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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: 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 heldQ2 2026: $3.13B
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, 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
KBC Group NV21,795$1.87M0.00%00.0%Unchanged
Capital Fund Management S.A.21,407$1.84M0.01%+21,407New
Red Spruce Capital, LLC20,385$1.75M0.61%+5,744+39.2%Added
Polymer Capital Management (US) LLC20,355$1.75M0.26%+20,355New
PEAK6 LLC20,007$1.72M0.04%+20,007New
Acadian Asset Management LLC19,922$1.71M0.00%−34,278−63.2%Reduced
Amundi19,733$1.69M0.00%+15,846+407.7%Added
Primecap Management Co19,100$1.64M0.00%−300−1.5%Reduced
Cerity Partners LLC19,093$1.64M0.00%+3,056+19.1%Added
Ieq Capital, LLC18,945$1.63M0.01%−13,463−41.5%Reduced
WBI Investments18,497$1.59M0.39%+18,497New
Mackenzie Financial Corp18,235$1.56M0.00%+3,590+24.5%Added
Collar Capital Management, LLC18,133$1.56M0.92%−515−2.8%Reduced
Pathstone Holdings, LLC18,119$1.55M0.00%−170−0.9%Reduced
Caption Management, LLC18,000$1.54M0.05%+18,000New
McDonald Partners LLC17,946$1.54M0.37%−125−0.7%Reduced
Jupiter Topco LLC17,898$1.54M0.00%+17,898New
STRS Ohio17,700$1.52M0.01%+3,300+22.9%Added
Mariner, LLC17,500$1.50M0.00%−2,804−13.8%Reduced
Virtus ETF Advisers LLC17,442$1.50M0.58%+612+3.6%Added
Diversified Trust Co17,378$1.49M0.02%+6,740+63.4%Added
ACT Capital Management, LLC16,000$1.37M0.90%+16,000New
Legato Capital Management LLC15,971$1.37M0.11%+476+3.1%Added
Vanguard Global Advisers, LLC15,968$1.37M0.00%−768−4.6%Reduced
New York State Common Retirement Fund15,425$1.32M0.00%+865+5.9%Added
Advisor Group Holdings, Inc.15,380$1.32M0.00%+4,155+37.0%Added
Campbell & CO Investment Adviser LLC15,054$1.29M0.07%+15,054New
Summit Global Investments14,805$1.27M0.07%+563+4.0%Added
Lazard Asset Management LLC14,069$1.21M0.00%00.0%Unchanged
Captrust Financial Advisors13,908$1.19M0.00%+3,590+34.8%Added
Envestnet Asset Management Inc13,456$1.15M0.00%+4,318+47.3%Added
State of New Jersey Common Pension Fund D13,451$1.15M0.00%+13,451New
Intech Investment Management LLC13,322$1.14M0.01%−1,900−12.5%Reduced
Mercer Global Advisors Inc13,218$1.13M0.00%+2,938+28.6%Added
Gsa Capital Partners LLP13,211$1.13M0.07%−6,858−34.2%Reduced
Robeco Institutional Asset Management B.V.13,063$1.12M0.00%+80+0.6%Added
SBI Okasan Asset Management Co.Ltd.16,700$1.12M0.04%00.0%Unchanged
Janney Montgomery Scott LLC12,697$1.09M0.00%+12,697New
Police & Firemen's Retirement System of New Jersey12,583$1.08M0.01%+1,791+16.6%Added
Quantinno Capital Management LP12,368$1.06M0.00%+2,266+22.4%Added
Wealth Enhancement Advisory Services, LLC17,395$1.05M0.00%+524+3.1%Added
Artemis Wealth Advisors, LLC12,000$1.03M0.12%+12,000New
Gamco Investors, Inc. Et Al11,879$1.02M0.01%+2,025+20.6%Added
Brevan Howard Capital Management LP11,571$992.8K0.01%−19,188−62.4%Reduced
Arizona State Retirement System11,479$984.9K0.00%+246+2.2%Added
Hennion & Walsh Asset Management, Inc.11,121$954.2K0.03%+2,184+24.4%Added
ProShare Advisors LLC11,099$952.3K0.00%+1,445+15.0%Added
State Board of Administration of Florida Retirement System10,760$923.2K0.00%00.0%Unchanged
Counterpoint Mutual Funds LLC10,638$912.7K0.09%00.0%Unchanged
Gabelli Funds LLC10,600$909.5K0.01%+10,600New
Thrivent Financial for Lutherans10,574$907.0K0.00%00.0%Unchanged
State of Wisconsin Investment Board10,547$904.9K0.00%+1,053+11.1%Added
Wesbanco Bank Inc10,500$900.9K0.02%+10,500New
Zurcher Kantonalbank (Zurich Cantonalbank)10,400$892.3K0.00%00.0%Unchanged
P.A.W. Capital Corp10,000$858.0K0.66%+10,000New
Keel Point, LLC9,835$843.8K0.05%00.0%Unchanged
Vanguard Investments Australia, Ltd.9,827$843.2K0.00%00.0%Unchanged
Krane Funds Advisors LLC9,823$842.8K0.03%+1,197+13.9%Added
SG Americas Securities, LLC9,696$832.0K0.00%−41,671−81.1%Reduced
TD Asset Management Inc9,498$814.9K0.00%+784+9.0%Added
KLP Kapitalforvaltning AS9,100$780.8K0.00%00.0%Unchanged
K2 Principal Fund, L.P.9,000$772.2K0.07%+9,000New
Walleye Trading LLC8,912$764.6K0.01%+1,928+27.6%Added
Themes Management Co LLC8,231$706.2K0.47%−846−9.3%Reduced
Voya Investment Management LLC8,115$696.3K0.00%+1,058+15.0%Added
Two Sigma Securities, LLC7,842$672.8K0.06%+7,842New
Torrey Growth & Income Advisors8,000$663.8K0.23%+8,000New
American Century Companies Inc7,517$645.0K0.00%+2,660+54.8%Added
Bailard, Inc.7,400$634.9K0.01%+3,200+76.2%Added
Impact Partnership Wealth, LLC7,387$633.8K0.06%+2,051+38.4%Added
Greenwood Capital Associates LLC7,075$607.0K0.06%−1,911−21.3%Reduced
PFG Advisors7,045$604.5K0.03%00.0%Unchanged
Prudential Financial Inc6,975$598.5K0.00%+571+8.9%Added
Vident Advisory, LLC6,954$596.7K0.00%+757+12.2%Added
Stephens Inc6,775$581.3K0.01%+2,400+54.9%Added
Mirae Asset Global Investments Co., Ltd.6,668$572.1K0.00%−415−5.9%Reduced
Oak Associates, Ltd6,579$564.5K0.03%00.0%Unchanged
Pictet Asset Management Holding SA6,541$561.2K0.00%+25+0.4%Added
Boothbay Fund Management, LLC6,487$556.6K0.01%−8,274−56.1%Reduced
Capstone Investment Advisors, LLC6,480$556.0K0.00%+1,627+33.5%Added
Harbour Capital Advisors, LLC7,110$549.6K0.10%+7,110New
Jones Financial Companies LLLP8,753$543.8K0.00%+2,647+43.4%Added
HighPoint Advisor Group LLC6,138$526.6K0.02%+34+0.6%Added
Barclays PLC6,024$516.9K0.00%−9,644−61.6%Reduced
Financiere des Professionnels - Fonds d,investissement inc.5,907$506.8K0.03%+5,907New
Canada Pension Plan Investment Board5,800$497.6K0.00%−13,400−69.8%Reduced
Cetera Investment Advisers5,729$491.5K0.00%+5,729New
Caitong International Asset Management Co., Ltd5,651$484.9K0.07%+5,645+94,083.3%Added
Cresset Asset Management, LLC5,635$483.5K0.00%−29−0.5%Reduced
Two Sigma Investments, LP5,470$469.3K0.00%−7,298−57.2%Reduced
Inceptionr LLC5,465$468.9K0.12%−164−2.9%Reduced
JustInvest LLC5,389$462.4K0.00%+229+4.4%Added
Commonwealth Equity Services, LLC5,226$448.4K0.00%+1,251+31.5%Added
Sanctuary Advisors, LLC5,123$439.5K0.00%+1,201+30.6%Added
Walleye Capital LLC5,061$434.2K0.00%−205,873−97.6%Reduced
Greenland Capital Management LP5,051$433.4K0.08%+5,051New
First Community Trust NA5,000$429.0K0.19%00.0%Unchanged
Phoenix Holdings Ltd.4,900$419.2K0.00%00.0%Unchanged
State of Wyoming4,880$418.7K0.04%−2,055−29.6%Reduced
Victory Capital Management Inc4,833$414.7K0.00%+174+3.7%Added