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AMBA in the 13F filings

Ambarella Inc · CUSIP G037AX101

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
5,224,411
combined, among listed positions
Reported value
$370m
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,388,713.

Managers listing AMBA in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
T. Rowe Price Associates Inc864,610$61munder 0.1%Added+828,77317 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC793,745$56m0.06%Added+206,77313 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP772,033$55m0.06%Added+650,42217 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC535,674$38munder 0.1%Added+80,68617 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC359,899$25munder 0.1%Added+29,09717 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP318,488$23munder 0.1%Added+97,61913 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)281,370$20munder 0.1%Added+39,50517 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC235,847$17munder 0.1%Added+5,46217 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP222,565$16munder 0.1%Added+63,71917 Feb 2026 (the filing on sec.gov)
Millennium Management LLC169,852$12munder 0.1%Added+51,03017 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC121,384$8.6munder 0.1%Trimmed-28,57610 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP119,279$8.4munder 0.1%Added+71,51217 Feb 2026 (the filing on sec.gov)
Glenview Capital Management LLC100,000$7.1m0.14%Newnew17 Feb 2026 (the filing on sec.gov)
Invesco Ltd81,828$5.8munder 0.1%Trimmed-274,36619 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP57,338$4.1munder 0.1%Trimmed-259,04313 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP46,446$3.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC46,224$3.3munder 0.1%Added+4,24012 Feb 2026 (the filing on sec.gov)
Man Group PLC24,845$1.8munder 0.1%Trimmed-34,13817 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP23,707$1.7m0.06%Added+18,19210 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd17,898$1.3munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP9,868$699kunder 0.1%Trimmed-8,70017 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC9,164$649kunder 0.1%Added+5,59913 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc8,147$577kunder 0.1%Trimmed-7,0525 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC4,200$298kunder 0.1%Trimmed-4,90213 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AMBA by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20132$4.4mn.a.n.a.
Q1 20141$2.8mn.a.n.a.
Q2 20143$16mn.a.n.a.
Q3 20141$8.3mn.a.n.a.
Q4 20141$235kn.a.n.a.
Q1 20156$91mn.a.n.a.
Q2 20154$190mn.a.n.a.
Q3 20155$69mn.a.n.a.
Q4 20154$64mn.a.n.a.
Q1 20165$67mn.a.n.a.
Q2 20162$63mn.a.n.a.
Q3 20164$140mn.a.n.a.
Q4 20166$83mn.a.n.a.
Q1 20173$12mn.a.n.a.
Q2 20173$12mn.a.n.a.
Q3 20173$27mn.a.n.a.
Q4 20176$101mn.a.n.a.
Q1 20182$35mn.a.n.a.
Q2 20183$32mn.a.n.a.
Q3 20185$39mn.a.n.a.
Q4 20183$32mn.a.n.a.
Q1 20193$40mn.a.n.a.
Q2 20195$42mn.a.n.a.
Q3 201914$196mn.a.n.a.
Q4 20199$196mn.a.n.a.
Q1 20208$195mn.a.n.a.
Q2 20208$144mn.a.n.a.
Q3 202012$258mn.a.n.a.
Q4 202012$382mn.a.n.a.
Q1 202113$312mn.a.n.a.
Q2 202110$312mn.a.n.a.
Q3 202112$597mn.a.n.a.
Q4 202114$914mn.a.n.a.
Q1 20228$365mn.a.n.a.
Q2 20228$194mn.a.n.a.
Q3 20229$196mn.a.n.a.
Q4 202210$335mn.a.n.a.
Q1 20239$269mn.a.n.a.
Q2 20238$308mn.a.n.a.
Q3 202311$277mn.a.n.a.
Q4 20239$249m39
Q1 20248$93m44
Q2 202411$149m48
Q3 20243$99m21
Q4 20246$258m51
Q1 20253$43m12
Q2 20255$82m41
Q3 20252$61m12
Q4 20253$118m1611
Q1 20262$29m1812
Q2 20263$230m818

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AMBA and NVDA →AMBA and AVGO →AMBA and MU →Choose a stock to compare with AMBA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AMBA, latest filings →Back to the 13F Explorer →