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, Q2 2026
Institutional positions in Ambarella Inc as of Jun 30, 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
- 341
- +38 vs. Q1 2026
- Shares held
- 35.9M
- −561.9K (−1.5%) vs. Q1 2026
- Total value
- $3.13B
- +$1.25B (+66.9%) vs. Q1 2026
- New holders
- 88
- 118 more added
- Sold out
- 50
- 89 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 17,395 | $1.05M | 0.00% | +524+3.1% | Added |
| Quantinno Capital Management LP | 12,368 | $1.06M | 0.00% | +2,266+22.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 12,583 | $1.08M | 0.01% | +1,791+16.6% | Added |
| Janney Montgomery Scott LLC | 12,697 | $1.09M | 0.00% | +12,697 | New |
| SBI Okasan Asset Management Co.Ltd. | 16,700 | $1.12M | 0.04% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 13,063 | $1.12M | 0.00% | +80+0.6% | Added |
| Gsa Capital Partners LLP | 13,211 | $1.13M | 0.07% | −6,858−34.2% | Reduced |
| Mercer Global Advisors Inc | 13,218 | $1.13M | 0.00% | +2,938+28.6% | Added |
| Intech Investment Management LLC | 13,322 | $1.14M | 0.01% | −1,900−12.5% | Reduced |
| State of New Jersey Common Pension Fund D | 13,451 | $1.15M | 0.00% | +13,451 | New |
| Envestnet Asset Management Inc | 13,456 | $1.15M | 0.00% | +4,318+47.3% | Added |
| Captrust Financial Advisors | 13,908 | $1.19M | 0.00% | +3,590+34.8% | Added |
| Lazard Asset Management LLC | 14,069 | $1.21M | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 14,805 | $1.27M | 0.07% | +563+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 15,054 | $1.29M | 0.07% | +15,054 | New |
| Advisor Group Holdings, Inc. | 15,380 | $1.32M | 0.00% | +4,155+37.0% | Added |
| New York State Common Retirement Fund | 15,425 | $1.32M | 0.00% | +865+5.9% | Added |
| Vanguard Global Advisers, LLC | 15,968 | $1.37M | 0.00% | −768−4.6% | Reduced |
| Legato Capital Management LLC | 15,971 | $1.37M | 0.11% | +476+3.1% | Added |
| ACT Capital Management, LLC | 16,000 | $1.37M | 0.90% | +16,000 | New |
| Diversified Trust Co | 17,378 | $1.49M | 0.02% | +6,740+63.4% | Added |
| Virtus ETF Advisers LLC | 17,442 | $1.50M | 0.58% | +612+3.6% | Added |
| Mariner, LLC | 17,500 | $1.50M | 0.00% | −2,804−13.8% | Reduced |
| STRS Ohio | 17,700 | $1.52M | 0.01% | +3,300+22.9% | Added |
| Jupiter Topco LLC | 17,898 | $1.54M | 0.00% | +17,898 | New |
| McDonald Partners LLC | 17,946 | $1.54M | 0.37% | −125−0.7% | Reduced |
| Caption Management, LLC | 18,000 | $1.54M | 0.05% | +18,000 | New |
| Pathstone Holdings, LLC | 18,119 | $1.55M | 0.00% | −170−0.9% | Reduced |
| Collar Capital Management, LLC | 18,133 | $1.56M | 0.92% | −515−2.8% | Reduced |
| Mackenzie Financial Corp | 18,235 | $1.56M | 0.00% | +3,590+24.5% | Added |
| WBI Investments | 18,497 | $1.59M | 0.39% | +18,497 | New |
| Ieq Capital, LLC | 18,945 | $1.63M | 0.01% | −13,463−41.5% | Reduced |
| Cerity Partners LLC | 19,093 | $1.64M | 0.00% | +3,056+19.1% | Added |
| Primecap Management Co | 19,100 | $1.64M | 0.00% | −300−1.5% | Reduced |
| Amundi | 19,733 | $1.69M | 0.00% | +15,846+407.7% | Added |
| Acadian Asset Management LLC | 19,922 | $1.71M | 0.00% | −34,278−63.2% | Reduced |
| PEAK6 LLC | 20,007 | $1.72M | 0.04% | +20,007 | New |
| Polymer Capital Management (US) LLC | 20,355 | $1.75M | 0.26% | +20,355 | New |
| Red Spruce Capital, LLC | 20,385 | $1.75M | 0.61% | +5,744+39.2% | Added |
| Capital Fund Management S.A. | 21,407 | $1.84M | 0.01% | +21,407 | New |
| KBC Group NV | 21,795 | $1.87M | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 23,331 | $2.00M | 0.14% | −3,658−13.6% | Reduced |
| Lighthouse Investment Partners, LLC | 23,433 | $2.01M | 0.06% | +23,433 | New |
| Marex Group plc | 23,437 | $2.01M | 0.01% | +5,551+31.0% | Added |
| BNP Paribas Arbitrage, SA | 23,592 | $2.02M | 0.00% | +8,677+58.2% | Added |
| MetLife Investment Management | 24,859 | $2.13M | 0.01% | +1,947+8.5% | Added |
| Odyssean, LLC | 26,188 | $2.25M | 0.37% | +26,188 | New |
| Linden Thomas Advisory Services, LLC | 26,242 | $2.25M | 0.18% | +9,169+53.7% | Added |
| DnB Asset Management AS | 28,057 | $2.41M | 0.01% | −29,632−51.4% | Reduced |
| White Pine Capital LLC | 28,652 | $2.46M | 0.58% | +14,967+109.4% | Added |
| Alliancebernstein L.P. | 48,344 | $2.49M | 0.00% | +4,086+9.2% | Added |
| Susquehanna Fundamental Investments, LLC | 29,133 | $2.50M | 0.05% | +29,133 | New |
| Man Group plc | 29,542 | $2.53M | 0.00% | +558+1.9% | Added |
| Los Angeles Capital Management LLC | 30,588 | $2.62M | 0.01% | +9,746+46.8% | Added |
| Allianz Asset Management GmbH | 30,900 | $2.65M | 0.00% | −61,700−66.6% | Reduced |
| Winton Group Ltd | 32,100 | $2.75M | 0.09% | +26,900+517.3% | Added |
| Katamaran Capital LLP | 33,024 | $2.83M | 2.42% | +33,024 | New |
| Arosa Capital Management LP | 35,000 | $3.00M | 2.62% | +35,000 | New |
| Creative Planning | 37,012 | $3.18M | 0.00% | +2,488+7.2% | Added |
| Granite Investment Partners, LLC | 38,303 | $3.29M | 0.17% | −5,937−13.4% | Reduced |
| Ameriprise Financial Inc | 39,890 | $3.42M | 0.00% | −732−1.8% | Reduced |
| Millennium Management LLC | 41,318 | $3.55M | 0.00% | −1,471,221−97.3% | Reduced |
| Vanguard Asset Management, Ltd | 41,873 | $3.59M | 0.00% | +5,773+16.0% | Added |
| Zacks Investment Management | 41,882 | $3.59M | 0.03% | +41,882 | New |
| Stifel Financial Corp | 42,491 | $3.65M | 0.00% | +15,238+55.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 42,746 | $3.67M | 0.07% | −322−0.7% | Reduced |
| Van Eck Associates Corp | 45,316 | $3.89M | 0.00% | +16,634+58.0% | Added |
| California State Teachers Retirement System | 47,979 | $4.12M | 0.00% | +61+0.1% | Added |
| Holocene Advisors, LP | 51,883 | $4.45M | 0.01% | +16,423+46.3% | Added |
| LPL Financial LLC | 53,306 | $4.57M | 0.00% | +46,308+661.7% | Added |
| Rhumbline Advisers | 53,925 | $4.63M | 0.00% | −2,729−4.8% | Reduced |
| Citigroup Inc | 57,317 | $4.92M | 0.00% | +26,993+89.0% | Added |
| IMC-Chicago, LLC | 60,277 | $5.17M | 0.05% | +34,669+135.4% | Added |
| Qube Research & Technologies Ltd | 61,095 | $5.24M | 0.01% | +47,435+347.3% | Added |
| SEI Investments Co | 62,855 | $5.39M | 0.00% | −26,284−29.5% | Reduced |
| Franklin Resources Inc | 63,751 | $5.47M | 0.00% | −13,662−17.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 65,731 | $5.64M | 0.20% | +65,731 | New |
| Wells Fargo & Company | 68,229 | $5.85M | 0.00% | +19,796+40.9% | Added |
| Russell Investments Group, Ltd. | 78,892 | $6.77M | 0.01% | −9,428−10.7% | Reduced |
| Invesco Ltd. | 79,161 | $6.79M | 0.00% | −8,643−9.8% | Reduced |
| Essex Investment Management Co LLC | 79,997 | $6.86M | 0.90% | −2,390−2.9% | Reduced |
| Westerly Capital Management, LLC | 80,000 | $6.86M | 1.27% | −50,000−38.5% | Reduced |
| Susquehanna International Group, LLP | 81,602 | $7.00M | 0.01% | −72,139−46.9% | Reduced |
| Swiss National Bank | 83,433 | $7.16M | 0.00% | +2,600+3.2% | Added |
| Potrero Capital Research LLC | 86,595 | $7.43M | 4.55% | +86,595 | New |
| Apis Capital Advisors, LLC | 88,000 | $7.55M | 0.73% | +88,000 | New |
| JPMorgan Chase & Co | 111,267 | $7.59M | 0.00% | −362,495−76.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 89,000 | $7.64M | 0.32% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 96,501 | $8.28M | 0.19% | +96,501 | New |
| Portolan Capital Management, LLC | 97,072 | $8.33M | 0.31% | −11,677−10.7% | Reduced |
| Sora Investors LLC | 100,935 | $8.66M | 0.66% | +41,843+70.8% | Added |
| Robeco Schweiz AG | 106,242 | $9.12M | 0.15% | +2,088+2.0% | Added |
| Renaissance Technologies LLC | 110,300 | $9.46M | 0.01% | −89,100−44.7% | Reduced |
| Hillsdale Investment Management Inc. | 116,280 | $9.98M | 0.23% | +9,280+8.7% | Added |
| Quadrature Capital Ltd | 117,737 | $10.1M | 0.09% | +117,737 | New |
| Point72 Asset Management, L.P. | 117,943 | $10.1M | 0.02% | −403,268−77.4% | Reduced |
| First Trust Advisors LP | 118,029 | $10.1M | 0.01% | −14,909−11.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121,951 | $10.5M | 0.01% | +40,042+48.9% | Added |
| Bank of New York Mellon Corp | 122,202 | $10.5M | 0.00% | +10,010+8.9% | Added |
| Mairs & Power Inc | 126,353 | $10.8M | 0.10% | +8,772+7.5% | Added |