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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 2023

Institutional positions in Ambarella Inc as of Dec 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
258
+5 vs. Q3 2023
Shares held
33.0M
+2.06M (+6.6%) vs. Q3 2023
Total value
$2.02B
+$380.6M (+23.1%) vs. Q3 2023
New holders
51
94 more added
Sold out
46
79 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 258 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 2023: $2.15B
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 2023

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q3 2023.

Institutions holding AMBA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,092,534$250.8M0.01%+69,864+1.7%Added
BlackRock Inc.3,381,197$207.2M0.01%+54,729+1.6%Added
State Street Corp1,785,343$109.4M0.01%+174,022+10.8%Added
William Blair Investment Management, LLC1,637,795$100.4M0.29%−30,135−1.8%Reduced
Morgan Stanley1,599,037$98.0M0.01%+1,194,153+294.9%Added
Millennium Management LLC1,529,802$93.8M0.09%−10,598−0.7%Reduced
Macquarie Group Ltd1,393,032$85.4M0.10%00.0%Unchanged
Kodai Capital Management LP1,069,391$65.5M1.34%+1,069,391New
Credit Suisse AG840,830$51.5M0.05%+168,877+25.1%Added
Geode Capital Management, LLC840,322$51.5M0.01%+41,631+5.2%Added
Citadel Advisors LLC829,725$50.9M0.05%+737,260+797.3%Added
Dimensional Fund Advisors LP704,350$43.2M0.01%+29,379+4.4%Added
Point72 Asset Management, L.P.544,300$33.4M0.10%−100,514−15.6%Reduced
Manufacturers Life Insurance Company, The533,964$32.7M0.02%+104,072+24.2%Added
Baillie Gifford & Co518,280$31.8M0.03%−66,032−11.3%Reduced
Legal & General Group Plc456,646$28.0M0.01%+123,817+37.2%Added
Two Sigma Advisers, LP439,600$26.9M0.06%−198,300−31.1%Reduced
Janus Henderson Group PLC437,237$26.8M0.02%−3,543−0.8%Reduced
AXA S.A.408,089$25.0M0.08%−43,051−9.5%Reduced
Assenagon Asset Management S.A.403,197$24.7M0.08%+373,915+1,276.9%Added
Norges Bank383,344$23.5M0.00%−6,772−1.7%Reduced
Northern Trust Corp376,362$23.1M0.00%+1,918+0.5%Added
Pinnacle Associates Ltd375,187$23.0M0.39%−1,876−0.5%Reduced
Robeco Schweiz AG368,555$22.6M0.38%−22,955−5.9%Reduced
Exchange Traded Concepts, LLC365,218$22.4M0.60%+68,724+23.2%Added
FMR LLC351,754$21.6M0.00%−189−0.1%Reduced
Voloridge Investment Management, LLC319,483$19.6M0.08%+111,471+53.6%Added
Stephens Investment Management Group LLC318,170$19.5M0.29%−8,239−2.5%Reduced
Charles Schwab Investment Management Inc299,062$18.3M0.00%+4,593+1.6%Added
Mirae Asset Global Investments Co., Ltd.267,391$16.4M0.03%+1,758+0.7%Added
Neuberger Berman Group LLC250,034$15.3M0.01%−2,522−1.0%Reduced
Tributary Capital Management, LLC225,937$13.8M1.17%+38,018+20.2%Added
Bank of America Corp225,377$13.8M0.00%+34,884+18.3%Added
Two Sigma Investments, LP190,504$11.7M0.03%−268,926−58.5%Reduced
Bank of New York Mellon Corp180,292$11.1M0.00%−13,310−6.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.147,680$9.05M0.04%+61,407+71.2%Added
First Trust Advisors LP139,533$8.55M0.01%+14,778+11.8%Added
Allspring Global Investments Holdings, LLC135,118$8.28M0.01%+1,775+1.3%Added
Balyasny Asset Management LLC130,405$7.99M0.02%+130,405New
ExodusPoint Capital Management, LP124,515$7.63M0.09%+99,609+399.9%Added
Goldman Sachs Group Inc122,868$7.53M0.00%−7,184−5.5%Reduced
Marshall Wace, LLP113,151$6.94M0.01%+113,151New
Victory Capital Management Inc112,603$6.90M0.01%+104+0.1%Added
Scout Investments, Inc.109,775$6.73M0.17%−1,723−1.5%Reduced
