Home › Stocks › AMBA

AMBA — AMBARELLA INC

Reported value held$1.61B
Funds holding (latest)43
SectorTechnology
Funds holding (Q2 2026)32
Institutional value$1.12B · 15.03M sh
New / Add / Cut / Exit2 / 15 / 13 / 2
Top-5 / Top-10 concentration65.9% / 82.9%
Institutional holdings change Reducing -8.3% (-1.36M sh)
Institutional value change Up +41.1%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

Download holders (CSV)