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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: 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 2023: $2.02B
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 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
Barclays PLC76,580$4.69M0.00%+59,923+359.7%Added
Jane Street Group, LLC80,017$4.90M0.01%+75,352+1,615.3%Added
Cubist Systematic Strategies, LLC84,993$5.21M0.06%−18,531−17.9%Reduced
JPMorgan Chase & Co85,370$5.23M0.00%−54,523−39.0%Reduced
Capital Fund Management S.A.87,024$5.33M0.07%−4,986−5.4%Reduced
Kennedy Capital Management, Inc.90,990$5.58M0.12%−3,615−3.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.104,999$5.95M0.01%+19,829+23.3%Added
S Squared Technology, LLC100,551$6.16M2.99%00.0%Unchanged
Nuveen Asset Management, LLC102,341$6.27M0.00%−2,368−2.3%Reduced
Twinbeech Capital LP102,342$6.27M0.10%+102,342New
Holocene Advisors, LP104,185$6.39M0.03%−1,806−1.7%Reduced
Tudor Investment Corp Et Al106,007$6.50M0.09%+82,998+360.7%Added
Engineers Gate Manager LP107,157$6.57M0.19%+89,918+521.6%Added
Alliancebernstein L.P.108,673$6.66M0.00%−1,645−1.5%Reduced
Scout Investments, Inc.109,775$6.73M0.17%−1,723−1.5%Reduced
Victory Capital Management Inc112,603$6.90M0.01%+104+0.1%Added
Marshall Wace, LLP113,151$6.94M0.01%+113,151New
Goldman Sachs Group Inc122,868$7.53M0.00%−7,184−5.5%Reduced
ExodusPoint Capital Management, LP124,515$7.63M0.09%+99,609+399.9%Added
Balyasny Asset Management LLC130,405$7.99M0.02%+130,405New
Allspring Global Investments Holdings, LLC135,118$8.28M0.01%+1,775+1.3%Added
First Trust Advisors LP139,533$8.55M0.01%+14,778+11.8%Added
Connor, Clark & Lunn Investment Management Ltd.147,680$9.05M0.04%+61,407+71.2%Added
Bank of New York Mellon Corp180,292$11.1M0.00%−13,310−6.9%Reduced
Two Sigma Investments, LP190,504$11.7M0.03%−268,926−58.5%Reduced
Bank of America Corp225,377$13.8M0.00%+34,884+18.3%Added
Tributary Capital Management, LLC225,937$13.8M1.17%+38,018+20.2%Added
Neuberger Berman Group LLC250,034$15.3M0.01%−2,522−1.0%Reduced
Mirae Asset Global Investments Co., Ltd.267,391$16.4M0.03%+1,758+0.7%Added
Charles Schwab Investment Management Inc299,062$18.3M0.00%+4,593+1.6%Added
Stephens Investment Management Group LLC318,170$19.5M0.29%−8,239−2.5%Reduced
Voloridge Investment Management, LLC319,483$19.6M0.08%+111,471+53.6%Added
FMR LLC351,754$21.6M0.00%−189−0.1%Reduced
Exchange Traded Concepts, LLC365,218$22.4M0.60%+68,724+23.2%Added
Robeco Schweiz AG368,555$22.6M0.38%−22,955−5.9%Reduced
Pinnacle Associates Ltd375,187$23.0M0.39%−1,876−0.5%Reduced
Northern Trust Corp376,362$23.1M0.00%+1,918+0.5%Added
Norges Bank383,344$23.5M0.00%−6,772−1.7%Reduced
Assenagon Asset Management S.A.403,197$24.7M0.08%+373,915+1,276.9%Added
AXA S.A.408,089$25.0M0.08%−43,051−9.5%Reduced
Janus Henderson Group PLC437,237$26.8M0.02%−3,543−0.8%Reduced
Two Sigma Advisers, LP439,600$26.9M0.06%−198,300−31.1%Reduced
Legal & General Group Plc456,646$28.0M0.01%+123,817+37.2%Added
Baillie Gifford & Co518,280$31.8M0.03%−66,032−11.3%Reduced
Manufacturers Life Insurance Company, The533,964$32.7M0.02%+104,072+24.2%Added
Point72 Asset Management, L.P.544,300$33.4M0.10%−100,514−15.6%Reduced
Dimensional Fund Advisors LP704,350$43.2M0.01%+29,379+4.4%Added
Citadel Advisors LLC829,725$50.9M0.05%+737,260+797.3%Added
Geode Capital Management, LLC840,322$51.5M0.01%+41,631+5.2%Added
Credit Suisse AG840,830$51.5M0.05%+168,877+25.1%Added
Kodai Capital Management LP1,069,391$65.5M1.34%+1,069,391New
Macquarie Group Ltd1,393,032$85.4M0.10%00.0%Unchanged
Millennium Management LLC1,529,802$93.8M0.09%−10,598−0.7%Reduced
Morgan Stanley1,599,037$98.0M0.01%+1,194,153+294.9%Added
William Blair Investment Management, LLC1,637,795$100.4M0.29%−30,135−1.8%Reduced
State Street Corp1,785,343$109.4M0.01%+174,022+10.8%Added
BlackRock Inc.3,381,197$207.2M0.01%+54,729+1.6%Added
Vanguard Group Inc4,092,534$250.8M0.01%+69,864+1.7%Added
Rokos Capital Management LLP0$00.00%−649,574−100.0%Sold out
Scopia Capital Management LP0$00.00%−337,540−100.0%Sold out
Artisan Partners Limited Partnership0$00.00%−235,039−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−232,785−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−177,065−100.0%Sold out
Woodline Partners LP0$00.00%−128,309−100.0%Sold out
Freemont Management S.A.0$00.00%−107,300−100.0%Sold out
Renaissance Technologies LLC0$00.00%−100,300−100.0%Sold out
CenterBook Partners LP0$00.00%−96,882−100.0%Sold out
Wellington Management Group LLP0$00.00%−69,771−100.0%Sold out
PEAK6 Investments LLC0$00.00%−51,455−100.0%Sold out
Walleye Trading LLC0$00.00%−47,279−100.0%Sold out
SG Americas Securities, LLC0$00.00%−41,302−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−36,004−100.0%Sold out
Penserra Capital Management LLC0$00.00%−31,275−100.0%Sold out
Simplex Trading, LLC0$00.00%−30,690−100.0%Sold out
Federated Hermes, Inc.0$00.00%−15,166−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−14,793−100.0%Sold out
Connective Capital Management, LLC0$00.00%−14,244−100.0%Sold out
IMC-Chicago, LLC0$00.00%−13,438−100.0%Sold out
XTX Topco Ltd0$00.00%−13,256−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−13,000−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−12,088−100.0%Sold out
Aigen Investment Management, LP0$00.00%−11,582−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−10,643−100.0%Sold out
Werlinich Asset Management, LLC0$00.00%−9,862−100.0%Sold out
GTS Securities LLC0$00.00%−9,747−100.0%Sold out
SEI Investments Co0$00.00%−7,908−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−7,640−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−6,499−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−6,023−100.0%Sold out
Balboa Wealth Partners0$00.00%−5,545−100.0%Sold out
Bessemer Group Inc0$00.00%−5,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,563−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−2,509−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,912−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−977−100.0%Sold out
Creative Planning0$00.00%−511−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−85−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−52−100.0%Sold out
GoalVest Advisory LLC0$00.00%−55−100.0%Sold out
Huntington National Bank0$00.00%−44−100.0%Sold out