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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, 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
35.1M
+788.3K (+2.3%) vs. Q1 2025
Total value
$2.32B
+$592.3M (+34.3%) vs. Q1 2025
New holders
59
108 more added
Sold out
50
105 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.

Institutional holdersQ2 2025: 305 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 heldQ2 2025: $2.32B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q1 2025.

Institutions holding AMBA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bailard, Inc.4,200$277.5K0.01%+4,200New
Mercer Global Advisors Inc4,294$283.7K0.00%+4,294New
Freestone Grove Partners LP4,294$283.7K0.00%−699−14.0%Reduced
JustInvest LLC4,395$290.4K0.00%+4,395New
Phoenix Holdings Ltd.4,400$290.4K0.00%−300−6.4%Reduced
Pitcairn Co4,565$301.6K0.02%−1,421−23.7%Reduced
The PNC Financial Services Group, Inc.4,630$305.9K0.00%+313+7.3%Added
Victory Capital Management Inc4,747$313.6K0.00%+12+0.3%Added
Banque Pictet & Cie SA4,818$318.3K0.00%−325−6.3%Reduced
First Community Trust NA5,000$330.3K0.27%00.0%Unchanged
Ardsley Advisory Partners LP5,000$330.3K0.05%+5,000New
CIBC World Markets Corp5,020$331.6K0.00%−3,539−41.3%Reduced
Vident Advisory, LLC5,036$332.7K0.00%+5,036New
Mach-1 Financial Group, Inc.5,049$333.6K0.10%−681−11.9%Reduced
Centiva Capital, LP5,125$338.6K0.02%+5,125New
Asset Management One Co.,Ltd.5,407$357.2K0.00%+3,941+268.8%Added
Centaurus Financial, Inc.5,608$370.0K0.02%−558−9.0%Reduced
Sigma Planning Corp5,653$373.5K0.01%+5,653New
Commonwealth Equity Services, LLC5,795$383.0K0.00%−1,570−21.3%Reduced
First National Advisers, LLC5,840$385.8K0.06%+345+6.3%Added
Symmetry Peak Management LLC5,860$387.1K4.39%+5,860New
Bridgefront Capital, LLC5,929$391.7K0.10%+5,929New
CWM, LLC6,024$398.0K0.00%+103+1.7%Added
Simplex Trading, LLC6,103$403.0K0.01%+6,103New
Cresset Asset Management, LLC6,113$403.9K0.00%−2,327−27.6%Reduced
Teacher Retirement System of Texas6,116$404.1K0.00%−348−5.4%Reduced
Pictet Asset Management Holding SA6,315$417.2K0.00%+1,198+23.4%Added
Lombard Odier Asset Management (USA) Corp6,438$425.3K0.11%+6,438New
Polymer Capital Management (US) LLC6,588$435.2K0.07%−1,710−20.6%Reduced
Tower Research Capital LLC (TRC)6,924$457.4K0.01%+6,516+1,597.1%Added
Quantinno Capital Management LP7,063$466.6K0.00%+2,603+58.4%Added
Wealth Enhancement Advisory Services, LLC6,998$471.1K0.00%+6,998New
Los Angeles Capital Management LLC7,379$487.5K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.7,572$500.1K0.00%+437+6.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,722$510.2K0.00%+10.0%Added
Oak Associates, Ltd7,885$520.9K0.03%+7,885New
Cerity Partners LLC8,052$532.0K0.00%+2,315+40.4%Added
Fox Run Management, L.L.C.8,236$544.1K0.09%−572−6.5%Reduced
Mirae Asset Global Investments Co., Ltd.8,342$551.1K0.00%00.0%Unchanged
Mariner, LLC8,355$552.0K0.00%+1,817+27.8%Added
Walleye Trading LLC8,385$554.0K0.01%−2,149−20.4%Reduced
Walleye Capital LLC8,778$579.9K0.01%−78,694−90.0%Reduced
KLP Kapitalforvaltning AS8,800$581.4K0.00%+800+10.0%Added
Cim Investment Mangement Inc8,698$604.2K0.12%+4,365+100.7%Added
Police & Firemen's Retirement System of New Jersey9,230$609.8K0.01%+1,138+14.1%Added
Captrust Financial Advisors9,307$614.9K0.00%+3,895+72.0%Added
