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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, Q1 2024

Institutional positions in Ambarella Inc as of Mar 31, 2024. 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
269
+15 vs. Q4 2023
Shares held
33.1M
+97.8K (+0.3%) vs. Q4 2023
Total value
$1.69B
−$337.0M (−16.7%) vs. Q4 2023
New holders
46
111 more added
Sold out
31
75 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 269 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 2024: $1.69B
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 2024

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q4 2023.

Institutions holding AMBA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Jump Financial, LLC52,419$2.66M0.07%+24,826+90.0%Added
Envestnet Asset Management Inc52,719$2.68M0.00%+15,535+41.8%Added
Algert Global LLC56,193$2.85M0.11%+3,860+7.4%Added
Rhumbline Advisers57,603$2.92M0.00%+930+1.6%Added
Quantbot Technologies LP58,427$2.97M0.17%+19,033+48.3%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management60,000$3.05M0.07%+60,000New
Kennedy Capital Management, Inc.61,972$3.15M0.06%−29,018−31.9%Reduced
Ameriprise Financial Inc62,416$3.17M0.00%−6,274−9.1%Reduced
SWS Partners63,473$3.22M0.96%−782−1.2%Reduced
Twinbeech Capital LP64,145$3.26M0.07%−38,197−37.3%Reduced
ArrowMark Colorado Holdings LLC65,000$3.30M0.04%00.0%Unchanged
Squarepoint Ops LLC68,213$3.46M0.01%+20,006+41.5%Added
Granite Investment Partners, LLC72,257$3.67M0.14%+18,165+33.6%Added
Swiss National Bank75,433$3.83M0.00%+700+0.9%Added
Victory Capital Management Inc77,635$3.94M0.00%−34,968−31.1%Reduced
Allspring Global Investments Holdings, LLC80,028$4.06M0.01%−55,090−40.8%Reduced
Holocene Advisors, LP82,483$4.19M0.02%−21,702−20.8%Reduced
Balyasny Asset Management LLC86,091$4.37M0.01%−44,314−34.0%Reduced
Man Group plc91,088$4.62M0.01%+77,023+547.6%Added
ExodusPoint Capital Management, LP92,702$4.71M0.06%−31,813−25.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.95,857$4.87M0.01%−9,142−8.7%Reduced
Scout Investments, Inc.103,197$5.17M0.13%−6,578−6.0%Reduced
Tudor Investment Corp Et Al103,008$5.23M0.06%−2,999−2.8%Reduced
Barclays PLC104,869$5.32M0.00%+28,289+36.9%Added
Engineers Gate Manager LP119,109$6.05M0.16%+11,952+11.2%Added
Capital Fund Management S.A.120,870$6.14M0.07%+33,846+38.9%Added
S Squared Technology, LLC125,551$6.37M2.93%+25,000+24.9%Added
Goldman Sachs Group Inc148,243$7.53M0.00%+25,375+20.7%Added
Neuberger Berman Group LLC170,915$8.68M0.01%−79,119−31.6%Reduced
UBS Group AG172,272$8.75M0.00%+107,781+167.1%Added
Westerly Capital Management, LLC175,000$8.88M4.64%+140,000+400.0%Added
Connor, Clark & Lunn Investment Management Ltd.181,190$9.20M0.04%+33,510+22.7%Added
Bank of New York Mellon Corp182,957$9.29M0.00%+2,665+1.5%Added
D. E. Shaw & Co., Inc.183,457$9.31M0.01%+169,630+1,226.8%Added
Nuveen Asset Management, LLC190,281$9.66M0.00%+87,940+85.9%Added
First Trust Advisors LP192,523$9.77M0.01%+52,990+38.0%Added
Woodline Partners LP196,084$9.96M0.09%+196,084New
Cubist Systematic Strategies, LLC218,047$11.1M0.13%+133,054+156.5%Added
JPMorgan Chase & Co230,649$11.7M0.00%+145,279+170.2%Added
Two Sigma Investments, LP235,925$12.0M0.03%+45,421+23.8%Added
Tributary Capital Management, LLC279,647$14.2M1.16%+53,710+23.8%Added
Charles Schwab Investment Management Inc305,930$15.5M0.00%+6,868+2.3%Added
