Arlo (ARLO)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	80.69 mm	80.69 mm	80.69 mm	80.69 mm	80.69 mm	80.69 mm
Cash burn (monthly)	(no burn)	(no burn)	1.82 mm	2.34 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	n/a	7.37 mm	9.47 mm	n/a	n/a
Cash remaining	n/a	n/a	73.32 mm	71.21 mm	n/a	n/a
Runway (months of cash)	n/a	n/a	40.3	30.5	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Arlo earnings reports.

Institutional ownership, Q3 2024

ARLO institutional ownership history Ownership history

88.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	218	201	+8.5%
Opened positions	38	34	+11.8%
Closed positions	21	42	-50.0%
Increased positions	77	65	+18.5%
Reduced positions	69	70	-1.4%

13F shares	Current	Prev Q	Change
Total value	1.04 tn	1.11 tn	-6.5%
Total shares	88.84 mm	87.74 mm	+1.3%
Total puts	40.50 k	41.90 k	-3.3%
Total calls	139.10 k	164.20 k	-15.3%
Total put/call ratio	0.3	0.3	+14.1%

Largest owners	Shares	Value	Change
BlackRock	15.99 mm	$193.65 bn	NEW
Vanguard	9.65 mm	$116.92 bn	+2.7%
Brandes Investment Partners	5.36 mm	$64.87 bn	+4.2%
Primecap Management	4.96 mm	$60.09 bn	-1.0%
STT State Street	4.27 mm	$51.70 bn	+0.6%
Rice Hall James & Associates	4.07 mm	$49.28 bn	+4.9%
Wasatch Advisors	3.75 mm	$45.37 bn	+7.1%
Driehaus Capital Management	2.66 mm	$32.22 bn	+2.6%
Geode Capital Management	2.19 mm	$26.55 bn	+2.2%
Renaissance Technologies	1.60 mm	$19.34 bn	+12.9%

Largest transactions	Shares	Bought/sold	Change
BlackRock	15.99 mm	+15.99 mm	NEW
BLK BlackRock	0.00	-15.52 mm	EXIT
Deutsche Bank AG - Registered Shares	56.24 k	-536.21 k	-90.5%
IVZ Invesco	415.96 k	-450.35 k	-52.0%
Nuveen Asset Management	565.88 k	-423.57 k	-42.8%
FHI Federated Hermes	26.70 k	-303.73 k	-91.9%
Swedbank AB	1.10 mm	+300.00 k	+37.5%
Needham Investment Management	1.26 mm	+285.00 k	+29.1%
AWH Capital	0.00	-266.14 k	EXIT
Vanguard	9.65 mm	+255.38 k	+2.7%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

ARLO insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
16 Dec 24	Binder Kurtis Joseph	Common Stock	Sell	Dispose S	No	Yes	12.797	63,882	817.50 k	828,713
2 Dec 24	Busse Brian	Common Stock	Sell	Dispose S	No	No	11.5392	27,588	318.34 k	611,465
2 Dec 24	Mcrae Matthew Blake	Common Stock	Sell	Dispose S	No	No	11.5392	316,644	3.65 mm	3,160,988
26 Nov 24	Busse Brian	Common Stock	Sell	Dispose S	No	Yes	11.9557	86,421	1.03 mm	639,053
26 Nov 24	Busse Brian	Common Stock	Option exercise	Acquire M	No	No	0	50,000	0.00	725,474
26 Nov 24	Busse Brian	Performance Stock Units (PSUs) Common Stock	Option exercise	Dispose M	No	No	0	50,000	0.00	0
26 Nov 24	Mcrae Matthew Blake	Common Stock	Option exercise	Acquire M	No	No	0	26,536	0.00	3,477,632
26 Nov 24	Mcrae Matthew Blake	Common Stock	Option exercise	Acquire M	No	No	0	47,350	0.00	3,451,096
26 Nov 24	Mcrae Matthew Blake	Common Stock	Option exercise	Acquire M	No	No	0	500,000	0.00	3,403,746
26 Nov 24	Mcrae Matthew Blake	Performance Stock Units (PSUs) Common Stock	Option exercise	Dispose M	No	No	0	26,536	0.00	238,857