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; 341 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Ambarella Inc as of Mar 31, 2026. 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
- 307
- −13 vs. Q4 2025
- Shares held
- 36.5M
- +4.94M (+15.6%) vs. Q4 2025
- Total value
- $1.88B
- −$358.2M (−16.0%) vs. Q4 2025
- New holders
- 62
- 114 more added
- Sold out
- 75
- 85 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $2.69B |
| Q3 2025 | 329 | $2.95B |
| Q2 2025 | 305 | $2.33B |
| Q1 2025 | 298 | $1.78B |
| Q4 2024 | 299 | $2.46B |
| Q3 2024 | 265 | $1.87B |
| Q2 2024 | 262 | $1.86B |
| Q1 2024 | 269 | $1.84B |
| Q4 2023 | 258 | $2.15B |
| Q3 2023 | 254 | $1.64B |
| Q2 2023 | 258 | $2.58B |
| Q1 2023 | 272 | $2.35B |
| Q4 2022 | 265 | $2.58B |
| Q3 2022 | 244 | $1.78B |
| Q2 2022 | 267 | $1.96B |
| Q1 2022 | 293 | $3.09B |
| Q4 2021 | 328 | $5.73B |
| Q3 2021 | 281 | $4.44B |
| Q2 2021 | 259 | $2.99B |
| Q1 2021 | 266 | $2.80B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,789,215 | $195.0M | 0.00% | −38,634−1.0% | Reduced |
| Vanguard Portfolio Management LLC | 3,716,863 | $191.3M | 0.01% | +3,716,863 | New |
| State Street Corp | 1,976,464 | $101.7M | 0.00% | +273,971+16.1% | Added |
| Vanguard Capital Management LLC | 1,814,603 | $93.4M | 0.00% | +1,814,603 | New |
| Manufacturers Life Insurance Company, The | 1,586,082 | $81.6M | 0.07% | +524,937+49.5% | Added |
| Millennium Management LLC | 1,512,539 | $77.9M | 0.06% | +1,342,687+790.5% | Added |
| Geode Capital Management, LLC | 1,029,229 | $53.0M | 0.00% | +8,702+0.9% | Added |
| Price T Rowe Associates Inc | 952,315 | $49.0M | 0.01% | +87,705+10.1% | Added |
| Citadel Advisors LLC | 931,862 | $48.0M | 0.03% | +396,188+74.0% | Added |
| Legal & General Group Plc | 926,396 | $47.7M | 0.01% | +312,379+50.9% | Added |
| Morgan Stanley | 724,655 | $37.3M | 0.00% | −186,822−20.5% | Reduced |
| Dimensional Fund Advisors LP | 638,587 | $32.9M | 0.01% | +139,928+28.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 600,506 | $30.9M | 0.07% | +43,347+7.8% | Added |
| Exchange Traded Concepts, LLC | 571,580 | $29.4M | 0.23% | +218,479+61.9% | Added |
| FIFTHDELTA Ltd | 546,538 | $28.1M | 3.88% | +546,538 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 541,901 | $27.7M | 0.04% | +103,732+23.7% | Added |
| Point72 Asset Management, L.P. | 521,211 | $26.8M | 0.05% | −250,822−32.5% | Reduced |
| AQR Capital Management LLC | 495,815 | $25.5M | 0.01% | +259,968+110.2% | Added |
| Nuveen, LLC | 487,820 | $25.1M | 0.01% | +10,922+2.3% | Added |
| Bank of America Corp | 481,758 | $24.8M | 0.00% | +34,843+7.8% | Added |
| Stephens Investment Management Group LLC | 475,141 | $24.5M | 0.34% | −1,807−0.4% | Reduced |
| Squarepoint Ops LLC | 460,580 | $23.7M | 0.05% | −333,165−42.0% | Reduced |
| JPMorgan Chase & Co | 473,762 | $23.0M | 0.00% | +205,890+76.9% | Added |
| Pinnacle Associates Ltd | 430,249 | $22.1M | 0.28% | +71,027+19.8% | Added |
| Algert Global LLC | 409,220 | $21.1M | 0.32% | +201,300+96.8% | Added |
| Handelsbanken Fonder AB | 396,690 | $20.4M | 0.07% | +84,364+27.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 384,796 | $19.8M | 0.02% | +75,581+24.4% | Added |
| Northern Trust Corp | 374,780 | $19.3M | 0.00% | +10,766+3.0% | Added |
| Jacobs Levy Equity Management, Inc | 364,429 | $18.8M | 0.08% | +46,000+14.4% | Added |
| Charles Schwab Investment Management Inc | 363,291 | $18.7M | 0.00% | −1,928−0.5% | Reduced |
| Woodline Partners LP | 349,479 | $18.0M | 0.07% | +349,479 | New |
| UBS Group AG | 314,046 | $16.2M | 0.00% | −321,518−50.6% | Reduced |
| FMR LLC | 302,337 | $15.6M | 0.00% | +20,967+7.5% | Added |
| Oberweis Asset Management Inc | 295,185 | $15.2M | 0.45% | −322,675−52.2% | Reduced |
| Balyasny Asset Management LLC | 289,849 | $14.9M | 0.03% | −70,050−19.5% | Reduced |
| Vanguard Fiduciary Trust Co | 284,289 | $14.6M | 0.00% | +284,289 | New |
| Hawk Ridge Capital Management LP | 276,100 | $14.2M | 0.52% | +276,100 | New |
| T. Rowe Price Investment Management, Inc. | 257,800 | $13.3M | 0.01% | +257,800 | New |
| Marshall Wace, LLP | 249,542 | $12.8M | 0.01% | −68,946−21.6% | Reduced |
| D. E. Shaw & Co., Inc. | 245,165 | $12.6M | 0.01% | +245,165 | New |
| Walleye Capital LLC | 210,934 | $10.9M | 0.07% | +201,770+2,201.8% | Added |
| Goldman Sachs Group Inc | 209,817 | $10.8M | 0.00% | +2,192+1.1% | Added |
| Renaissance Technologies LLC | 199,400 | $10.3M | 0.02% | +199,400 | New |
| Raymond James Financial Inc | 186,296 | $9.16M | 0.00% | −2,742−1.5% | Reduced |
| Susquehanna International Group, LLP | 153,741 | $7.91M | 0.01% | −68,824−30.9% | Reduced |
| Freemont Management S.A. | 135,800 | $6.99M | 1.31% | +97,211+251.9% | Added |
| First Trust Advisors LP | 132,938 | $6.84M | 0.00% | −13,674−9.3% | Reduced |
| Westerly Capital Management, LLC | 130,000 | $6.69M | 2.06% | +45,000+52.9% | Added |
| Mairs & Power Inc | 117,581 | $6.05M | 0.06% | +117,581 | New |
| Shannon River Fund Management LLC | 114,940 | $5.92M | 1.13% | −186,153−61.8% | Reduced |
| Bank of New York Mellon Corp | 112,192 | $5.78M | 0.00% | −4,150−3.6% | Reduced |
| Portolan Capital Management, LLC | 108,749 | $5.60M | 0.30% | +54,507+100.5% | Added |
| Hillsdale Investment Management Inc. | 107,000 | $5.51M | 0.15% | +2,100+2.0% | Added |
| Robeco Schweiz AG | 104,154 | $5.36M | 0.11% | −58,441−35.9% | Reduced |
| Deutsche Bank AG | 95,460 | $4.91M | 0.00% | −2,729−2.8% | Reduced |
| Engineers Gate Manager LP | 93,943 | $4.84M | 0.06% | −31,116−24.9% | Reduced |
| Allianz Asset Management GmbH | 92,600 | $4.77M | 0.01% | +92,600 | New |
| SWS Partners | 91,437 | $4.71M | 1.16% | +2,246+2.5% | Added |
| SEI Investments Co | 89,139 | $4.59M | 0.00% | +24,711+38.4% | Added |
| ArrowMark Colorado Holdings LLC | 89,000 | $4.58M | 0.12% | +34,000+61.8% | Added |
| Russell Investments Group, Ltd. | 88,320 | $4.55M | 0.00% | +17,438+24.6% | Added |
| Invesco Ltd. | 87,804 | $4.52M | 0.00% | +5,976+7.3% | Added |
