ARLO
Arlo Technologies, Inc.
+0.08 (+0.60%)13.48USD215K成交股數1.5B市值48.1本益比(近四季)2.5股價營收比+20.5%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 9 · 1.4M · 2 |
| 其中 10b5-1 計畫賣出 | 9 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 3.2M |
| 近 180 天 淨額 | −3.2M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | 09-02 | Rothstein Amy M | Director | S 公開市場賣出(10b5-1) | 6.1K | 12.55 | 77K | 60.2K | SEC |
| 2026-08-07 | 08-11 | Rothstein Amy M | Director | S 公開市場賣出(10b5-1) | 9.3K | 16.13 | 149K | 66.4K | SEC |
| 2026-08-05 | 08-05 | Rothstein Amy M | Director | S 公開市場賣出(10b5-1) | 2.1K | 16.00 | 34K | 75.6K | SEC |
| 2026-08-04 | 08-05 | Rothstein Amy M | Director | S 公開市場賣出(10b5-1) | 5.0K | 15.34 | 77K | 77.7K | SEC |
| 2026-08-04 | 08-05 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 27.3K | 15.52 | 424K | 442K | SEC |
| 2026-08-03 | 08-05 | Rothstein Amy M | Director | S 公開市場賣出(10b5-1) | 12.5K | 15.01 | 187K | 82.7K | SEC |
| 2026-08-03 | 08-05 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 14.0K | 15.01 | 210K | 469K | SEC |
| 2026-07-06 | 07-06 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 16.5K | 12.83 | 212K | 483K | SEC |
| 2026-06-22 | 06-23 | Rothstein Amy M | Director | S 公開市場賣出(10b5-1) | 5.3K | 13.02 | 68K | 95.2K | SEC |
| 2026-06-18 | 06-22 | Rothstein Amy M | Director | A 獲配股票 | 14.9K | – | – | 100K | SEC |
| 2026-06-18 | 06-22 | Aggarwal Prashant | Director | A 獲配股票 | 14.9K | – | – | 25.5K | SEC |
| 2026-06-18 | 06-22 | Fallon Catriona M | Director | A 獲配股票 | 14.9K | – | – | 113K | SEC |
| 2026-06-18 | 06-22 | Carter Miller Jocelyn | Director | A 獲配股票 | 14.9K | – | – | 127K | SEC |
| 2026-06-18 | 06-22 | Summers Grady | Director | A 獲配股票 | 14.9K | – | – | 234K | SEC |
| 2026-06-18 | 06-22 | Faison Ralph E | Director | A 獲配股票 | 14.9K | – | – | 411K | SEC |
| 2026-05-08 | 05-11 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 65.0K | 15.70 | 1.0M | 500K | SEC |
| 2026-04-17 | 04-21 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 25.0K | 15.19 | 380K | 565K | SEC |
| 2026-04-06 | 04-07 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 25.0K | 13.99 | 350K | 590K | SEC |
| 2026-03-12 | 03-12 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出 | 25.5K | 13.78 | 352K | 583K | SEC |
| 2026-03-12 | 03-12 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出 | 179K | 13.78 | 2.5M | 615K | SEC |
| 2026-03-12 | 03-12 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 153K | 13.78 | 2.1M | 1.2M | SEC |
| 2026-03-10 | 03-12 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 289K | – | – | 1.3M | SEC |
| 2026-03-10 | 03-12 | Busse Brian | GENERAL COUNSEL | M 選擇權執行 | 50.0K | – | – | 609K | SEC |
| 2026-03-10 | 03-12 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | M 選擇權執行 | 333K | – | – | 794K | SEC |
| 2026-03-04 | 03-05 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 9.7K | 15.11 | 146K | 461K | SEC |
| 2026-03-03 | 03-03 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 27.9K | 14.93 | 417K | 1.0M | SEC |
| 2026-03-03 | 03-03 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出 | 12.5K | 14.93 | 187K | 471K | SEC |
| 2026-03-03 | 03-03 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出 | 7.0K | 14.93 | 104K | 559K | SEC |
| 2026-02-27 | 03-03 | Busse Brian | GENERAL COUNSEL | A 獲配股票 | 13.0K | – | – | 566K | SEC |
| 2026-02-27 | 03-03 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | A 獲配股票 | 22.2K | – | – | 483K | SEC |
| 2026-02-27 | 03-03 | MCRAE MATTHEW BLAKE | CEO | A 獲配股票 | 50.1K | – | – | 1.1M | SEC |
| 2026-02-06 | 02-06 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出 | 31.4K | 12.30 | 386K | 553K | SEC |
| 2026-02-06 | 02-06 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 95.3K | 12.30 | 1.2M | 1.0M | SEC |
| 2026-02-05 | 02-06 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 18.1K | 12.38 | 224K | 1.1M | SEC |
| 2026-02-04 | 02-06 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 58.6K | 12.65 | 741K | 957K | SEC |
| 2026-02-04 | 02-06 | Busse Brian | GENERAL COUNSEL | A 獲配股票 | 57.4K | – | – | 584K | SEC |
