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Ambarella Inc

AMBA
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001280263

In the last 90 days, Ambarella Inc insiders filed 0 open-market purchases and 9 sales; 341 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Ambarella Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
341
+38 vs. Q1 2026
Shares held
35.9M
−570.9K (−1.6%) vs. Q1 2026
Total value
$3.13B
+$1.25B (+66.8%) vs. Q1 2026
New holders
88
118 more added
Sold out
50
89 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AMBA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 341 institutions
Q1 2021: 266 institutionsQ2 2021: 259 institutionsQ3 2021: 281 institutionsQ4 2021: 328 institutionsQ1 2022: 293 institutionsQ2 2022: 267 institutionsQ3 2022: 244 institutionsQ4 2022: 265 institutionsQ1 2023: 272 institutionsQ2 2023: 258 institutionsQ3 2023: 254 institutionsQ4 2023: 258 institutionsQ1 2024: 269 institutionsQ2 2024: 262 institutionsQ3 2024: 265 institutionsQ4 2024: 299 institutionsQ1 2025: 298 institutionsQ2 2025: 305 institutionsQ3 2025: 329 institutionsQ4 2025: 324 institutionsQ1 2026: 307 institutionsQ2 2026: 341 institutions
Value heldQ2 2026: $3.13B
Q1 2021: $2.80BQ2 2021: $2.99BQ3 2021: $4.44BQ4 2021: $5.73BQ1 2022: $3.09BQ2 2022: $1.96BQ3 2022: $1.78BQ4 2022: $2.58BQ1 2023: $2.35BQ2 2023: $2.58BQ3 2023: $1.64BQ4 2023: $2.15BQ1 2024: $1.84BQ2 2024: $1.86BQ3 2024: $1.87BQ4 2024: $2.46BQ1 2025: $1.78BQ2 2025: $2.33BQ3 2025: $2.95BQ4 2025: $2.69BQ1 2026: $1.88BQ2 2026: $3.13B
Institutions holding AMBA and their total value by quarter
QuarterHoldersValue
Q2 2026341$3.13B
Q1 2026307$1.88B
Q4 2025324$2.69B
Q3 2025329$2.95B
Q2 2025305$2.33B
Q1 2025298$1.78B
Q4 2024299$2.46B
Q3 2024265$1.87B
Q2 2024262$1.86B
Q1 2024269$1.84B
Q4 2023258$2.15B
Q3 2023254$1.64B
Q2 2023258$2.58B
Q1 2023272$2.35B
Q4 2022265$2.58B
Q3 2022244$1.78B
Q2 2022267$1.96B
Q1 2022293$3.09B
Q4 2021328$5.73B
Q3 2021281$4.44B
Q2 2021259$2.99B
Q1 2021266$2.80B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q1 2026.

