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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, 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.

Institutional holdersQ2 2026: 341 institutions
Q1 2021: 266 institutionsQ2 2021: 259 institutionsQ3 2021: 281 institutionsQ4 2021: 328 institutionsQ1 2022: 293 institutionsQ2 2022: 267 institutionsQ3 2022: 244 institutionsQ4 2022: 265 institutionsQ1 2023: 272 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 heldQ2 2026: $3.13B
Q1 2021: $2.80BQ2 2021: $2.99BQ3 2021: $4.44BQ4 2021: $5.73BQ1 2022: $3.09BQ2 2022: $1.96BQ3 2022: $1.78BQ4 2022: $2.58BQ1 2023: $2.35BQ2 2023: $2.58BQ3 2023: $1.64BQ4 2023: $2.15BQ1 2024: $1.84BQ2 2024: $1.86BQ3 2024: $1.87BQ4 2024: $2.46BQ1 2025: $1.78BQ2 2025: $2.33BQ3 2025: $2.95BQ4 2025: $2.69BQ1 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$2.69B
Q3 2025329$2.95B
Q2 2025305$2.33B
Q1 2025298$1.78B
Q4 2024299$2.46B
Q3 2024265$1.87B
Q2 2024262$1.86B
Q1 2024269$1.84B
Q4 2023258$2.15B
Q3 2023254$1.64B
Q2 2023258$2.58B
Q1 2023272$2.35B
Q4 2022265$2.58B
Q3 2022244$1.78B
Q2 2022267$1.96B
Q1 2022293$3.09B
Q4 2021328$5.73B
Q3 2021281$4.44B
Q2 2021259$2.99B
Q1 2021266$2.80B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q1 2026.

Institutions holding AMBA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
SWS Partners132,050$11.3M2.45%+40,613+44.4%Added
Handelsbanken Fonder AB134,397$11.5M0.03%−262,293−66.1%Reduced
Needham Investment Management LLC135,000$11.6M0.35%+115,000+575.0%Added
Samjo Management, LLC136,955$11.8M4.01%+95,325+229.0%Added
UBS Group AG143,071$12.3M0.00%−170,975−54.4%Reduced
Deutsche Bank AG150,163$12.9M0.00%+54,703+57.3%Added
Panagora Asset Management Inc150,261$12.9M0.04%+63,094+72.4%Added
Robinhood Asset Management, LLC159,123$13.7M0.73%+159,123New
Raymond James Financial Inc187,266$16.1M0.00%+970+0.5%Added
Algert Global LLC297,624$25.5M0.30%−111,596−27.3%Reduced
Vanguard Fiduciary Trust Co298,076$25.6M0.01%+13,787+4.8%Added
FMR LLC316,013$27.1M0.00%+13,676+4.5%Added
Oberweis Asset Management Inc342,254$29.4M0.61%+47,069+15.9%Added
Nomura Asset Management International Inc.358,122$30.7M0.05%+358,122New
Squarepoint Ops LLC358,889$30.8M0.06%−101,691−22.1%Reduced
Bank of America Corp361,932$31.1M0.00%−119,826−24.9%Reduced
Goldman Sachs Group Inc379,423$32.6M0.00%+169,606+80.8%Added
Charles Schwab Investment Management Inc379,551$32.6M0.00%+16,260+4.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.394,182$33.8M0.03%+9,386+2.4%Added
Northern Trust Corp403,692$34.6M0.00%+28,912+7.7%Added
Pinnacle Associates Ltd408,846$35.1M0.38%−21,403−5.0%Reduced
Nuveen, LLC439,002$37.7M0.01%−48,818−10.0%Reduced
AQR Capital Management LLC495,583$42.5M0.01%−2320.0%Reduced
Jacobs Levy Equity Management, Inc504,409$43.3M0.16%+139,980+38.4%Added
T. Rowe Price Investment Management, Inc.513,569$44.1M0.03%+255,769+99.2%Added
D. E. Shaw & Co., Inc.515,084$44.2M0.03%+269,919+110.1%Added
Mirae Asset Global ETFs Holdings Ltd.562,013$47.1M0.06%+20,112+3.7%Added
Morgan Stanley611,551$52.5M0.00%−113,104−15.6%Reduced
Exchange Traded Concepts, LLC630,697$54.1M0.27%+59,117+10.3%Added
Connor, Clark & Lunn Investment Management Ltd.685,726$58.8M0.11%+85,220+14.2%Added
Dimensional Fund Advisors LP718,154$61.6M0.01%+79,567+12.5%Added
Stephens Investment Management Group LLC721,711$61.9M0.66%+246,570+51.9%Added
Menora Mivtachim Holdings Ltd.757,571$65.0M0.25%+757,571New
