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, 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 | $2.62B |
| 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, 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 |
|---|---|---|---|---|---|
| Jacobs Equity LLC | 3,275 | $232.0K | 0.22% | +3,275 | New |
| State of Tennessee, Treasury Department | 3,624 | $232.1K | 0.00% | −204−5.3% | Reduced |
| Register Financial Advisors LLC | 3,300 | $233.8K | 0.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 3,310 | $234.5K | 0.00% | +3,310 | New |
| Ameritas Investment Partners, Inc. | 3,404 | $241.1K | 0.01% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 3,431 | $243.1K | 0.07% | −9,702−73.9% | Reduced |
| Callan Family Office, LLC | 3,462 | $245.2K | 0.01% | +3,462 | New |
| First National Bank of Omaha | 3,543 | $251.0K | 0.01% | −20,002−85.0% | Reduced |
| Commonwealth Equity Services, LLC | 3,642 | $258.0K | 0.00% | +1,052+40.6% | Added |
| Stephens Inc | 3,860 | $273.4K | 0.00% | +56+1.5% | Added |
| NorthCrest Asset Manangement, LLC | 3,552 | $273.9K | 0.01% | +264+8.0% | Added |
| Banque Pictet & Cie SA | 3,876 | $274.6K | 0.00% | −912−19.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,949 | $279.7K | 0.01% | −9,828−71.3% | Reduced |
| Impact Partnership Wealth, LLC | 3,954 | $280.1K | 0.04% | +3,954 | New |
| Magnetar Financial LLC | 4,034 | $285.8K | 0.00% | −4,386−52.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,125 | $292.0K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 4,148 | $293.8K | 0.01% | +4,148 | New |
| DRW Securities, LLC | 4,149 | $293.9K | 0.02% | +962+30.2% | Added |
| Rockefeller Capital Management L.P. | 4,163 | $294.9K | 0.00% | +722+21.0% | Added |
| Cim Investment Mangement Inc | 4,188 | $296.7K | 0.08% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,194 | $297.1K | 0.01% | −5,935−58.6% | Reduced |
| Amundi | 4,195 | $297.2K | 0.00% | +4,195 | New |
| Verition Fund Management LLC | 4,200 | $297.5K | 0.00% | −4,902−53.9% | Reduced |
| Bailard, Inc. | 4,200 | $297.5K | 0.01% | −8−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,216 | $298.7K | 0.00% | −296−6.6% | Reduced |
| Pacer Advisors, Inc. | 4,231 | $299.7K | 0.00% | +1,909+82.2% | Added |
| Mirabella Financial Services LLP | 4,264 | $302.1K | 0.03% | +4,264 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,413 | $312.6K | 0.00% | +718+19.4% | Added |
| JustInvest LLC | 4,527 | $320.7K | 0.00% | −10−0.2% | Reduced |
| Sanctuary Advisors, LLC | 4,607 | $326.4K | 0.00% | +4,607 | New |
| American Century Companies Inc | 4,617 | $327.1K | 0.00% | +4,617 | New |
| Occudo Quantitative Strategies LP | 4,649 | $329.3K | 0.02% | −22,001−82.6% | Reduced |
| Victory Capital Management Inc | 4,679 | $331.5K | 0.00% | +60+1.3% | Added |
| Mercer Global Advisors Inc | 4,679 | $331.5K | 0.00% | −1,002−17.6% | Reduced |
| Phoenix Holdings Ltd. | 4,900 | $341.8K | 0.00% | −900−15.5% | Reduced |
| Centaurus Financial, Inc. | 4,835 | $343.0K | 0.02% | −875−15.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,952 | $351.0K | 0.10% | +4,952 | New |
| First Community Trust NA | 5,000 | $354.2K | 0.26% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,265 | $373.0K | 0.00% | +353+7.2% | Added |
| AlphaGrep UK Ltd | 5,416 | $383.7K | 0.13% | +5,416 | New |
| Edgestream Partners, L.P. | 5,618 | $398.0K | 0.01% | −40,939−87.9% | Reduced |
| Pictet Asset Management Holding SA | 5,804 | $411.2K | 0.00% | +581+11.1% | Added |
| Cresset Asset Management, LLC | 5,902 | $418.1K | 0.00% | −145−2.4% | Reduced |
| Greenwood Capital Associates LLC | 6,116 | $433.3K | 0.05% | +6,116 | New |
| Oxford Asset Management LLP | 6,251 | $442.8K | 0.16% | +44+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,409 | $454.0K | 0.02% | −4,155−39.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,418 | $454.7K | 0.00% | −268−4.0% | Reduced |
| CWM, LLC | 6,650 | $471.0K | 0.00% | −650−8.9% | Reduced |
| CenterBook Partners LP | 6,954 | $492.6K | 0.02% | +6,954 | New |
| Voya Investment Management LLC | 7,288 | $516.3K | 0.00% | −75−1.0% | Reduced |
| Mariner, LLC | 7,377 | $521.8K | 0.00% | −1,197−14.0% | Reduced |
| Oak Associates, Ltd | 7,413 | $525.1K | 0.03% | −390−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,521 | $532.7K | 0.00% | −563−7.0% | Reduced |
| Capstone Investment Advisors, LLC | 7,599 | $538.3K | 0.00% | +2,155+39.6% | Added |
| Simplex Trading, LLC | 7,824 | $554.3K | 0.02% | +2,534+47.9% | Added |
| Cerity Partners LLC | 7,871 | $557.6K | 0.00% | −3,504−30.8% | Reduced |
| Azzad Asset Management Inc | 8,058 | $570.8K | 0.06% | −3,825−32.2% | Reduced |
| Gamco Investors, Inc. Et Al | 8,147 | $577.1K | 0.01% | −7,052−46.4% | Reduced |
| State of Wisconsin Investment Board | 8,303 | $588.2K | 0.00% | −3,120−27.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,620 | $610.6K | 0.00% | +898+11.6% | Added |
| Moody National Bank Trust Division | 8,638 | $611.9K | 0.06% | −4,355−33.5% | Reduced |
| KLP Kapitalforvaltning AS | 8,800 | $623.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,597 | $625.1K | 0.00% | −615−7.5% | Reduced |
| Krane Funds Advisors LLC | 8,848 | $626.8K | 0.02% | +8,848 | New |
| Captrust Financial Advisors | 9,145 | $647.8K | 0.00% | +1,368+17.6% | Added |
| Walleye Capital LLC | 9,164 | $649.2K | 0.00% | +5,599+157.1% | Added |
| Stoneridge Investment Partners LLC | 9,301 | $659.0K | 0.46% | +6,732+262.0% | Added |
| Vista Investment Partners LLC | 9,318 | $660.1K | 0.17% | +606+7.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 9,354 | $662.6K | 0.27% | +4,404+89.0% | Added |
| Banco Santander, S.A. | 9,446 | $669.2K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 9,767 | $691.9K | 0.11% | −9,463−49.2% | Reduced |
| Two Sigma Investments, LP | 9,868 | $699.0K | 0.00% | −8,700−46.9% | Reduced |
| Themes Management Co LLC | 9,878 | $699.8K | 0.56% | +9,878 | New |
| K.J. Harrison & Partners Inc | 10,000 | $708.4K | 0.09% | +10,000 | New |
| Keel Point, LLC | 10,009 | $709.0K | 0.04% | −18−0.2% | Reduced |
| Stifel Financial Corp | 10,029 | $710.5K | 0.00% | −7,362−42.3% | Reduced |
| Ofi Invest Asset Management | 11,974 | $722.2K | 0.01% | 00.0% | Unchanged |
| Odyssean, LLC | 10,347 | $733.0K | 0.53% | +10,347 | New |
| Thrivent Financial for Lutherans | 10,574 | $749.0K | 0.00% | 00.0% | Unchanged |
| WBI Investments | 10,574 | $749.1K | 0.20% | +5,567+111.2% | Added |
| Janney Montgomery Scott LLC | 10,596 | $751.0K | 0.00% | +7,434+235.1% | Added |
| State Board of Administration of Florida Retirement System | 10,760 | $762.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,792 | $764.5K | 0.01% | −480−4.3% | Reduced |
| Marex Group plc | 11,118 | $787.6K | 0.01% | +11,118 | New |
| Arizona State Retirement System | 11,178 | $791.9K | 0.00% | −721−6.1% | Reduced |
| Ieq Capital, LLC | 11,338 | $803.2K | 0.00% | −3,700−24.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,353 | $804.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,485 | $813.6K | 0.00% | −282−2.4% | Reduced |
| Picton Mahoney Asset Management | 12,624 | $894.3K | 0.01% | +12,624 | New |
| Summit Global Investments | 12,906 | $914.0K | 0.05% | −925−6.7% | Reduced |
| Lazard Asset Management LLC | 13,835 | $980.1K | 0.00% | +380+2.8% | Added |
| White Pine Capital LLC | 13,952 | $988.4K | 0.27% | −297−2.1% | Reduced |
| Boothbay Fund Management, LLC | 13,953 | $988.4K | 0.03% | −9,093−39.5% | Reduced |
| Caption Management, LLC | 14,000 | $991.8K | 0.04% | −7,171−33.9% | Reduced |
| Sona Asset Management (US) LLC | 14,000 | $991.8K | 0.03% | +14,000 | New |
| LPL Financial LLC | 14,241 | $1.01M | 0.00% | −2,213−13.4% | Reduced |
| STRS Ohio | 14,400 | $1.02M | 0.00% | +800+5.9% | Added |
| Connective Capital Management, LLC | 14,516 | $1.03M | 0.60% | +582+4.2% | Added |
| New York State Common Retirement Fund | 14,560 | $1.03M | 0.00% | +257+1.8% | Added |
| Red Spruce Capital, LLC | 14,644 | $1.04M | 0.41% | −384−2.6% | Reduced |