Institutions holding AMBA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.3,944,592$338.4M0.01%+155,377+4.1%Added
Vanguard Portfolio Management LLC3,688,405$316.5M0.01%−28,458−0.8%Reduced
Price T Rowe Associates Inc2,598,976$223.0M0.02%+1,646,661+172.9%Added
State Street Corp2,562,733$219.9M0.01%+586,269+29.7%Added
Vanguard Capital Management LLC1,873,539$160.7M0.00%+58,936+3.2%Added
Manufacturers Life Insurance Company, The1,186,541$158.2M0.12%−399,541−25.2%Reduced
Legal & General Group Plc1,116,729$95.8M0.02%+190,333+20.5%Added
Geode Capital Management, LLC1,098,120$94.2M0.01%+68,891+6.7%Added
Menora Mivtachim Holdings Ltd.757,571$65.0M0.25%+757,571New
Stephens Investment Management Group LLC721,711$61.9M0.66%+246,570+51.9%Added
Dimensional Fund Advisors LP718,154$61.6M0.01%+79,567+12.5%Added
Connor, Clark & Lunn Investment Management Ltd.685,726$58.8M0.11%+85,220+14.2%Added
Exchange Traded Concepts, LLC630,697$54.1M0.27%+59,117+10.3%Added
Morgan Stanley611,551$52.5M0.00%−113,104−15.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.562,013$47.1M0.06%+20,112+3.7%Added
D. E. Shaw & Co., Inc.515,084$44.2M0.03%+269,919+110.1%Added
T. Rowe Price Investment Management, Inc.513,569$44.1M0.03%+255,769+99.2%Added
Jacobs Levy Equity Management, Inc504,409$43.3M0.16%+139,980+38.4%Added
AQR Capital Management LLC495,583$42.5M0.01%−2320.0%Reduced
Nuveen, LLC439,002$37.7M0.01%−48,818−10.0%Reduced
Pinnacle Associates Ltd408,846$35.1M0.38%−21,403−5.0%Reduced
Northern Trust Corp403,692$34.6M0.00%+28,912+7.7%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.394,182$33.8M0.03%+9,386+2.4%Added
Charles Schwab Investment Management Inc379,551$32.6M0.00%+16,260+4.5%Added
Goldman Sachs Group Inc379,423$32.6M0.00%+169,606+80.8%Added
Bank of America Corp361,932$31.1M0.00%−119,826−24.9%Reduced
Squarepoint Ops LLC358,889$30.8M0.06%−101,691−22.1%Reduced
Nomura Asset Management International Inc.358,122$30.7M0.05%+358,122New
Oberweis Asset Management Inc342,254$29.4M0.61%+47,069+15.9%Added
FMR LLC316,013$27.1M0.00%+13,676+4.5%Added
Vanguard Fiduciary Trust Co298,076$25.6M0.01%+13,787+4.8%Added
Algert Global LLC297,624$25.5M0.30%−111,596−27.3%Reduced
Raymond James Financial Inc187,266$16.1M0.00%+970+0.5%Added
Robinhood Asset Management, LLC159,123$13.7M0.73%+159,123New
Panagora Asset Management Inc150,261$12.9M0.04%+63,094+72.4%Added
Deutsche Bank AG150,163$12.9M0.00%+54,703+57.3%Added
UBS Group AG143,071$12.3M0.00%−170,975−54.4%Reduced
Samjo Management, LLC136,955$11.8M4.01%+95,325+229.0%Added
Needham Investment Management LLC135,000$11.6M0.35%+115,000+575.0%Added
Handelsbanken Fonder AB134,397$11.5M0.03%−262,293−66.1%Reduced
SWS Partners132,050$11.3M2.45%+40,613+44.4%Added
Mairs & Power Inc126,353$10.8M0.10%+8,772+7.5%Added
Bank of New York Mellon Corp122,202$10.5M0.00%+10,010+8.9%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.121,951$10.5M0.01%+40,042+48.9%Added
First Trust Advisors LP118,029$10.1M0.01%−14,909−11.2%Reduced
Point72 Asset Management, L.P.117,943$10.1M0.02%−403,268−77.4%Reduced
Quadrature Capital Ltd117,737$10.1M0.09%+117,737New
