Brandes (ARLO) reports 10.2M shares, 9.57% stake in amendment

Rhea-AI Filing Summary

Brandes Investment Partners filed an Amendment No. 2 to a Schedule 13G/A reporting beneficial ownership of 10,221,551 common shares of Arlo Technologies (CUSIP 04206A101). The filing lists this position as 9.57% of the class and shows shared voting power of 5,934,600 and shared dispositive power of 10,221,551. The document header shows 03/31/2026 and the signature date is 05/08/2026.

Insights

Institutional Ownership Analyst

Brandes reports a near-10% passive stake with shared voting and dispositive authority.

Brandes Investment Partners, L.P. is recorded as beneficial owner of 10,221,551 shares, equal to 9.57% of the class as shown in Item 4. The filing discloses shared voting power of 5,934,600 and shared dispositive power of 10,221,551.

The schedule is an ownership disclosure under Rule 13; it does not state plans or transactions. Subsequent Schedule 13 filings would show any change in percentage, voting power, or dispositive authority.

Key Figures

Beneficial ownership: 10,221,551 shares Percent of class: 9.57% Shared voting power: 5,934,600 shares +3 more

6 metrics

Beneficial ownership 10,221,551 shares Item 4 beneficially owned

Percent of class 9.57% Item 4 percent of class

Shared voting power 5,934,600 shares Item 4 shared power to vote

Shared dispositive power 10,221,551 shares Item 4 shared power to dispose

CUSIP 04206A101 Cover / Item 2(e)

Signature date 05/08/2026 Signature block

Key Terms

Schedule 13G/A, Beneficially owned, Shared dispositive power, Shared voting power

4 terms

Schedule 13G/A regulatory

"Amendment No. 2 to Schedule 13G/A filing header"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned regulatory

"Item 4 | Amount beneficially owned: 10,221,551"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Shared dispositive power regulatory

"Item 4 (iv) Shared power to dispose or to direct the disposition of: 10,221,551"

Shared voting power regulatory

"Item 4 (ii) Shared power to vote or to direct the vote: 5,934,600"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 05/14/2026 - 02:18 PM Learn about SEC filing dates

FAQ

What stake does Brandes Investment Partners report in ARLO?

Brandes reports beneficial ownership of 10,221,551 shares, representing 9.57% of Arlo Technologies' common stock according to Item 4 of the filing.

Does Brandes hold voting control over ARLO shares?

The filing lists shared voting power of 5,934,600 and no sole voting power, indicating voting authority is shared with other parties per Item 4.

What authority does Brandes have to dispose of ARLO shares?

Item 4 shows Brandes has shared dispositive power for 10,221,551 shares, and no sole dispositive power, per the schedule's disclosure.

What dates appear in this Schedule 13G/A amendment for ARLO?

The header shows 03/31/2026 and the signature block is dated 05/08/2026; those are the dates recorded in the submitted amendment.

Who signed the Schedule 13G/A amendment for ARLO?

The filing is signed by /s/ Glenn Carlson with the title Executive Director on 05/08/2026, as shown in the signature block.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Arlo Technologies, Inc.

(Name of Issuer)

Common Shares

(Title of Class of Securities)

04206A101

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 04206A101

1

Names of Reporting Persons

BRANDES INVESTMENT PARTNERS, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,934,600.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 10,221,551.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

10,221,551.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.6 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Arlo Technologies, Inc.
(b)	Address of issuer's principal executive offices: 2200 Faraday Ave, Ste 150, CARLSBAD, CALIFORNIA, 92008.
Item 2.
(a)	Name of person filing: Brandes Investment Partners, L.P.
(b)	Address or principal business office or, if none, residence: 4275 Executive Square, 5th Floor, La Jolla, CA 92037
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Shares
(e)	CUSIP No.: 04206A101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 10,221,551
(b)	Percent of class: 9.57%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 5,934,600
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 10,221,551
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. See Exhibit A
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

BRANDES INVESTMENT PARTNERS, LP

Signature:	/s/ Glenn Carlson
Name/Title:	Executive Director
Date:	05/08/2026