Brandes Investment Partners discloses sizable Arlo (ARLO) ownership stake

Rhea-AI Filing Summary

Brandes Investment Partners, L.P. reported a significant beneficial stake in Arlo Technologies, Inc. common shares. The firm beneficially owns 8,202,794 shares, giving it more than 5% of Arlo's outstanding common stock as of 12/31/2025.

Brandes has no sole voting or dispositive power. It shares voting power over 4,641,379 shares and shares dispositive power over all 8,202,794 shares. The position is certified as held in the ordinary course of business and not for the purpose of changing or influencing control of Arlo.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Arlo Technologies, Inc.

(Name of Issuer)

Common Shares

(Title of Class of Securities)

04206A101

(CUSIP Number)

12/31/2025

(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)

SCHEDULE 13G

CUSIP No. 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 4,641,379.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 8,202,794.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,202,794.00

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)

7.7 %

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: 8,202,794
(b)	Percent of class: 7.74 %
(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: 4,641,379
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 8,202,794
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:	02/09/2026

FAQ

Who is the institutional investor reporting a stake in Arlo (ARLO)?

The filing shows Brandes Investment Partners, L.P., a Delaware investment adviser, reporting a beneficial ownership position in Arlo Technologies, Inc. common shares. Brandes manages client accounts and filed as an investment adviser under SEC Rule 13d-1(b)(1)(ii)(E).

How many Arlo (ARLO) shares does Brandes Investment Partners beneficially own?

Brandes Investment Partners beneficially owns 8,202,794 Arlo common shares. This share count reflects the total amount over which Brandes has shared dispositive power, as disclosed in the Schedule 13G/A ownership section for Arlo Technologies, Inc.

What percentage of Arlo (ARLO) does Brandes Investment Partners own?

Brandes reports beneficial ownership of more than 5% of Arlo’s common stock. The filing lists 8,202,794 shares, which exceeds the 5% reporting threshold that requires institutional investors to file a Schedule 13G with the SEC.

Does Brandes Investment Partners control voting of all its Arlo (ARLO) shares?

No. Brandes reports shared voting power over 4,641,379 shares and no sole voting power. It also has shared dispositive power over 8,202,794 shares, meaning decisions to sell are shared, consistent with its role as investment adviser for client accounts.

Is Brandes Investment Partners seeking control of Arlo (ARLO) with this stake?

The filing states the Arlo shares were acquired and are held in the ordinary course of business, not to change or influence control of Arlo. Brandes certifies it is not participating in any transaction intended to affect control of the issuer.

As of what date is Brandes Investment Partners’ Arlo (ARLO) ownership reported?

The Schedule 13G/A reports Brandes Investment Partners’ beneficial ownership as of December 31, 2025. That date is identified as the event requiring the filing, providing the reference point for the disclosed Arlo share amounts and ownership percentage.