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, Q4 2025
Institutional positions in Ambarella Inc as of Dec 31, 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
- 324
- +4 vs. Q3 2025
- Shares held
- 37.0M
- +1.89M (+5.4%) vs. Q3 2025
- Total value
- $2.62B
- −$276.6M (−9.5%) vs. Q3 2025
- New holders
- 58
- 101 more added
- Sold out
- 54
- 118 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 341 | $3.13B |
| Q1 2026 | 307 | $1.88B |
| Q4 2025 | 324 | $2.69B |
| Q3 2025 | 329 | $2.95B |
| Q2 2025 | 305 | $2.33B |
| Q1 2025 | 298 | $1.78B |
| Q4 2024 | 299 | $2.46B |
| Q3 2024 | 265 | $1.87B |
| Q2 2024 | 262 | $1.86B |
| Q1 2024 | 269 | $1.84B |
| Q4 2023 | 258 | $2.15B |
| Q3 2023 | 254 | $1.64B |
| Q2 2023 | 258 | $2.58B |
| Q1 2023 | 272 | $2.35B |
| Q4 2022 | 265 | $2.58B |
| Q3 2022 | 244 | $1.78B |
| Q2 2022 | 267 | $1.96B |
| Q1 2022 | 293 | $3.09B |
| Q4 2021 | 328 | $5.73B |
| Q3 2021 | 281 | $4.44B |
| Q2 2021 | 259 | $2.99B |
| Q1 2021 | 266 | $2.80B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,480,285 | $388.2M | 0.01% | +311,649+6.0% | Added |
| BlackRock, Inc. | 3,827,849 | $271.2M | 0.00% | −94,393−2.4% | Reduced |
| State Street Corp | 1,702,493 | $120.6M | 0.00% | +21,638+1.3% | Added |
| Jericho Capital Asset Management L.P. | 1,587,081 | $112.4M | 1.28% | +373,734+30.8% | Added |
| Manufacturers Life Insurance Company, The | 1,061,145 | $75.2M | 0.06% | +207,930+24.4% | Added |
| Geode Capital Management, LLC | 1,020,527 | $72.3M | 0.00% | +35,510+3.6% | Added |
| Morgan Stanley | 911,477 | $64.6M | 0.00% | −47,029−4.9% | Reduced |
| Price T Rowe Associates Inc | 864,610 | $61.3M | 0.01% | +828,773+2,312.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 848,092 | $60.1M | 0.20% | −259,581−23.4% | Reduced |
| Slate Path Capital LP | 814,400 | $57.7M | 0.78% | +814,400 | New |
| Squarepoint Ops LLC | 793,745 | $56.2M | 0.11% | +206,773+35.2% | Added |
| Point72 Asset Management, L.P. | 772,033 | $54.7M | 0.09% | +650,422+534.8% | Added |
| Barclays PLC | 695,086 | $49.2M | 0.02% | −80,027−10.3% | Reduced |
| UBS Group AG | 635,564 | $45.0M | 0.01% | −186,183−22.7% | Reduced |
| Oberweis Asset Management Inc | 617,860 | $43.8M | 1.60% | +6,500+1.1% | Added |
| Legal & General Group Plc | 614,017 | $43.5M | 0.01% | +95,218+18.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 557,159 | $39.5M | 0.10% | −9,671−1.7% | Reduced |
| Citadel Advisors LLC | 535,674 | $37.9M | 0.03% | +80,686+17.7% | Added |
| Dimensional Fund Advisors LP | 498,659 | $35.3M | 0.01% | −12,939−2.5% | Reduced |
| Stephens Investment Management Group LLC | 476,948 | $33.8M | 0.44% | −550−0.1% | Reduced |
| Nuveen, LLC | 476,898 | $33.8M | 0.01% | −81,298−14.6% | Reduced |
| Bank of America Corp | 446,915 | $31.7M | 0.00% | −160,334−26.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 438,169 | $31.0M | 0.05% | +52,029+13.5% | Added |
| Driehaus Capital Management LLC | 366,251 | $25.9M | 0.18% | −14,880−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 365,219 | $25.9M | 0.00% | +7,062+2.0% | Added |
| Northern Trust Corp | 364,014 | $25.8M | 0.00% | −19,161−5.0% | Reduced |
| Balyasny Asset Management LLC | 359,899 | $25.5M | 0.05% | +29,097+8.8% | Added |
| Pinnacle Associates Ltd | 359,222 | $25.4M | 0.33% | −17,579−4.7% | Reduced |
| Exchange Traded Concepts, LLC | 353,101 | $25.0M | 0.21% | +81,668+30.1% | Added |
| Marshall Wace, LLP | 318,488 | $22.6M | 0.02% | +97,619+44.2% | Added |
| Jacobs Levy Equity Management, Inc | 318,429 | $22.6M | 0.09% | −78,773−19.8% | Reduced |
| Handelsbanken Fonder AB | 312,326 | $22.1M | 0.07% | +142,551+84.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 309,215 | $21.9M | 0.03% | +309,215 | New |
| Shannon River Fund Management LLC | 301,093 | $21.3M | 3.35% | +301,093 | New |
| FMR LLC | 281,370 | $19.9M | 0.00% | +39,505+16.3% | Added |
| JPMorgan Chase & Co | 267,872 | $19.0M | 0.00% | +25,242+10.4% | Added |
| AQR Capital Management LLC | 235,847 | $16.7M | 0.01% | +5,462+2.4% | Added |
| BNP Paribas Arbitrage, SA | 231,218 | $16.4M | 0.01% | +4,013+1.8% | Added |
| Susquehanna International Group, LLP | 222,565 | $15.8M | 0.02% | +63,719+40.1% | Added |
| Algert Global LLC | 207,920 | $14.7M | 0.23% | −29,970−12.6% | Reduced |
| Goldman Sachs Group Inc | 207,625 | $14.7M | 0.00% | −299,927−59.1% | Reduced |
| Raymond James Financial Inc | 189,038 | $13.2M | 0.00% | +72,355+62.0% | Added |
| Qube Research & Technologies Ltd | 182,275 | $12.9M | 0.02% | −109,150−37.5% | Reduced |
| Segall Bryant & Hamill, LLC | 178,097 | $12.6M | 0.17% | −161,104−47.5% | Reduced |
| Millennium Management LLC | 169,852 | $12.0M | 0.01% | +51,030+42.9% | Added |
| Sora Investors LLC | 162,733 | $11.5M | 0.99% | +10,366+6.8% | Added |
| Robeco Schweiz AG | 162,595 | $11.5M | 0.26% | −84,950−34.3% | Reduced |
| Potrero Capital Research LLC | 148,537 | $10.5M | 3.54% | +43,164+41.0% | Added |
| First Trust Advisors LP | 146,612 | $10.4M | 0.01% | +24,398+20.0% | Added |
| Trexquant Investment LP | 145,731 | $10.3M | 0.09% | −98,594−40.4% | Reduced |
| S Squared Technology, LLC | 128,551 | $9.11M | 3.53% | −25,000−16.3% | Reduced |
| Engineers Gate Manager LP | 125,059 | $8.86M | 0.11% | −8,141−6.1% | Reduced |
| Acadian Asset Management LLC | 121,384 | $8.59M | 0.01% | −28,576−19.1% | Reduced |
| Alliancebernstein L.P. | 119,279 | $8.45M | 0.00% | +71,512+149.7% | Added |
| Bank of New York Mellon Corp | 116,342 | $8.24M | 0.00% | +6,693+6.1% | Added |
| Tributary Capital Management, LLC | 107,508 | $7.62M | 0.75% | −104,387−49.3% | Reduced |
| Hillsdale Investment Management Inc. | 104,900 | $7.43M | 0.21% | +4,820+4.8% | Added |
| Glenview Capital Management, LLC | 100,000 | $7.08M | 0.15% | +100,000 | New |
| Deutsche Bank AG | 98,189 | $6.96M | 0.00% | +17,785+22.1% | Added |
| Wells Fargo & Company | 92,024 | $6.52M | 0.00% | +28,867+45.7% | Added |
| SWS Partners | 89,191 | $6.32M | 1.53% | +12,774+16.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81,237 | $6.11M | 0.00% | −12,851−13.7% | Reduced |
| Westerly Capital Management, LLC | 85,000 | $6.02M | 1.81% | +40,000+88.9% | Added |
| Essex Investment Management Co LLC | 83,843 | $5.94M | 0.91% | −1,509−1.8% | Reduced |
| Invesco Ltd. | 81,828 | $5.80M | 0.00% | −274,366−77.0% | Reduced |
| UBS Asset Management Americas Inc | 80,767 | $5.72M | 0.00% | +2,040+2.6% | Added |
| Swiss National Bank | 80,033 | $5.67M | 0.00% | +1,900+2.4% | Added |
| Lord, Abbett & Co. LLC | 79,726 | $5.65M | 0.02% | −250.0% | Reduced |
| Readystate Asset Management LP | 76,879 | $5.45M | 0.24% | +3,934+5.4% | Added |
| Russell Investments Group, Ltd. | 70,882 | $5.02M | 0.01% | −2,998−4.1% | Reduced |
| SEI Investments Co | 64,428 | $4.56M | 0.00% | +22,023+51.9% | Added |
| Ameriprise Financial Inc | 59,958 | $4.25M | 0.00% | −24,767−29.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 57,338 | $4.06M | 0.00% | −259,043−81.9% | Reduced |
| Rhumbline Advisers | 55,853 | $3.96M | 0.00% | −3,710−6.2% | Reduced |
| SG Americas Securities, LLC | 55,225 | $3.91M | 0.01% | +55,225 | New |
| ArrowMark Colorado Holdings LLC | 55,000 | $3.90M | 0.09% | −10,000−15.4% | Reduced |
| Franklin Resources Inc | 54,803 | $3.88M | 0.00% | +9,097+19.9% | Added |
| Portolan Capital Management, LLC | 54,242 | $3.84M | 0.21% | +54,242 | New |
| Susquehanna Portfolio Strategies, LLC | 48,867 | $3.46M | 0.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 47,246 | $3.35M | 0.03% | −53,304−53.0% | Reduced |
| DnB Asset Management AS | 47,158 | $3.34M | 0.01% | +47,158 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47,128 | $3.34M | 0.01% | −11,300−19.3% | Reduced |
| ExodusPoint Capital Management, LP | 46,446 | $3.29M | 0.04% | +46,446 | New |
| Jane Street Group, LLC | 46,224 | $3.27M | 0.00% | +4,240+10.1% | Added |
| IMC-Chicago, LLC | 44,357 | $3.14M | 0.06% | +17,129+62.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 42,804 | $3.03M | 0.07% | +39,166+1,076.6% | Added |
| Envestnet Asset Management Inc | 39,967 | $2.83M | 0.00% | −21,904−35.4% | Reduced |
| HRT Financial LP | 39,109 | $2.77M | 0.01% | −39,153−50.0% | Reduced |
| California State Teachers Retirement System | 38,645 | $2.74M | 0.00% | +2,299+6.3% | Added |
| Freemont Management S.A. | 38,589 | $2.73M | 0.54% | +38,589 | New |
| Van Eck Associates Corp | 35,582 | $2.52M | 0.00% | −721−2.0% | Reduced |
| G2 Investment Partners Management LLC | 33,078 | $2.34M | 0.56% | −32,922−49.9% | Reduced |
| FirstWave Capital Management LLC | 33,075 | $2.34M | 1.39% | +33,075 | New |
| PEAK6 LLC | 32,844 | $2.33M | 0.06% | +32,844 | New |
| Oak Harvest Investment Services | 31,959 | $2.26M | 0.25% | +26,959+539.2% | Added |
| Citigroup Inc | 30,733 | $2.18M | 0.00% | +7,799+34.0% | Added |
| MYDA Advisors LLC | 28,000 | $1.98M | 0.56% | +28,000 | New |
| Royal Bank of Canada | 27,842 | $1.97M | 0.00% | −172,854−86.1% | Reduced |
| Granite Investment Partners, LLC | 27,769 | $1.97M | 0.12% | −11,716−29.7% | Reduced |
| Leonteq Securities AG | 26,870 | $1.90M | 0.10% | +17,850+197.9% | Added |