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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; 342 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.

Q4 2025 vs. Q3 2025

How the institutions holding Ambarella Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of AMBA: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3299324+4
Shares35.6M401.5K37.0M+1.89M (+5.4%)
Value$2.93B$33.1M$2.62B−$276.6M (−9.5%)

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Ambarella Inc at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to AMBA in Q4 2025
InstitutionSharesValue% of portfolio
Slate Path Capital LP814,400$57.7M0.78%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.309,215$21.9M0.03%
Shannon River Fund Management LLC301,093$21.3M3.35%
Glenview Capital Management, LLC100,000$7.08M0.15%
SG Americas Securities, LLC55,225$3.91M0.01%
Portolan Capital Management, LLC54,242$3.84M0.21%
DnB Asset Management AS47,158$3.34M0.01%
ExodusPoint Capital Management, LP46,446$3.29M0.04%
Freemont Management S.A.38,589$2.73M0.54%
FirstWave Capital Management LLC33,075$2.34M1.39%
PEAK6 LLC32,844$2.33M0.06%
MYDA Advisors LLC28,000$1.98M0.56%
SBI Okasan Asset Management Co.Ltd.19,200$1.35M0.07%
Sona Asset Management (US) LLC14,000$991.8K0.03%
Picton Mahoney Asset Management12,624$894.3K0.01%
Marex Group plc11,118$787.6K0.01%
Odyssean, LLC10,347$733.0K0.53%
K.J. Harrison & Partners Inc10,000$708.4K0.09%
Themes Management Co LLC9,878$699.8K0.56%
Krane Funds Advisors LLC8,848$626.8K0.02%
CenterBook Partners LP6,954$492.6K0.02%
Greenwood Capital Associates LLC6,116$433.3K0.05%
AlphaGrep UK Ltd5,416$383.7K0.13%
Jackson Creek Investment Advisors LLC4,952$351.0K0.10%
American Century Companies Inc4,617$327.1K0.00%
Sanctuary Advisors, LLC4,607$326.4K0.00%
Mirabella Financial Services LLP4,264$302.1K0.03%
Amundi4,195$297.2K0.00%
Armistice Capital, LLC4,148$293.8K0.01%
Impact Partnership Wealth, LLC3,954$280.1K0.04%
Callan Family Office, LLC3,462$245.2K0.01%
Rafferty Asset Management, LLC3,310$234.5K0.00%
Jacobs Equity LLC3,275$232.0K0.22%
Knuff & Co LLC3,020$213.9K0.06%
Krilogy Financial LLC3,126$209.6K0.01%
Virginia Retirement Systems Et Al2,950$209.0K0.00%
Kestra Advisory Services, LLC1,243$88.0K0.00%
Kemnay Advisory Services Inc.1,002$71.0K0.01%
Nano Cap New Millennium Growth Fund L P1,000$70.8K0.06%
Nomura Asset Management Co Ltd750$53.1K0.00%
Flagship Harbor Advisors, LLC680$48.2K0.00%
Silicon Valley Capital Partners124$8.80K0.00%
Garner Asset Management Corp110$7.79K0.00%
Pinnacle Wealth Planning Services, Inc.103$7.30K0.00%
Basecamp Wealth Advisors LLC96$6.80K0.00%
Quattro Advisors LLC56$3.97K0.00%
Colonial Trust Co51$3.56K0.00%
Hilton Head Capital Partners, LLC50$3.54K0.00%
Bank of Jackson Hole Trust33$2.34K0.00%
Torren Management, LLC17$1.20K0.00%
Hantz Financial Services, Inc.12$1.00K0.00%
Golden State Wealth Management, LLC12$8500.00%
ORG Partners LLC10$7080.00%
Trust Co7$4960.00%
Optima Capital LLC7$4960.00%
Keating Financial Advisory Services, Inc.6$4250.00%
McGuire Capital Advisors Inc6$4250.00%
Abound Wealth Management2$1640.00%

Sold out (54)

Institutions that held Ambarella Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of AMBA in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Renaissance Technologies LLC242,600$20.0M
SG Capital Management LLC232,713$19.2M
Atom Investors LP68,487$5.65M
Jump Financial, LLC63,053$5.20M
AIGH Capital Management LLC50,000$4.13M
Prudential Financial Inc26,460$2.18M
Harber Asset Management LLC24,594$2.03M
Schonfeld Strategic Advisors LLC24,347$2.01M
Voloridge Investment Management, LLC24,038$1.98M
HSBC Holdings PLC17,596$1.45M
Aquatic Capital Management LLC15,674$1.29M
Sigma Planning Corp13,819$1.14M
Natixis Advisors, L.P.13,721$1.13M
Neo Ivy Capital Management13,244$1.09M
Bayesian Capital Management, LP11,400$940.7K
Bridgefront Capital, LLC8,515$702.7K
HighTower Advisors, LLC6,142$506.8K
Teacher Retirement System of Texas5,277$435.5K
Mitsubishi UFJ Trust & Banking Corp5,251$433.3K
First National Advisers, LLC4,550$375.5K
PharVision Advisers, LLC4,153$342.7K
Trust Point Inc.3,884$320.5K
Pitcairn Co3,613$298.1K
Scientech Research LLC3,548$292.8K
Aigen Investment Management, LP3,207$264.6K
Change Path, LLC3,169$261.5K
Principal Financial Group Inc3,119$257.4K
Polymer Capital Management (US) LLC3,010$248.4K
Cetera Investment Advisers2,924$241.3K
Farringdon Capital, Ltd.2,904$239.6K
Heritage Family Offices, LLP2,870$236.8K
McCollum Christoferson Group LLC2,750$226.9K
First Manhattan Co2,745$226.5K
Winslow Asset Management Inc2,740$226.0K
Gotham Asset Management, LLC2,672$220.5K
TradeLink Capital LLC2,630$217.0K
Group One Trading, L.P.2,611$215.5K
Two Sigma Advisers, LP2,600$214.6K
Western Wealth Management, LLC2,500$206.3K
Torrey Growth & Income Advisors2,500$206.3K
Buckingham Strategic Partners2,209$200.6K
Bank Julius Baer & Co. Ltd, Zurich2,139$176.5K
Manchester Capital Management LLC1,170$96.5K
National Bank of Canada1,146$94.5K
Advisory Services Network, LLC401$33.1K
JPL Wealth Management, LLC275$22.7K
Caitong International Asset Management Co., Ltd195$16.1K
GWM Advisors LLC100$8.25K
CoreFirst Bank & Trust100$8.25K
Ameritas Advisory Services, LLC70$5.78K
Principal Securities, Inc.57$4.70K
Rise Advisors, LLC43$3.55K
Kilter Group LLC7$578
Tortoise Investment Management, LLC2$165

Not filed for Q4 2025 yet (9)

Institutions that held Ambarella Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMBA in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.332,581$27.4M
Wolverine Trading, LLC32,985$2.73M
Point72 Hong Kong Ltd24,212$2.00M
CIBC Bancorp USA Inc.4,343$358.4K
Point72 (DIFC) Ltd2,866$236.5K
Point72 Asia (Singapore) Pte. Ltd.2,035$167.9K
Abich Financial Wealth Management LLC1,905$157.2K
Point72 Europe (London) LLP561$46.3K
Hemington Wealth Management14$1.00K