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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 8 sales; 341 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Ambarella Inc as of Mar 31, 2023. 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
273
+10 vs. Q4 2022
Shares held
30.3M
−1.10M (−3.5%) vs. Q4 2022
Total value
$2.35B
−$229.7M (−8.9%) vs. Q4 2022
New holders
44
89 more added
Sold out
34
93 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 273 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 heldQ1 2023: $2.35B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q4 2022.

Institutions holding AMBA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CenterBook Partners LP59,579$4.61M0.65%+29,266+96.5%Added
Thornburg Investment Management Inc60,063$4.65M0.08%−7,043−10.5%Reduced
New York State Common Retirement Fund61,464$4.76M0.01%−19,140−23.7%Reduced
Point72 Asset Management, L.P.65,133$5.04M0.02%−492,115−88.3%Reduced
Cinctive Capital Management LP65,214$5.05M0.19%−46,714−41.7%Reduced
Tudor Investment Corp Et Al68,240$5.28M0.10%+68,240New
Prelude Capital Management, LLC69,684$5.39M0.37%+17,172+32.7%Added
First Trust Advisors LP69,832$5.41M0.01%+7,384+11.8%Added
Marshall Wace, LLP75,596$5.85M0.01%−104,770−58.1%Reduced
Swiss National Bank78,833$6.10M0.00%−8,600−9.8%Reduced
DekaBank Deutsche Girozentrale82,000$6.15M0.02%+40,500+97.6%Added
Weiss Multi-Strategy Advisers LLC85,000$6.58M0.16%−5,167−5.7%Reduced
Victory Capital Management Inc87,129$6.75M0.01%+9,909+12.8%Added
Granahan Investment Management Inc89,532$6.93M0.21%−115,081−56.2%Reduced
Primecap Management Co90,600$7.01M0.01%−800−0.9%Reduced
Cubist Systematic Strategies, LLC92,296$7.15M0.07%+89,222+2,902.5%Added
S Squared Technology, LLC95,551$7.40M4.39%+20,000+26.5%Added
Emerald Mutual Fund Advisers Trust97,480$7.55M0.45%+25,670+35.7%Added
UBS Asset Management Americas Inc98,948$7.66M0.00%−19,366−16.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.101,806$7.88M0.02%+991+1.0%Added
Ameriprise Financial Inc102,623$7.94M0.00%+7,282+7.6%Added
Kornitzer Capital Management Inc103,345$8.00M0.16%+103,345New
Woodline Partners LP105,037$8.13M0.11%+105,037New
ArrowMark Colorado Holdings LLC116,000$8.98M0.10%+10,000+9.4%Added
Scout Investments, Inc.118,228$9.15M0.19%−1,385−1.2%Reduced
Emerald Advisers, LLC118,659$9.19M0.44%+25,536+27.4%Added
Eagle Asset Management Inc130,819$10.1M0.06%+130,819New
Driehaus Capital Management LLC139,095$10.8M0.15%−146,090−51.2%Reduced
KBC Group NV145,613$11.3M0.05%+1,412+1.0%Added
Goldman Sachs Group Inc155,191$12.0M0.00%−19,229−11.0%Reduced
Bank of New York Mellon Corp155,627$12.0M0.00%+979+0.6%Added
Nuveen Asset Management, LLC160,396$12.4M0.00%−32,214−16.7%Reduced
Bank of America Corp165,214$12.8M0.00%+4,103+2.5%Added
Tributary Capital Management, LLC169,091$13.1M1.21%+4,269+2.6%Added
Polar Asset Management Partners Inc.173,165$13.4M0.24%−53,100−23.5%Reduced
Liontrust Investment Partners LLP105,234$13.9M0.21%+105,234New
Two Sigma Investments, LP184,672$14.3M0.04%−35,194−16.0%Reduced
Neuberger Berman Group LLC187,580$14.4M0.01%+18,974+11.3%Added
JPMorgan Chase & Co192,750$14.9M0.00%+76,836+66.3%Added
Allspring Global Investments Holdings, LLC198,854$15.4M0.03%+73,845+59.1%Added
Alliancebernstein L.P.198,983$15.4M0.01%+19,455+10.8%Added
Exchange Traded Concepts, LLC208,414$16.1M0.44%+5,333+2.6%Added
