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, Q3 2025
Institutional positions in Ambarella Inc as of Sep 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
- 329
- +26 vs. Q2 2025
- Shares held
- 35.6M
- +432.6K (+1.2%) vs. Q2 2025
- Total value
- $2.93B
- +$613.6M (+26.4%) vs. Q2 2025
- New holders
- 66
- 113 more added
- Sold out
- 40
- 105 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,168,636 | $426.5M | 0.01% | +4,510+0.1% | Added |
| BlackRock, Inc. | 3,922,242 | $323.7M | 0.01% | +4,463+0.1% | Added |
| State Street Corp | 1,680,855 | $138.7M | 0.00% | −174,315−9.4% | Reduced |
| Jericho Capital Asset Management L.P. | 1,213,347 | $100.1M | 1.04% | +114,865+10.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,107,673 | $91.4M | 0.31% | +90,386+8.9% | Added |
| Geode Capital Management, LLC | 985,017 | $81.3M | 0.01% | +8,736+0.9% | Added |
| Morgan Stanley | 958,506 | $79.1M | 0.00% | +166,378+21.0% | Added |
| Manufacturers Life Insurance Company, The | 853,215 | $70.4M | 0.06% | −518,296−37.8% | Reduced |
| UBS Group AG | 821,747 | $67.8M | 0.01% | +650,306+379.3% | Added |
| Barclays PLC | 775,113 | $64.0M | 0.02% | +425,546+121.7% | Added |
| Oberweis Asset Management Inc | 611,360 | $50.4M | 1.93% | +38,000+6.6% | Added |
| Bank of America Corp | 607,249 | $50.1M | 0.00% | +39,363+6.9% | Added |
| Squarepoint Ops LLC | 586,972 | $48.4M | 0.10% | +29,800+5.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 566,830 | $46.8M | 0.15% | +85,667+17.8% | Added |
| Nuveen, LLC | 558,196 | $46.1M | 0.01% | +53,456+10.6% | Added |
| Legal & General Group Plc | 518,799 | $42.8M | 0.01% | −115,678−18.2% | Reduced |
| Dimensional Fund Advisors LP | 511,598 | $42.2M | 0.01% | −4,561−0.9% | Reduced |
| Goldman Sachs Group Inc | 507,552 | $41.9M | 0.01% | +147,337+40.9% | Added |
| Stephens Investment Management Group LLC | 477,498 | $39.4M | 0.51% | −16,431−3.3% | Reduced |
| Citadel Advisors LLC | 454,988 | $37.5M | 0.03% | −490,672−51.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 397,202 | $32.8M | 0.13% | −50,624−11.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 386,140 | $31.9M | 0.05% | +105,721+37.7% | Added |
| Northern Trust Corp | 383,175 | $31.6M | 0.00% | +505+0.1% | Added |
| Driehaus Capital Management LLC | 381,131 | $31.5M | 0.23% | +381,131 | New |
| Pinnacle Associates Ltd | 376,801 | $31.1M | 0.41% | −11,636−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 358,157 | $29.6M | 0.00% | +12,285+3.6% | Added |
| Invesco Ltd. | 356,194 | $29.4M | 0.00% | +10,747+3.1% | Added |
| Segall Bryant & Hamill, LLC | 339,201 | $28.0M | 0.37% | −5,633−1.6% | Reduced |
| AXA Investment Managers S.A. | 332,581 | $27.4M | 0.07% | +332,581 | New |
| Balyasny Asset Management LLC | 330,802 | $27.3M | 0.06% | −128,760−28.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 316,381 | $26.1M | 0.02% | +203,722+180.8% | Added |
| Qube Research & Technologies Ltd | 291,425 | $24.0M | 0.03% | +51,819+21.6% | Added |
| Exchange Traded Concepts, LLC | 271,433 | $22.4M | 0.21% | −99,308−26.8% | Reduced |
| Robeco Schweiz AG | 247,545 | $20.4M | 0.46% | −5,575−2.2% | Reduced |
| Trexquant Investment LP | 244,325 | $20.2M | 0.21% | +83,966+52.4% | Added |
| JPMorgan Chase & Co | 242,630 | $20.0M | 0.00% | +120,523+98.7% | Added |
| Renaissance Technologies LLC | 242,600 | $20.0M | 0.03% | −108,249−30.9% | Reduced |
| FMR LLC | 241,865 | $20.0M | 0.00% | +21,120+9.6% | Added |
| Algert Global LLC | 237,890 | $19.6M | 0.33% | +16,527+7.5% | Added |
| SG Capital Management LLC | 232,713 | $19.2M | 1.92% | +43,492+23.0% | Added |
| AQR Capital Management LLC | 230,385 | $19.0M | 0.01% | +5,388+2.4% | Added |
| BNP Paribas Arbitrage, SA | 227,205 | $18.7M | 0.01% | +206,121+977.6% | Added |
| Marshall Wace, LLP | 220,869 | $18.2M | 0.02% | +132,545+150.1% | Added |
| Tributary Capital Management, LLC | 211,895 | $17.5M | 1.58% | −12,961−5.8% | Reduced |
| Royal Bank of Canada | 200,696 | $16.6M | 0.00% | +128,935+179.7% | Added |
| Handelsbanken Fonder AB | 169,775 | $14.0M | 0.04% | +143,136+537.3% | Added |
| Susquehanna International Group, LLP | 158,846 | $13.1M | 0.02% | −1,013−0.6% | Reduced |
