AmbarellaAMBA

13F holders, Q4 2025 (December 31)
324holders −5
45new positions
53sold out
5famous investors
$70.85avg. 13F price*

At the end of Q4 2025, 324 institutions reported holding Ambarella Inc. (AMBA) in their 13F filings, down 5 from Q3 2025. 45 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($388.2M), BlackRock, Inc. ($271.2M) and State Street Corp. ($120.6M). 5 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Ambarella Inc.
CUSIP
G037AX101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 269Q1 2024Q2 2024: 262Q2 2024Q3 2024: 265Q3 2024Q4 2024: 298Q4 2024Q1 2025: 297Q1 2025Q2 2025: 304Q2 2025Q3 2025: 329Q3 2025Q4 2025: 324Q4 2025Q1 2026: 307Q1 2026Q2 2026: 341Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions45$138.0M
Exits53$77.2M

All 13F filers, Q3 2025 → Q4 2025: 5,968,973 shares bought and 4,161,104 shares sold, net +1,807,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 324 holders

Vanguard Group Inc. 0.01% Add +6.0% 5,480,285 $388.2M
BlackRock, Inc. 0.00% Reduce -2.4% 3,827,849 $271.2M
State Street Corp. 0.00% Add +1.3% 1,702,493 $120.6M
Jericho Capital Asset Management L.P. 1.28% Add +30.8% 1,587,081 $112.4M
Manufacturers Life Insurance Company, The 0.06% Add +24.4% 1,061,145 $75.2M
Geode Capital Management, LLC 0.00% Add +3.6% 1,020,527 $72.3M
Morgan Stanley 0.00% Reduce -4.9% 911,477 $64.6M
T. Rowe Price Associates Inc. 0.01% Add +2312.6% 864,610 $61.3M
Fuller & Thaler Asset Management, Inc. 0.20% Reduce -23.4% 848,092 $60.1M
Slate Path Capital LP 0.78% New 814,400 $57.7M
Squarepoint Ops LLC 0.11% Add +35.2% 793,745 $56.2M
Point72 Asset Management 0.09% Add +534.8% 772,033 $54.7M
Barclays PLC 0.02% Reduce -10.3% 695,086 $49.2M
UBS Group AG 0.01% Reduce -22.7% 635,564 $45.0M
Oberweis Asset Management Inc./ 1.60% Add +1.1% 617,860 $43.8M
Legal & General Group Plc 0.01% Add +18.4% 614,017 $43.5M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Reduce -1.7% 557,159 $39.5M
Citadel Advisors 0.03% Add +17.7% 535,674 $37.9M
Dimensional Fund Advisors LP 0.01% Reduce -2.5% 498,659 $35.3M
Stephens Investment Management Group LLC 0.44% Reduce -0.1% 476,948 $33.8M
Nuveen, LLC 0.01% Reduce -14.6% 476,898 $33.8M
Bank of America Corp. 0.00% Reduce -26.4% 446,915 $31.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +13.5% 438,169 $31.0M
Driehaus Capital Management LLC 0.18% Reduce -3.9% 366,251 $25.9M
Charles Schwab Investment Management Inc. 0.00% Add +2.0% 365,219 $25.9M
Northern Trust Corp. 0.00% Reduce -5.0% 364,014 $25.8M
Balyasny Asset Management L.P. 0.05% Add +8.8% 359,899 $25.5M
Pinnacle Associates Ltd. 0.33% Reduce -4.7% 359,222 $25.4M
Exchange Traded Concepts, LLC 0.21% Add +30.1% 353,101 $25.0M
Marshall Wace, LLP 0.02% Add +44.2% 318,488 $22.6M
Jacobs Levy Equity Management, Inc. 0.09% Reduce -19.8% 318,429 $22.6M
Handelsbanken Fonder AB 0.07% Add +84.0% 312,326 $22.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% New 309,215 $21.9M
Shannon River Fund Management LLC 3.35% New 301,093 $21.3M
FMR LLC 0.00% Add +16.3% 281,370 $19.9M
JPMorgan Chase & Co. 0.00% Add +10.4% 267,872 $19.0M
AQR Capital Management 0.01% Add +2.4% 235,847 $16.7M
BNP Paribas Financial Markets 0.01% Add +1.8% 231,218 $16.4M
Susquehanna International Group, LLP 0.02% Add +40.1% 222,565 $15.8M
Algert Global LLC 0.23% Reduce -12.6% 207,920 $14.7M
Goldman Sachs Group Inc. 0.00% Reduce -59.1% 207,625 $14.7M
Raymond James Financial Inc. 0.00% Add +62.0% 189,038 $13.2M
Qube Research & Technologies Ltd 0.02% Reduce -37.5% 182,275 $12.9M
Segall Bryant & Hamill, LLC 0.17% Reduce -47.5% 178,097 $12.6M
Millennium Management 0.01% Add +43.0% 169,852 $12.0M
Sora Investors LLC 0.99% Add +6.8% 162,733 $11.5M
Robeco Schweiz AG 0.26% Reduce -34.3% 162,595 $11.5M
Potrero Capital Research LLC 3.54% Add +41.0% 148,537 $10.5M
First Trust Advisors LP 0.01% Add +20.0% 146,612 $10.4M
Trexquant Investment LP 0.09% Reduce -40.4% 145,731 $10.3M
S Squared Technology, LLC 3.53% Reduce -16.3% 128,551 $9.1M
Engineers Gate Manager LP 0.11% Reduce -6.1% 125,059 $8.9M
Acadian Asset Management LLC 0.01% Reduce -19.1% 121,384 $8.6M
Alliancebernstein L.P. 0.00% Add +149.7% 119,279 $8.4M
Bank of New York Mellon Corp 0.00% Add +6.1% 116,342 $8.2M
Tributary Capital Management, LLC 0.75% Reduce -49.3% 107,508 $7.6M
Hillsdale Investment Management Inc. 0.21% Add +4.8% 104,900 $7.4M
Glenview Capital Management, LLC 0.15% New 100,000 $7.1M
Deutsche Bank AG 0.00% Add +22.1% 98,189 $7.0M
Wells Fargo & Company 0.00% Add +45.7% 92,024 $6.5M
SWS Partners 1.53% Add +16.7% 89,191 $6.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -13.7% 81,237 $6.1M
Westerly Capital Management, LLC 1.81% Add +88.9% 85,000 $6.0M
Essex Investment Management Co. LLC 0.91% Reduce -1.8% 83,843 $5.9M
Invesco Ltd. 0.00% Reduce -77.0% 81,828 $5.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.6% 80,767 $5.7M
Swiss National Bank 0.00% Add +2.4% 80,033 $5.7M
Lord, Abbett & Co. LLC 0.02% Reduce -0.0% 79,726 $5.6M
Readystate Asset Management LP 0.42% Add +5.4% 76,879 $5.4M
Russell Investments Group, Ltd. 0.01% Reduce -4.1% 70,882 $5.0M
Sei Investments Co. 0.00% Add +51.9% 64,428 $4.6M
Ameriprise Financial Inc. 0.00% Reduce -29.2% 59,958 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -81.9% 57,338 $4.1M
Rhumbline Advisers 0.00% Reduce -6.2% 55,853 $4.0M
SG Americas Securities, LLC 0.01% New 55,225 $3.9M
ArrowMark Colorado Holdings LLC 0.09% Reduce -15.4% 55,000 $3.9M
Franklin Resources Inc. 0.00% Add +19.9% 54,803 $3.9M
Portolan Capital Management, LLC 0.21% New 54,242 $3.8M
Susquehanna Portfolio Strategies, LLC 0.05% No change 48,867 $3.5M
Capital Fund Management S.A. 0.03% Reduce -53.0% 47,246 $3.3M
DNB Asset Management AS 0.01% New 47,158 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -19.3% 47,128 $3.3M
ExodusPoint Capital Management, LP 0.04% New 46,446 $3.3M
Jane Street Group, LLC 0.00% Add +10.1% 46,224 $3.3M
IMC-Chicago, LLC 0.06% Add +62.9% 44,357 $3.1M
Y-Intercept (Hong Kong) Ltd 0.07% Add +1076.6% 42,804 $3.0M
Envestnet Asset Management Inc. 0.00% Reduce -35.4% 39,967 $2.8M
HRT Financial LP 0.01% Reduce -50.0% 39,109 $2.8M
California State Teachers Retirement System 0.00% Add +6.3% 38,645 $2.7M
Freemont Management S.A. 0.54% New 38,589 $2.7M
Van Eck Associates Corp. 0.00% Reduce -2.0% 35,582 $2.5M
G2 Investment Partners Management LLC 0.56% Reduce -49.9% 33,078 $2.3M
FirstWave Capital Management LLC 1.39% — 33,075 $2.3M
PEAK6 LLC 0.06% New 32,844 $2.3M
Oak Harvest Investment Services 0.25% Add +539.2% 31,959 $2.3M
Citigroup Inc. 0.00% Add +34.0% 30,733 $2.2M
MYDA Advisors LLC 0.56% New 28,000 $2.0M
Royal Bank of Canada 0.00% Reduce -86.1% 27,842 $2.0M
Granite Investment Partners, LLC 0.12% Reduce -29.7% 27,769 $2.0M
Leonteq Securities AG 0.10% Add +197.9% 26,870 $1.9M

"% of holder's portfolio" is AMBA's weight in each manager's 13F, not the share of Ambarella Inc. the manager owns.

Show all 324 holders