SEC 13F Intelligence

Herald Investment Management Ltd / ARLO

Herald Investment Management Ltd’s Arlo Technologies Inc Position

Does Herald Investment Management Ltd own Arlo Technologies Inc (ARLO)? Yes1.38M shares worth $20M (+2.73% of its 13F portfolio) as of Q1 2026, up from 1.31M shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
1.38M
% of Portfolio
+2.73%
Quarters Held
20
currently held

Position History ARLO

Reported value by quarter
Q2 ’21: $3MQ2 ’21Q3 ’21: $4MQ4 ’21: $7MQ1 ’22: $6MQ1 ’22Q2 ’22: $6MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $7MQ2 ’23: $12MQ3 ’23: $11MQ3 ’23Q4 ’23: $10MQ1 ’24: $16MQ2 ’24: $17MQ2 ’24Q3 ’24: $15MQ4 ’24: $14MQ1 ’25: $13MQ1 ’25Q2 ’25: $22MQ3 ’25: $22MQ4 ’25: $18MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.38M$20M+2.73%
Q4 20251.31M$18M+2.39%
Q3 20251.28M$22M+2.88%
Q2 20251.28M$22M+3.21%
Q1 20251.28M$13M+2.36%
Q4 20241.28M$14M+2.34%
Q3 20241.28M$15M+2.66%
Q2 20241.28M$17M+2.73%
Q1 20241.28M$16M+2.62%
Q4 20231.09M$10M+1.98%
Q3 20231.09M$11M+2.39%
Q2 20231.09M$12M+2.31%
Q1 20231.08M$7M+1.45%
Q4 20221.08M$4M+0.93%
Q3 2022927.0K$4M+1.06%
Q2 2022927.0K$6M+1.35%
Q1 2022706.2K$6M+1.14%
Q4 2021630.0K$7M+1.07%
Q3 2021630.0K$4M+0.66%
Q2 2021492.7K$3M+0.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Herald Investment Management Ltd’s full portfolio or all institutional holders of ARLO.