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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; 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.

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: 342 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 2026342$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
Bailard, Inc.4,208$347.2K0.01%+8+0.2%Added
Cim Investment Mangement Inc4,188$345.6K0.09%−4,510−51.9%Reduced
PharVision Advisers, LLC4,153$342.7K0.19%+4,153New
Public Employees Retirement Association of Colorado4,125$340.0K0.00%00.0%Unchanged
Trust Point Inc.3,884$320.5K0.03%+238+6.5%Added
State of Tennessee, Treasury Department3,828$315.9K0.00%−5,825−60.3%Reduced
Stephens Inc3,804$313.9K0.00%+137+3.7%Added
SRS Capital Advisors, Inc.3,799$313.5K0.00%+3,563+1,509.7%Added
Sumitomo Mitsui DS Asset Management Company, Ltd3,695$304.9K0.00%+51+1.4%Added
Y-Intercept (Hong Kong) Ltd3,638$300.2K0.01%−15,971−81.4%Reduced
Pitcairn Co3,613$298.1K0.02%−952−20.9%Reduced
Canada Pension Plan Investment Board3,600$297.1K0.00%+1,200+50.0%Added
Walleye Capital LLC3,565$294.2K0.00%−5,213−59.4%Reduced
Scientech Research LLC3,548$292.8K0.10%+3,548New
Xponance, Inc.3,516$290.1K0.00%−514−12.8%Reduced
CAPROCK Group, Inc.3,481$287.1K0.01%+3,481New
Rockefeller Capital Management L.P.3,441$284.0K0.00%+3,441New
Ameritas Investment Partners, Inc.3,404$280.9K0.01%−756−18.2%Reduced
Register Financial Advisors LLC3,300$272.3K0.11%00.0%Unchanged
US Bancorp3,291$271.6K0.00%−10,365−75.9%Reduced
NorthCrest Asset Manangement, LLC3,288$268.2K0.01%−145−4.2%Reduced
Aigen Investment Management, LP3,207$264.6K0.04%+3,207New
DRW Securities, LLC3,187$263.5K0.01%+3,187New
Change Path, LLC3,169$261.5K0.01%+3,169New
Janney Montgomery Scott LLC3,162$261.0K0.00%−11−0.3%Reduced
Asset Management One Co.,Ltd.3,125$257.9K0.00%−2,282−42.2%Reduced
Principal Financial Group Inc3,119$257.4K0.00%+3,119New
Polymer Capital Management (US) LLC3,010$248.4K0.03%−3,578−54.3%Reduced
Cetera Investment Advisers2,924$241.3K0.00%+2,924New
Pallas Capital Advisors LLC2,919$240.9K0.01%+2,919New
Farringdon Capital, Ltd.2,904$239.6K0.06%+2,904New
Heritage Family Offices, LLP2,870$236.8K0.11%+2,870New
Point72 (DIFC) Ltd2,866$236.5K0.02%+2,866New
McCollum Christoferson Group LLC2,750$226.9K0.07%+2,750New
First Manhattan Co2,745$226.5K0.00%+2,745New
Winslow Asset Management Inc2,740$226.0K0.04%−1,285−31.9%Reduced
Gotham Asset Management, LLC2,672$220.5K0.00%+2,672New
TradeLink Capital LLC2,630$217.0K1.69%+2,630New
Group One Trading, L.P.2,611$215.5K0.01%+2,611New
Two Sigma Advisers, LP2,600$214.6K0.00%+2,600New
Commonwealth Equity Services, LLC2,590$214.0K0.00%−3,205−55.3%Reduced
Stoneridge Investment Partners LLC2,569$212.0K0.15%+2,569New
Western Wealth Management, LLC2,500$206.3K0.01%+2,500New
Torrey Growth & Income Advisors2,500$206.3K0.06%+2,500New
Buckingham Strategic Partners2,209$200.6K0.00%+2,209New
Pacer Advisors, Inc.2,322$191.6K0.00%+1,553+202.0%Added
Tower Research Capital LLC (TRC)2,191$180.8K0.00%−4,733−68.4%Reduced
Bank Julius Baer & Co. Ltd, Zurich2,139$176.5K0.00%−9−0.4%Reduced
Point72 Asia (Singapore) Pte. Ltd.2,035$167.9K0.03%+2,035New
Farther Finance Advisors, LLC1,973$162.8K0.00%+19+1.0%Added
State of Alaska, Department of Revenue1,968$162.0K0.00%+1,968New
Abich Financial Wealth Management LLC1,905$157.2K0.06%+1,905New
Advisors Asset Management, Inc.1,502$123.9K0.00%+368+32.5%Added
Amalgamated Bank1,330$110.0K0.00%00.0%Unchanged
DekaBank Deutsche Girozentrale1,266$104.0K0.00%00.0%Unchanged
Manchester Capital Management LLC1,170$96.5K0.01%00.0%Unchanged
National Bank of Canada1,146$94.5K0.00%+182+18.9%Added
Daiwa Securities Group Inc.1,043$86.0K0.00%−100−8.7%Reduced
Johnson Financial Group, Inc.1,018$84.0K0.00%00.0%Unchanged
State of Wyoming913$75.3K0.01%−35−3.7%Reduced
Quarry LP793$65.4K0.02%+348+78.2%Added
Rothschild Investment LLC641$52.9K0.00%+281+78.1%Added
Point72 Europe (London) LLP561$46.3K0.00%+561New
Signaturefd, LLC536$44.2K0.00%+33+6.6%Added
CoreCap Advisors, LLC516$42.6K0.00%+516New
Federation des caisses Desjardins du Quebec460$38.0K0.00%+125+37.3%Added
EverSource Wealth Advisors, LLC452$37.3K0.00%+36+8.7%Added
Advisory Services Network, LLC401$33.1K0.00%+401New
Nisa Investment Advisors, LLC398$32.8K0.00%+17+4.5%Added
Allworth Financial LP394$32.5K0.00%+92+30.5%Added
Versant Capital Management, Inc367$30.3K0.00%00.0%Unchanged
Essential Partners LLC363$30.0K0.01%+116+47.0%Added
AdvisorNet Financial, Inc340$28.1K0.00%−50−12.8%Reduced
GAMMA Investing LLC322$26.6K0.00%−4−1.2%Reduced
SBI Securities Co., Ltd.276$22.8K0.00%+27+10.8%Added
Ronald Blue Trust, Inc.275$22.7K0.00%00.0%Unchanged
JPL Wealth Management, LLC275$22.7K0.01%+275New
Jones Financial Companies LLLP266$22.2K0.00%+71+36.4%Added
Truvestments Capital LLC262$21.6K0.00%−436−62.5%Reduced
Steward Partners Investment Advisory, LLC200$16.5K0.00%+25+14.3%Added
Caitong International Asset Management Co., Ltd195$16.1K0.01%+195New
Umb Bank N A190$15.7K0.00%−3−1.6%Reduced
Larson Financial Group LLC188$15.5K0.00%+20+11.9%Added
Private Trust Co NA185$15.3K0.00%+103+125.6%Added
Quadrant Capital Group LLC178$14.7K0.00%+178New
Parallel Advisors, LLC172$14.2K0.00%00.0%Unchanged
Global X Japan Co., Ltd.170$14.0K0.00%+19+12.6%Added
CIBC Private Wealth Group, LLC161$13.3K0.00%−1,000−86.1%Reduced
IFP Advisors, Inc151$12.5K0.00%+3+2.0%Added
Caldwell Sutter Capital, Inc.125$10.3K0.00%00.0%Unchanged
Smartleaf Asset Management LLC119$9.86K0.00%+52+77.6%Added
Greykasell Wealth Strategies, Inc.115$9.49K0.00%00.0%Unchanged
Danske Bank A/S100$8.25K0.00%00.0%Unchanged
GWM Advisors LLC100$8.25K0.00%00.0%Unchanged
CoreFirst Bank & Trust100$8.25K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC100$8.25K0.00%+100New
Sterling Capital Management LLC99$8.17K0.00%+1+1.0%Added
Albion Financial Group75$6.19K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC70$5.78K0.00%00.0%Unchanged
Massmutual Trust Co FSB66$5.45K0.00%00.0%Unchanged