| 2026-02-04 | 02-06 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出 | 15.9K | 12.65 | 201K | 527K | SEC |
| 2026-02-04 | 02-06 | MCRAE MATTHEW BLAKE | CEO | A 獲配股票 | 167K | – | – | 1.1M | SEC |
| 2026-02-03 | 02-03 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 33.2K | – | – | 1.0M | SEC |
| 2026-01-30 | 02-03 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 35.5K | 12.81 | 455K | 983K | SEC |
| 2026-01-30 | 02-03 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出 | 8.2K | 12.81 | 106K | 543K | SEC |
| 2026-01-09 | 01-09 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出 | 18.8K | 13.69 | 258K | 551K | SEC |
| 2026-01-09 | 01-09 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出 | 55.0K | 13.69 | 754K | 461K | SEC |
| 2026-01-09 | 01-09 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 90.1K | 13.69 | 1.2M | 1.0M | SEC |
| 2026-01-08 | 01-09 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 167K | – | – | 1.1M | SEC |
| 2026-01-08 | 01-09 | Busse Brian | GENERAL COUNSEL | M 選擇權執行 | 50.0K | – | – | 570K | SEC |
| 2026-01-08 | 01-09 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | M 選擇權執行 | 100K | – | – | 516K | SEC |
| 2025-12-01 | 12-01 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出(10b5-1) | 257K | 14.28 | 3.7M | 942K | SEC |
| 2025-11-28 | 12-01 | MCRAE MATTHEW BLAKE | CEO | G 贈與 | 563K | – | – | 1.2M | SEC |
| 2025-11-14 | 11-14 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出(10b5-1) | 150K | 14.37 | 2.1M | 520K | SEC |
| 2025-11-04 | 11-05 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 18.6K | 17.86 | 333K | 1.8M | SEC |
| 2025-11-03 | 11-05 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 33.2K | – | – | 1.8M | SEC |
| 2025-10-15 | 10-16 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 51.7K | 17.82 | 921K | 416K | SEC |
| 2025-10-02 | 10-02 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出 | 9.2K | 16.99 | 156K | 669K | SEC |
| 2025-10-02 | 10-02 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 95.4K | 16.99 | 1.6M | 1.7M | SEC |
| 2025-10-01 | 10-02 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 178K | – | – | 1.8M | SEC |
| 2025-10-01 | 10-02 | Busse Brian | GENERAL COUNSEL | M 選擇權執行 | 17.8K | – | – | 679K | SEC |
| 2025-09-30 | 09-30 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 135K | 16.89 | 2.3M | 468K | SEC |
| 2025-09-29 | 09-30 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 81.4K | 17.04 | 1.4M | 603K | SEC |
| 2025-09-08 | 09-09 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 49.8K | 18.30 | 911K | 1.7M | SEC |
| 2025-09-05 | 09-09 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 92.9K | – | – | 1.7M | SEC |
| 2025-09-02 | 09-03 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 125K | 17.71 | 2.2M | 685K | SEC |
| 2025-08-14 | 08-15 | Aggarwal Prashant | Director | S 公開市場賣出(10b5-1) | 60.8K | 16.61 | 1.0M | 10.5K | SEC |
| 2025-08-12 | 08-13 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 521K | 17.40 | 9.1M | 1.6M | SEC |
| 2025-08-12 | 08-13 | Busse Brian | GENERAL COUNSEL | S 公開市場賣出 | 50.0K | 17.40 | 870K | 661K | SEC |
| 2025-08-08 | 08-12 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出(10b5-1) | 236K | 17.02 | 4.0M | 2.2M | SEC |
| 2025-08-08 | 08-12 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 1.0M | – | – | 2.5M | SEC |
| 2025-08-08 | 08-12 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出(10b5-1) | 89.5K | 18.22 | 1.6M | 2.1M | SEC |
| 2025-08-08 | 08-12 | BINDER KURTIS JOSEPH | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 114K | 18.56 | 2.1M | 810K | SEC |
| 2025-08-08 | 08-12 | Busse Brian | GENERAL COUNSEL | M 選擇權執行 | 100K | – | – | 711K | SEC |
| 2025-08-08 | 08-12 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出(10b5-1) | 6.1K | 18.87 | 115K | 2.1M | SEC |
| 2025-08-04 | 08-05 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 14.2K | 15.97 | 227K | 1.5M | SEC |
| 2025-08-03 | 08-05 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 26.5K | – | – | 1.5M | SEC |
