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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: 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 2025: $1.77B
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 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
State of New Jersey Common Pension Fund D25,508$1.28M0.01%−10,053−28.3%Reduced
Primecap Management Co25,300$1.27M0.00%−500−1.9%Reduced
Freemont Management S.A.24,700$1.24M0.49%+24,700New
SEI Investments Co24,569$1.24M0.00%+13,610+124.2%Added
Two Sigma Investments, LP24,168$1.22M0.00%−57,492−70.4%Reduced
Public Employees Retirement System of Ohio24,093$1.21M0.00%+24,093New
MetLife Investment Management22,505$1.13M0.01%−387−1.7%Reduced
KBC Group NV22,366$1.13M0.00%+531+2.4%Added
Thrivent Financial for Lutherans21,532$1.08M0.00%00.0%Unchanged
Collar Capital Management, LLC21,231$1.07M0.97%−567−2.6%Reduced
Raymond James Financial Inc20,778$1.05M0.00%−93,969−81.9%Reduced
Engineers Gate Manager LP20,194$1.02M0.02%−4,620−18.6%Reduced
Valliance Asset Management Ltd20,000$1.01M3.81%+20,000New
Leonteq Securities AG19,901$990.6K0.08%+9,139+84.9%Added
McDonald Partners LLC19,446$978.7K0.25%−1,275−6.2%Reduced
Pathstone Holdings, LLC19,083$960.5K0.00%−557−2.8%Reduced
Corebridge Financial, Inc.18,897$951.1K0.01%+60+0.3%Added
Dynamic Technology Lab Private Ltd18,710$941.0K0.14%+18,710New
Gamco Investors, Inc. Et Al18,348$923.5K0.01%−153−0.8%Reduced
SG Americas Securities, LLC18,310$922.0K0.00%+18,310New
Holocene Advisors, LP18,301$921.1K0.00%+14,595+393.8%Added
Linden Thomas Advisory Services, LLC17,371$874.3K0.11%−45−0.3%Reduced
Bayesian Capital Management, LP17,269$869.1K0.14%+9,392+119.2%Added
Scientech Research LLC16,997$855.5K0.23%+16,997New
Creative Planning16,484$829.6K0.00%+458+2.9%Added
Blueshift Asset Management, LLC16,043$807.4K0.32%+16,043New
STRS Ohio15,300$770.0K0.00%+6,400+71.9%Added
US Bancorp15,203$765.2K0.00%+10,381+215.3%Added
Counterpoint Mutual Funds LLC14,549$732.3K0.10%+10,609+269.3%Added
Van Eck Associates Corp14,414$725.0K0.00%+4,463+44.8%Added
Legato Capital Management LLC14,280$718.7K0.10%−234−1.6%Reduced
Stifel Financial Corp14,248$717.1K0.00%−17,545−55.2%Reduced
White Pine Capital LLC13,842$696.7K0.24%−143−1.0%Reduced
Steel Peak Wealth Management LLC13,506$679.8K0.03%+1,970+17.1%Added
Janney Montgomery Scott LLC13,474$678.0K0.00%+9,491+238.3%Added
Aquatic Capital Management LLC13,176$663.1K0.02%−25,739−66.1%Reduced
Handelsbanken Fonder AB13,144$662.0K0.00%00.0%Unchanged
Capital Fund Management S.A.13,027$655.6K0.01%−43,413−76.9%Reduced
LPL Financial LLC12,867$647.6K0.00%+1,690+15.1%Added
Wolverine Trading, LLC12,779$646.7K0.02%−6,134−32.4%Reduced
New York State Common Retirement Fund12,803$644.4K0.00%+478+3.9%Added
Ensign Peak Advisors, Inc12,290$618.6K0.00%00.0%Unchanged
Summit Global Investments11,843$596.0K0.04%+3,011+34.1%Added
Natixis Advisors, L.P.11,786$593.0K0.00%−432−3.5%Reduced
ProShare Advisors LLC11,510$579.3K0.00%−2,155−15.8%Reduced
Ofi Invest Asset Management12,385$577.1K0.02%+553+4.7%Added
Arizona State Retirement System11,353$571.4K0.00%−15−0.1%Reduced
Arrowstreet Capital, Limited Partnership11,270$567.2K0.00%+11,270New
