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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 9 sales; 342 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.

Institutional holdersQ4 2025: 324 institutions
Q1 2021: 266 institutionsQ2 2021: 260 institutionsQ3 2021: 281 institutionsQ4 2021: 328 institutionsQ1 2022: 293 institutionsQ2 2022: 267 institutionsQ3 2022: 244 institutionsQ4 2022: 265 institutionsQ1 2023: 273 institutionsQ2 2023: 258 institutionsQ3 2023: 254 institutionsQ4 2023: 258 institutionsQ1 2024: 269 institutionsQ2 2024: 262 institutionsQ3 2024: 265 institutionsQ4 2024: 299 institutionsQ1 2025: 298 institutionsQ2 2025: 305 institutionsQ3 2025: 329 institutionsQ4 2025: 324 institutionsQ1 2026: 307 institutionsQ2 2026: 342 institutions
Value heldQ4 2025: $2.62B
Q1 2021: $2.78BQ2 2021: $2.92BQ3 2021: $4.44BQ4 2021: $5.72BQ1 2022: $3.01BQ2 2022: $1.92BQ3 2022: $1.70BQ4 2022: $2.58BQ1 2023: $2.35BQ2 2023: $2.58BQ3 2023: $1.64BQ4 2023: $2.02BQ1 2024: $1.69BQ2 2024: $1.83BQ3 2024: $1.86BQ4 2024: $2.46BQ1 2025: $1.77BQ2 2025: $2.32BQ3 2025: $2.93BQ4 2025: $2.62BQ1 2026: $1.88BQ2 2026: $3.13B
Institutions holding AMBA and their total value by quarter
QuarterHoldersValue
Q2 2026342$3.13B
Q1 2026307$1.88B
Q4 2025324$2.62B
Q3 2025329$2.93B
Q2 2025305$2.32B
Q1 2025298$1.77B
Q4 2024299$2.46B
Q3 2024265$1.86B
Q2 2024262$1.83B
Q1 2024269$1.69B
Q4 2023258$2.02B
Q3 2023254$1.64B
Q2 2023258$2.58B
Q1 2023273$2.35B
Q4 2022265$2.58B
Q3 2022244$1.70B
Q2 2022267$1.92B
Q1 2022293$3.01B
Q4 2021328$5.72B
Q3 2021281$4.44B
Q2 2021260$2.92B
Q1 2021266$2.78B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q3 2025.

Institutions holding AMBA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Verition Fund Management LLC4,200$297.5K0.00%−4,902−53.9%Reduced
Bailard, Inc.4,200$297.5K0.01%−8−0.2%Reduced
Amundi4,195$297.2K0.00%+4,195New
Steel Peak Wealth Management LLC4,194$297.1K0.01%−5,935−58.6%Reduced
Cim Investment Mangement Inc4,188$296.7K0.08%00.0%Unchanged
Rockefeller Capital Management L.P.4,163$294.9K0.00%+722+21.0%Added
DRW Securities, LLC4,149$293.9K0.02%+962+30.2%Added
Armistice Capital, LLC4,148$293.8K0.01%+4,148New
Public Employees Retirement Association of Colorado4,125$292.0K0.00%00.0%Unchanged
Magnetar Financial LLC4,034$285.8K0.00%−4,386−52.1%Reduced
Impact Partnership Wealth, LLC3,954$280.1K0.04%+3,954New
Campbell & CO Investment Adviser LLC3,949$279.7K0.01%−9,828−71.3%Reduced
Banque Pictet & Cie SA3,876$274.6K0.00%−912−19.0%Reduced
NorthCrest Asset Manangement, LLC3,552$273.9K0.01%+264+8.0%Added
Stephens Inc3,860$273.4K0.00%+56+1.5%Added
Commonwealth Equity Services, LLC3,642$258.0K0.00%+1,052+40.6%Added
First National Bank of Omaha3,543$251.0K0.01%−20,002−85.0%Reduced
Callan Family Office, LLC3,462$245.2K0.01%+3,462New
Perbak Capital Partners LLP3,431$243.1K0.07%−9,702−73.9%Reduced
Ameritas Investment Partners, Inc.3,404$241.1K0.01%00.0%Unchanged
Rafferty Asset Management, LLC3,310$234.5K0.00%+3,310New
Register Financial Advisors LLC3,300$233.8K0.09%00.0%Unchanged
State of Tennessee, Treasury Department3,624$232.1K0.00%−204−5.3%Reduced
Jacobs Equity LLC3,275$232.0K0.22%+3,275New
Xponance, Inc.3,248$230.1K0.00%−268−7.6%Reduced
Versor Investments LP3,227$228.6K0.04%−8,803−73.2%Reduced
Asset Management One Co.,Ltd.3,233$226.5K0.00%+108+3.5%Added
CAPROCK Group, Inc.3,179$225.2K0.00%−302−8.7%Reduced
Pallas Capital Advisors LLC3,109$220.2K0.01%+190+6.5%Added
Knuff & Co LLC3,020$213.9K0.06%+3,020New
Krilogy Financial LLC3,126$209.6K0.01%+3,126New
Virginia Retirement Systems Et Al2,950$209.0K0.00%+2,950New
Ensign Peak Advisors, Inc2,640$187.0K0.00%−5,950−69.3%Reduced
Tower Research Capital LLC (TRC)2,255$159.7K0.00%+64+2.9%Added
US Bancorp2,065$146.3K0.00%−1,226−37.3%Reduced
Advisors Asset Management, Inc.1,987$140.8K0.00%+485+32.3%Added
State of Alaska, Department of Revenue1,968$139.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.1,464$103.7K0.00%+1,188+430.4%Added
Amalgamated Bank1,280$91.0K0.00%−50−3.8%Reduced
Kestra Advisory Services, LLC1,243$88.0K0.00%+1,243New
State of Wyoming1,176$83.3K0.01%+263+28.8%Added
Johnson Financial Group, Inc.1,018$72.1K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.1,002$71.0K0.01%+1,002New
Farther Finance Advisors, LLC1,001$70.9K0.00%−972−49.3%Reduced
Nano Cap New Millennium Growth Fund L P1,000$70.8K0.06%+1,000New
DekaBank Deutsche Girozentrale1,266$64.0K0.00%00.0%Unchanged
Daiwa Securities Group Inc.848$60.0K0.00%−195−18.7%Reduced
Nomura Asset Management Co Ltd750$53.1K0.00%+750New
Flagship Harbor Advisors, LLC680$48.2K0.00%+680New
Rothschild Investment LLC645$45.7K0.00%+4+0.6%Added
Signaturefd, LLC529$37.4K0.00%−7−1.3%Reduced
Steward Partners Investment Advisory, LLC525$37.2K0.00%+325+162.5%Added
Federation des caisses Desjardins du Quebec460$32.6K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC416$29.5K0.00%−36−8.0%Reduced
Allworth Financial LP416$29.5K0.00%+22+5.6%Added
Nisa Investment Advisors, LLC398$28.2K0.00%00.0%Unchanged
Jones Financial Companies LLLP392$27.8K0.00%+126+47.4%Added
Versant Capital Management, Inc371$26.3K0.00%+4+1.1%Added
SRS Capital Advisors, Inc.357$25.3K0.00%−3,442−90.6%Reduced
GAMMA Investing LLC337$23.9K0.00%+15+4.7%Added
Ronald Blue Trust, Inc.278$19.7K0.00%+3+1.1%Added
AdvisorNet Financial, Inc270$19.1K0.00%−70−20.6%Reduced
CoreCap Advisors, LLC266$18.8K0.00%−250−48.4%Reduced
Sterling Capital Management LLC263$18.6K0.00%+164+165.7%Added
Truvestments Capital LLC262$18.6K0.00%00.0%Unchanged
Essential Partners LLC253$17.9K0.01%−110−30.3%Reduced
Larson Financial Group LLC199$14.1K0.00%+11+5.9%Added
IFP Advisors, Inc198$14.0K0.00%+47+31.1%Added
Umb Bank N A190$13.5K0.00%00.0%Unchanged
Quadrant Capital Group LLC178$12.6K0.00%00.0%Unchanged
Parallel Advisors, LLC172$12.2K0.00%00.0%Unchanged
Global X Japan Co., Ltd.170$12.0K0.00%00.0%Unchanged
Bayforest Capital Ltd165$11.7K0.01%−4,389−96.4%Reduced
CIBC Private Wealth Group, LLC161$11.4K0.00%00.0%Unchanged
Private Trust Co NA145$10.3K0.00%−40−21.6%Reduced
Silicon Valley Capital Partners124$8.80K0.00%+124New
Smartleaf Asset Management LLC120$8.37K0.00%+1+0.8%Added
Greykasell Wealth Strategies, Inc.115$8.15K0.00%00.0%Unchanged
Garner Asset Management Corp110$7.79K0.00%+110New
Pinnacle Wealth Planning Services, Inc.103$7.30K0.00%+103New
Caldwell Sutter Capital, Inc.100$7.08K0.00%−25−20.0%Reduced
Danske Bank A/S100$7.08K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC100$7.08K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC96$6.80K0.00%+96New
Quarry LP90$6.38K0.00%−703−88.7%Reduced
Albion Financial Group75$5.31K0.00%00.0%Unchanged
Bessemer Group Inc76$5.00K0.00%+60+375.0%Added
Chapman Financial Group, LLC65$4.61K0.00%00.0%Unchanged
Massmutual Trust Co FSB61$4.32K0.00%−5−7.6%Reduced
Bartlett & Co. Wealth Management LLC59$4.18K0.00%00.0%Unchanged
Quattro Advisors LLC56$3.97K0.00%+56New
Colonial Trust Co51$3.56K0.00%+51New
Hilton Head Capital Partners, LLC50$3.54K0.00%+50New
Ancora Advisors, LLC49$3.47K0.00%00.0%Unchanged
Parkside Financial Bank & Trust40$2.83K0.00%00.0%Unchanged
Global Retirement Partners, LLC35$2.48K0.00%−16−31.4%Reduced
Bank of Jackson Hole Trust33$2.34K0.00%+33New
Avion Wealth35$2.00K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.25$1.77K0.00%−16−39.0%Reduced
Huntington National Bank25$1.77K0.00%00.0%Unchanged