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 |
|---|---|---|---|---|---|
| Driehaus Capital Management LLC | 366,251 | $25.9M | 0.18% | −14,880−3.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 438,169 | $31.0M | 0.05% | +52,029+13.5% | Added |
| Bank of America Corp | 446,915 | $31.7M | 0.00% | −160,334−26.4% | Reduced |
| Nuveen, LLC | 476,898 | $33.8M | 0.01% | −81,298−14.6% | Reduced |
| Stephens Investment Management Group LLC | 476,948 | $33.8M | 0.44% | −550−0.1% | Reduced |
| Dimensional Fund Advisors LP | 498,659 | $35.3M | 0.01% | −12,939−2.5% | Reduced |
| Citadel Advisors LLC | 535,674 | $37.9M | 0.03% | +80,686+17.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 557,159 | $39.5M | 0.10% | −9,671−1.7% | Reduced |
| Legal & General Group Plc | 614,017 | $43.5M | 0.01% | +95,218+18.4% | Added |
| Oberweis Asset Management Inc | 617,860 | $43.8M | 1.60% | +6,500+1.1% | Added |
| UBS Group AG | 635,564 | $45.0M | 0.01% | −186,183−22.7% | Reduced |
| Barclays PLC | 695,086 | $49.2M | 0.02% | −80,027−10.3% | Reduced |
| Point72 Asset Management, L.P. | 772,033 | $54.7M | 0.09% | +650,422+534.8% | Added |
| Squarepoint Ops LLC | 793,745 | $56.2M | 0.11% | +206,773+35.2% | Added |
| Slate Path Capital LP | 814,400 | $57.7M | 0.78% | +814,400 | New |
| Fuller & Thaler Asset Management, Inc. | 848,092 | $60.1M | 0.20% | −259,581−23.4% | Reduced |
| Price T Rowe Associates Inc | 864,610 | $61.3M | 0.01% | +828,773+2,312.6% | Added |
| Morgan Stanley | 911,477 | $64.6M | 0.00% | −47,029−4.9% | Reduced |
| Geode Capital Management, LLC | 1,020,527 | $72.3M | 0.00% | +35,510+3.6% | Added |
| Manufacturers Life Insurance Company, The | 1,061,145 | $75.2M | 0.06% | +207,930+24.4% | Added |
| Jericho Capital Asset Management L.P. | 1,587,081 | $112.4M | 1.28% | +373,734+30.8% | Added |
| State Street Corp | 1,702,493 | $120.6M | 0.00% | +21,638+1.3% | Added |
| BlackRock, Inc. | 3,827,849 | $271.2M | 0.00% | −94,393−2.4% | Reduced |
| Vanguard Group Inc | 5,480,285 | $388.2M | 0.01% | +311,649+6.0% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −242,600−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −232,713−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −68,487−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −63,053−100.0% | Sold out |
| AIGH Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −26,460−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −24,594−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,347−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −24,038−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −17,596−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −15,674−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −13,819−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,721−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −13,244−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,515−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −6,142−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,277−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −5,251−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,548−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −2,924−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,904−100.0% | Sold out |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| McCollum Christoferson Group LLC | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −2,745−100.0% | Sold out |
| Winslow Asset Management Inc | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,672−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Torrey Growth & Income Advisors | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |