Skip to main content

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.

Institutional holdersQ3 2025: 329 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 heldQ3 2025: $2.93B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q2 2025.

Institutions holding AMBA in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Investment Advisers2,924$241.3K0.00%+2,924New
Polymer Capital Management (US) LLC3,010$248.4K0.03%−3,578−54.3%Reduced
Principal Financial Group Inc3,119$257.4K0.00%+3,119New
Asset Management One Co.,Ltd.3,125$257.9K0.00%−2,282−42.2%Reduced
Janney Montgomery Scott LLC3,162$261.0K0.00%−11−0.3%Reduced
Change Path, LLC3,169$261.5K0.01%+3,169New
DRW Securities, LLC3,187$263.5K0.01%+3,187New
Aigen Investment Management, LP3,207$264.6K0.04%+3,207New
NorthCrest Asset Manangement, LLC3,288$268.2K0.01%−145−4.2%Reduced
US Bancorp3,291$271.6K0.00%−10,365−75.9%Reduced
Register Financial Advisors LLC3,300$272.3K0.11%00.0%Unchanged
Ameritas Investment Partners, Inc.3,404$280.9K0.01%−756−18.2%Reduced
Rockefeller Capital Management L.P.3,441$284.0K0.00%+3,441New
CAPROCK Group, Inc.3,481$287.1K0.01%+3,481New
Xponance, Inc.3,516$290.1K0.00%−514−12.8%Reduced
Scientech Research LLC3,548$292.8K0.10%+3,548New
Walleye Capital LLC3,565$294.2K0.00%−5,213−59.4%Reduced
Canada Pension Plan Investment Board3,600$297.1K0.00%+1,200+50.0%Added
Pitcairn Co3,613$298.1K0.02%−952−20.9%Reduced
Y-Intercept (Hong Kong) Ltd3,638$300.2K0.01%−15,971−81.4%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd3,695$304.9K0.00%+51+1.4%Added
SRS Capital Advisors, Inc.3,799$313.5K0.00%+3,563+1,509.7%Added
Stephens Inc3,804$313.9K0.00%+137+3.7%Added
State of Tennessee, Treasury Department3,828$315.9K0.00%−5,825−60.3%Reduced
Trust Point Inc.3,884$320.5K0.03%+238+6.5%Added
Public Employees Retirement Association of Colorado4,125$340.0K0.00%00.0%Unchanged
PharVision Advisers, LLC4,153$342.7K0.19%+4,153New
Cim Investment Mangement Inc4,188$345.6K0.09%−4,510−51.9%Reduced
Bailard, Inc.4,208$347.2K0.01%+8+0.2%Added
CIBC Bancorp USA Inc.4,343$358.4K0.00%+4,343New
The PNC Financial Services Group, Inc.4,512$372.3K0.00%−118−2.5%Reduced
JustInvest LLC4,537$374.4K0.00%+142+3.2%Added
First National Advisers, LLC4,550$375.5K0.05%−1,290−22.1%Reduced
Bayforest Capital Ltd4,554$375.8K0.18%−4,907−51.9%Reduced
Victory Capital Management Inc4,619$381.2K0.00%−128−2.7%Reduced
Banque Pictet & Cie SA4,788$395.1K0.00%−30−0.6%Reduced
Vident Advisory, LLC4,912$405.3K0.00%−124−2.5%Reduced
Lombard Odier Asset Management (USA) Corp4,950$408.5K0.09%−1,488−23.1%Reduced
First Community Trust NA5,000$412.6K0.32%00.0%Unchanged
Oak Harvest Investment Services5,000$412.6K0.05%+5,000New
WBI Investments5,007$413.2K0.11%+5,007New
Pictet Asset Management Holding SA5,223$431.0K0.00%−1,092−17.3%Reduced
Mitsubishi UFJ Trust & Banking Corp5,251$433.3K0.00%+5,251New
Teacher Retirement System of Texas5,277$435.5K0.00%−839−13.7%Reduced
Simplex Trading, LLC5,290$436.0K0.01%−813−13.3%Reduced
Capstone Investment Advisors, LLC5,444$449.2K0.00%−6,357−53.9%Reduced
Quantbot Technologies LP5,515$455.1K0.01%−6,274−53.2%Reduced
Mercer Global Advisors Inc5,681$468.8K0.00%+1,387+32.3%Added
