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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 1,029,229 | $53.0M | 0.00% | +8,702+0.9% | Added |
| Millennium Management LLC | 1,512,539 | $77.9M | 0.06% | +1,342,687+790.5% | Added |
| Manufacturers Life Insurance Company, The | 1,586,082 | $81.6M | 0.07% | +524,937+49.5% | Added |
| Vanguard Capital Management LLC | 1,814,603 | $93.4M | 0.00% | +1,814,603 | New |
| State Street Corp | 1,976,464 | $101.7M | 0.00% | +273,971+16.1% | Added |
| Vanguard Portfolio Management LLC | 3,716,863 | $191.3M | 0.01% | +3,716,863 | New |
| BlackRock, Inc. | 3,789,215 | $195.0M | 0.00% | −38,634−1.0% | Reduced |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −1,587,081−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −848,092−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −814,400−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −366,251−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −178,097−100.0% | Sold out |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −148,537−100.0% | Sold out |
| S Squared Technology, LLC | 0 | $0 | 0.00% | −128,551−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −107,508−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −76,879−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −57,338−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −47,246−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −46,224−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −39,109−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −33,078−100.0% | Sold out |
| FirstWave Capital Management LLC | 0 | $0 | 0.00% | −33,075−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −32,844−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −31,959−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −25,958−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −17,226−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −14,516−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −12,624−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,596−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −10,574−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −10,347−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,767−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −9,446−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −9,354−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −9,318−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −8,638−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −8,058−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −6,954−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −6,251−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,618−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −4,148−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,949−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −3,543−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −3,462−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Jacobs Equity LLC | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −3,020−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| MJT & Associates Financial Advisory Group, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| McGuire Capital Advisors Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |