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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 14,816 | $1.05M | 0.00% | +6,266+73.3% | Added |
| Canada Pension Plan Investment Board | 15,700 | $1.11M | 0.00% | +12,100+336.1% | Added |
| Legato Capital Management LLC | 15,720 | $1.11M | 0.10% | +1,440+10.1% | Added |
| Headlands Technologies LLC | 16,337 | $1.16M | 0.10% | −50−0.3% | Reduced |
| Virtus ETF Advisers LLC | 16,830 | $1.19M | 0.57% | −4,100−19.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 16,975 | $1.20M | 0.12% | −236−1.4% | Reduced |
| Graham Capital Management, L.P. | 17,105 | $1.21M | 0.04% | +629+3.8% | Added |
| Pathstone Holdings, LLC | 17,106 | $1.21M | 0.00% | −1,154−6.3% | Reduced |
| Main Management ETF Advisors, LLC | 17,226 | $1.22M | 0.04% | +176+1.0% | Added |
| Janus Henderson Group PLC | 17,898 | $1.27M | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 18,521 | $1.31M | 0.41% | −575−3.0% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 19,200 | $1.35M | 0.07% | +19,200 | New |
| Mackenzie Financial Corp | 19,483 | $1.36M | 0.00% | +4,314+28.4% | Added |
| Primecap Management Co | 19,500 | $1.38M | 0.00% | −1,400−6.7% | Reduced |
| Collar Capital Management, LLC | 20,188 | $1.43M | 0.96% | −513−2.5% | Reduced |
| Intech Investment Management LLC | 21,083 | $1.49M | 0.01% | +2,212+11.7% | Added |
| KBC Group NV | 21,795 | $1.54M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 18,738 | $1.59M | 0.01% | +7,207+62.5% | Added |
| MetLife Investment Management | 22,681 | $1.61M | 0.01% | −1,017−4.3% | Reduced |
| Quantbot Technologies LP | 23,707 | $1.68M | 0.06% | +18,192+329.9% | Added |
| Gsa Capital Partners LLP | 24,800 | $1.76M | 0.15% | +14,685+145.2% | Added |
| Man Group plc | 24,845 | $1.76M | 0.00% | −34,138−57.9% | Reduced |
| Creative Planning | 25,676 | $1.82M | 0.00% | −878−3.3% | Reduced |
| State of New Jersey Common Pension Fund D | 25,958 | $1.84M | 0.01% | −6,260−19.4% | Reduced |
| Leonteq Securities AG | 26,870 | $1.90M | 0.10% | +17,850+197.9% | Added |
| Granite Investment Partners, LLC | 27,769 | $1.97M | 0.12% | −11,716−29.7% | Reduced |
| Royal Bank of Canada | 27,842 | $1.97M | 0.00% | −172,854−86.1% | Reduced |
| MYDA Advisors LLC | 28,000 | $1.98M | 0.56% | +28,000 | New |
| Citigroup Inc | 30,733 | $2.18M | 0.00% | +7,799+34.0% | Added |
| Oak Harvest Investment Services | 31,959 | $2.26M | 0.25% | +26,959+539.2% | Added |
| PEAK6 LLC | 32,844 | $2.33M | 0.06% | +32,844 | New |
| FirstWave Capital Management LLC | 33,075 | $2.34M | 1.39% | +33,075 | New |
| G2 Investment Partners Management LLC | 33,078 | $2.34M | 0.56% | −32,922−49.9% | Reduced |
| Van Eck Associates Corp | 35,582 | $2.52M | 0.00% | −721−2.0% | Reduced |
| Freemont Management S.A. | 38,589 | $2.73M | 0.54% | +38,589 | New |
| California State Teachers Retirement System | 38,645 | $2.74M | 0.00% | +2,299+6.3% | Added |
| HRT Financial LP | 39,109 | $2.77M | 0.01% | −39,153−50.0% | Reduced |
| Envestnet Asset Management Inc | 39,967 | $2.83M | 0.00% | −21,904−35.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,804 | $3.03M | 0.07% | +39,166+1,076.6% | Added |
| IMC-Chicago, LLC | 44,357 | $3.14M | 0.06% | +17,129+62.9% | Added |
| Jane Street Group, LLC | 46,224 | $3.27M | 0.00% | +4,240+10.1% | Added |
| ExodusPoint Capital Management, LP | 46,446 | $3.29M | 0.04% | +46,446 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47,128 | $3.34M | 0.01% | −11,300−19.3% | Reduced |
| DnB Asset Management AS | 47,158 | $3.34M | 0.01% | +47,158 | New |
| Capital Fund Management S.A. | 47,246 | $3.35M | 0.03% | −53,304−53.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 48,867 | $3.46M | 0.05% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 54,242 | $3.84M | 0.21% | +54,242 | New |
| Franklin Resources Inc | 54,803 | $3.88M | 0.00% | +9,097+19.9% | Added |
| ArrowMark Colorado Holdings LLC | 55,000 | $3.90M | 0.09% | −10,000−15.4% | Reduced |
| SG Americas Securities, LLC | 55,225 | $3.91M | 0.01% | +55,225 | New |
