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; 342 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 | 342 | $3.13B |
| Q1 2026 | 307 | $1.88B |
| Q4 2025 | 324 | $2.62B |
| Q3 2025 | 329 | $2.93B |
| Q2 2025 | 305 | $2.32B |
| Q1 2025 | 298 | $1.77B |
| Q4 2024 | 299 | $2.46B |
| Q3 2024 | 265 | $1.86B |
| Q2 2024 | 262 | $1.83B |
| Q1 2024 | 269 | $1.69B |
| Q4 2023 | 258 | $2.02B |
| Q3 2023 | 254 | $1.64B |
| Q2 2023 | 258 | $2.58B |
| Q1 2023 | 273 | $2.35B |
| Q4 2022 | 265 | $2.58B |
| Q3 2022 | 244 | $1.70B |
| Q2 2022 | 267 | $1.92B |
| Q1 2022 | 293 | $3.01B |
| Q4 2021 | 328 | $5.72B |
| Q3 2021 | 281 | $4.44B |
| Q2 2021 | 260 | $2.92B |
| Q1 2021 | 266 | $2.78B |
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 |
|---|---|---|---|---|---|
| AXA Investment Managers S.A. | 332,581 | $27.4M | 0.07% | +332,581 | New |
| Segall Bryant & Hamill, LLC | 339,201 | $28.0M | 0.37% | −5,633−1.6% | Reduced |
| Invesco Ltd. | 356,194 | $29.4M | 0.00% | +10,747+3.1% | Added |
| Charles Schwab Investment Management Inc | 358,157 | $29.6M | 0.00% | +12,285+3.6% | Added |
| Pinnacle Associates Ltd | 376,801 | $31.1M | 0.41% | −11,636−3.0% | Reduced |
| Driehaus Capital Management LLC | 381,131 | $31.5M | 0.23% | +381,131 | New |
| Northern Trust Corp | 383,175 | $31.6M | 0.00% | +505+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 386,140 | $31.9M | 0.05% | +105,721+37.7% | Added |
| Jacobs Levy Equity Management, Inc | 397,202 | $32.8M | 0.13% | −50,624−11.3% | Reduced |
| Citadel Advisors LLC | 454,988 | $37.5M | 0.03% | −490,672−51.9% | Reduced |
| Stephens Investment Management Group LLC | 477,498 | $39.4M | 0.51% | −16,431−3.3% | Reduced |
| Goldman Sachs Group Inc | 507,552 | $41.9M | 0.01% | +147,337+40.9% | Added |
| Dimensional Fund Advisors LP | 511,598 | $42.2M | 0.01% | −4,561−0.9% | Reduced |
| Legal & General Group Plc | 518,799 | $42.8M | 0.01% | −115,678−18.2% | Reduced |
| Nuveen, LLC | 558,196 | $46.1M | 0.01% | +53,456+10.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 566,830 | $46.8M | 0.15% | +85,667+17.8% | Added |
| Squarepoint Ops LLC | 586,972 | $48.4M | 0.10% | +29,800+5.3% | Added |
| Bank of America Corp | 607,249 | $50.1M | 0.00% | +39,363+6.9% | Added |
| Oberweis Asset Management Inc | 611,360 | $50.4M | 1.93% | +38,000+6.6% | Added |
| Barclays PLC | 775,113 | $64.0M | 0.02% | +425,546+121.7% | Added |
| UBS Group AG | 821,747 | $67.8M | 0.01% | +650,306+379.3% | Added |
| Manufacturers Life Insurance Company, The | 853,215 | $70.4M | 0.06% | −518,296−37.8% | Reduced |
| Morgan Stanley | 958,506 | $79.1M | 0.00% | +166,378+21.0% | Added |
| Geode Capital Management, LLC | 985,017 | $81.3M | 0.01% | +8,736+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,107,673 | $91.4M | 0.31% | +90,386+8.9% | Added |
| Jericho Capital Asset Management L.P. | 1,213,347 | $100.1M | 1.04% | +114,865+10.5% | Added |
| State Street Corp | 1,680,855 | $138.7M | 0.00% | −174,315−9.4% | Reduced |
| BlackRock, Inc. | 3,922,242 | $323.7M | 0.01% | +4,463+0.1% | Added |
| Vanguard Group Inc | 5,168,636 | $426.5M | 0.01% | +4,510+0.1% | Added |
| AXA S.A. | 0 | $0 | 0.00% | −356,992−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −259,380−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −257,899−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −146,000−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −120,677−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −111,164−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −103,870−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −101,616−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −71,200−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −43,745−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −40,199−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −32,890−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| Katamaran Capital LLP | 0 | $0 | 0.00% | −20,595−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,871−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,571−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −10,829−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,385−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,125−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −5,049−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −4,294−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |