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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, 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
New York State Common Retirement Fund14,303$1.18M0.00%00.0%Unchanged
Red Spruce Capital, LLC15,028$1.24M0.51%−21−0.1%Reduced
Ieq Capital, LLC15,038$1.24M0.00%+2,898+23.9%Added
Mackenzie Financial Corp15,169$1.25M0.00%−7,001−31.6%Reduced
Gamco Investors, Inc. Et Al15,199$1.25M0.01%−977−6.0%Reduced
Aquatic Capital Management LLC15,674$1.29M0.02%+15,674New
Headlands Technologies LLC16,387$1.35M0.11%+16,387New
LPL Financial LLC16,454$1.36M0.00%−1,097−6.3%Reduced
Graham Capital Management, L.P.16,476$1.36M0.05%−35,534−68.3%Reduced
Main Management ETF Advisors, LLC17,050$1.41M0.05%+17,050New
Linden Thomas Advisory Services, LLC17,211$1.42M0.14%+43+0.3%Added
Stifel Financial Corp17,391$1.44M0.00%−1,106−6.0%Reduced
HSBC Holdings PLC17,596$1.45M0.00%−11,701−39.9%Reduced
Janus Henderson Group PLC17,898$1.48M0.00%00.0%Unchanged
Pathstone Holdings, LLC18,260$1.51M0.01%−29−0.2%Reduced
Two Sigma Investments, LP18,568$1.53M0.00%−12,188−39.6%Reduced
Intech Investment Management LLC18,871$1.56M0.01%−3,672−16.3%Reduced
McDonald Partners LLC19,096$1.58M0.47%−150−0.8%Reduced
Fox Run Management, L.L.C.19,230$1.59M0.25%+10,994+133.5%Added
Collar Capital Management, LLC20,701$1.71M1.20%−100−0.5%Reduced
Primecap Management Co20,900$1.72M0.00%−1,000−4.6%Reduced
Virtus ETF Advisers LLC20,930$1.73M0.95%−2,760−11.7%Reduced
Caption Management, LLC21,171$1.75M0.10%+21,171New
KBC Group NV21,795$1.80M0.00%00.0%Unchanged
Citigroup Inc22,934$1.89M0.00%−25,722−52.9%Reduced
Boothbay Fund Management, LLC23,046$1.90M0.05%+23,046New
First National Bank of Omaha23,545$1.94M0.12%−6,556−21.8%Reduced
MetLife Investment Management23,698$1.96M0.01%−611−2.5%Reduced
Voloridge Investment Management, LLC24,038$1.98M0.01%−154,022−86.5%Reduced
Point72 Hong Kong Ltd24,212$2.00M0.09%+24,212New
Schonfeld Strategic Advisors LLC24,347$2.01M0.01%+2,874+13.4%Added
Harber Asset Management LLC24,594$2.03M0.73%−17,188−41.1%Reduced
Prudential Financial Inc26,460$2.18M0.00%+26,460New
Creative Planning26,554$2.19M0.00%+4,985+23.1%Added
Occudo Quantitative Strategies LP26,650$2.20M0.27%+12,708+91.1%Added
IMC-Chicago, LLC27,228$2.25M0.04%+27,228New
State of New Jersey Common Pension Fund D32,218$2.66M0.01%+2,388+8.0%Added
Wolverine Trading, LLC32,985$2.73M0.06%−10,306−23.8%Reduced
Price T Rowe Associates Inc35,837$2.96M0.00%+2,718+8.2%Added
Van Eck Associates Corp36,303$3.00M0.00%+19,041+110.3%Added
California State Teachers Retirement System36,346$3.00M0.00%+20.0%Added
Granite Investment Partners, LLC39,485$3.26M0.19%−5,029−11.3%Reduced
Jane Street Group, LLC41,984$3.46M0.00%+30,813+275.8%Added
SEI Investments Co42,405$3.50M0.00%−3,364−7.3%Reduced
Westerly Capital Management, LLC45,000$3.71M1.18%−98,000−68.5%Reduced
Franklin Resources Inc45,706$3.77M0.00%+3,200+7.5%Added
Edgestream Partners, L.P.46,557$3.84M0.11%+30,009+181.3%Added
Alliancebernstein L.P.47,767$3.94M0.00%−70,697−59.7%Reduced
Susquehanna Portfolio Strategies, LLC48,867$4.03M0.06%00.0%Unchanged
