Monitor for any future 13D conversion or additional accumulation by Vanguard entities. The passive certification limits near-term activist risk, but a large index fund crossing the 5% threshold signals institutional confidence in the company's fundamentals.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed a Schedule 13G disclosing a 5.01% passive stake in Arlo Technologies as of September 30, 2026, representing 5,394,652 shares. This is a new filing by Vanguard Capital Management, not an amendment, indicating a passive index or fundamental fund position with no activist intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC disclosed a 5.01% passive stake in Arlo Technologies as of September 30, 2026.
- The stake consists of 5,394,652 shares of common stock.
- The filing is a new Schedule 13G, not an amendment, and certifies passive intent under Rule 13d-1(b).
- The filing covers securities held by Vanguard Capital Management and certain affiliates including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.
Financial Impact
Stake valued at approximately $75 million based on $1.5B market cap and 5.01% ownership.
Risk Factors
- Vanguard may increase or decrease the position without further disclosure until the next 13F filing.
- No cross-filing context indicates activist intent or 13D conversion risk.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001547 |
| Document: 0002100119-26-001547-index.html | 0002100119-26-001547 |
| Document: 0002100119-26-001547.txt | 0002100119-26-001547 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $14.63 | awaiting T+60 | awaiting T+60 | $14.47 (−1.09%) |
Oct 27, 2026 5d ago | 8-K | $13.05 | awaiting T+60 | awaiting T+60 | $14.47 (+10.88%) |
Oct 9, 2026 23d ago | SC 13G/A | $12.40 | awaiting T+60 | awaiting T+60 | $14.47 (+16.69%) |
Sep 28, 2026 4w ago | 144 | $12.43 | awaiting T+60 | awaiting T+60 | $14.47 (+16.41%) |
Aug 11, 2026 11w ago | Insider Cluster | $14.73 | awaiting T+60 | awaiting T+60 | $14.47 (−1.77%) |
Aug 5, 2026 12w ago | Insider Cluster | $15.47 $14.47 | ▼ −6.46% | ▼ −4.79% | $14.47 (−6.46%) |
Jun 11, 2026 20w ago | Institutional Cluster | $12.71 $13.97 | ▲ +9.91% | ▲ +5.52% | $14.47 (+13.85%) |
May 8, 2026 25w ago | 144 | $13.59 $15.93 | ▲ +17.22% | ▲ +12.83% | $14.47 (+6.48%) |
Apr 24, 2026 27w ago | DEFA14A | $14.21 $12.93 | ▼ −9.01% | ▼ −13.79% | $14.47 (+1.83%) |
Apr 17, 2026 28w ago | 144 | $14.97 $12.84 | ▼ −14.23% | ▼ −21.01% | $14.47 (−3.34%) |
US Market Status
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