AmbarellaAMBA
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $138.0M |
| Exits | 53 | $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.