| S Squared Technology, LLC | 153,551 | $12.7M | 4.82% | +35,000+29.5% | Added |
| Sora Investors LLC | 152,367 | $12.6M | 1.16% | +76,459+100.7% | Added |
| Acadian Asset Management LLC | 149,960 | $12.4M | 0.02% | −75,827−33.6% | Reduced |
| Engineers Gate Manager LP | 133,200 | $11.0M | 0.13% | +31,664+31.2% | Added |
| First Trust Advisors LP | 122,214 | $10.1M | 0.01% | −52,705−30.1% | Reduced |
| Point72 Asset Management, L.P. | 121,611 | $10.0M | 0.02% | +121,611 | New |
| Millennium Management LLC | 118,822 | $9.81M | 0.01% | +54,778+85.5% | Added |
| Raymond James Financial Inc | 116,683 | $9.63M | 0.00% | +91,836+369.6% | Added |
| Bank of New York Mellon Corp | 109,649 | $9.05M | 0.00% | −24,898−18.5% | Reduced |
| Potrero Capital Research LLC | 105,373 | $8.70M | 2.64% | −44,627−29.8% | Reduced |
| Capital Fund Management S.A. | 100,550 | $8.30M | 0.08% | +3,847+4.0% | Added |
| Hillsdale Investment Management Inc. | 100,080 | $8.26M | 0.25% | +3,190+3.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 94,088 | $7.76M | 0.01% | −2,072−2.2% | Reduced |
| Essex Investment Management Co LLC | 85,352 | $7.04M | 1.08% | +873+1.0% | Added |
| Ameriprise Financial Inc | 84,725 | $6.99M | 0.00% | −9,234−9.8% | Reduced |
| Deutsche Bank AG | 80,404 | $6.63M | 0.00% | −98,739−55.1% | Reduced |
| Lord, Abbett & Co. LLC | 79,751 | $6.58M | 0.02% | +10,662+15.4% | Added |
| UBS Asset Management Americas Inc | 78,727 | $6.50M | 0.00% | −153,907−66.2% | Reduced |
| HRT Financial LP | 78,262 | $6.46M | 0.02% | +78,262 | New |
| Swiss National Bank | 78,133 | $6.45M | 0.00% | +1,100+1.4% | Added |
| SWS Partners | 76,417 | $6.31M | 1.54% | +1,261+1.7% | Added |
| Russell Investments Group, Ltd. | 73,880 | $6.10M | 0.01% | −28,039−27.5% | Reduced |
| Readystate Asset Management LP | 72,945 | $6.02M | 0.29% | +72,945 | New |
| Atom Investors LP | 68,487 | $5.65M | 0.43% | +44,954+191.0% | Added |
| G2 Investment Partners Management LLC | 66,000 | $5.45M | 1.12% | +66,000 | New |
| ArrowMark Colorado Holdings LLC | 65,000 | $5.36M | 0.10% | 00.0% | Unchanged |
| Wells Fargo & Company | 63,157 | $5.21M | 0.00% | +8,507+15.6% | Added |
| Jump Financial, LLC | 63,053 | $5.20M | 0.07% | +63,053 | New |
| Envestnet Asset Management Inc | 61,871 | $5.11M | 0.00% | −303−0.5% | Reduced |
| Rhumbline Advisers | 59,563 | $4.92M | 0.00% | −2,550−4.1% | Reduced |
| Man Group plc | 58,983 | $4.87M | 0.01% | −40,772−40.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 58,428 | $4.82M | 0.01% | +43,461+290.4% | Added |
| AIGH Capital Management LLC | 50,000 | $4.13M | 1.44% | +50,000 | New |
| Susquehanna Portfolio Strategies, LLC | 48,867 | $4.03M | 0.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 47,767 | $3.94M | 0.00% | −70,697−59.7% | Reduced |
| Edgestream Partners, L.P. | 46,557 | $3.84M | 0.11% | +30,009+181.3% | Added |
| Franklin Resources Inc | 45,706 | $3.77M | 0.00% | +3,200+7.5% | Added |
| Westerly Capital Management, LLC | 45,000 | $3.71M | 1.18% | −98,000−68.5% | Reduced |
| SEI Investments Co | 42,405 | $3.50M | 0.00% | −3,364−7.3% | Reduced |
| Jane Street Group, LLC | 41,984 | $3.46M | 0.00% | +30,813+275.8% | Added |
| Granite Investment Partners, LLC | 39,485 | $3.26M | 0.19% | −5,029−11.3% | Reduced |
| California State Teachers Retirement System | 36,346 | $3.00M | 0.00% | +20.0% | Added |
| Van Eck Associates Corp | 36,303 | $3.00M | 0.00% | +19,041+110.3% | Added |
| Price T Rowe Associates Inc | 35,837 | $2.96M | 0.00% | +2,718+8.2% | Added |
| Wolverine Trading, LLC | 32,985 | $2.73M | 0.06% | −10,306−23.8% | Reduced |
| State of New Jersey Common Pension Fund D | 32,218 | $2.66M | 0.01% | +2,388+8.0% | Added |
| IMC-Chicago, LLC | 27,228 | $2.25M | 0.04% | +27,228 | New |
| Occudo Quantitative Strategies LP | 26,650 | $2.20M | 0.27% | +12,708+91.1% | Added |
| Creative Planning | 26,554 | $2.19M | 0.00% | +4,985+23.1% | Added |
| Prudential Financial Inc | 26,460 | $2.18M | 0.00% | +26,460 | New |
| Harber Asset Management LLC | 24,594 | $2.03M | 0.73% | −17,188−41.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,347 | $2.01M | 0.01% | +2,874+13.4% | Added |
| Point72 Hong Kong Ltd | 24,212 | $2.00M | 0.09% | +24,212 | New |