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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; 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.

Institutional holdersQ1 2026: 307 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: 341 institutions
Value heldQ1 2026: $1.88B
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 2026341$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, Q1 2026

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q4 2025.

Institutions holding AMBA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Leonteq Securities AG20,349$1.05M0.06%−6,521−24.3%Reduced
Mariner, LLC20,304$1.04M0.00%+12,927+175.2%Added
Gsa Capital Partners LLP20,069$1.03M0.06%−4,731−19.1%Reduced
Needham Investment Management LLC20,000$1.03M0.05%+20,000New
Primecap Management Co19,400$998.6K0.00%−100−0.5%Reduced
Canada Pension Plan Investment Board19,200$988.3K0.00%+3,500+22.3%Added
Collar Capital Management, LLC18,648$959.9K0.62%−1,540−7.6%Reduced
Pathstone Holdings, LLC18,289$941.4K0.00%+1,183+6.9%Added
McDonald Partners LLC18,071$937.9K0.22%−450−2.4%Reduced
Janus Henderson Group PLC17,898$921.3K0.00%00.0%Unchanged
Marex Group plc17,886$920.7K0.01%+6,768+60.9%Added
Linden Thomas Advisory Services, LLC17,073$878.8K0.08%+98+0.6%Added
XTX Topco Ltd17,035$876.9K0.02%+17,035New
Magnetar Financial LLC17,014$875.8K0.01%+12,980+321.8%Added
CWM, LLC16,898$869.8K0.00%+10,248+154.1%Added
Virtus ETF Advisers LLC16,830$866.3K0.40%00.0%Unchanged
Vanguard Global Advisers, LLC16,736$861.5K0.00%+16,736New
Cerity Partners LLC16,037$825.5K0.00%+8,166+103.7%Added
SBI Okasan Asset Management Co.Ltd.16,700$812.5K0.03%−2,500−13.0%Reduced
Barclays PLC15,668$806.5K0.00%−679,418−97.7%Reduced
Legato Capital Management LLC15,495$797.6K0.07%−225−1.4%Reduced
Intech Investment Management LLC15,222$783.6K0.01%−5,861−27.8%Reduced
BNP Paribas Arbitrage, SA14,915$767.8K0.00%−216,303−93.5%Reduced
Boothbay Fund Management, LLC14,761$759.8K0.02%+808+5.8%Added
Steel Peak Wealth Management LLC14,691$756.2K0.02%+10,497+250.3%Added
Mackenzie Financial Corp14,645$753.9K0.00%−4,838−24.8%Reduced
Red Spruce Capital, LLC14,641$753.6K0.31%−30.0%Reduced
New York State Common Retirement Fund14,560$749.5K0.00%00.0%Unchanged
STRS Ohio14,400$741.2K0.00%00.0%Unchanged
Summit Global Investments14,242$733.0K0.04%+1,336+10.4%Added
Lazard Asset Management LLC14,069$724.2K0.00%+234+1.7%Added
White Pine Capital LLC13,685$704.4K0.19%−267−1.9%Reduced
Qube Research & Technologies Ltd13,660$703.1K0.00%−168,615−92.5%Reduced
Robeco Institutional Asset Management B.V.12,983$668.3K0.00%+1,630+14.4%Added
Two Sigma Investments, LP12,768$657.2K0.00%+2,900+29.4%Added
Wealth Enhancement Advisory Services, LLC16,871$651.9K0.00%+9,274+122.1%Added
Nano Cap New Millennium Growth Fund L P12,000$617.7K0.58%+11,000+1,100.0%Added
Arizona State Retirement System11,233$578.2K0.00%+55+0.5%Added
Advisor Group Holdings, Inc.11,225$577.8K0.00%+3,704+49.2%Added
Police & Firemen's Retirement System of New Jersey10,792$555.5K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System10,760$553.9K0.00%00.0%Unchanged
Diversified Trust Co10,638$547.6K0.01%+10,638New
Counterpoint Mutual Funds LLC10,638$547.6K0.08%+10,638New
Thrivent Financial for Lutherans10,574$544.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)10,400$535.3K0.00%+1,780+20.6%Added
