Monitor future Wasatch 13G amendments for stake increases above 5% or a conversion to 13D, which would signal a shift from passive to activist intent. For now, this is a routine passive disclosure with no immediate trading catalyst.
Price Chart
Executive Summary
Wasatch Advisors LP filed an amended Schedule 13G disclosing a 4.5% passive stake in Arlo Technologies as of September 30, 2026, representing 4,865,838 shares. This is a new filing by Wasatch, not a prior filer in the cross-filing context, so no stake progression is available. The passive nature and small stake size indicate routine index or fundamental fund positioning with no activist intent.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP holds 4,865,838 shares of Arlo Technologies, representing 4.5% of shares outstanding.
- Filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- Stake is below the 5% threshold that would trigger a Schedule 13D filing, indicating no activist intent.
- No prior Wasatch 13G filings for Arlo appear in the cross-filing context, so this is a new disclosure.
Financial Impact
No material financial impact — 4.5% passive stake is routine institutional positioning.
Risk Factors
- Wasatch could increase stake above 5% in future filings, but no current indication of activist intent.
- No risk of forced selling or activist pressure from this passive filer.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000814133-26-000113 |
| Document: 0000814133-26-000113-index.html | 0000814133-26-000113 |
| Document: 0000814133-26-000113.txt | 0000814133-26-000113 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | SC 13G/A | $12.40 | awaiting T+60 | — | $12.38 (−0.16%) |
Sep 28, 2026 28d ago | 144 | $12.43 | awaiting T+60 | — | $12.38 (−0.40%) |
Aug 11, 2026 10w ago | Insider Cluster | $14.73 | awaiting T+60 | — | $12.38 (−15.95%) |
Aug 5, 2026 11w ago | Insider Cluster | $15.47 | awaiting T+60 | — | $12.38 (−19.97%) |
Jun 11, 2026 19w ago | Institutional Cluster | $12.71 $13.97 | ▲ +9.91% | ▲ +5.52% | $12.38 (−2.60%) |
May 8, 2026 24w ago | 144 | $13.59 $15.93 | ▲ +17.22% | ▲ +12.83% | $12.38 (−8.90%) |
Apr 24, 2026 26w ago | DEFA14A | $14.21 $12.93 | ▼ −9.01% | ▼ −13.79% | $12.38 (−12.88%) |
Apr 17, 2026 27w ago | 144 | $14.97 $12.84 | ▼ −14.23% | ▼ −21.01% | $12.38 (−17.30%) |
Mar 3, 2026 34w ago | Insider Cluster | $15.09 $13.21 | ▲ +12.46% | ▲ +22.78% | $12.38 (+17.96%) |
Mar 3, 2026 34w ago | Insider Cluster | $15.09 $13.21 | ▼ −12.46% | ▼ −22.78% | $12.38 (−17.96%) |
US Market Status
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