Alliancebernstein L.P.108,673$6.66M0.00%−1,645−1.5%Reduced
Engineers Gate Manager LP107,157$6.57M0.19%+89,918+521.6%Added
Tudor Investment Corp Et Al106,007$6.50M0.09%+82,998+360.7%Added
Holocene Advisors, LP104,185$6.39M0.03%−1,806−1.7%Reduced
Twinbeech Capital LP102,342$6.27M0.10%+102,342New
Nuveen Asset Management, LLC102,341$6.27M0.00%−2,368−2.3%Reduced
S Squared Technology, LLC100,551$6.16M2.99%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.104,999$5.95M0.01%+19,829+23.3%Added
Kennedy Capital Management, Inc.90,990$5.58M0.12%−3,615−3.8%Reduced
Capital Fund Management S.A.87,024$5.33M0.07%−4,986−5.4%Reduced
JPMorgan Chase & Co85,370$5.23M0.00%−54,523−39.0%Reduced
Cubist Systematic Strategies, LLC84,993$5.21M0.06%−18,531−17.9%Reduced
Jane Street Group, LLC80,017$4.90M0.01%+75,352+1,615.3%Added
Barclays PLC76,580$4.69M0.00%+59,923+359.7%Added
Swiss National Bank74,733$4.58M0.00%−8,000−9.7%Reduced
Ameriprise Financial Inc68,690$4.21M0.00%−27,171−28.3%Reduced
ArrowMark Colorado Holdings LLC65,000$3.98M0.04%−11,000−14.5%Reduced
California Public Employees Retirement System64,751$3.97M0.00%+1,531+2.4%Added
UBS Group AG64,491$3.95M0.00%+26,309+68.9%Added
SWS Partners64,255$3.94M1.28%−1,029−1.6%Reduced
Rhumbline Advisers56,673$3.47M0.00%+661+1.2%Added
Granite Investment Partners, LLC54,092$3.32M0.13%−208−0.4%Reduced
Algert Global LLC52,333$3.21M0.13%+22,030+72.7%Added
Frontier Capital Management Co LLC52,332$3.21M0.03%−2,619−4.8%Reduced
Trexquant Investment LP51,812$3.18M0.07%+51,812New
LGT Group Foundation48,957$3.06M0.07%+7,681+18.6%Added
Squarepoint Ops LLC48,207$2.95M0.01%+9,352+24.1%Added
State of New Jersey Common Pension Fund D45,270$2.77M0.01%+3,865+9.3%Added
Jacobs Levy Equity Management, Inc43,941$2.69M0.01%−77,024−63.7%Reduced
Royal Bank of Canada43,656$2.67M0.00%+2,969+7.3%Added
Wells Fargo & Company42,729$2.62M0.00%+8,148+23.6%Added
KBC Group NV41,310$2.53M0.01%+269+0.7%Added
California State Teachers Retirement System40,377$2.47M0.00%−1,243−3.0%Reduced
Aquila Investment Management LLC40,000$2.45M2.12%+4,000+11.1%Added
Quantbot Technologies LP39,394$2.41M0.14%+16,685+73.5%Added
BNP Paribas Arbitrage, SA38,815$2.38M0.00%−1,698−4.2%Reduced
Envestnet Asset Management Inc37,184$2.28M0.00%+4,340+13.2%Added
UBS Asset Management Americas Inc35,304$2.16M0.00%−13,453−27.6%Reduced
Westerly Capital Management, LLC35,000$2.15M1.30%+35,000New
Aquatic Capital Management LLC32,800$2.01M0.05%+31,700+2,881.8%Added
Point72 Hong Kong Ltd31,363$1.92M0.12%+31,363New
Primecap Management Co31,300$1.92M0.00%−1,800−5.4%Reduced
Deutsche Bank AG30,854$1.89M0.00%+4,022+15.0%Added
Invesco Ltd.30,798$1.89M0.00%−1,192−3.7%Reduced
Edgestream Partners, L.P.30,636$1.88M0.14%+30,636New
Dynamic Technology Lab Private Ltd30,239$1.85M0.20%+30,239New
First National Bank of Omaha29,660$1.82M0.11%+818+2.8%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna28,673$1.76M0.74%00.0%Unchanged
Jump Financial, LLC27,593$1.69M0.05%−18,389−40.0%Reduced
Quadrature Capital Ltd27,191$1.67M0.03%−55,901−67.3%Reduced
Amundi27,889$1.61M0.00%+14,804+113.1%Added
Susquehanna International Group, LLP26,070$1.60M0.00%+13,414+106.0%Added
Walleye Capital LLC25,738$1.58M0.02%+14,607+131.2%Added
AQR Capital Management LLC25,507$1.56M0.00%+19,516+325.8%Added
Citigroup Inc24,823$1.52M0.00%+6,445+35.1%Added
State of Wisconsin Investment Board24,663$1.51M0.00%−21,642−46.7%Reduced