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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, Q4 2021

Institutional positions in Ambarella Inc as of Dec 31, 2021. 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
328
+52 vs. Q3 2021
Shares held
28.2M
−174.4K (−0.6%) vs. Q3 2021
Total value
$5.72B
+$1.30B (+29.4%) vs. Q3 2021
New holders
82
95 more added
Sold out
30
126 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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 holdersQ4 2021: 328 institutions
Q1 2021: 266 institutionsQ2 2021: 260 institutionsQ3 2021: 281 institutionsQ4 2021: 328 institutionsQ1 2022: 293 institutionsQ2 2022: 267 institutionsQ3 2022: 244 institutionsQ4 2022: 265 institutionsQ1 2023: 273 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 heldQ4 2021: $5.72B
Q1 2021: $2.78BQ2 2021: $2.92BQ3 2021: $4.44BQ4 2021: $5.72BQ1 2022: $3.01BQ2 2022: $1.92BQ3 2022: $1.70BQ4 2022: $2.58BQ1 2023: $2.35BQ2 2023: $2.58BQ3 2023: $1.64BQ4 2023: $2.02BQ1 2024: $1.69BQ2 2024: $1.83BQ3 2024: $1.86BQ4 2024: $2.46BQ1 2025: $1.77BQ2 2025: $2.32BQ3 2025: $2.93BQ4 2025: $2.62BQ1 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$2.62B
Q3 2025329$2.93B
Q2 2025305$2.32B
Q1 2025298$1.77B
Q4 2024299$2.46B
Q3 2024265$1.86B
Q2 2024262$1.83B
Q1 2024269$1.69B
Q4 2023258$2.02B
Q3 2023254$1.64B
Q2 2023258$2.58B
Q1 2023273$2.35B
Q4 2022265$2.58B
Q3 2022244$1.70B
Q2 2022267$1.92B
Q1 2022293$3.01B
Q4 2021328$5.72B
Q3 2021281$4.44B
Q2 2021260$2.92B
Q1 2021266$2.78B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q3 2021.

Institutions holding AMBA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Renaissance Technologies LLC251,200$51.0M0.06%−48,800−16.3%Reduced
D. E. Shaw & Co., Inc.252,984$51.3M0.06%+29,491+13.2%Added
Charles Schwab Investment Management Inc278,177$56.4M0.02%+3,362+1.2%Added
Nuveen Asset Management, LLC291,313$57.3M0.02%+104,926+56.3%Added
Janus Henderson Group PLC288,807$58.5M0.02%−173,309−37.5%Reduced
KCL Capital, L.P.300,000$60.9M8.36%+84,500+39.2%Added
Marshall Wace, LLP309,665$62.8M0.13%+306,894+11,075.2%Added
Newbrook Capital Advisors LP339,253$68.8M5.46%−9,720−2.8%Reduced
Pinnacle Associates Ltd353,912$71.8M1.24%−70,192−16.6%Reduced
Allianz Asset Management GmbH370,984$75.3M0.05%+2,140+0.6%Added
Morgan Stanley380,160$77.1M0.01%−117,431−23.6%Reduced
Northern Trust Corp380,482$77.2M0.01%+2,119+0.6%Added
Eaton Vance Management413,931$84.0M0.10%+10,928+2.7%Added
Norges Bank418,659$84.9M0.02%+74,212+21.5%Added
AXA S.A.434,776$88.2M0.23%−45,285−9.4%Reduced
Polar Capital Holdings Plc456,514$92.6M0.48%+98,786+27.6%Added
Lord, Abbett & Co. LLC495,172$100.5M0.23%+87,257+21.4%Added
Baillie Gifford & Co569,144$115.5M0.06%−1,575−0.3%Reduced
JPMorgan Chase & Co580,037$117.7M0.01%−94,987−14.1%Reduced
Driehaus Capital Management LLC587,594$119.2M1.22%+10,253+1.8%Added
Dimensional Fund Advisors LP589,755$119.7M0.04%−46,534−7.3%Reduced
Geode Capital Management, LLC627,815$127.4M0.02%+4,234+0.7%Added
Alliancebernstein L.P.912,521$185.1M0.07%−178,140−16.3%Reduced
State Street Corp987,653$200.4M0.01%−68,383−6.5%Reduced
Macquarie Group Ltd1,062,103$215.5M0.18%−15,344−1.4%Reduced
Invesco Ltd.1,256,761$255.0M0.06%+59,161+4.9%Added
Vanguard Group Inc3,458,435$701.7M0.02%+77,924+2.3%Added
BlackRock Inc.3,505,323$711.2M0.02%+179,065+5.4%Added
Two Sigma Investments, LP0$00.00%−341,783−100.0%Sold out
Sandler Capital Management0$00.00%−30,000−100.0%Sold out
Caption Management, LLC0$00.00%−27,000−100.0%Sold out
McDonald Partners LLC0$00.00%−20,246−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−16,823−100.0%Sold out
Capital Fund Management S.A.0$00.00%−15,950−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−13,300−100.0%Sold out
Engineers Gate Manager LP0$00.00%−7,679−100.0%Sold out
Algert Global LLC0$00.00%−6,942−100.0%Sold out
Glaxis Capital Management, LLC0$00.00%−5,000−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,616−100.0%Sold out
M&G Investment Management Ltd0$00.00%−2,711−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−2,220−100.0%Sold out
Cornerstone Investment Partners, LLC0$00.00%−1,930−100.0%Sold out
Independent Financial Group, LLC0$00.00%−1,650−100.0%Sold out
Walleye Capital LLC0$00.00%−1,503−100.0%Sold out
Magnetar Financial LLC0$00.00%−1,469−100.0%Sold out
WealthShield Partners, LLC0$00.00%−1,440−100.0%Sold out
Versor Investments LP0$00.00%−1,322−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−1,198−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−258−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−168−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−130−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−100−100.0%Sold out
Harbour Investments, Inc.0$00.00%−69−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−65−100.0%Sold out
First Manhattan Co0$00.00%−50−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−50−100.0%Sold out
RPG Investment Advisory, LLC0$00.00%−40−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−16−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
Heritage Wealth Management, LLC––––Not filed
Security National Trust Co––––Not filed
Sonora Investment Management, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed