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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 8 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
Voloridge Investment Management, LLC24,038$1.98M0.01%−154,022−86.5%Reduced
MetLife Investment Management23,698$1.96M0.01%−611−2.5%Reduced
First National Bank of Omaha23,545$1.94M0.12%−6,556−21.8%Reduced
Boothbay Fund Management, LLC23,046$1.90M0.05%+23,046New
Citigroup Inc22,934$1.89M0.00%−25,722−52.9%Reduced
KBC Group NV21,795$1.80M0.00%00.0%Unchanged
Caption Management, LLC21,171$1.75M0.10%+21,171New
Virtus ETF Advisers LLC20,930$1.73M0.95%−2,760−11.7%Reduced
Primecap Management Co20,900$1.72M0.00%−1,000−4.6%Reduced
Collar Capital Management, LLC20,701$1.71M1.20%−100−0.5%Reduced
Fox Run Management, L.L.C.19,230$1.59M0.25%+10,994+133.5%Added
McDonald Partners LLC19,096$1.58M0.47%−150−0.8%Reduced
Intech Investment Management LLC18,871$1.56M0.01%−3,672−16.3%Reduced
Two Sigma Investments, LP18,568$1.53M0.00%−12,188−39.6%Reduced
Pathstone Holdings, LLC18,260$1.51M0.01%−29−0.2%Reduced
Janus Henderson Group PLC17,898$1.48M0.00%00.0%Unchanged
HSBC Holdings PLC17,596$1.45M0.00%−11,701−39.9%Reduced
Stifel Financial Corp17,391$1.44M0.00%−1,106−6.0%Reduced
Linden Thomas Advisory Services, LLC17,211$1.42M0.14%+43+0.3%Added
Main Management ETF Advisors, LLC17,050$1.41M0.05%+17,050New
Graham Capital Management, L.P.16,476$1.36M0.05%−35,534−68.3%Reduced
LPL Financial LLC16,454$1.36M0.00%−1,097−6.3%Reduced
Headlands Technologies LLC16,387$1.35M0.11%+16,387New
Aquatic Capital Management LLC15,674$1.29M0.02%+15,674New
Gamco Investors, Inc. Et Al15,199$1.25M0.01%−977−6.0%Reduced
Mackenzie Financial Corp15,169$1.25M0.00%−7,001−31.6%Reduced
Ieq Capital, LLC15,038$1.24M0.00%+2,898+23.9%Added
Red Spruce Capital, LLC15,028$1.24M0.51%−21−0.1%Reduced
New York State Common Retirement Fund14,303$1.18M0.00%00.0%Unchanged
Legato Capital Management LLC14,280$1.18M0.13%00.0%Unchanged
White Pine Capital LLC14,249$1.18M0.34%−496−3.4%Reduced
Connective Capital Management, LLC13,934$1.15M1.06%+13,934New
Summit Global Investments13,831$1.14M0.07%+1,165+9.2%Added
Sigma Planning Corp13,819$1.14M0.03%+8,166+144.5%Added
Campbell & CO Investment Adviser LLC13,777$1.14M0.09%+10,259+291.6%Added
Natixis Advisors, L.P.13,721$1.13M0.00%+204+1.5%Added
STRS Ohio13,600$1.12M0.00%−1,500−9.9%Reduced
Lazard Asset Management LLC13,455$1.11M0.00%+3,481+34.9%Added
Neo Ivy Capital Management13,244$1.09M0.27%+13,067+7,382.5%Added
Perbak Capital Partners LLP13,133$1.08M0.19%+484+3.8%Added
Moody National Bank Trust Division12,993$1.07M0.09%+20+0.2%Added
Versor Investments LP12,030$992.7K0.18%−770−6.0%Reduced
Arizona State Retirement System11,899$981.9K0.01%+157+1.3%Added
Azzad Asset Management Inc11,883$980.6K0.10%−1,666−12.3%Reduced
ProShare Advisors LLC11,767$971.0K0.00%−295−2.4%Reduced
Los Angeles Capital Management LLC11,531$951.5K0.00%+4,152+56.3%Added
State of Wisconsin Investment Board11,423$942.6K0.00%−14−0.1%Reduced
Bayesian Capital Management, LP11,400$940.7K0.19%+11,400New
Cerity Partners LLC11,375$938.7K0.00%+3,323+41.3%Added
Robeco Institutional Asset Management B.V.11,353$936.8K0.00%+7,162+170.9%Added
Police & Firemen's Retirement System of New Jersey11,272$930.2K0.01%+2,042+22.1%Added
State Board of Administration of Florida Retirement System10,760$887.9K0.00%−25−0.2%Reduced
Thrivent Financial for Lutherans10,574$873.0K0.00%−9,589−47.6%Reduced
Hennion & Walsh Asset Management, Inc.10,564$871.7K0.03%−457−4.1%Reduced
Ofi Invest Asset Management11,974$840.9K0.02%00.0%Unchanged
Steel Peak Wealth Management LLC10,129$835.8K0.03%+10,129New
Gsa Capital Partners LLP10,115$835.0K0.07%−10,985−52.1%Reduced
Keel Point, LLC10,027$827.4K0.05%+21+0.2%Added
Banco Santander, S.A.9,446$779.5K0.01%+9,446New
Verition Fund Management LLC9,102$751.1K0.00%−10,296−53.1%Reduced
Leonteq Securities AG9,020$744.3K0.04%−4,582−33.7%Reduced
KLP Kapitalforvaltning AS8,800$726.2K0.00%00.0%Unchanged
Vista Investment Partners LLC8,712$718.9K0.20%+8,712New
Ensign Peak Advisors, Inc8,590$708.8K0.00%−3,700−30.1%Reduced
Mariner, LLC8,574$707.5K0.00%+219+2.6%Added
Quantinno Capital Management LP8,550$705.5K0.00%+1,487+21.1%Added
Bridgefront Capital, LLC8,515$702.7K0.21%+2,586+43.6%Added
Magnetar Financial LLC8,420$694.8K0.00%+8,420New
Wealth Enhancement Advisory Services, LLC8,212$670.0K0.00%+1,214+17.3%Added
Advisor Group Holdings, Inc.8,084$667.2K0.00%+512+6.8%Added
Oak Associates, Ltd7,803$644.0K0.04%−82−1.0%Reduced
Captrust Financial Advisors7,777$641.8K0.00%−1,530−16.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)7,722$637.2K0.00%00.0%Unchanged
Voya Investment Management LLC7,363$607.6K0.00%−3,726−33.6%Reduced
CWM, LLC7,300$602.0K0.00%+1,276+21.2%Added
Mirae Asset Global Investments Co., Ltd.6,686$551.7K0.00%−1,656−19.9%Reduced
Oxford Asset Management LLP6,207$512.2K0.17%+3,123+101.3%Added
HighTower Advisors, LLC6,142$506.8K0.00%+6,142New
Cresset Asset Management, LLC6,047$499.0K0.00%−66−1.1%Reduced
Phoenix Holdings Ltd.5,800$478.9K0.01%+1,400+31.8%Added
Centaurus Financial, Inc.5,710$471.0K0.02%+102+1.8%Added
Mercer Global Advisors Inc5,681$468.8K0.00%+1,387+32.3%Added
Quantbot Technologies LP5,515$455.1K0.01%−6,274−53.2%Reduced
Capstone Investment Advisors, LLC5,444$449.2K0.00%−6,357−53.9%Reduced
Simplex Trading, LLC5,290$436.0K0.01%−813−13.3%Reduced
Teacher Retirement System of Texas5,277$435.5K0.00%−839−13.7%Reduced
Mitsubishi UFJ Trust & Banking Corp5,251$433.3K0.00%+5,251New
Pictet Asset Management Holding SA5,223$431.0K0.00%−1,092−17.3%Reduced
WBI Investments5,007$413.2K0.11%+5,007New
First Community Trust NA5,000$412.6K0.32%00.0%Unchanged
Oak Harvest Investment Services5,000$412.6K0.05%+5,000New
Lombard Odier Asset Management (USA) Corp4,950$408.5K0.09%−1,488−23.1%Reduced
Vident Advisory, LLC4,912$405.3K0.00%−124−2.5%Reduced
Banque Pictet & Cie SA4,788$395.1K0.00%−30−0.6%Reduced
Victory Capital Management Inc4,619$381.2K0.00%−128−2.7%Reduced
Bayforest Capital Ltd4,554$375.8K0.18%−4,907−51.9%Reduced
First National Advisers, LLC4,550$375.5K0.05%−1,290−22.1%Reduced
JustInvest LLC4,537$374.4K0.00%+142+3.2%Added
The PNC Financial Services Group, Inc.4,512$372.3K0.00%−118−2.5%Reduced
CIBC Bancorp USA Inc.4,343$358.4K0.00%+4,343New