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 | $2.62B |
| 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, 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 |
|---|---|---|---|---|---|
| Collar Capital Management, LLC | 18,648 | $959.9K | 0.62% | −1,540−7.6% | Reduced |
| Canada Pension Plan Investment Board | 19,200 | $988.3K | 0.00% | +3,500+22.3% | Added |
| Primecap Management Co | 19,400 | $998.6K | 0.00% | −100−0.5% | Reduced |
| Needham Investment Management LLC | 20,000 | $1.03M | 0.05% | +20,000 | New |
| Gsa Capital Partners LLP | 20,069 | $1.03M | 0.06% | −4,731−19.1% | Reduced |
| Mariner, LLC | 20,304 | $1.04M | 0.00% | +12,927+175.2% | Added |
| Leonteq Securities AG | 20,349 | $1.05M | 0.06% | −6,521−24.3% | Reduced |
| Los Angeles Capital Management LLC | 20,842 | $1.07M | 0.00% | +2,104+11.2% | Added |
| KBC Group NV | 21,795 | $1.12M | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 22,912 | $1.18M | 0.01% | +231+1.0% | Added |
| Dark Forest Capital Management LP | 23,073 | $1.19M | 0.11% | +23,073 | New |
| Quantbot Technologies LP | 25,225 | $1.30M | 0.05% | +1,518+6.4% | Added |
| IMC-Chicago, LLC | 25,608 | $1.32M | 0.02% | −18,749−42.3% | Reduced |
| Harbor Capital Advisors, Inc. | 26,989 | $1.39M | 0.11% | +26,989 | New |
| Stifel Financial Corp | 27,253 | $1.40M | 0.00% | +17,224+171.7% | Added |
| Van Eck Associates Corp | 28,682 | $1.48M | 0.00% | −6,900−19.4% | Reduced |
| Man Group plc | 28,984 | $1.49M | 0.00% | +4,139+16.7% | Added |
| Citigroup Inc | 30,324 | $1.56M | 0.00% | −409−1.3% | Reduced |
| Brevan Howard Capital Management LP | 30,759 | $1.58M | 0.02% | +30,759 | New |
| Ieq Capital, LLC | 32,408 | $1.67M | 0.01% | +21,070+185.8% | Added |
| Occudo Quantitative Strategies LP | 25,210 | $1.73M | 0.09% | +20,561+442.3% | Added |
| Creative Planning | 34,524 | $1.78M | 0.00% | +8,848+34.5% | Added |
| Holocene Advisors, LP | 35,460 | $1.83M | 0.00% | +35,460 | New |
| Vanguard Asset Management, Ltd | 36,100 | $1.86M | 0.00% | +36,100 | New |
| Ameriprise Financial Inc | 40,622 | $2.09M | 0.00% | −19,336−32.2% | Reduced |
| Samjo Management, LLC | 41,630 | $2.14M | 0.93% | +41,630 | New |
| Susquehanna Portfolio Strategies, LLC | 42,202 | $2.17M | 0.03% | −6,665−13.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,068 | $2.22M | 0.04% | +264+0.6% | Added |
| Granite Investment Partners, LLC | 44,240 | $2.28M | 0.14% | +16,471+59.3% | Added |
| California State Teachers Retirement System | 47,918 | $2.47M | 0.00% | +9,273+24.0% | Added |
| Wells Fargo & Company | 48,433 | $2.49M | 0.00% | −43,591−47.4% | Reduced |
| Trexquant Investment LP | 49,294 | $2.54M | 0.02% | −96,437−66.2% | Reduced |
| SG Americas Securities, LLC | 51,367 | $2.64M | 0.00% | −3,858−7.0% | Reduced |
| Acadian Asset Management LLC | 54,200 | $2.79M | 0.00% | −67,184−55.3% | Reduced |
| Rhumbline Advisers | 56,654 | $2.92M | 0.00% | +801+1.4% | Added |
| DnB Asset Management AS | 57,689 | $2.97M | 0.01% | +10,531+22.3% | Added |
| Sora Investors LLC | 59,092 | $3.04M | 0.28% | −103,641−63.7% | Reduced |
| Alliancebernstein L.P. | 44,258 | $3.14M | 0.00% | −75,021−62.9% | Reduced |
| Lord, Abbett & Co. LLC | 76,646 | $3.94M | 0.01% | −3,080−3.9% | Reduced |
| Franklin Resources Inc | 77,413 | $3.98M | 0.00% | +22,610+41.3% | Added |
| Swiss National Bank | 80,833 | $4.16M | 0.00% | +800+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81,909 | $4.22M | 0.00% | +672+0.8% | Added |
| Essex Investment Management Co LLC | 82,387 | $4.24M | 0.67% | −1,456−1.7% | Reduced |
| UBS Asset Management Americas Inc | 83,104 | $4.28M | 0.00% | +2,337+2.9% | Added |
| Panagora Asset Management Inc | 87,167 | $4.49M | 0.02% | +87,167 | New |
| Invesco Ltd. | 87,804 | $4.52M | 0.00% | +5,976+7.3% | Added |
| Russell Investments Group, Ltd. | 88,320 | $4.55M | 0.00% | +17,438+24.6% | Added |
| ArrowMark Colorado Holdings LLC | 89,000 | $4.58M | 0.12% | +34,000+61.8% | Added |
| SEI Investments Co | 89,139 | $4.59M | 0.00% | +24,711+38.4% | Added |
