# Arlo Technologies (ARLO): value investors who own it

1 value investor held Arlo Technologies in their Q3 2026 13F, led by First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Eagle Investment Management | 0.0% | $10.1m | Added +713% | 2 |
| Polen Capital Management | 0.0% | $0k | Sold out | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-29 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sold | 13358 | $168k |
| 2026-09-28 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sold | 83211 | $1.0m |
| 2026-09-01 | Rothstein Amy M | Director | Sold | 6149 | $77k |
| 2026-08-07 | Rothstein Amy M | Director | Sold | 9251 | $149k |
| 2026-08-05 | Rothstein Amy M | Director | Sold | 2100 | $34k |
| 2026-08-04 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sold | 27297 | $424k |
| 2026-08-04 | Rothstein Amy M | Director | Sold | 5010 | $77k |
| 2026-08-03 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sold | 13971 | $210k |
| 2026-08-03 | Rothstein Amy M | Director | Sold | 12490 | $187k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/arlo). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.