Centaurus Financial, Inc.5,710$471.0K0.02%+102+1.8%Added
Phoenix Holdings Ltd.5,800$478.9K0.01%+1,400+31.8%Added
Cresset Asset Management, LLC6,047$499.0K0.00%−66−1.1%Reduced
HighTower Advisors, LLC6,142$506.8K0.00%+6,142New
Oxford Asset Management LLP6,207$512.2K0.17%+3,123+101.3%Added
Mirae Asset Global Investments Co., Ltd.6,686$551.7K0.00%−1,656−19.9%Reduced
CWM, LLC7,300$602.0K0.00%+1,276+21.2%Added
Voya Investment Management LLC7,363$607.6K0.00%−3,726−33.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)7,722$637.2K0.00%00.0%Unchanged
Captrust Financial Advisors7,777$641.8K0.00%−1,530−16.4%Reduced
Oak Associates, Ltd7,803$644.0K0.04%−82−1.0%Reduced
Advisor Group Holdings, Inc.8,084$667.2K0.00%+512+6.8%Added
Wealth Enhancement Advisory Services, LLC8,212$670.0K0.00%+1,214+17.3%Added
Magnetar Financial LLC8,420$694.8K0.00%+8,420New
Bridgefront Capital, LLC8,515$702.7K0.21%+2,586+43.6%Added
Quantinno Capital Management LP8,550$705.5K0.00%+1,487+21.1%Added
Mariner, LLC8,574$707.5K0.00%+219+2.6%Added
Ensign Peak Advisors, Inc8,590$708.8K0.00%−3,700−30.1%Reduced
Vista Investment Partners LLC8,712$718.9K0.20%+8,712New
KLP Kapitalforvaltning AS8,800$726.2K0.00%00.0%Unchanged
Leonteq Securities AG9,020$744.3K0.04%−4,582−33.7%Reduced
Verition Fund Management LLC9,102$751.1K0.00%−10,296−53.1%Reduced
Banco Santander, S.A.9,446$779.5K0.01%+9,446New
Keel Point, LLC10,027$827.4K0.05%+21+0.2%Added
Gsa Capital Partners LLP10,115$835.0K0.07%−10,985−52.1%Reduced
Steel Peak Wealth Management LLC10,129$835.8K0.03%+10,129New
Ofi Invest Asset Management11,974$840.9K0.02%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.10,564$871.7K0.03%−457−4.1%Reduced
Thrivent Financial for Lutherans10,574$873.0K0.00%−9,589−47.6%Reduced
State Board of Administration of Florida Retirement System10,760$887.9K0.00%−25−0.2%Reduced
Police & Firemen's Retirement System of New Jersey11,272$930.2K0.01%+2,042+22.1%Added
Robeco Institutional Asset Management B.V.11,353$936.8K0.00%+7,162+170.9%Added
Cerity Partners LLC11,375$938.7K0.00%+3,323+41.3%Added
Bayesian Capital Management, LP11,400$940.7K0.19%+11,400New
State of Wisconsin Investment Board11,423$942.6K0.00%−14−0.1%Reduced
Los Angeles Capital Management LLC11,531$951.5K0.00%+4,152+56.3%Added
ProShare Advisors LLC11,767$971.0K0.00%−295−2.4%Reduced
Azzad Asset Management Inc11,883$980.6K0.10%−1,666−12.3%Reduced
Arizona State Retirement System11,899$981.9K0.01%+157+1.3%Added
Versor Investments LP12,030$992.7K0.18%−770−6.0%Reduced
Moody National Bank Trust Division12,993$1.07M0.09%+20+0.2%Added
Perbak Capital Partners LLP13,133$1.08M0.19%+484+3.8%Added
Neo Ivy Capital Management13,244$1.09M0.27%+13,067+7,382.5%Added
Lazard Asset Management LLC13,455$1.11M0.00%+3,481+34.9%Added
STRS Ohio13,600$1.12M0.00%−1,500−9.9%Reduced
Natixis Advisors, L.P.13,721$1.13M0.00%+204+1.5%Added
Campbell & CO Investment Adviser LLC13,777$1.14M0.09%+10,259+291.6%Added
Sigma Planning Corp13,819$1.14M0.03%+8,166+144.5%Added
Summit Global Investments13,831$1.14M0.07%+1,165+9.2%Added
Connective Capital Management, LLC13,934$1.15M1.06%+13,934New
White Pine Capital LLC14,249$1.18M0.34%−496−3.4%Reduced
Legato Capital Management LLC14,280$1.18M0.13%00.0%Unchanged