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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 7 sales; 342 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Ambarella Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of AMBA: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders3244307−13
Shares37.0M5.48M36.5M+4.94M (+15.6%)
Value$2.62B$388.2M$1.88B−$358.2M (−16.0%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held Ambarella Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to AMBA in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC3,716,863$191.3M0.01%
Vanguard Capital Management LLC1,814,603$93.4M0.00%
FIFTHDELTA Ltd546,538$28.1M3.88%
Woodline Partners LP349,479$18.0M0.07%
Vanguard Fiduciary Trust Co284,289$14.6M0.00%
Hawk Ridge Capital Management LP276,100$14.2M0.52%
T. Rowe Price Investment Management, Inc.257,800$13.3M0.01%
D. E. Shaw & Co., Inc.245,165$12.6M0.01%
Renaissance Technologies LLC199,400$10.3M0.02%
Mairs & Power Inc117,581$6.05M0.06%
Allianz Asset Management GmbH92,600$4.77M0.01%
Panagora Asset Management Inc87,167$4.49M0.02%
Samjo Management, LLC41,630$2.14M0.93%
Vanguard Asset Management, Ltd36,100$1.86M0.00%
Holocene Advisors, LP35,460$1.83M0.00%
Brevan Howard Capital Management LP30,759$1.58M0.02%
Harbor Capital Advisors, Inc.26,989$1.39M0.11%
Dark Forest Capital Management LP23,073$1.19M0.11%
Needham Investment Management LLC20,000$1.03M0.05%
XTX Topco Ltd17,035$876.9K0.02%
Vanguard Global Advisers, LLC16,736$861.5K0.00%
Diversified Trust Co10,638$547.6K0.01%
Counterpoint Mutual Funds LLC10,638$547.6K0.08%
Vanguard Investments Australia, Ltd.9,827$505.8K0.00%
TD Asset Management Inc8,714$448.6K0.00%
FORA Capital, LLC7,114$366.2K0.03%
PFG Advisors7,045$362.6K0.02%
Walleye Trading LLC6,984$359.5K0.01%
Bridgefront Capital, LLC6,608$340.1K0.08%
Prudential Financial Inc6,404$329.6K0.00%
Schonfeld Strategic Advisors LLC6,109$314.5K0.00%
HighPoint Advisor Group LLC6,104$314.2K0.01%
Natixis5,923$304.9K0.00%
Inceptionr LLC5,629$289.8K0.07%
Winton Group Ltd5,200$267.7K0.01%
Toroso Investments, LLC4,242$218.4K0.00%
Archer Investment Corp3,574$184.0K0.04%
Pension & Wealth Management Advisors, Inc.2,330$119.9K0.04%
Group One Trading, L.P.1,792$92.2K0.00%
Eurizon Capital SGR S.p.A.874$42.5K0.00%
Cassaday & Co Wealth Management LLC585$30.1K0.00%
Advisory Services Network, LLC401$20.6K0.00%
Optiver Holding B.V.279$14.4K0.00%
JPL Wealth Management, LLC275$14.2K0.00%
Root Financial Partners, LLC228$11.7K0.00%
REAP Financial Group, LLC200$10.3K0.00%
Pinney & Scofield, Inc.200$10.3K0.01%
Strive Financial Group ,LLC128$7.00K0.00%
Owl Creek Wealth Partners LLC100$5.15K0.00%
GWM Advisors LLC60$3.09K0.00%
Barrow Hanley Mewhinney & Strauss LLC47$2.42K0.00%
SJS Investment Consulting Inc.39$2.01K0.00%
Golden State Equity Partners35$1.80K0.00%
Plante Moran Financial Advisors, LLC25$1.29K0.00%
Gill Capital Partners, LLC22$1.13K0.00%
PlanVest Financial, Inc20$1.03K0.00%
Strategic Wealth Partners, Ltd.16$8240.00%
Synergy Investment Management, LLC15$7720.00%
Sunbelt Securities, Inc.10$5150.00%
Caitong International Asset Management Co., Ltd6$3090.00%
Northwestern Mutual Wealth Management Co2$1030.00%
Hughes Financial Services, LLC1$510.00%

Sold out (75)

