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MBLY in the 13F filings

Mobileye Global Inc · CUSIP 60741F104

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
17 Nov 2025
latest of these filings; the earliest 31 Oct 2025
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 10 listed it in both
Shares listed
35,713,373
combined, among listed positions
Reported value
$504m
combined, at the quarter end

Among the 95 comparable managers: 9 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MBLY in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
Baillie Gifford & Co10,809,362$153m0.11%Trimmed-2,728,01131 Oct 2025 (the filing on sec.gov)
Renaissance Technologies LLC5,316,246$75m0.10%Added+2,340,32913 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP4,442,900$63m0.13%Added+2,775,60014 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP4,383,735$62m0.09%Added+2,493,18114 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP4,191,729$59m0.10%Added+273,07514 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC2,768,542$39munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC1,143,295$16m0.05%Trimmed-364,16014 Nov 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC919,522$13m0.07%Trimmed-536,36214 Nov 2025 (the filing on sec.gov)
Winton Group Ltd603,000$8.5m0.32%Newnew13 Nov 2025 (the filing on sec.gov)
Quantbot Technologies LP568,631$8.0m0.22%Added+281,91212 Nov 2025 (the filing on sec.gov)
Coatue Management LLC226,558$3.2munder 0.1%Held014 Nov 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP163,966$2.3munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
ARK Investment Management LLC120,887$1.7munder 0.1%Trimmed-16,16612 Nov 2025 (the filing on sec.gov)
PDT Partners LLC55,000$777kunder 0.1%Newnew17 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 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 (3)

Exited (0)

No exit shown by a manager’s own filing.

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.
6 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

05101520Q4 2022Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MBLY by quarter
QuarterHoldersReported valueBuyersSellers
Q4 202210$415mn.a.n.a.
Q1 20236$521mn.a.n.a.
Q2 202316$650mn.a.n.a.
Q3 202311$644mn.a.n.a.
Q4 20238$757m56
Q1 20247$724m61
Q2 20244$534m13
Q3 20246$242m52
Q4 20245$342m33
Q1 202511$406m93
Q2 202511$559m73
Q3 202514$504m94
Q4 202512$277m1719
Q1 20266$122m1717
Q2 20267$206m1517

Compare with…

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

MBLY and GOOGL →MBLY and AMZN →MBLY and MSFT →Choose a stock to compare with MBLY →

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 MBLY, latest filings →Back to the 13F Explorer →