| Panagora Asset Management Inc | 87,167 | $4.49M | 0.02% | +87,167 | New |
| UBS Asset Management Americas Inc | 83,104 | $4.28M | 0.00% | +2,337+2.9% | Added |
| Essex Investment Management Co LLC | 82,387 | $4.24M | 0.67% | −1,456−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81,909 | $4.22M | 0.00% | +672+0.8% | Added |
| Swiss National Bank | 80,833 | $4.16M | 0.00% | +800+1.0% | Added |
| Franklin Resources Inc | 77,413 | $3.98M | 0.00% | +22,610+41.3% | Added |
| Lord, Abbett & Co. LLC | 76,646 | $3.94M | 0.01% | −3,080−3.9% | Reduced |
| Alliancebernstein L.P. | 44,258 | $3.14M | 0.00% | −75,021−62.9% | Reduced |
| Sora Investors LLC | 59,092 | $3.04M | 0.28% | −103,641−63.7% | Reduced |
| DnB Asset Management AS | 57,689 | $2.97M | 0.01% | +10,531+22.3% | Added |
| Rhumbline Advisers | 56,654 | $2.92M | 0.00% | +801+1.4% | Added |
| Acadian Asset Management LLC | 54,200 | $2.79M | 0.00% | −67,184−55.3% | Reduced |
| SG Americas Securities, LLC | 51,367 | $2.64M | 0.00% | −3,858−7.0% | Reduced |
| Trexquant Investment LP | 49,294 | $2.54M | 0.02% | −96,437−66.2% | Reduced |
| Wells Fargo & Company | 48,433 | $2.49M | 0.00% | −43,591−47.4% | Reduced |
| California State Teachers Retirement System | 47,918 | $2.47M | 0.00% | +9,273+24.0% | Added |
| Granite Investment Partners, LLC | 44,240 | $2.28M | 0.14% | +16,471+59.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,068 | $2.22M | 0.04% | +264+0.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 42,202 | $2.17M | 0.03% | −6,665−13.6% | Reduced |
| Samjo Management, LLC | 41,630 | $2.14M | 0.93% | +41,630 | New |
| Ameriprise Financial Inc | 40,622 | $2.09M | 0.00% | −19,336−32.2% | Reduced |
| Vanguard Asset Management, Ltd | 36,100 | $1.86M | 0.00% | +36,100 | New |
| Holocene Advisors, LP | 35,460 | $1.83M | 0.00% | +35,460 | New |
| Creative Planning | 34,524 | $1.78M | 0.00% | +8,848+34.5% | Added |
| Occudo Quantitative Strategies LP | 25,210 | $1.73M | 0.09% | +20,561+442.3% | Added |
| Ieq Capital, LLC | 32,408 | $1.67M | 0.01% | +21,070+185.8% | Added |
| Brevan Howard Capital Management LP | 30,759 | $1.58M | 0.02% | +30,759 | New |
| Citigroup Inc | 30,324 | $1.56M | 0.00% | −409−1.3% | Reduced |
| Man Group plc | 28,984 | $1.49M | 0.00% | +4,139+16.7% | Added |
| Van Eck Associates Corp | 28,682 | $1.48M | 0.00% | −6,900−19.4% | Reduced |
| Stifel Financial Corp | 27,253 | $1.40M | 0.00% | +17,224+171.7% | Added |
| Harbor Capital Advisors, Inc. | 26,989 | $1.39M | 0.11% | +26,989 | New |
| IMC-Chicago, LLC | 25,608 | $1.32M | 0.02% | −18,749−42.3% | Reduced |
| Quantbot Technologies LP | 25,225 | $1.30M | 0.05% | +1,518+6.4% | Added |
| Dark Forest Capital Management LP | 23,073 | $1.19M | 0.11% | +23,073 | New |
| MetLife Investment Management | 22,912 | $1.18M | 0.01% | +231+1.0% | Added |
| KBC Group NV | 21,795 | $1.12M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,842 | $1.07M | 0.00% | +2,104+11.2% | Added |