Hennion & Walsh Asset Management, Inc.11,201$563.7K0.03%−98−0.9%Reduced
Moody National Bank Trust Division11,198$563.6K0.06%+11,198New
State Board of Administration of Florida Retirement System10,785$542.8K0.00%00.0%Unchanged
Azzad Asset Management Inc10,669$537.0K0.06%−38−0.4%Reduced
Walleye Trading LLC10,534$530.2K0.02%+10,534New
Voya Investment Management LLC10,185$512.6K0.00%−1,166−10.3%Reduced
IMC-Chicago, LLC10,046$505.6K0.02%+10,046New
Keel Point, LLC10,006$503.6K0.04%00.0%Unchanged
Jump Financial, LLC9,298$468.0K0.01%−21,602−69.9%Reduced
Guggenheim Capital LLC9,004$453.2K0.00%−164−1.8%Reduced
Fox Run Management, L.L.C.8,808$443.3K0.07%+2,811+46.9%Added
Red Spruce Capital, LLC8,621$433.9K0.20%+8,621New
CIBC World Markets Corp8,559$430.8K0.00%+5,014+141.4%Added
Cresset Asset Management, LLC8,440$424.8K0.00%−2,613−23.6%Reduced
HRT Financial LP8,420$423.0K0.00%−13,528−61.6%Reduced
Mirae Asset Global Investments Co., Ltd.8,342$422.2K0.00%−2,816−25.2%Reduced
Polymer Capital Management (US) LLC8,298$417.6K0.13%+4,948+147.7%Added
Police & Firemen's Retirement System of New Jersey8,092$407.3K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS8,000$402.6K0.00%00.0%Unchanged
Semanteon Capital Management, LP7,978$401.5K0.22%+2,669+50.3%Added
OmniStar Financial Group, Inc.7,929$399.1K0.31%+7,929New
Zurcher Kantonalbank (Zurich Cantonalbank)7,721$388.6K0.00%+615+8.7%Added
Y-Intercept (Hong Kong) Ltd7,668$385.9K0.03%−124−1.6%Reduced
Mackenzie Financial Corp7,596$382.3K0.00%+1,190+18.6%Added
Los Angeles Capital Management LLC7,379$371.4K0.00%−299−3.9%Reduced
Commonwealth Equity Services, LLC7,365$371.0K0.00%+582+8.6%Added
Headlands Technologies LLC7,193$362.0K0.04%+7,193New
Advisor Group Holdings, Inc.7,135$359.1K0.00%−3,169−30.8%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH7,032$353.9K0.00%+822+13.2%Added
Empowered Funds, LLC6,838$344.2K0.00%+1,758+34.6%Added
Ieq Capital, LLC6,654$334.9K0.00%+6,654New
Trust Point Inc.6,548$329.6K0.03%−4,012−38.0%Reduced
Mariner, LLC6,538$329.1K0.00%+440+7.2%Added
Teacher Retirement System of Texas6,464$325.3K0.00%+6,464New
William Blair Investment Management, LLC6,351$319.6K0.00%−822,701−99.2%Reduced
DnB Asset Management AS6,259$315.0K0.00%+6,259New
Centaurus Financial, Inc.6,166$310.0K0.02%+1,700+38.1%Added
Pitcairn Co5,986$301.3K0.02%+147+2.5%Added
CWM, LLC5,921$298.0K0.00%+3,949+200.3%Added
Cerity Partners LLC5,737$288.7K0.00%+639+12.5%Added
Mach-1 Financial Group, Inc.5,730$288.4K0.09%+5,730New
Numerai GP LLC5,658$284.8K0.05%−10,602−65.2%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd5,589$281.3K0.00%+586+11.7%Added
Bayforest Capital Ltd5,495$276.6K0.12%+4,051+280.5%Added
First National Advisers, LLC5,495$276.6K0.04%+5,495New
Captrust Financial Advisors5,412$272.4K0.00%+458+9.2%Added
PharVision Advisers, LLC5,335$268.5K0.37%+5,335New
Main Street Financial Solutions, LLC5,275$265.5K0.02%+5,275New
Banque Pictet & Cie SA5,143$258.8K0.00%+5,143New
Pictet Asset Management Holding SA5,117$257.5K0.00%+474+10.2%Added
First Community Trust NA5,000$251.7K0.22%00.0%Unchanged
Freestone Grove Partners LP4,993$251.3K0.00%+4,993New