AIGH Capital Management LLC50,000$4.13M1.44%+50,000New
Universal- Beteiligungs- und Servicegesellschaft mbH58,428$4.82M0.01%+43,461+290.4%Added
Man Group plc58,983$4.87M0.01%−40,772−40.9%Reduced
Rhumbline Advisers59,563$4.92M0.00%−2,550−4.1%Reduced
Envestnet Asset Management Inc61,871$5.11M0.00%−303−0.5%Reduced
Jump Financial, LLC63,053$5.20M0.07%+63,053New
Wells Fargo & Company63,157$5.21M0.00%+8,507+15.6%Added
ArrowMark Colorado Holdings LLC65,000$5.36M0.10%00.0%Unchanged
G2 Investment Partners Management LLC66,000$5.45M1.12%+66,000New
Atom Investors LP68,487$5.65M0.43%+44,954+191.0%Added
Readystate Asset Management LP72,945$6.02M0.29%+72,945New
Russell Investments Group, Ltd.73,880$6.10M0.01%−28,039−27.5%Reduced
SWS Partners76,417$6.31M1.54%+1,261+1.7%Added
Swiss National Bank78,133$6.45M0.00%+1,100+1.4%Added
HRT Financial LP78,262$6.46M0.02%+78,262New
UBS Asset Management Americas Inc78,727$6.50M0.00%−153,907−66.2%Reduced
Lord, Abbett & Co. LLC79,751$6.58M0.02%+10,662+15.4%Added
Deutsche Bank AG80,404$6.63M0.00%−98,739−55.1%Reduced
Ameriprise Financial Inc84,725$6.99M0.00%−9,234−9.8%Reduced
Essex Investment Management Co LLC85,352$7.04M1.08%+873+1.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.94,088$7.76M0.01%−2,072−2.2%Reduced
Hillsdale Investment Management Inc.100,080$8.26M0.25%+3,190+3.3%Added
Capital Fund Management S.A.100,550$8.30M0.08%+3,847+4.0%Added
Potrero Capital Research LLC105,373$8.70M2.64%−44,627−29.8%Reduced
Bank of New York Mellon Corp109,649$9.05M0.00%−24,898−18.5%Reduced
Raymond James Financial Inc116,683$9.63M0.00%+91,836+369.6%Added
Millennium Management LLC118,822$9.81M0.01%+54,778+85.5%Added
Point72 Asset Management, L.P.121,611$10.0M0.02%+121,611New
First Trust Advisors LP122,214$10.1M0.01%−52,705−30.1%Reduced
Engineers Gate Manager LP133,200$11.0M0.13%+31,664+31.2%Added
Acadian Asset Management LLC149,960$12.4M0.02%−75,827−33.6%Reduced
Sora Investors LLC152,367$12.6M1.16%+76,459+100.7%Added
S Squared Technology, LLC153,551$12.7M4.82%+35,000+29.5%Added
Susquehanna International Group, LLP158,846$13.1M0.02%−1,013−0.6%Reduced
Handelsbanken Fonder AB169,775$14.0M0.04%+143,136+537.3%Added
Royal Bank of Canada200,696$16.6M0.00%+128,935+179.7%Added
Tributary Capital Management, LLC211,895$17.5M1.58%−12,961−5.8%Reduced
Marshall Wace, LLP220,869$18.2M0.02%+132,545+150.1%Added
BNP Paribas Arbitrage, SA227,205$18.7M0.01%+206,121+977.6%Added
AQR Capital Management LLC230,385$19.0M0.01%+5,388+2.4%Added
SG Capital Management LLC232,713$19.2M1.92%+43,492+23.0%Added
Algert Global LLC237,890$19.6M0.33%+16,527+7.5%Added
FMR LLC241,865$20.0M0.00%+21,120+9.6%Added
Renaissance Technologies LLC242,600$20.0M0.03%−108,249−30.9%Reduced
JPMorgan Chase & Co242,630$20.0M0.00%+120,523+98.7%Added
Trexquant Investment LP244,325$20.2M0.21%+83,966+52.4%Added
Robeco Schweiz AG247,545$20.4M0.46%−5,575−2.2%Reduced
Exchange Traded Concepts, LLC271,433$22.4M0.21%−99,308−26.8%Reduced
Qube Research & Technologies Ltd291,425$24.0M0.03%+51,819+21.6%Added
Arrowstreet Capital, Limited Partnership316,381$26.1M0.02%+203,722+180.8%Added
Balyasny Asset Management LLC330,802$27.3M0.06%−128,760−28.0%Reduced