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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 2022

Institutional positions in Ambarella Inc as of Dec 31, 2022. 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
265
+24 vs. Q3 2022
Shares held
31.4M
+110.3K (+0.4%) vs. Q3 2022
Total value
$2.58B
+$821.5M (+46.7%) vs. Q3 2022
New holders
52
83 more added
Sold out
28
94 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 265 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 heldQ4 2022: $2.58B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q3 2022.

Institutions holding AMBA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,595,999$295.7M0.01%+84,840+2.4%Added
BlackRock Inc.3,458,464$284.4M0.01%−214,716−5.8%Reduced
Macquarie Group Ltd1,819,525$149.6M0.18%+202,494+12.5%Added
William Blair Investment Management, LLC1,387,806$114.1M0.44%+1,387,806New
State Street Corp1,273,061$104.7M0.01%−67,712−5.1%Reduced
Millennium Management LLC1,263,189$103.9M0.12%+262,840+26.3%Added
Geode Capital Management, LLC688,125$56.6M0.01%+23,057+3.5%Added
Credit Suisse AG683,740$56.2M0.06%+900+0.1%Added
Baillie Gifford & Co644,475$53.0M0.06%+53,936+9.1%Added
Dimensional Fund Advisors LP606,094$49.8M0.01%+21,071+3.6%Added
Point72 Asset Management, L.P.557,248$45.8M0.17%−736,352−56.9%Reduced
AXA S.A.540,981$44.5M0.16%−650,191−54.6%Reduced
Scopia Capital Management LP513,600$42.2M4.25%+513,600New
Stephens Investment Management Group LLC503,738$40.8M0.74%+63,004+14.3%Added
Janus Henderson Group PLC456,390$37.5M0.03%−658,278−59.1%Reduced
Robeco Schweiz AG372,510$30.6M0.56%00.0%Unchanged
Pinnacle Associates Ltd362,519$29.8M0.65%−6,824−1.8%Reduced
Dorsal Capital Management, LLC360,000$29.6M1.86%+360,000New
Northern Trust Corp358,213$29.5M0.01%+3,127+0.9%Added
Jacobs Levy Equity Management, Inc349,335$28.7M0.19%+27,741+8.6%Added
Norges Bank341,078$28.0M0.01%+3,809+1.1%Added
Manufacturers Life Insurance Company, The331,165$27.2M0.02%+316,663+2,183.6%Added
Morgan Stanley328,890$27.0M0.00%−94,870−22.4%Reduced
Allianz Asset Management GmbH319,784$26.3M0.06%−55,100−14.7%Reduced
Charles Schwab Investment Management Inc314,984$25.9M0.01%+11,936+3.9%Added
Two Sigma Advisers, LP312,400$25.7M0.07%+73,100+30.5%Added
Driehaus Capital Management LLC285,185$23.5M0.35%+285,185New
Jericho Capital Asset Management L.P.271,000$22.3M1.65%+271,000New
Invesco Ltd.270,575$22.2M0.01%+9,206+3.5%Added
Artisan Partners Limited Partnership256,399$21.1M0.04%−8,338−3.1%Reduced
KCL Capital, L.P.250,000$20.6M3.55%+100,000+66.7%Added
Mirae Asset Global Investments Co., Ltd.239,929$19.7M0.05%−13,060−5.2%Reduced
Candriam Luxembourg S.C.A.236,590$19.5M0.13%−241−0.1%Reduced
Polar Asset Management Partners Inc.226,265$18.6M0.27%−59,800−20.9%Reduced
Legal & General Group Plc225,564$18.5M0.01%−25,922−10.3%Reduced
Citadel Advisors LLC222,248$18.3M0.02%−292,441−56.8%Reduced
Two Sigma Investments, LP219,866$18.1M0.06%+14,206+6.9%Added
Granahan Investment Management Inc204,613$16.8M0.51%+11,512+6.0%Added
Exchange Traded Concepts, LLC203,081$16.7M0.48%+195,871+2,716.7%Added
LMR Partners LLP200,000$16.4M0.31%+38,168+23.6%Added
Nuveen Asset Management, LLC192,610$15.8M0.01%−31,032−13.9%Reduced
Deutsche Bank AG189,508$15.6M0.01%+1,695+0.9%Added
Marshall Wace, LLP180,366$14.8M0.04%−53,218−22.8%Reduced
Alliancebernstein L.P.179,528$14.8M0.01%+921+0.5%Added
Voloridge Investment Management, LLC176,562$14.5M0.08%+42,437+31.6%Added
Goldman Sachs Group Inc174,420$14.3M0.00%−52,521−23.1%Reduced
Neuberger Berman Group LLC168,606$13.7M0.01%−5,984−3.4%Reduced
Tributary Capital Management, LLC164,822$13.6M1.35%−5,113−3.0%Reduced
Bank of America Corp161,111$13.2M0.00%−374−0.2%Reduced
Frontier Capital Management Co LLC156,614$12.9M0.14%−32,671−17.3%Reduced
Bank of New York Mellon Corp154,648$12.7M0.00%−59,413−27.8%Reduced
KBC Group NV144,201$11.9M0.06%−23,719−14.1%Reduced
Allspring Global Investments Holdings, LLC125,009$10.3M0.02%+69,598+125.6%Added
Schonfeld Strategic Advisors LLC125,000$10.3M0.09%+125,000New
Scout Investments, Inc.119,613$9.84M0.20%−1,989−1.6%Reduced
UBS Asset Management Americas Inc118,314$9.73M0.01%−57,720−32.8%Reduced
JPMorgan Chase & Co115,914$9.53M0.00%+16,218+16.3%Added
Cinctive Capital Management LP111,928$9.20M0.47%−234,301−67.7%Reduced
American Century Companies Inc110,758$9.11M0.01%−450−0.4%Reduced
ArrowMark Colorado Holdings LLC106,000$8.72M0.10%+15,000+16.5%Added
Balyasny Asset Management LLC99,761$8.20M0.03%−43,500−30.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.100,815$8.01M0.02%+6,292+6.7%Added
Ameriprise Financial Inc95,341$7.84M0.00%+19,994+26.5%Added
Emerald Advisers, LLC93,123$7.66M0.37%−4,299−4.4%Reduced
Primecap Management Co91,400$7.52M0.01%−22,300−19.6%Reduced
Weiss Multi-Strategy Advisers LLC90,167$7.41M0.21%−19,833−18.0%Reduced
Swiss National Bank87,433$7.19M0.01%+1,600+1.9%Added
New York State Common Retirement Fund80,604$6.63M0.01%+9,931+14.1%Added
Victory Capital Management Inc77,220$6.35M0.01%+10,398+15.6%Added
S Squared Technology, LLC75,551$6.21M4.20%+5,000+7.1%Added
Emerald Mutual Fund Advisers Trust71,810$5.90M0.37%+7,960+12.5%Added
Silvercrest Asset Management Group LLC68,220$5.61M0.04%+11,345+19.9%Added
California Public Employees Retirement System67,561$5.56M0.00%−18,218−21.2%Reduced
Thornburg Investment Management Inc67,106$5.52M0.09%−9,030−11.9%Reduced
Caxton Associates LP63,429$5.22M0.38%+63,429New
First Trust Advisors LP62,448$5.14M0.01%−14,111−18.4%Reduced
State of Wisconsin Investment Board60,214$4.95M0.02%−2,228−3.6%Reduced
Berkshire Capital Holdings Inc57,270$4.71M2.50%+57,260+572,600.0%Added
Principal Financial Group Inc52,557$4.32M0.00%+47,255+891.3%Added
Prelude Capital Management, LLC52,512$4.32M0.27%+52,512New
Point72 Hong Kong Ltd49,700$4.09M1.34%+49,700New
Royce & Associates LP49,100$4.04M0.04%00.0%Unchanged
Rhumbline Advisers48,638$4.00M0.01%+1,299+2.7%Added
Russell Investments Group, Ltd.48,256$3.97M0.01%+5,241+12.2%Added
Lisanti Capital Growth, LLC46,235$3.80M0.52%+46,235New
California State Teachers Retirement System46,054$3.79M0.01%+538+1.2%Added
Royal Bank of Canada44,798$3.68M0.00%−397−0.9%Reduced
SWS Partners44,594$3.67M1.74%+5,575+14.3%Added
Susquehanna International Group, LLP44,060$3.62M0.01%−55,361−55.7%Reduced
LGT Group Foundation42,243$3.47M0.11%−14,458−25.5%Reduced
DekaBank Deutsche Girozentrale41,500$3.29M0.01%+41,500New
Oak Associates, Ltd39,958$3.29M0.28%+19,128+91.8%Added
Granite Investment Partners, LLC39,089$3.21M0.13%−1,369−3.4%Reduced
Castleark Management LLC37,940$3.12M0.16%+37,940New
Walleye Trading LLC35,062$2.88M0.07%+33,289+1,877.6%Added
Natixis33,167$2.73M0.02%+33,167New
ExodusPoint Capital Management, LP32,400$2.66M0.04%−12,038−27.1%Reduced
State of New Jersey Common Pension Fund D32,275$2.65M0.01%+4,404+15.8%Added
Force Hill Capital Management LP32,100$2.64M1.02%+32,100New
BNP Paribas Arbitrage, SA31,620$2.60M0.01%−12,542−28.4%Reduced