Question 1

Which hedge funds and institutional investors hold ARLO?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for ARLO shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for ARLO whale holdings?

Accepted Answer

Conviction level reflects how significant ARLO is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to ARLO, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for ARLO?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about ARLO?

Accepted Answer

QoQ changes for ARLO show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Brandes	8.1M	$115.7M	0.8%	$14.1B
State Street	4.3M	$61.4M	0.0%	$2896.4B
PRIMECAP	2.3M	$33.0M	0.0%	$127.0B
Renaissance Tech	2.0M	$29.2M	0.0%	$63.9B
Arrowstreet	1.8M	$25.1M	0.0%	$184.8B
DE Shaw	1.3M	$18.7M	0.0%	$166.3B
ClearBridge	517.1K	$7.4M	0.0%	$114.9B
Geode Capital	365.2K	$5.2M	0.0%	$1607.5B
Tudor	203.6K	$2.9M	0.0%	$53.9B
Gabelli	116.5K	$1.7M	0.0%	$14.8B
Winton	103.6K	$1.5M	0.1%	$2.9B
Citadel	94.1K	$1.3M	0.0%	$618.5B
First Eagle	92.5K	$1.3M	0.0%	$59.0B
Two Sigma	71.1K	$1.0M	0.0%	$123.9B
Point72	69.4K	$987K	0.0%	$78.1B
Millennium	64.2K	$914K	0.0%	$240.3B
Polen Capital	58.7K	$835K	0.0%	$14.5B
PDT Partners	42.9K	$610K	0.0%	$1.7B
American Century	36.5K	$519K	0.0%	$194.3B
Marshall Wace	32.7K	$466K	0.0%	$100.4B
Northern Trust	25.4K	$361K	—	$756.6B
Balyasny	12.9K	$184K	0.0%	$77.1B
Man Group	6.0K	$85K	0.0%	$55.1B
Franklin Templeton	4.1K	$58K	—	$408.3B
DFA	988	$14K	—	$481.4B
Fidelity (FMR)	704	$10K	—	$1898.4B
BlackRock	572	$8K	—	$5723.5B
Acadian	115.0K	$2K	0.0%	$70.5M
AQR Capital	24	$342	—	$218.4B

ARLO

Who Holds ARLO

Changes This Quarter