Candriam Luxembourg S.C.A.236,590$16.9M0.12%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.231,445$17.9M0.04%−8,484−3.5%Reduced
Artisan Partners Limited Partnership247,980$19.2M0.03%−8,419−3.3%Reduced
KCL Capital, L.P.264,220$20.5M3.27%+14,220+5.7%Added
Morgan Stanley268,060$20.8M0.00%−60,830−18.5%Reduced
Charles Schwab Investment Management Inc279,681$21.7M0.01%−35,303−11.2%Reduced
Two Sigma Advisers, LP287,700$22.3M0.06%−24,700−7.9%Reduced
Invesco Ltd.306,483$23.7M0.01%+35,908+13.3%Added
Allianz Asset Management GmbH319,784$24.8M0.05%00.0%Unchanged
Manufacturers Life Insurance Company, The326,437$25.3M0.01%−4,728−1.4%Reduced
Dorsal Capital Management, LLC350,000$27.1M1.05%−10,000−2.8%Reduced
Robeco Schweiz AG354,875$27.5M0.44%−17,635−4.7%Reduced
Pinnacle Associates Ltd356,803$27.6M0.56%−5,716−1.6%Reduced
Norges Bank357,011$27.6M0.01%+15,933+4.7%Added
Jacobs Levy Equity Management, Inc361,576$28.0M0.17%+12,241+3.5%Added
Northern Trust Corp368,941$28.6M0.01%+10,728+3.0%Added
Citadel Advisors LLC395,450$30.6M0.03%+173,202+77.9%Added
Janus Henderson Group PLC463,898$35.9M0.02%+7,508+1.6%Added
Stephens Investment Management Group LLC507,606$39.3M0.66%+3,868+0.8%Added
Scopia Capital Management LP539,560$41.8M4.33%+25,960+5.1%Added
AXA S.A.542,715$42.0M0.14%+1,734+0.3%Added
Dimensional Fund Advisors LP631,014$48.9M0.02%+24,920+4.1%Added
Baillie Gifford & Co641,541$49.7M0.04%−2,934−0.5%Reduced
Credit Suisse AG722,643$55.9M0.06%+38,903+5.7%Added
Geode Capital Management, LLC727,700$56.3M0.01%+39,575+5.8%Added
William Blair Investment Management, LLC1,413,763$109.5M0.38%+25,957+1.9%Added
State Street Corp1,434,284$111.0M0.01%+161,223+12.7%Added
Millennium Management LLC1,457,161$112.8M0.13%+193,972+15.4%Added
Macquarie Group Ltd1,655,964$128.2M0.15%−163,561−9.0%Reduced
BlackRock Inc.3,336,602$258.3M0.01%−121,862−3.5%Reduced
Vanguard Group Inc3,646,106$282.3M0.01%+50,107+1.4%Added
Jericho Capital Asset Management L.P.0$00.00%−271,000−100.0%Sold out
LMR Partners LLP0$00.00%−200,000−100.0%Sold out
American Century Companies Inc0$00.00%−110,758−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−99,761−100.0%Sold out
Caxton Associates LP0$00.00%−63,429−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−49,700−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−46,235−100.0%Sold out
Walleye Trading LLC0$00.00%−35,062−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−32,400−100.0%Sold out
Force Hill Capital Management LP0$00.00%−32,100−100.0%Sold out
ETF Managers Group, LLC0$00.00%−30,201−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−17,700−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−17,419−100.0%Sold out
Wolverine Trading, LLC0$00.00%−13,958−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−11,059−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−8,000−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−7,461−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−5,817−100.0%Sold out
Advisory Research Inc0$00.00%−5,538−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−3,079−100.0%Sold out
Winslow Asset Management Inc0$00.00%−2,570−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−2,500−100.0%Sold out
Cutler Group LP0$00.00%−1,172−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−1,000−100.0%Sold out
Shay Capital LLC0$00.00%−500−100.0%Sold out
Montag A & Associates Inc0$00.00%−225−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−148−100.0%Sold out