| 2025-07-29 | 07-30 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出 | 25.4K | 16.56 | 420K | 1.5M | SEC |
| 2025-07-28 | 07-30 | MCRAE MATTHEW BLAKE | CEO | M 選擇權執行 | 47.4K | – | – | 1.5M | SEC |
| 2025-07-01 | 07-03 | BINDER KURTIS JOSEPH | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 92.2K | 17.17 | 1.6M | 924K | SEC |
| 2025-06-26 | 06-27 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出(10b5-1) | 113K | 17.22 | 2.0M | 1.4M | SEC |
| 2025-06-25 | 06-27 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出(10b5-1) | 243K | 16.87 | 4.1M | 1.6M | SEC |
| 2025-06-24 | 06-24 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出(10b5-1) | 305K | 16.80 | 5.1M | 1.8M | SEC |
| 2025-06-23 | 06-24 | MCRAE MATTHEW BLAKE | CEO | S 公開市場賣出(10b5-1) | 189K | 16.71 | 3.2M | 2.1M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 17.5M | 236M | 新進 | 新進 |
| BRANDES INVESTMENT PARTNERS, LP | 10.8M | 145M | 新進 | 新進 |
| WASATCH ADVISORS LP | 5.9M | 79.7M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8M | 78.6M | 新進 | 新進 |
| STATE STREET CORP | 4.9M | 66.0M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.6M | 62.2M | 新進 | 新進 |
| RICE HALL JAMES & ASSOCIATES, LLC | 3.7M | 50.3M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7M | 36.9M | 新進 | 新進 |
| Jupiter Topco LLC | 2.6M | 34.6M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 2.0M | 27.6M | 新進 | 新進 |
| EMERALD ADVISERS, LLC | 2.0M | 27.3M | 新進 | 新進 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 2.0M | 26.9M | 新進 | 新進 |
| PRIMECAP MANAGEMENT CO/CA/ | 1.9M | 26.2M | 新進 | 新進 |
| Swedbank AB | 1.6M | 21.3M | 新進 | 新進 |
| First Eagle Investment Management, LLC | 1.5M | 20.3M | 新進 | 新進 |
| AWM Investment Company, Inc. | 1.5M | 19.8M | 新進 | 新進 |
| NORTHERN TRUST CORP | 1.5M | 19.8M | 新進 | 新進 |
| Nuveen, LLC | 1.4M | 18.5M | 新進 | 新進 |
| ROYCE & ASSOCIATES LP | 1.3M | 18.1M | 新進 | 新進 |
| MORGAN STANLEY | 1.3M | 18.1M | 新進 | 新進 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1.3M | 17.1M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2M | 16.1M | 新進 | 新進 |
| Hosking Partners LLP | 1.2M | 16.0M | 新進 | 新進 |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.1M | 15.3M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | 15.2M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 261 -15 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 261 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 110M · 100.0% |
| 合計季末市值 | 1.5B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 11.6M |
|---|---|
| 與上期比 | +0.1% |
| 佔流通股數 | 10.78% |
| 日均成交量 | 1.1M |
| 回補天數 | 10.7 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 11.6M | +0.1% | 10.78% | 1.1M | 10.7 |
| 2026-08-14 | 11.6M | -1.1% | 10.77% | 1.6M | 7.2 |
| 2026-07-31 | 11.7M | -5.9% | 10.88% | 1.1M | 10.8 |
| 2026-07-15 | 12.4M | +0.3% | 11.56% | 1.2M | 10.4 |
| 2026-06-30 | 12.4M | +8.4% | 11.53% | 1.5M | 8.5 |
| 2026-06-15 | 11.4M | +4.3% | 10.64% | 1.1M | 10.6 |
| 2026-05-29 | 11.0M | +6.4% | 10.20% | 1.4M | 7.9 |
| 2026-05-15 | 10.3M | -5.2% | 9.59% | 1.8M | 5.7 |
| 2026-04-30 | 10.9M | +2.9% | 10.11% | 1.1M | 10.2 |
| 2026-04-15 | 10.6M | +0.7% | 9.83% | 1.0M | 10.4 |
| 2026-03-31 | 10.5M | -8.8% | 9.76% | 1.3M | 8.0 |
| 2026-03-13 | 11.5M | +10.9% | 10.71% | 1.8M | 6.4 |
| 2026-02-27 | 10.4M | -0.6% | 9.65% | 1.9M | 5.6 |
| 2026-02-13 | 10.4M | -12.3% | 9.71% | 1.5M | 6.8 |
| 2026-01-30 | 11.9M | +4.9% | 11.07% | 1.1M | 10.5 |
| 2026-01-15 | 11.4M | +11.1% | 10.55% | 1.2M | 9.4 |
| 2025-12-31 | 10.2M | +1.3% | 9.49% | 1.2M | 8.9 |
| 2025-12-15 | 10.1M | -4.5% | 9.37% | 1.1M | 9.1 |
| 2025-11-28 | 10.6M | +4.1% | 9.81% | 1.3M | 8.2 |
| 2025-11-14 | 10.1M | -2.8% | 9.42% | 1.7M | 5.9 |
| 2025-10-31 | 10.4M | +9.9% | 9.70% | 1.0M | 10.4 |
| 2025-10-15 | 9.5M | -10.6% | 8.83% | 896K | 10.6 |
| 2025-09-30 | 10.6M | +13.8% | 9.87% | 1.4M | 7.8 |
| 2025-09-15 | 9.3M | +4.7% | 8.67% | 1.5M | 6.1 |
| 2025-08-29 | 8.9M | +2.1% | 8.29% | 1.3M | 7.1 |
| 2025-08-15 | 8.7M | +0.2% | 8.12% | 2.2M | 4.0 |