L3VLUP
ProSign in

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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 23 Jan 2026
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 11 listed it in both
Shares listed
41,589,802
combined, among listed positions
Reported value
$434m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -6,838,633.

Managers listing MBLY 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.

34 of 34 holders

ActionFiling
Baillie Gifford & Co7,371,722$77m0.06%Trimmed-3,437,64023 Jan 2026 (the filing on sec.gov)
Millennium Management LLC5,702,943$60munder 0.1%Added+2,077,77617 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP4,690,702$49m0.07%Added+306,96717 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP4,511,600$47m0.09%Added+68,70017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC4,117,670$43m0.07%Trimmed-1,198,57612 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP3,731,882$39munder 0.1%Trimmed-459,84717 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,621,352$17munder 0.1%Trimmed-42,49017 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC1,509,176$16munder 0.1%Added+1,329,98513 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC1,342,980$14m0.06%Added+423,45817 Feb 2026 (the filing on sec.gov)
Woodline Partners LP1,305,672$14m0.05%Added+874,16717 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP1,091,845$11m0.09%Added+1,000,82817 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP808,112$8.4munder 0.1%Added+230,76017 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC723,180$7.5munder 0.1%Trimmed-115,13012 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC665,207$6.9munder 0.1%Trimmed-2,452,86017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC345,505$3.6munder 0.1%Added+318,28613 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC305,855$3.2munder 0.1%Trimmed-2,462,68717 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP271,836$2.8munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP238,813$2.5m0.08%Trimmed-329,81810 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP198,400$2.1munder 0.1%Trimmed-32,69017 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC142,955$1.5munder 0.1%Added+22,06811 Feb 2026 (the filing on sec.gov)
Winton Group Ltd132,153$1.4munder 0.1%Trimmed-470,84711 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP105,456$1.1munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP96,756$1.0munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Man Group PLC90,688$947kunder 0.1%Added+20,98917 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC81,700$853kunder 0.1%Trimmed-62,21013 Feb 2026 (the filing on sec.gov)
Page 1 of 2

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 (5)

Exited (3)

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 →