Ofi Invest Asset Management11,974$534.9K0.01%00.0%Unchanged
Captrust Financial Advisors10,318$530.9K0.00%+1,173+12.8%Added
Mercer Global Advisors Inc10,280$529.2K0.00%+5,601+119.7%Added
Royal Bank of Canada10,267$529.0K0.00%−17,575−63.1%Reduced
Quantinno Capital Management LP10,102$520.0K0.00%−4,714−31.8%Reduced
Gamco Investors, Inc. Et Al9,854$507.2K0.00%+1,707+21.0%Added
Keel Point, LLC9,835$506.3K0.03%−174−1.7%Reduced
Vanguard Investments Australia, Ltd.9,827$505.8K0.00%+9,827New
Mirabella Financial Services LLP9,705$499.6K0.05%+5,441+127.6%Added
ProShare Advisors LLC9,654$496.9K0.00%−1,831−15.9%Reduced
State of Wisconsin Investment Board9,494$488.7K0.00%+1,191+14.3%Added
Stoneridge Investment Partners LLC9,301$479.0K0.35%00.0%Unchanged
Envestnet Asset Management Inc9,138$470.4K0.00%−30,829−77.1%Reduced
KLP Kapitalforvaltning AS9,100$468.4K0.00%+300+3.4%Added
Themes Management Co LLC9,077$467.2K0.29%−801−8.1%Reduced
Greenwood Capital Associates LLC8,986$462.6K0.05%+2,870+46.9%Added
Hennion & Walsh Asset Management, Inc.8,937$460.0K0.02%+2,528+39.4%Added
TD Asset Management Inc8,714$448.6K0.00%+8,714New
ExodusPoint Capital Management, LP8,677$446.6K0.00%−37,769−81.3%Reduced
Krane Funds Advisors LLC8,626$437.5K0.02%−222−2.5%Reduced
FORA Capital, LLC7,114$366.2K0.03%+7,114New
Mirae Asset Global Investments Co., Ltd.7,083$364.6K0.00%+665+10.4%Added
Voya Investment Management LLC7,057$363.3K0.00%−231−3.2%Reduced
PFG Advisors7,045$362.6K0.02%+7,045New
LPL Financial LLC6,998$360.2K0.00%−7,243−50.9%Reduced
Walleye Trading LLC6,984$359.5K0.01%+6,984New
Perbak Capital Partners LLP6,964$358.5K0.09%+3,533+103.0%Added
State of Wyoming6,935$357.0K0.04%+5,759+489.7%Added
Bridgefront Capital, LLC6,608$340.1K0.08%+6,608New
Oak Associates, Ltd6,579$338.7K0.02%−834−11.3%Reduced
Pictet Asset Management Holding SA6,516$335.4K0.00%+712+12.3%Added
Prudential Financial Inc6,404$329.6K0.00%+6,404New
Vident Advisory, LLC6,197$319.0K0.00%+932+17.7%Added
Schonfeld Strategic Advisors LLC6,109$314.5K0.00%+6,109New
HighPoint Advisor Group LLC6,104$314.2K0.01%+6,104New
Cim Investment Mangement Inc5,998$308.7K0.08%+1,810+43.2%Added
Jones Financial Companies LLLP6,106$308.2K0.00%+5,714+1,457.7%Added
Natixis5,923$304.9K0.00%+5,923New
Headlands Technologies LLC5,831$300.2K0.03%−10,506−64.3%Reduced
Cresset Asset Management, LLC5,664$291.6K0.00%−238−4.0%Reduced
Inceptionr LLC5,629$289.8K0.07%+5,629New
Krilogy Financial LLC4,878$279.6K0.01%+1,752+56.0%Added
Graham Capital Management, L.P.5,380$276.9K0.01%−11,725−68.5%Reduced
Pacer Advisors, Inc.5,360$276.0K0.00%+1,129+26.7%Added
Universal- Beteiligungs- und Servicegesellschaft mbH5,355$275.6K0.00%−41,773−88.6%Reduced
Impact Partnership Wealth, LLC5,336$274.7K0.03%+1,382+35.0%Added
Winton Group Ltd5,200$267.7K0.01%+5,200New
JustInvest LLC5,160$265.6K0.00%+633+14.0%Added
First Community Trust NA5,000$257.4K0.19%00.0%Unchanged
Jackson Creek Investment Advisors LLC4,943$254.0K0.07%−9−0.2%Reduced
Phoenix Holdings Ltd.4,900$252.1K0.00%00.0%Unchanged
American Century Companies Inc4,857$250.0K0.00%+240+5.2%Added
Capstone Investment Advisors, LLC4,853$249.8K0.00%−2,746−36.1%Reduced
AlphaGrep UK Ltd4,774$245.7K0.07%−642−11.9%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd4,730$243.5K0.00%+317+7.2%Added