This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ARLO/capital-change-brief"
Use Arkolith's capital_change_brief for ARLO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $242.5M | 17.0M | ▲+1.4% Added · +240K sh | Q1 2026 | |
| 2 | BRANDES INVESTMENT PARTNERS, LP | $145.4M | 10.2M | ▲+25% Added · +2.0M sh | Q1 2026 | |
| 3 | WASATCH ADVISORS LP | $79.7M | 5.9M | ▲+9.0% Added · +490K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $77.2M | 5.4M | ▲New +5.4M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $63.3M | 4.5M | ▲New +4.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $61.4M | 4.3M | ▲+2.5% Added · +104K sh | Q1 2026 | |
| 7 | RICE HALL JAMES & ASSOCIATES, LLC | $52.1M | 3.7M | ▲+2.3% Added · +83K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $35.3M | 2.5M | ▲+3.6% Added · +86K sh | Q1 2026 | |
| 9 | PRIMECAP MANAGEMENT CO/CA/ | $33.0M | 2.3M | ▼−17% Reduced · −460K sh | Q1 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $29.2M | 2.0M | ▼−10% Reduced · −240K sh | Q1 2026 | |
| 11 | EMERALD ADVISERS, LLC | $28.7M | 2.0M | ▼−2.0% Reduced · −41K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $25.6M | 1.8M | ▲+2.5% Added · +45K sh | Q1 2026 | |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $25.1M | 1.8M | ▼−0.7% Reduced · −13K sh | Q1 2026 | |
| 14 | NEEDHAM INVESTMENT MANAGEMENT LLC | $25.0M | 1.8M | ▲+14% Added · +220K sh | Q1 2026 | |
| 15 | JANUS HENDERSON GROUP PLC | $23.0M | 1.6M | ▲+74% Added · +687K sh | Q1 2026 | |
| 16 | Nuveen, LLC | $21.1M | 1.5M | ▲+40% Added · +426K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $18.4M | 1.3M | ▼−0.3% Reduced · −4K sh | Q1 2026 | |
| 18 | AWM Investment Company, Inc. | $18.0M | 1.3M | ▲+7.9% Added · +93K sh | Q1 2026 | |
| 19 | EMERALD MUTUAL FUND ADVISERS TRUST | $17.9M | 1.3M | ▲+1.4% Added · +18K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $17.5M | 1.2M | ▼−8.9% Reduced · −121K sh | Q1 2026 | |
| 21 | Granahan Investment Management, LLC | $16.6M | 1.2M | ▲+246% Added · +831K sh | Q1 2026 | |
| 22 | Hosking Partners LLP | $16.5M | 1.2M | ▲+80% Added · +516K sh | Q1 2026 | |
| 23 | Connor, Clark & Lunn Investment Management Ltd. | $15.0M | 1.1M | ▼−12% Reduced · −149K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14.7M | 1.0M | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 25 | OBERWEIS ASSET MANAGEMENT INC/ | $14.0M | 982K | ▲New +982K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sell (S) | 17K | $212K |
| Jun 22, 2026 | Rothstein Amy M | Director | Sell (S) | 5K | $69K |
| Jun 18, 2026 | Aggarwal Prashant | Director | Grant (A) | 15K | $0 |
| Jun 18, 2026 | Summers Grady | Director | Grant (A) | 15K | $0 |
| Jun 18, 2026 | Carter Miller Jocelyn | Director | Grant (A) | 15K | $0 |
| Jun 18, 2026 | Rothstein Amy M | Director | Grant (A) | 15K | $0 |
| Jun 18, 2026 | Fallon Catriona M | Director | Grant (A) | 15K | $0 |
| Jun 18, 2026 | Faison Ralph E | Director | Grant (A) | 15K | $0 |
| May 8, 2026 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sell (S) | 65K | $1.0M |
| Apr 17, 2026 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sell (S) | 25K | $380K |
| Apr 6, 2026 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sell (S) | 25K | $350K |
| Mar 12, 2026 | MCRAE MATTHEW BLAKE | CEO, Director | Sell (S) | 153K | $2.1M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 85 funds | $37.6B |
| ALPHABET INC-CL AGOOGL | 85 funds | $24.6B |
| BROADCOM INCAVGO | 85 funds | $20.0B |
| META PLATFORMS INC-CLASS AMETA | 83 funds | $18.3B |
| APPLE INCAAPL | 82 funds | $39.6B |
| NVIDIA CORPNVDA | 81 funds | $52.8B |
| JPMORGAN CHASE & COJPM | 81 funds | $11.8B |
| MICRON TECHNOLOGY INCMU | 81 funds | $7.0B |
| AMAZON.COM INCAMZN | 80 funds | $29.8B |
| ELI LILLY & COLLY | 80 funds | $10.2B |
| LAM RESEARCH CORPLRCX | 80 funds | $4.1B |
| TESLA INCTSLA | 79 funds | $11.5B |
Ranked by how many of ARLO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ARLO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.