Institutions that held Ambarella Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of AMBA in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Jericho Capital Asset Management L.P.1,587,081$112.4M
Fuller & Thaler Asset Management, Inc.848,092$60.1M
Slate Path Capital LP814,400$57.7M
Driehaus Capital Management LLC366,251$25.9M
Segall Bryant & Hamill, LLC178,097$12.6M
Potrero Capital Research LLC148,537$10.5M
S Squared Technology, LLC128,551$9.11M
Tributary Capital Management, LLC107,508$7.62M
Glenview Capital Management, LLC100,000$7.08M
Readystate Asset Management LP76,879$5.45M
Arrowstreet Capital, Limited Partnership57,338$4.06M
Capital Fund Management S.A.47,246$3.35M
Jane Street Group, LLC46,224$3.27M
HRT Financial LP39,109$2.77M
G2 Investment Partners Management LLC33,078$2.34M
FirstWave Capital Management LLC33,075$2.34M
PEAK6 LLC32,844$2.33M
Oak Harvest Investment Services31,959$2.26M
MYDA Advisors LLC28,000$1.98M
State of New Jersey Common Pension Fund D25,958$1.84M
Main Management ETF Advisors, LLC17,226$1.22M
Connective Capital Management, LLC14,516$1.03M
Caption Management, LLC14,000$991.8K
Sona Asset Management (US) LLC14,000$991.8K
Picton Mahoney Asset Management12,624$894.3K
Janney Montgomery Scott LLC10,596$751.0K
WBI Investments10,574$749.1K
Odyssean, LLC10,347$733.0K
K.J. Harrison & Partners Inc10,000$708.4K
Fox Run Management, L.L.C.9,767$691.9K
Banco Santander, S.A.9,446$669.2K
Lombard Odier Asset Management (USA) Corp9,354$662.6K
Vista Investment Partners LLC9,318$660.1K
Moody National Bank Trust Division8,638$611.9K
Azzad Asset Management Inc8,058$570.8K
CenterBook Partners LP6,954$492.6K
Oxford Asset Management LLP6,251$442.8K
Edgestream Partners, L.P.5,618$398.0K
Verition Fund Management LLC4,200$297.5K
DRW Securities, LLC4,149$293.9K
Armistice Capital, LLC4,148$293.8K
Campbell & CO Investment Adviser LLC3,949$279.7K
Banque Pictet & Cie SA3,876$274.6K
First National Bank of Omaha3,543$251.0K
Callan Family Office, LLC3,462$245.2K
Rafferty Asset Management, LLC3,310$234.5K
Register Financial Advisors LLC3,300$233.8K
Jacobs Equity LLC3,275$232.0K
Xponance, Inc.3,248$230.1K
Versor Investments LP3,227$228.6K
CAPROCK Group, Inc.3,179$225.2K
Pallas Capital Advisors LLC3,109$220.2K
Knuff & Co LLC3,020$213.9K
Virginia Retirement Systems Et Al2,950$209.0K
Amalgamated Bank1,280$91.0K
Kestra Advisory Services, LLC1,243$88.0K
Daiwa Securities Group Inc.848$60.0K
Flagship Harbor Advisors, LLC680$48.2K
CoreCap Advisors, LLC266$18.8K
Private Trust Co NA145$10.3K
Silicon Valley Capital Partners124$8.80K
Garner Asset Management Corp110$7.79K
Danske Bank A/S100$7.08K
Quarry LP90$6.38K
Bessemer Group Inc76$5.00K
Bartlett & Co. Wealth Management LLC59$4.18K
Quattro Advisors LLC56$3.97K
Clearstead Advisors, LLC25$1.77K
MJT & Associates Financial Advisory Group, Inc.25$1.77K
Torren Management, LLC17$1.20K
Hantz Financial Services, Inc.12$1.00K
Golden State Wealth Management, LLC12$850
Optima Capital LLC7$496
McGuire Capital Advisors Inc6$425
Private Wealth Asset Management, LLC4$283

Not filed for Q1 2026 yet (4)

Institutions that held Ambarella Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMBA in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc5,480,285$388.2M
CIBC Private Wealth Group, LLC161$11.4K
Global Retirement Partners, LLC35$2.48K
ORG Partners LLC10$708