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, Q2 2025
Institutional positions in Ambarella Inc as of Jun 30, 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
- 305
- +9 vs. Q1 2025
- Shares held
- 35.2M
- +872.2K (+2.5%) vs. Q1 2025
- Total value
- $2.33B
- +$598.0M (+34.6%) vs. Q1 2025
- New holders
- 59
- 107 more added
- Sold out
- 50
- 106 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 341 | $3.13B |
| Q1 2026 | 307 | $1.88B |
| Q4 2025 | 324 | $2.69B |
| Q3 2025 | 329 | $2.95B |
| Q2 2025 | 305 | $2.33B |
| Q1 2025 | 298 | $1.78B |
| Q4 2024 | 299 | $2.46B |
| Q3 2024 | 265 | $1.87B |
| Q2 2024 | 262 | $1.86B |
| Q1 2024 | 269 | $1.84B |
| Q4 2023 | 258 | $2.15B |
| Q3 2023 | 254 | $1.64B |
| Q2 2023 | 258 | $2.58B |
| Q1 2023 | 272 | $2.35B |
| Q4 2022 | 265 | $2.58B |
| Q3 2022 | 244 | $1.78B |
| Q2 2022 | 267 | $1.96B |
| Q1 2022 | 293 | $3.09B |
| Q4 2021 | 328 | $5.73B |
| Q3 2021 | 281 | $4.44B |
| Q2 2021 | 259 | $2.99B |
| Q1 2021 | 266 | $2.80B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,164,126 | $341.2M | 0.01% | +315,821+6.5% | Added |
| BlackRock, Inc. | 3,917,779 | $258.8M | 0.00% | +128,073+3.4% | Added |
| State Street Corp | 1,855,170 | $122.6M | 0.00% | +151,694+8.9% | Added |
| Manufacturers Life Insurance Company, The | 1,371,511 | $90.6M | 0.08% | +52,954+4.0% | Added |
| Jericho Capital Asset Management L.P. | 1,098,482 | $72.6M | 0.97% | +1,098,482 | New |
| Fuller & Thaler Asset Management, Inc. | 1,017,287 | $67.2M | 0.25% | +106,376+11.7% | Added |
| Geode Capital Management, LLC | 976,281 | $64.5M | 0.00% | +28,371+3.0% | Added |
| Citadel Advisors LLC | 945,660 | $62.5M | 0.05% | +234,407+33.0% | Added |
| Morgan Stanley | 792,128 | $52.3M | 0.00% | +30,258+4.0% | Added |
| Legal & General Group Plc | 634,477 | $41.9M | 0.01% | +53,917+9.3% | Added |
| Oberweis Asset Management Inc | 573,360 | $37.9M | 1.65% | +4,535+0.8% | Added |
| Bank of America Corp | 567,886 | $37.5M | 0.00% | −7,647−1.3% | Reduced |
| Squarepoint Ops LLC | 557,172 | $36.8M | 0.08% | +557,172 | New |
| Dimensional Fund Advisors LP | 516,159 | $34.1M | 0.01% | −27,524−5.1% | Reduced |
| Nuveen, LLC | 504,740 | $33.3M | 0.01% | −134,420−21.0% | Reduced |
| Stephens Investment Management Group LLC | 493,929 | $32.6M | 0.43% | −5,846−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 481,163 | $31.8M | 0.11% | +123,392+34.5% | Added |
| Balyasny Asset Management LLC | 459,562 | $30.4M | 0.07% | +413,362+894.7% | Added |
| Jacobs Levy Equity Management, Inc | 447,826 | $29.6M | 0.12% | −199,962−30.9% | Reduced |
| Pinnacle Associates Ltd | 388,437 | $25.7M | 0.37% | −107,657−21.7% | Reduced |
| Northern Trust Corp | 382,670 | $25.3M | 0.00% | −4,016−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 370,741 | $24.5M | 0.31% | −11,131−2.9% | Reduced |
| Goldman Sachs Group Inc | 360,215 | $23.8M | 0.00% | −60,910−14.5% | Reduced |
| AXA S.A. | 356,992 | $23.6M | 0.07% | −5,562−1.5% | Reduced |
| Renaissance Technologies LLC | 350,849 | $23.2M | 0.03% | −6,851−1.9% | Reduced |
| Barclays PLC | 349,567 | $23.1M | 0.01% | +40,527+13.1% | Added |
| Charles Schwab Investment Management Inc | 345,872 | $22.9M | 0.00% | +22,372+6.9% | Added |
| Invesco Ltd. | 345,447 | $22.8M | 0.00% | +39,091+12.8% | Added |
| Segall Bryant & Hamill, LLC | 344,834 | $22.8M | 0.32% | +35,314+11.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 280,419 | $18.6M | 0.04% | −4,773−1.7% | Reduced |
| Baillie Gifford & Co | 259,380 | $17.1M | 0.01% | −30,543−10.5% | Reduced |
| Assenagon Asset Management S.A. | 257,899 | $17.0M | 0.03% | −223−0.1% | Reduced |
| Robeco Schweiz AG | 253,120 | $16.7M | 0.39% | −166,000−39.6% | Reduced |
| Qube Research & Technologies Ltd | 239,606 | $15.8M | 0.02% | −42,791−15.2% | Reduced |
| UBS Asset Management Americas Inc | 232,634 | $15.4M | 0.00% | −999,638−81.1% | Reduced |
| Acadian Asset Management LLC | 225,787 | $14.9M | 0.03% | +111,968+98.4% | Added |
| AQR Capital Management LLC | 224,997 | $14.9M | 0.01% | +140,126+165.1% | Added |
| Tributary Capital Management, LLC | 224,856 | $14.9M | 1.32% | −15,559−6.5% | Reduced |
| Algert Global LLC | 221,363 | $14.6M | 0.31% | −16,938−7.1% | Reduced |
| FMR LLC | 220,745 | $14.6M | 0.00% | −7,671−3.4% | Reduced |
| SG Capital Management LLC | 189,221 | $12.5M | 1.06% | +132,866+235.8% | Added |
| Deutsche Bank AG | 179,143 | $11.8M | 0.00% | +103,429+136.6% | Added |
| Voloridge Investment Management, LLC | 178,060 | $11.8M | 0.04% | +178,060 | New |
| First Trust Advisors LP | 174,919 | $11.6M | 0.01% | +3,967+2.3% | Added |
| UBS Group AG | 171,441 | $11.3M | 0.00% | +20,218+13.4% | Added |
| Trexquant Investment LP | 160,359 | $10.6M | 0.12% | +82,119+105.0% | Added |
| Susquehanna International Group, LLP | 159,859 | $10.6M | 0.02% | +100,024+167.2% | Added |
| Potrero Capital Research LLC | 150,000 | $9.91M | 4.61% | +150,000 | New |
| LMR Partners LLP | 150,000 | $9.91M | 0.15% | +150,000 | New |
| Tairen Capital Ltd | 146,000 | $9.65M | 0.99% | −237,120−61.9% | Reduced |
| Royal Bank of Canada | 143,522 | $9.48M | 0.00% | +78,778+121.7% | Added |
| Westerly Capital Management, LLC | 143,000 | $9.45M | 4.00% | +143,000 | New |
| Bank of New York Mellon Corp | 134,547 | $8.89M | 0.00% | −15,758−10.5% | Reduced |
| JPMorgan Chase & Co | 122,107 | $8.07M | 0.00% | −108,220−47.0% | Reduced |
| Neuberger Berman Group LLC | 120,677 | $7.97M | 0.01% | −270.0% | Reduced |
| S Squared Technology, LLC | 118,551 | $7.83M | 3.30% | −52,000−30.5% | Reduced |
| Alliancebernstein L.P. | 118,464 | $7.83M | 0.00% | −75,546−38.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 112,659 | $7.44M | 0.01% | +101,389+899.6% | Added |
| Stanley-Laman Group, Ltd. | 111,164 | $7.34M | 1.09% | +111,164 | New |
| Hel Ved Capital Management Ltd | 103,870 | $6.86M | 3.09% | −18,460−15.1% | Reduced |
| Russell Investments Group, Ltd. | 101,919 | $6.76M | 0.01% | +26,750+35.6% | Added |
| Jain Global LLC | 101,616 | $6.71M | 0.10% | +101,616 | New |
| Engineers Gate Manager LP | 101,536 | $6.71M | 0.08% | +81,342+402.8% | Added |
| Man Group plc | 99,755 | $6.59M | 0.01% | +35,682+55.7% | Added |
| Hillsdale Investment Management Inc. | 96,890 | $6.40M | 0.24% | +23,600+32.2% | Added |
| Capital Fund Management S.A. | 96,703 | $6.39M | 0.07% | +83,676+642.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96,160 | $6.35M | 0.01% | −14,727−13.3% | Reduced |
| Ameriprise Financial Inc | 93,959 | $6.21M | 0.00% | −26,310−21.9% | Reduced |
| Marshall Wace, LLP | 88,324 | $5.83M | 0.01% | +83,897+1,895.1% | Added |
| Essex Investment Management Co LLC | 84,479 | $5.58M | 1.01% | −1,952−2.3% | Reduced |
| Swiss National Bank | 77,033 | $5.09M | 0.00% | +300+0.4% | Added |
| Sora Investors LLC | 75,908 | $5.01M | 0.45% | −44,772−37.1% | Reduced |
| SWS Partners | 75,156 | $4.97M | 1.34% | −770−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 71,200 | $4.70M | 0.01% | +71,200 | New |
| Lord, Abbett & Co. LLC | 69,089 | $4.56M | 0.01% | −109,210−61.3% | Reduced |
| PEAK6 LLC | 65,780 | $4.35M | 0.08% | +28,313+75.6% | Added |
| ArrowMark Colorado Holdings LLC | 65,000 | $4.29M | 0.08% | −10,000−13.3% | Reduced |
| Millennium Management LLC | 64,044 | $4.23M | 0.00% | −846,127−93.0% | Reduced |
| Envestnet Asset Management Inc | 62,174 | $4.11M | 0.00% | +15,222+32.4% | Added |
| Rhumbline Advisers | 62,113 | $4.10M | 0.00% | +3,542+6.0% | Added |
| Wells Fargo & Company | 54,650 | $3.61M | 0.00% | +4,352+8.7% | Added |
| Graham Capital Management, L.P. | 52,010 | $3.44M | 0.10% | −7,718−12.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 48,867 | $3.23M | 0.07% | +48,867 | New |
| Citigroup Inc | 48,656 | $3.21M | 0.00% | +6,936+16.6% | Added |
| SEI Investments Co | 45,769 | $3.02M | 0.00% | +21,200+86.3% | Added |
| Granite Investment Partners, LLC | 44,514 | $2.94M | 0.14% | −593−1.3% | Reduced |
| Wolverine Trading, LLC | 43,291 | $2.90M | 0.07% | +30,512+238.8% | Added |
| Shellback Capital, LP | 43,745 | $2.89M | 0.19% | +43,745 | New |
| Franklin Resources Inc | 42,506 | $2.81M | 0.00% | +249+0.6% | Added |
| Harber Asset Management LLC | 41,782 | $2.76M | 0.89% | +41,782 | New |
| Susquehanna Fundamental Investments, LLC | 40,199 | $2.66M | 0.07% | −5,507−12.0% | Reduced |
| California State Teachers Retirement System | 36,344 | $2.40M | 0.00% | +544+1.5% | Added |
| Price T Rowe Associates Inc | 33,119 | $2.19M | 0.00% | +4,371+15.2% | Added |
| Freemont Management S.A. | 31,600 | $2.09M | 0.34% | +6,900+27.9% | Added |
| Two Sigma Investments, LP | 30,756 | $2.03M | 0.00% | +6,588+27.3% | Added |
| First National Bank of Omaha | 30,101 | $1.99M | 0.13% | +424+1.4% | Added |
| State of New Jersey Common Pension Fund D | 29,830 | $1.97M | 0.01% | +4,322+16.9% | Added |
| HSBC Holdings PLC | 29,297 | $1.93M | 0.00% | −3,326−10.2% | Reduced |
| Handelsbanken Fonder AB | 26,639 | $1.76M | 0.01% | +13,495+102.7% | Added |
| Raymond James Financial Inc | 24,847 | $1.64M | 0.00% | +4,069+19.6% | Added |