| SWS Partners | 91,437 | $4.71M | 1.16% | +2,246+2.5% | Added |
| Allianz Asset Management GmbH | 92,600 | $4.77M | 0.01% | +92,600 | New |
| Engineers Gate Manager LP | 93,943 | $4.84M | 0.06% | −31,116−24.9% | Reduced |
| Deutsche Bank AG | 95,460 | $4.91M | 0.00% | −2,729−2.8% | Reduced |
| Robeco Schweiz AG | 104,154 | $5.36M | 0.11% | −58,441−35.9% | Reduced |
| Hillsdale Investment Management Inc. | 107,000 | $5.51M | 0.15% | +2,100+2.0% | Added |
| Portolan Capital Management, LLC | 108,749 | $5.60M | 0.30% | +54,507+100.5% | Added |
| Bank of New York Mellon Corp | 112,192 | $5.78M | 0.00% | −4,150−3.6% | Reduced |
| Shannon River Fund Management LLC | 114,940 | $5.92M | 1.13% | −186,153−61.8% | Reduced |
| Mairs & Power Inc | 117,581 | $6.05M | 0.06% | +117,581 | New |
| Westerly Capital Management, LLC | 130,000 | $6.69M | 2.06% | +45,000+52.9% | Added |
| First Trust Advisors LP | 132,938 | $6.84M | 0.00% | −13,674−9.3% | Reduced |
| Freemont Management S.A. | 135,800 | $6.99M | 1.31% | +97,211+251.9% | Added |
| Susquehanna International Group, LLP | 153,741 | $7.91M | 0.01% | −68,824−30.9% | Reduced |
| Raymond James Financial Inc | 186,296 | $9.16M | 0.00% | −2,742−1.5% | Reduced |
| Renaissance Technologies LLC | 199,400 | $10.3M | 0.02% | +199,400 | New |
| Goldman Sachs Group Inc | 209,817 | $10.8M | 0.00% | +2,192+1.1% | Added |
| Walleye Capital LLC | 210,934 | $10.9M | 0.07% | +201,770+2,201.8% | Added |
| D. E. Shaw & Co., Inc. | 245,165 | $12.6M | 0.01% | +245,165 | New |
| Marshall Wace, LLP | 249,542 | $12.8M | 0.01% | −68,946−21.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 257,800 | $13.3M | 0.01% | +257,800 | New |
| Hawk Ridge Capital Management LP | 276,100 | $14.2M | 0.52% | +276,100 | New |
| Vanguard Fiduciary Trust Co | 284,289 | $14.6M | 0.00% | +284,289 | New |
| Balyasny Asset Management LLC | 289,849 | $14.9M | 0.03% | −70,050−19.5% | Reduced |
| Oberweis Asset Management Inc | 295,185 | $15.2M | 0.45% | −322,675−52.2% | Reduced |
| FMR LLC | 302,337 | $15.6M | 0.00% | +20,967+7.5% | Added |
| UBS Group AG | 314,046 | $16.2M | 0.00% | −321,518−50.6% | Reduced |
| Woodline Partners LP | 349,479 | $18.0M | 0.07% | +349,479 | New |
| Charles Schwab Investment Management Inc | 363,291 | $18.7M | 0.00% | −1,928−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 364,429 | $18.8M | 0.08% | +46,000+14.4% | Added |
| Northern Trust Corp | 374,780 | $19.3M | 0.00% | +10,766+3.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 384,796 | $19.8M | 0.02% | +75,581+24.4% | Added |
| Handelsbanken Fonder AB | 396,690 | $20.4M | 0.07% | +84,364+27.0% | Added |
| Algert Global LLC | 409,220 | $21.1M | 0.32% | +201,300+96.8% | Added |
| Pinnacle Associates Ltd | 430,249 | $22.1M | 0.28% | +71,027+19.8% | Added |
| JPMorgan Chase & Co | 473,762 | $23.0M | 0.00% | +205,890+76.9% | Added |
| Squarepoint Ops LLC | 460,580 | $23.7M | 0.05% | −333,165−42.0% | Reduced |
| Stephens Investment Management Group LLC | 475,141 | $24.5M | 0.34% | −1,807−0.4% | Reduced |
| Bank of America Corp | 481,758 | $24.8M | 0.00% | +34,843+7.8% | Added |
| Nuveen, LLC | 487,820 | $25.1M | 0.01% | +10,922+2.3% | Added |
| AQR Capital Management LLC | 495,815 | $25.5M | 0.01% | +259,968+110.2% | Added |
| Point72 Asset Management, L.P. | 521,211 | $26.8M | 0.05% | −250,822−32.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 541,901 | $27.7M | 0.04% | +103,732+23.7% | Added |
| FIFTHDELTA Ltd | 546,538 | $28.1M | 3.88% | +546,538 | New |
| Exchange Traded Concepts, LLC | 571,580 | $29.4M | 0.23% | +218,479+61.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 600,506 | $30.9M | 0.07% | +43,347+7.8% | Added |
| Dimensional Fund Advisors LP | 638,587 | $32.9M | 0.01% | +139,928+28.1% | Added |
| Morgan Stanley | 724,655 | $37.3M | 0.00% | −186,822−20.5% | Reduced |
| Legal & General Group Plc | 926,396 | $47.7M | 0.01% | +312,379+50.9% | Added |
| Citadel Advisors LLC | 931,862 | $48.0M | 0.03% | +396,188+74.0% | Added |
| Price T Rowe Associates Inc | 952,315 | $49.0M | 0.01% | +87,705+10.1% | Added |