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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 25,958 | $1.84M | 0.01% | −6,260−19.4% | Reduced |
| Creative Planning | 25,676 | $1.82M | 0.00% | −878−3.3% | Reduced |
| Man Group plc | 24,845 | $1.76M | 0.00% | −34,138−57.9% | Reduced |
| Gsa Capital Partners LLP | 24,800 | $1.76M | 0.15% | +14,685+145.2% | Added |
| Quantbot Technologies LP | 23,707 | $1.68M | 0.06% | +18,192+329.9% | Added |
| MetLife Investment Management | 22,681 | $1.61M | 0.01% | −1,017−4.3% | Reduced |
| Los Angeles Capital Management LLC | 18,738 | $1.59M | 0.01% | +7,207+62.5% | Added |
| KBC Group NV | 21,795 | $1.54M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 21,083 | $1.49M | 0.01% | +2,212+11.7% | Added |
| Collar Capital Management, LLC | 20,188 | $1.43M | 0.96% | −513−2.5% | Reduced |
| Primecap Management Co | 19,500 | $1.38M | 0.00% | −1,400−6.7% | Reduced |
| Mackenzie Financial Corp | 19,483 | $1.36M | 0.00% | +4,314+28.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 19,200 | $1.35M | 0.07% | +19,200 | New |
| McDonald Partners LLC | 18,521 | $1.31M | 0.41% | −575−3.0% | Reduced |
| Janus Henderson Group PLC | 17,898 | $1.27M | 0.00% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 17,226 | $1.22M | 0.04% | +176+1.0% | Added |
| Pathstone Holdings, LLC | 17,106 | $1.21M | 0.00% | −1,154−6.3% | Reduced |
| Graham Capital Management, L.P. | 17,105 | $1.21M | 0.04% | +629+3.8% | Added |
| Linden Thomas Advisory Services, LLC | 16,975 | $1.20M | 0.12% | −236−1.4% | Reduced |
| Virtus ETF Advisers LLC | 16,830 | $1.19M | 0.57% | −4,100−19.6% | Reduced |
| Headlands Technologies LLC | 16,337 | $1.16M | 0.10% | −50−0.3% | Reduced |
| Legato Capital Management LLC | 15,720 | $1.11M | 0.10% | +1,440+10.1% | Added |
| Canada Pension Plan Investment Board | 15,700 | $1.11M | 0.00% | +12,100+336.1% | Added |
| Quantinno Capital Management LP | 14,816 | $1.05M | 0.00% | +6,266+73.3% | Added |
| Red Spruce Capital, LLC | 14,644 | $1.04M | 0.41% | −384−2.6% | Reduced |
| New York State Common Retirement Fund | 14,560 | $1.03M | 0.00% | +257+1.8% | Added |
| Connective Capital Management, LLC | 14,516 | $1.03M | 0.60% | +582+4.2% | Added |
| STRS Ohio | 14,400 | $1.02M | 0.00% | +800+5.9% | Added |
| LPL Financial LLC | 14,241 | $1.01M | 0.00% | −2,213−13.4% | 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 |
| Boothbay Fund Management, LLC | 13,953 | $988.4K | 0.03% | −9,093−39.5% | Reduced |
| White Pine Capital LLC | 13,952 | $988.4K | 0.27% | −297−2.1% | Reduced |
| Lazard Asset Management LLC | 13,835 | $980.1K | 0.00% | +380+2.8% | Added |
| Summit Global Investments | 12,906 | $914.0K | 0.05% | −925−6.7% | Reduced |
| Picton Mahoney Asset Management | 12,624 | $894.3K | 0.01% | +12,624 | New |
| ProShare Advisors LLC | 11,485 | $813.6K | 0.00% | −282−2.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,353 | $804.2K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,338 | $803.2K | 0.00% | −3,700−24.6% | Reduced |
| Arizona State Retirement System | 11,178 | $791.9K | 0.00% | −721−6.1% | Reduced |
| Marex Group plc | 11,118 | $787.6K | 0.01% | +11,118 | New |
| Police & Firemen's Retirement System of New Jersey | 10,792 | $764.5K | 0.01% | −480−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 10,760 | $762.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,596 | $751.0K | 0.00% | +7,434+235.1% | Added |
| WBI Investments | 10,574 | $749.1K | 0.20% | +5,567+111.2% | Added |
| Thrivent Financial for Lutherans | 10,574 | $749.0K | 0.00% | 00.0% | Unchanged |
| Odyssean, LLC | 10,347 | $733.0K | 0.53% | +10,347 | New |
| Ofi Invest Asset Management | 11,974 | $722.2K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,029 | $710.5K | 0.00% | −7,362−42.3% | Reduced |
| Keel Point, LLC | 10,009 | $709.0K | 0.04% | −18−0.2% | Reduced |
