AMBA — AMBARELLA INC
As of Q2 2026, 32 SEC-registered investment managers reported holding AMBA (AMBARELLA INC) in their latest 13F filings, with a combined reported value of $1.12B across 15.03M shares. That is -8.3% by share count (-1.36M shares) versus the previous quarter, while reported value moved +41.1%. Ownership is concentrated: the five largest holders account for 65.9% of reported value and the top ten for 82.9%.
Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 13 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AMBA is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 5.48M | $388.22M | 0.01% | Add |
| BlackRock Inc history | Q2 2026 | 3.94M | $338.45M | 0.01% | Add |
| Manulife Financial history | Q2 2026 | 1.19M | $158.19M | 0.13% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 1.12M | $95.82M | 0.02% | Add |
| Geode Capital Management history | Q2 2026 | 1.10M | $94.24M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 611.55K | $52.47M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 545.68K | $46.82M | 0.02% | Add |
| AQR Capital Management history | Q2 2026 | 495.58K | $42.52M | 0.01% | Hold |
| Northern Trust Corp history | Q2 2026 | 403.69K | $34.64M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 400.70K | $34.38M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 379.55K | $32.57M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 379.42K | $32.55M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 361.93K | $31.05M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 316.01K | $27.11M | 0.00% | Add |
| Norges Bank Investment Management history | Q4 2023 | 383.34K | $23.50M | 0.00% | Add |
| Scopia Capital Management history | Q3 2023 | 337.54K | $17.90M | 2.21% | Add |
| Baillie Gifford & Co history | Q2 2025 | 259.38K | $17.14M | 0.01% | Reduce |
| Balyasny Asset Management history | Q1 2026 | 289.85K | $14.92M | 0.02% | Reduce |
| Marshall Wace history | Q1 2026 | 252.24K | $12.99M | 0.01% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 150.16K | $12.88M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 111.27K sh · $7.59M
- Principal Global Investors 3.26K sh · $279.88K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 289.85K sh · $14.92M
- Marshall Wace sold 252.24K sh · $12.99M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.63M | 3.82M | 3.79M | 3.92M | 3.92M | 3.83M | 3.79M | 3.94M |
| Manulife Financial | 17.88K | 17.78K | 14.60K | 14.84K | 14.50K | 331.17K | 326.44K | 325.91K | 429.89K | 533.96K | 948.51K | 1.29M | 1.35M | 1.45M | 1.32M | 1.37M | 853.22K | 1.06M | 1.59M | 1.19M |
| Legal & General Investment Management America | 144.87K | 119.55K | 227.67K | 214.33K | 251.49K | 225.56K | 39.46K | 293.82K | 332.83K | 456.65K | 549.76K | 536.80K | 536.74K | 452.69K | 580.56K | 634.48K | 518.80K | 614.02K | 926.40K | 1.12M |
| Geode Capital Management | 623.58K | 627.82K | 644.84K | 659.82K | 665.07K | 688.12K | 727.70K | 755.86K | 798.69K | 840.32K | 868.32K | 902.19K | 916.76K | 914.53K | 947.91K | 976.28K | 985.02K | 1.02M | 1.03M | 1.10M |
| Morgan Stanley | 497.59K | 380.16K | 329.25K | 394.44K | 423.76K | 328.89K | 268.06K | 300.16K | 404.88K | 1.60M | 1.38M | 1.13M | 788.24K | 842.81K | 761.87K | 792.13K | 958.51K | 911.48K | 724.65K | 611.55K |
| D. E. Shaw & Co | 363.59K | 427.18K | 167.22K | 233.54K | 101.50K | 134.96K | 68.80K | 82.19K | 128.80K | 142.63K | 275.06K | 496.71K | 399.68K | 248.99K | 5.30K | 20.10K | 46.00K | 41.40K | 276.56K | 545.68K |
| AQR Capital Management | 25.84K | 24.00K | 29.70K | — | — | 2.49K | 5.22K | 6.80K | 5.99K | 25.51K | — | 4.59K | 19.07K | 37.46K | 84.87K | 225.00K | 230.38K | 235.85K | 495.81K | 495.58K |
| Northern Trust Corp | 378.36K | 380.48K | 363.36K | 361.91K | 355.09K | 358.21K | 368.94K | 365.86K | 374.44K | 376.36K | 372.50K | 361.61K | 335.29K | 383.04K | 386.69K | 382.67K | 383.18K | 364.01K | 374.78K | 403.69K |
| Citadel Advisors | 504.53K | 739.99K | 535.30K | 670.25K | 859.19K | 849.05K | 667.55K | 564.96K | 546.87K | 1.20M | 1.24M | 1.42M | 1.27M | 1.32M | 1.11M | 1.20M | 1.18M | 1.22M | 1.26M | 400.70K |
| Charles Schwab Investment Management | 274.81K | 278.18K | 299.06K | 303.73K | 303.05K | 314.98K | 279.68K | 283.69K | 294.47K | 299.06K | 305.93K | 316.62K | 320.32K | 325.00K | 323.50K | 345.87K | 358.16K | 365.22K | 363.29K | 379.55K |
| Goldman Sachs Group | 218.50K | 155.54K | 114.55K | 228.19K | 226.94K | 174.42K | 155.19K | 94.98K | 130.05K | 122.87K | 148.24K | 368.90K | 649.24K | 723.28K | 421.12K | 360.21K | 507.55K | 207.62K | 209.82K | 379.42K |
| Bank of America Corp | 174.79K | 193.64K | 184.28K | 194.65K | 161.49K | 161.11K | 165.21K | 160.51K | 190.49K | 225.38K | 321.46K | 443.34K | 453.49K | 386.62K | 575.53K | 567.89K | 607.25K | 446.92K | 481.76K | 361.93K |
| Fidelity Management & Research (FMR) | 210.70K | 128.96K | 166.97K | 2.49K | 2.32K | 2.65K | 16.04K | 352.61K | 351.94K | 351.75K | 1.49K | 5.99K | 17.10K | 91.73K | 228.42K | 220.75K | 241.87K | 281.37K | 302.34K | 316.01K |
| Deutsche Bank AG | 179.06K | 96.59K | 211.32K | 191.29K | 187.81K | 189.51K | 28.16K | 17.91K | 26.83K | 30.85K | 38.94K | 39.46K | 46.41K | 75.53K | 75.71K | 179.14K | 80.40K | 98.19K | 95.46K | 150.16K |
| UBS Group AG | 31.01K | 49.95K | 30.83K | 6.54K | 5.87K | 14.30K | 19.20K | 34.66K | 38.18K | 64.49K | 172.27K | 165.36K | 268.35K | 355.22K | 151.22K | 171.44K | 821.75K | 635.56K | 314.05K | 143.07K |
| Wells Fargo & Co | 42.86K | 47.69K | 48.48K | 35.93K | 37.41K | 27.50K | 37.46K | 45.92K | 34.58K | 42.73K | 46.07K | 48.10K | 46.09K | 53.40K | 50.30K | 54.65K | 63.16K | 92.02K | 48.43K | 136.23K |
| Point72 Asset Management | 37.29K | 114.32K | 54.50K | 655.04K | 1.29M | 557.25K | 65.13K | 1.34M | 644.81K | 544.30K | 30.60K | 507.01K | 862.08K | 802.28K | 94.86K | — | 121.61K | 1.03M | 546.21K | 123.84K |
| BNY Mellon | 205.30K | 231.58K | 221.25K | 206.91K | 214.06K | 154.65K | 155.63K | 180.91K | 193.60K | 180.29K | 182.96K | 205.23K | 157.31K | 150.90K | 150.31K | 134.55K | 109.65K | 116.34K | 112.19K | 122.20K |
| Renaissance Technologies | 300.00K | 251.20K | 571.10K | 480.10K | 318.48K | — | 26.50K | 40.80K | 100.30K | — | — | — | — | 43.00K | 357.70K | 350.85K | 242.60K | — | 199.40K | 110.30K |
| JPMorgan Chase & Co | 675.02K | 8.50K | 111.39K | 110.02K | 99.70K | 24.70K | 143.77K | 175.03K | 139.89K | 85.37K | 50.00K | 50.00K | 50.00K | 50.00K | 230.33K | 100 | 100 | 100 | — | 111.27K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details