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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 2025

Institutional positions in Ambarella Inc as of Mar 31, 2025. 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
298
+4 vs. Q4 2024
Shares held
35.3M
+2.13M (+6.4%) vs. Q4 2024
Total value
$1.77B
−$635.6M (−26.4%) vs. Q4 2024
New holders
57
115 more added
Sold out
53
94 more reduced

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 2025: 298 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 heldQ1 2025: $1.78B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q4 2024.

Institutions holding AMBA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,848,305$244.0M0.00%+152,181+3.2%Added
BlackRock, Inc.3,789,706$190.7M0.00%−34,939−0.9%Reduced
State Street Corp1,703,476$85.7M0.00%+116,802+7.4%Added
Manufacturers Life Insurance Company, The1,318,557$66.4M0.06%−133,571−9.2%Reduced
UBS Asset Management Americas Inc1,232,272$62.0M0.02%+579,917+88.9%Added
Geode Capital Management, LLC947,910$47.7M0.00%+33,376+3.6%Added
Fuller & Thaler Asset Management, Inc.910,911$45.8M0.18%+185,444+25.6%Added
Millennium Management LLC910,171$45.8M0.04%−484,021−34.7%Reduced
Kodai Capital Management LP904,536$45.5M1.80%+125,983+16.2%Added
Morgan Stanley761,870$38.3M0.00%−80,943−9.6%Reduced
Citadel Advisors LLC711,253$35.8M0.04%−137,726−16.2%Reduced
Jacobs Levy Equity Management, Inc647,788$32.6M0.13%+610,460+1,635.4%Added
Nuveen, LLC639,160$32.2M0.01%+639,160New
Legal & General Group Plc580,560$29.2M0.01%+127,867+28.2%Added
Bank of America Corp575,533$29.0M0.00%+188,910+48.9%Added
Oberweis Asset Management Inc568,825$28.6M1.43%+386,025+211.2%Added
Dimensional Fund Advisors LP543,683$27.4M0.01%−79,436−12.7%Reduced
Stephens Investment Management Group LLC499,775$25.2M0.36%−3,693−0.7%Reduced
Pinnacle Associates Ltd496,094$25.0M0.37%−18,744−3.6%Reduced
Woodline Partners LP441,385$22.2M0.14%+178,052+67.6%Added
Goldman Sachs Group Inc421,125$21.2M0.00%−302,156−41.8%Reduced
Robeco Schweiz AG419,120$21.1M0.52%+144,200+52.5%Added
Northern Trust Corp386,686$19.5M0.00%+3,650+1.0%Added
Tairen Capital Ltd383,120$19.3M1.27%+383,120New
Exchange Traded Concepts, LLC381,872$19.2M0.34%+97,911+34.5%Added
AXA S.A.362,554$18.2M0.06%−9,210−2.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.357,771$18.0M0.08%+52,376+17.2%Added
Renaissance Technologies LLC357,700$18.0M0.03%+314,700+731.9%Added
Charles Schwab Investment Management Inc323,500$16.3M0.00%−1,501−0.5%Reduced
Segall Bryant & Hamill, LLC309,520$15.6M0.24%+309,520New
Barclays PLC309,040$15.6M0.01%+91,140+41.8%Added
Invesco Ltd.306,356$15.4M0.00%−29,374−8.7%Reduced
Baillie Gifford & Co289,923$14.6M0.01%−39,277−11.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.285,192$14.4M0.03%−6,874−2.4%Reduced
Qube Research & Technologies Ltd282,397$14.2M0.02%+226,390+404.2%Added
Assenagon Asset Management S.A.258,122$13.0M0.02%00.0%Unchanged
Tributary Capital Management, LLC240,415$12.1M1.06%−47,150−16.4%Reduced
Algert Global LLC238,301$12.0M0.30%+29,870+14.3%Added
JPMorgan Chase & Co230,327$11.6M0.00%+56,718+32.7%Added
FMR LLC228,416$11.5M0.00%+136,688+149.0%Added
Intrinsic Edge Capital Management LLC210,000$10.6M2.22%+210,000New
Alliancebernstein L.P.194,010$9.76M0.00%+4,775+2.5%Added
Lord, Abbett & Co. LLC178,299$8.97M0.03%+45,239+34.0%Added
First Trust Advisors LP170,952$8.60M0.01%+42,494+33.1%Added
S Squared Technology, LLC170,551$8.58M4.39%+45,000+35.8%Added
UBS Group AG151,223$7.61M0.00%−204,000−57.4%Reduced
Bank of New York Mellon Corp150,305$7.56M0.00%−592−0.4%Reduced
Hel Ved Capital Management Ltd122,330$6.16M3.10%+122,330New
Neuberger Berman Group LLC120,704$6.08M0.01%+69,960+137.9%Added
Sora Investors LLC120,680$6.07M0.74%−232,692−65.8%Reduced
Cubist Systematic Strategies, LLC120,432$6.06M0.08%+71,752+147.4%Added
Ameriprise Financial Inc120,269$6.05M0.00%+115,644+2,500.4%Added
Acadian Asset Management LLC113,819$5.72M0.02%−7,742−6.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.110,887$5.58M0.01%+4,276+4.0%Added
Tudor Investment Corp Et Al107,764$5.42M0.05%+107,764New
Point72 Asset Management, L.P.94,857$4.77M0.01%−707,423−88.2%Reduced
Meridiem Capital Partners LP89,720$4.52M0.49%+89,720New
Walleye Capital LLC87,472$4.40M0.05%+87,472New
Essex Investment Management Co LLC86,431$4.35M0.91%−4,091−4.5%Reduced
AQR Capital Management LLC84,871$4.27M0.00%+47,414+126.6%Added
Trexquant Investment LP78,240$3.94M0.05%+47,461+154.2%Added
Swiss National Bank76,733$3.86M0.00%−300−0.4%Reduced
SWS Partners75,926$3.82M1.25%+8,518+12.6%Added
Deutsche Bank AG75,714$3.81M0.00%+185+0.2%Added
Russell Investments Group, Ltd.75,169$3.78M0.01%+52,570+232.6%Added
ArrowMark Colorado Holdings LLC75,000$3.77M0.06%−10,000−11.8%Reduced
Hillsdale Investment Management Inc.73,290$3.69M0.19%+3,900+5.6%Added
Royal Bank of Canada64,744$3.26M0.00%+1,307+2.1%Added
Man Group plc64,073$3.22M0.01%+49,079+327.3%Added
Susquehanna International Group, LLP59,835$3.01M0.00%+42,084+237.1%Added
Graham Capital Management, L.P.59,728$3.01M0.10%+28,895+93.7%Added
Rhumbline Advisers58,571$2.95M0.00%+2,249+4.0%Added
SG Capital Management LLC56,355$2.84M0.29%−46,017−45.0%Reduced
Twinbeech Capital LP55,296$2.78M0.05%+55,296New
Schonfeld Strategic Advisors LLC51,760$2.61M0.02%+45,206+689.7%Added
Wells Fargo & Company50,298$2.53M0.00%−3,099−5.8%Reduced
Envestnet Asset Management Inc46,952$2.36M0.00%−5,367−10.3%Reduced
Balyasny Asset Management LLC46,200$2.33M0.01%−584,307−92.7%Reduced
Susquehanna Fundamental Investments, LLC45,706$2.30M0.04%−4,143−8.3%Reduced
Granite Investment Partners, LLC45,107$2.27M0.12%−6,670−12.9%Reduced
Jane Street Group, LLC44,821$2.26M0.00%+2,863+6.8%Added
Canada Pension Plan Investment Board44,676$2.25M0.00%00.0%Unchanged
Franklin Resources Inc42,257$2.13M0.00%−3,106−6.8%Reduced
Citigroup Inc41,720$2.10M0.00%−16,785−28.7%Reduced
BNP Paribas Arbitrage, SA41,463$2.09M0.00%+10,457+33.7%Added
PEAK6 LLC37,467$1.89M0.07%+20,957+126.9%Added
Edgestream Partners, L.P.35,985$1.81M0.06%+35,985New
California State Teachers Retirement System35,800$1.80M0.00%−766−2.1%Reduced
Nebula Research & Development LLC33,274$1.67M0.15%+9,050+37.4%Added
Janus Henderson Group PLC32,607$1.65M0.00%+3,416+11.7%Added
HSBC Holdings PLC32,623$1.62M0.00%−930−2.8%Reduced
Sender Co & Partners, Inc.31,276$1.57M1.17%+18,524+145.3%Added
Gsa Capital Partners LLP29,996$1.51M0.14%+15,585+108.1%Added
First National Bank of Omaha29,677$1.49M0.10%−3,796−11.3%Reduced
Occudo Quantitative Strategies LP29,080$1.47M0.20%+24,323+511.3%Added
Price T Rowe Associates Inc28,748$1.45M0.00%+3,367+13.3%Added
Verition Fund Management LLC27,107$1.36M0.01%−20,806−43.4%Reduced
Prudential Financial Inc21,946$1.35M0.00%+21,946New
Principal Financial Group Inc25,794$1.30M0.00%+9,857+61.8%Added
Intech Investment Management LLC25,586$1.29M0.01%+8,306+48.1%Added