 0.03% |