| Rhumbline Advisers | 55,853 | $3.96M | 0.00% | −3,710−6.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 57,338 | $4.06M | 0.00% | −259,043−81.9% | Reduced |
| Ameriprise Financial Inc | 59,958 | $4.25M | 0.00% | −24,767−29.2% | Reduced |
| SEI Investments Co | 64,428 | $4.56M | 0.00% | +22,023+51.9% | Added |
| Russell Investments Group, Ltd. | 70,882 | $5.02M | 0.01% | −2,998−4.1% | Reduced |
| Readystate Asset Management LP | 76,879 | $5.45M | 0.24% | +3,934+5.4% | Added |
| Lord, Abbett & Co. LLC | 79,726 | $5.65M | 0.02% | −250.0% | Reduced |
| Swiss National Bank | 80,033 | $5.67M | 0.00% | +1,900+2.4% | Added |
| UBS Asset Management Americas Inc | 80,767 | $5.72M | 0.00% | +2,040+2.6% | Added |
| Invesco Ltd. | 81,828 | $5.80M | 0.00% | −274,366−77.0% | Reduced |
| Essex Investment Management Co LLC | 83,843 | $5.94M | 0.91% | −1,509−1.8% | Reduced |
| Westerly Capital Management, LLC | 85,000 | $6.02M | 1.81% | +40,000+88.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81,237 | $6.11M | 0.00% | −12,851−13.7% | Reduced |
| SWS Partners | 89,191 | $6.32M | 1.53% | +12,774+16.7% | Added |
| Wells Fargo & Company | 92,024 | $6.52M | 0.00% | +28,867+45.7% | Added |
| Deutsche Bank AG | 98,189 | $6.96M | 0.00% | +17,785+22.1% | Added |
| Glenview Capital Management, LLC | 100,000 | $7.08M | 0.15% | +100,000 | New |
| Hillsdale Investment Management Inc. | 104,900 | $7.43M | 0.21% | +4,820+4.8% | Added |
| Tributary Capital Management, LLC | 107,508 | $7.62M | 0.75% | −104,387−49.3% | Reduced |
| Bank of New York Mellon Corp | 116,342 | $8.24M | 0.00% | +6,693+6.1% | Added |
| Alliancebernstein L.P. | 119,279 | $8.45M | 0.00% | +71,512+149.7% | Added |
| Acadian Asset Management LLC | 121,384 | $8.59M | 0.01% | −28,576−19.1% | Reduced |
| Engineers Gate Manager LP | 125,059 | $8.86M | 0.11% | −8,141−6.1% | Reduced |
| S Squared Technology, LLC | 128,551 | $9.11M | 3.53% | −25,000−16.3% | Reduced |
| Trexquant Investment LP | 145,731 | $10.3M | 0.09% | −98,594−40.4% | Reduced |
| First Trust Advisors LP | 146,612 | $10.4M | 0.01% | +24,398+20.0% | Added |
| Potrero Capital Research LLC | 148,537 | $10.5M | 3.54% | +43,164+41.0% | Added |
| Robeco Schweiz AG | 162,595 | $11.5M | 0.26% | −84,950−34.3% | Reduced |
| Sora Investors LLC | 162,733 | $11.5M | 0.99% | +10,366+6.8% | Added |
| Millennium Management LLC | 169,852 | $12.0M | 0.01% | +51,030+42.9% | Added |
| Segall Bryant & Hamill, LLC | 178,097 | $12.6M | 0.17% | −161,104−47.5% | Reduced |
| Qube Research & Technologies Ltd | 182,275 | $12.9M | 0.02% | −109,150−37.5% | Reduced |
| Raymond James Financial Inc | 189,038 | $13.2M | 0.00% | +72,355+62.0% | Added |
| Goldman Sachs Group Inc | 207,625 | $14.7M | 0.00% | −299,927−59.1% | Reduced |
| Algert Global LLC | 207,920 | $14.7M | 0.23% | −29,970−12.6% | Reduced |
| Susquehanna International Group, LLP | 222,565 | $15.8M | 0.02% | +63,719+40.1% | Added |
| BNP Paribas Arbitrage, SA | 231,218 | $16.4M | 0.01% | +4,013+1.8% | Added |
| AQR Capital Management LLC | 235,847 | $16.7M | 0.01% | +5,462+2.4% | Added |
| JPMorgan Chase & Co | 267,872 | $19.0M | 0.00% | +25,242+10.4% | Added |
| FMR LLC | 281,370 | $19.9M | 0.00% | +39,505+16.3% | Added |
| Shannon River Fund Management LLC | 301,093 | $21.3M | 3.35% | +301,093 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 309,215 | $21.9M | 0.03% | +309,215 | New |
| Handelsbanken Fonder AB | 312,326 | $22.1M | 0.07% | +142,551+84.0% | Added |
| Jacobs Levy Equity Management, Inc | 318,429 | $22.6M | 0.09% | −78,773−19.8% | Reduced |
| Marshall Wace, LLP | 318,488 | $22.6M | 0.02% | +97,619+44.2% | Added |
| Exchange Traded Concepts, LLC | 353,101 | $25.0M | 0.21% | +81,668+30.1% | Added |
| Pinnacle Associates Ltd | 359,222 | $25.4M | 0.33% | −17,579−4.7% | Reduced |
| Balyasny Asset Management LLC | 359,899 | $25.5M | 0.05% | +29,097+8.8% | Added |
| Northern Trust Corp | 364,014 | $25.8M | 0.00% | −19,161−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 365,219 | $25.9M | 0.00% | +7,062+2.0% | Added |