Hillsdale Investment Management Inc.116,280$9.98M0.23%+9,280+8.7%Added
Renaissance Technologies LLC110,300$9.46M0.01%−89,100−44.7%Reduced
Robeco Schweiz AG106,242$9.12M0.15%+2,088+2.0%Added
Sora Investors LLC100,935$8.66M0.66%+41,843+70.8%Added
Portolan Capital Management, LLC97,072$8.33M0.31%−11,677−10.7%Reduced
Emerald Advisers, LLC96,501$8.28M0.19%+96,501New
ArrowMark Colorado Holdings LLC89,000$7.64M0.32%00.0%Unchanged
JPMorgan Chase & Co111,267$7.59M0.00%−362,495−76.5%Reduced
Apis Capital Advisors, LLC88,000$7.55M0.73%+88,000New
Potrero Capital Research LLC86,595$7.43M4.55%+86,595New
Swiss National Bank83,433$7.16M0.00%+2,600+3.2%Added
Susquehanna International Group, LLP81,602$7.00M0.01%−72,139−46.9%Reduced
Westerly Capital Management, LLC80,000$6.86M1.27%−50,000−38.5%Reduced
Essex Investment Management Co LLC79,997$6.86M0.90%−2,390−2.9%Reduced
Invesco Ltd.79,161$6.79M0.00%−8,643−9.8%Reduced
Russell Investments Group, Ltd.78,892$6.77M0.01%−9,428−10.7%Reduced
Wells Fargo & Company68,229$5.85M0.00%+19,796+40.9%Added
Emerald Mutual Fund Advisers Trust65,731$5.64M0.20%+65,731New
Franklin Resources Inc63,751$5.47M0.00%−13,662−17.6%Reduced
SEI Investments Co62,855$5.39M0.00%−26,284−29.5%Reduced
Qube Research & Technologies Ltd61,095$5.24M0.01%+47,435+347.3%Added
IMC-Chicago, LLC60,277$5.17M0.05%+34,669+135.4%Added
Citigroup Inc57,317$4.92M0.00%+26,993+89.0%Added
Rhumbline Advisers53,925$4.63M0.00%−2,729−4.8%Reduced
LPL Financial LLC53,306$4.57M0.00%+46,308+661.7%Added
Holocene Advisors, LP51,883$4.45M0.01%+16,423+46.3%Added
California State Teachers Retirement System47,979$4.12M0.00%+61+0.1%Added
Van Eck Associates Corp45,316$3.89M0.00%+16,634+58.0%Added
Y-Intercept (Hong Kong) Ltd42,746$3.67M0.07%−322−0.7%Reduced
Stifel Financial Corp42,491$3.65M0.00%+15,238+55.9%Added
Zacks Investment Management41,882$3.59M0.03%+41,882New
Vanguard Asset Management, Ltd41,873$3.59M0.00%+5,773+16.0%Added
Millennium Management LLC41,318$3.55M0.00%−1,471,221−97.3%Reduced
Ameriprise Financial Inc39,890$3.42M0.00%−732−1.8%Reduced
Granite Investment Partners, LLC38,303$3.29M0.17%−5,937−13.4%Reduced
Creative Planning37,012$3.18M0.00%+2,488+7.2%Added
Arosa Capital Management LP35,000$3.00M2.62%+35,000New
Katamaran Capital LLP33,024$2.83M2.42%+33,024New
Winton Group Ltd32,100$2.75M0.09%+26,900+517.3%Added
Allianz Asset Management GmbH30,900$2.65M0.00%−61,700−66.6%Reduced
Los Angeles Capital Management LLC30,588$2.62M0.01%+9,746+46.8%Added
Man Group plc29,542$2.53M0.00%+558+1.9%Added
Susquehanna Fundamental Investments, LLC29,133$2.50M0.05%+29,133New
Alliancebernstein L.P.48,344$2.49M0.00%+4,086+9.2%Added
White Pine Capital LLC28,652$2.46M0.58%+3,632+14.5%Added
DnB Asset Management AS28,057$2.41M0.01%−29,632−51.4%Reduced
Linden Thomas Advisory Services, LLC26,242$2.25M0.18%+9,169+53.7%Added
Odyssean, LLC26,188$2.25M0.37%+26,188New
MetLife Investment Management24,859$2.13M0.01%+1,947+8.5%Added
BNP Paribas Arbitrage, SA23,592$2.02M0.00%+8,677+58.2%Added
Marex Group plc23,437$2.01M0.01%+5,551+31.0%Added
Lighthouse Investment Partners, LLC23,433$2.01M0.06%+23,433New
Harbor Capital Advisors, Inc.23,331$2.00M0.14%−3,658−13.6%Reduced