Stephens Investment Management Group LLC318,219$16.2M0.22%+490.0%Added
Bank of America Corp321,458$16.3M0.00%+96,081+42.6%Added
Mirae Asset Global Investments Co., Ltd.254,470$17.5M0.04%−12,921−4.8%Reduced
Robeco Schweiz AG346,425$17.6M0.31%−22,130−6.0%Reduced
Marshall Wace, LLP362,568$18.4M0.03%+249,417+220.4%Added
Northern Trust Corp372,504$18.9M0.00%−3,858−1.0%Reduced
AXA S.A.392,143$19.9M0.06%−15,946−3.9%Reduced
Assenagon Asset Management S.A.402,507$20.4M0.05%−690−0.2%Reduced
Two Sigma Advisers, LP410,300$20.8M0.05%−29,300−6.7%Reduced
Exchange Traded Concepts, LLC422,401$21.4M0.56%+57,183+15.7%Added
Voloridge Investment Management, LLC429,365$21.8M0.08%+109,882+34.4%Added
Pinnacle Associates Ltd484,906$24.6M0.39%+109,719+29.2%Added
Baillie Gifford & Co502,879$25.5M0.02%−15,401−3.0%Reduced
Legal & General Group Plc549,757$27.9M0.01%+93,111+20.4%Added
Dimensional Fund Advisors LP680,125$34.5M0.01%−24,225−3.4%Reduced
Credit Suisse AG763,471$38.8M0.04%−77,359−9.2%Reduced
Geode Capital Management, LLC868,316$44.1M0.00%+27,994+3.3%Added
Citadel Advisors LLC890,486$45.2M0.04%+60,761+7.3%Added
Manufacturers Life Insurance Company, The948,515$48.2M0.04%+414,551+77.6%Added
Kodai Capital Management LP1,009,890$51.3M1.20%−59,501−5.6%Reduced
Macquarie Group Ltd1,183,492$60.1M0.07%−209,540−15.0%Reduced
Millennium Management LLC1,353,209$68.7M0.06%−176,593−11.5%Reduced
Morgan Stanley1,376,801$69.9M0.01%−222,236−13.9%Reduced
William Blair Investment Management, LLC1,602,479$81.4M0.21%−35,316−2.2%Reduced
State Street Corp1,889,310$95.9M0.00%+103,967+5.8%Added
BlackRock Inc.3,439,401$174.6M0.00%+58,204+1.7%Added
Vanguard Group Inc4,340,831$220.4M0.00%+248,297+6.1%Added
Norges Bank0$00.00%−383,344−100.0%Sold out
California Public Employees Retirement System0$00.00%−64,751−100.0%Sold out
Frontier Capital Management Co LLC0$00.00%−52,332−100.0%Sold out
LGT Group Foundation0$00.00%−48,957−100.0%Sold out
AQR Capital Management LLC0$00.00%−25,507−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−24,663−100.0%Sold out
Granahan Investment Management Inc0$00.00%−23,762−100.0%Sold out
Captrust Financial Advisors0$00.00%−9,109−100.0%Sold out
Point72 Middle East FZE0$00.00%−8,454−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−7,297−100.0%Sold out
AE Wealth Management LLC0$00.00%−7,751−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−5,272−100.0%Sold out
Keebeck Alpha, LP0$00.00%−5,272−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,215−100.0%Sold out
Prudential Financial Inc0$00.00%−3,595−100.0%Sold out
DMG Group, LLC0$00.00%−3,438−100.0%Sold out
Pearl River Capital, LLC0$00.00%−3,290−100.0%Sold out
Wintrust Investments LLC0$00.00%−3,265−100.0%Sold out
State of Wyoming0$00.00%−2,829−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−2,455−100.0%Sold out
MQS Management LLC0$00.00%−10,546−100.0%Sold out
Montanaro Asset Management Ltd0$00.00%−2,200−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−843−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−411−100.0%Sold out
LM Advisors LLC0$00.00%−400−100.0%Sold out
Meeder Asset Management Inc0$00.00%−273−100.0%Sold out
Advisory Services Network, LLC0$00.00%−264−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−259−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−100−100.0%Sold out
IFP Advisors, Inc0$00.00%−94−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−28−100.0%Sold out