Geode Capital Management, LLC1,098,120$94.2M0.01%+68,891+6.7%Added
Legal & General Group Plc1,116,729$95.8M0.02%+190,333+20.5%Added
Manufacturers Life Insurance Company, The1,186,541$158.2M0.12%−399,541−25.2%Reduced
Vanguard Capital Management LLC1,873,539$160.7M0.00%+58,936+3.2%Added
State Street Corp2,562,733$219.9M0.01%+586,269+29.7%Added
Price T Rowe Associates Inc2,598,976$223.0M0.02%+1,646,661+172.9%Added
Vanguard Portfolio Management LLC3,688,405$316.5M0.01%−28,458−0.8%Reduced
BlackRock, Inc.3,944,592$338.4M0.01%+155,377+4.1%Added
Citadel Advisors LLC0$00.00%−931,862−100.0%Sold out
FIFTHDELTA Ltd0$00.00%−546,538−100.0%Sold out
Woodline Partners LP0$00.00%−349,479−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−289,849−100.0%Sold out
Hawk Ridge Capital Management LP0$00.00%−276,100−100.0%Sold out
Marshall Wace, LLP0$00.00%−249,542−100.0%Sold out
Freemont Management S.A.0$00.00%−135,800−100.0%Sold out
Shannon River Fund Management LLC0$00.00%−114,940−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−76,646−100.0%Sold out
Trexquant Investment LP0$00.00%−49,294−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−42,202−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−25,210−100.0%Sold out
Quantbot Technologies LP0$00.00%−25,225−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−23,073−100.0%Sold out
Magnetar Financial LLC0$00.00%−17,014−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−14,691−100.0%Sold out
Nano Cap New Millennium Growth Fund L P0$00.00%−12,000−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−9,705−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−8,677−100.0%Sold out
FORA Capital, LLC0$00.00%−7,114−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−6,964−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−6,608−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−6,109−100.0%Sold out
Natixis0$00.00%−5,923−100.0%Sold out
Headlands Technologies LLC0$00.00%−5,831−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−4,943−100.0%Sold out
AlphaGrep UK Ltd0$00.00%−4,774−100.0%Sold out
Sumitomo Mitsui DS Asset Management Company, Ltd0$00.00%−4,730−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−3,624−100.0%Sold out
Archer Investment Corp0$00.00%−3,574−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−2,802−100.0%Sold out
Pension & Wealth Management Advisors, Inc.0$00.00%−2,330−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,792−100.0%Sold out
Bayforest Capital Ltd0$00.00%−976−100.0%Sold out
Eurizon Capital SGR S.p.A.0$00.00%−874−100.0%Sold out
MAI Capital Management0$00.00%−718−100.0%Sold out
Advisory Services Network, LLC0$00.00%−401−100.0%Sold out
Optiver Holding B.V.0$00.00%−279−100.0%Sold out
Root Financial Partners, LLC0$00.00%−228−100.0%Sold out
REAP Financial Group, LLC0$00.00%−200−100.0%Sold out
Pinney & Scofield, Inc.0$00.00%−200−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−178−100.0%Sold out
Golden State Equity Partners0$00.00%−35−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−33−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−25−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−22−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−16−100.0%Sold out
Abound Wealth Management0$00.00%−2−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−2−100.0%Sold out
Assetmark, Inc0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Cim Investment Mangement Inc––––Not filed
Sunbelt Securities, Inc.––––Not filed