Bayforest Capital Ltd9,461$625.0K0.27%+3,966+72.2%Added
State of Tennessee, Treasury Department9,653$637.7K0.00%+6,735+230.8%Added
Lazard Asset Management LLC9,974$657.0K0.00%+6,485+185.9%Added
Keel Point, LLC10,006$661.0K0.04%00.0%Unchanged
Ofi Invest Asset Management11,974$673.9K0.02%−411−3.3%Reduced
State Board of Administration of Florida Retirement System10,785$712.5K0.00%00.0%Unchanged
Sender Co & Partners, Inc.10,829$715.4K0.20%−20,447−65.4%Reduced
Hennion & Walsh Asset Management, Inc.11,021$728.1K0.03%−180−1.6%Reduced
Voya Investment Management LLC11,089$732.6K0.00%+904+8.9%Added
Jane Street Group, LLC11,171$738.0K0.00%−33,650−75.1%Reduced
State of Wisconsin Investment Board11,437$755.6K0.00%+7,281+175.2%Added
Arizona State Retirement System11,742$775.7K0.00%+389+3.4%Added
Quantbot Technologies LP11,789$778.8K0.02%+8,185+227.1%Added
Capstone Investment Advisors, LLC11,801$779.6K0.01%+11,801New
ProShare Advisors LLC12,062$796.9K0.00%+552+4.8%Added
Ieq Capital, LLC12,140$802.0K0.00%+5,486+82.4%Added
Ensign Peak Advisors, Inc12,290$811.9K0.00%00.0%Unchanged
Perbak Capital Partners LLP12,649$835.7K0.19%+7,928+167.9%Added
Summit Global Investments12,666$837.0K0.05%+823+6.9%Added
Versor Investments LP12,800$845.6K0.15%+12,800New
Moody National Bank Trust Division12,973$857.1K0.08%+1,775+15.9%Added
Natixis Advisors, L.P.13,517$893.0K0.00%+1,731+14.7%Added
Azzad Asset Management Inc13,549$895.1K0.10%+2,880+27.0%Added
Winton Group Ltd13,571$896.6K0.05%+13,571New
Leonteq Securities AG13,602$898.6K0.05%−6,299−31.7%Reduced
US Bancorp13,656$902.2K0.00%−1,547−10.2%Reduced
SG Americas Securities, LLC13,871$916.0K0.00%−4,439−24.2%Reduced
Occudo Quantitative Strategies LP13,942$921.1K0.10%−15,138−52.1%Reduced
Legato Capital Management LLC14,280$943.4K0.11%00.0%Unchanged
New York State Common Retirement Fund14,303$944.9K0.00%+1,500+11.7%Added
White Pine Capital LLC14,745$974.1K0.31%+903+6.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH14,967$988.8K0.00%+7,935+112.8%Added
Red Spruce Capital, LLC15,049$994.2K0.43%+6,428+74.6%Added
STRS Ohio15,100$997.6K0.00%−200−1.3%Reduced
Gamco Investors, Inc. Et Al16,176$1.07M0.01%−2,172−11.8%Reduced
Edgestream Partners, L.P.16,548$1.09M0.03%−19,437−54.0%Reduced
Linden Thomas Advisory Services, LLC17,168$1.13M0.12%−203−1.2%Reduced
Van Eck Associates Corp17,262$1.14M0.00%+2,848+19.8%Added
LPL Financial LLC17,551$1.16M0.00%+4,684+36.4%Added
Janus Henderson Group PLC17,898$1.18M0.00%−14,709−45.1%Reduced
Pathstone Holdings, LLC18,289$1.21M0.00%−794−4.2%Reduced
Stifel Financial Corp18,497$1.22M0.00%+4,249+29.8%Added
McDonald Partners LLC19,246$1.27M0.31%−200−1.0%Reduced
Verition Fund Management LLC19,398$1.28M0.01%−7,709−28.4%Reduced
Y-Intercept (Hong Kong) Ltd19,609$1.30M0.03%+11,941+155.7%Added
Thrivent Financial for Lutherans20,163$1.33M0.00%−1,369−6.4%Reduced
Katamaran Capital LLP20,595$1.36M1.32%+20,595New
Collar Capital Management, LLC20,801$1.37M1.16%−430−2.0%Reduced
BNP Paribas Arbitrage, SA21,084$1.39M0.00%−20,379−49.1%Reduced
Gsa Capital Partners LLP21,100$1.39M0.10%−8,896−29.7%Reduced
Schonfeld Strategic Advisors LLC21,473$1.42M0.01%−30,287−58.5%Reduced
Creative Planning21,569$1.42M0.00%+5,085+30.8%Added
KBC Group NV21,795$1.44M0.00%−571−2.6%Reduced
Primecap Management Co21,900$1.45M0.00%−3,400−13.4%Reduced