| K.J. Harrison & Partners Inc | 10,000 | $708.4K | 0.09% | +10,000 | New |
| Themes Management Co LLC | 9,878 | $699.8K | 0.56% | +9,878 | New |
| Two Sigma Investments, LP | 9,868 | $699.0K | 0.00% | −8,700−46.9% | Reduced |
| Fox Run Management, L.L.C. | 9,767 | $691.9K | 0.11% | −9,463−49.2% | Reduced |
| Banco Santander, S.A. | 9,446 | $669.2K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 9,354 | $662.6K | 0.27% | +4,404+89.0% | Added |
| Vista Investment Partners LLC | 9,318 | $660.1K | 0.17% | +606+7.0% | Added |
| Stoneridge Investment Partners LLC | 9,301 | $659.0K | 0.46% | +6,732+262.0% | Added |
| Walleye Capital LLC | 9,164 | $649.2K | 0.00% | +5,599+157.1% | Added |
| Captrust Financial Advisors | 9,145 | $647.8K | 0.00% | +1,368+17.6% | Added |
| Krane Funds Advisors LLC | 8,848 | $626.8K | 0.02% | +8,848 | New |
| Wealth Enhancement Advisory Services, LLC | 7,597 | $625.1K | 0.00% | −615−7.5% | Reduced |
| KLP Kapitalforvaltning AS | 8,800 | $623.4K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,638 | $611.9K | 0.06% | −4,355−33.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,620 | $610.6K | 0.00% | +898+11.6% | Added |
| State of Wisconsin Investment Board | 8,303 | $588.2K | 0.00% | −3,120−27.3% | Reduced |
| Gamco Investors, Inc. Et Al | 8,147 | $577.1K | 0.01% | −7,052−46.4% | Reduced |
| Azzad Asset Management Inc | 8,058 | $570.8K | 0.06% | −3,825−32.2% | Reduced |
| Cerity Partners LLC | 7,871 | $557.6K | 0.00% | −3,504−30.8% | Reduced |
| Simplex Trading, LLC | 7,824 | $554.3K | 0.02% | +2,534+47.9% | Added |
| Capstone Investment Advisors, LLC | 7,599 | $538.3K | 0.00% | +2,155+39.6% | Added |
| Advisor Group Holdings, Inc. | 7,521 | $532.7K | 0.00% | −563−7.0% | Reduced |
| Oak Associates, Ltd | 7,413 | $525.1K | 0.03% | −390−5.0% | Reduced |
| Mariner, LLC | 7,377 | $521.8K | 0.00% | −1,197−14.0% | Reduced |
| Voya Investment Management LLC | 7,288 | $516.3K | 0.00% | −75−1.0% | Reduced |
| CenterBook Partners LP | 6,954 | $492.6K | 0.02% | +6,954 | New |
| CWM, LLC | 6,650 | $471.0K | 0.00% | −650−8.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,418 | $454.7K | 0.00% | −268−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,409 | $454.0K | 0.02% | −4,155−39.3% | Reduced |
| Oxford Asset Management LLP | 6,251 | $442.8K | 0.16% | +44+0.7% | Added |
| Greenwood Capital Associates LLC | 6,116 | $433.3K | 0.05% | +6,116 | New |
| Cresset Asset Management, LLC | 5,902 | $418.1K | 0.00% | −145−2.4% | Reduced |
| Pictet Asset Management Holding SA | 5,804 | $411.2K | 0.00% | +581+11.1% | Added |
| Edgestream Partners, L.P. | 5,618 | $398.0K | 0.01% | −40,939−87.9% | Reduced |
| AlphaGrep UK Ltd | 5,416 | $383.7K | 0.13% | +5,416 | New |
| Vident Advisory, LLC | 5,265 | $373.0K | 0.00% | +353+7.2% | Added |
| First Community Trust NA | 5,000 | $354.2K | 0.26% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,952 | $351.0K | 0.10% | +4,952 | New |
| Centaurus Financial, Inc. | 4,835 | $343.0K | 0.02% | −875−15.3% | Reduced |
| Phoenix Holdings Ltd. | 4,900 | $341.8K | 0.00% | −900−15.5% | Reduced |
| Mercer Global Advisors Inc | 4,679 | $331.5K | 0.00% | −1,002−17.6% | Reduced |
| Victory Capital Management Inc | 4,679 | $331.5K | 0.00% | +60+1.3% | Added |
| Occudo Quantitative Strategies LP | 4,649 | $329.3K | 0.02% | −22,001−82.6% | Reduced |
| American Century Companies Inc | 4,617 | $327.1K | 0.00% | +4,617 | New |
| Sanctuary Advisors, LLC | 4,607 | $326.4K | 0.00% | +4,607 | New |
| JustInvest LLC | 4,527 | $320.7K | 0.00% | −10−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,413 | $312.6K | 0.00% | +718+19.4% | Added |
| Mirabella Financial Services LLP | 4,264 | $302.1K | 0.03% | +4,264 | New |
| Pacer Advisors, Inc. | 4,231 | $299.7K | 0.00% | +1,909+82.2% | Added |
| The PNC Financial Services Group, Inc. | 4,216 | $298.7K | 0.00% | −296−6.6% | Reduced |