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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 11 listed it in both
Shares listed
35,012,423
combined, among listed positions
Reported value
$241m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 17 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,065,779.

Managers listing MBLY in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Two Sigma Investments LP9,890,390$68m0.05%Added+5,199,68815 May 2026 (the filing on sec.gov)
Baillie Gifford & Co4,140,398$28munder 0.1%Trimmed-3,231,3248 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC3,427,946$24munder 0.1%Trimmed-689,72414 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP3,026,468$21munder 0.1%Added+2,218,35615 May 2026 (the filing on sec.gov)
Point72 Asset Management LP2,897,484$20munder 0.1%Trimmed-834,39815 May 2026 (the filing on sec.gov)
Walleye Capital LLC2,352,894$16m0.07%Added+843,71813 May 2026 (the filing on sec.gov)
Millennium Management LLC2,189,338$15munder 0.1%Trimmed-3,513,60515 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,626,831$11munder 0.1%Added+961,62415 May 2026 (the filing on sec.gov)
Woodline Partners LP1,259,630$8.7munder 0.1%Trimmed-46,04215 May 2026 (the filing on sec.gov)
Artisan Partners LP960,453$6.6munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Jane Street Group LLC515,097$3.5munder 0.1%Trimmed-208,08312 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.448,001$3.1munder 0.1%Trimmed-1,173,35115 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC327,878$2.3munder 0.1%Trimmed-17,62715 May 2026 (the filing on sec.gov)
AllianceBernstein LP182,410$1.9munder 0.1%Trimmed-15,99015 May 2026 (the filing on sec.gov)
Quantbot Technologies LP274,221$1.9m0.08%Added+35,40813 May 2026 (the filing on sec.gov)
ARK Investment Management LLC202,423$1.4munder 0.1%Added+59,46812 May 2026 (the filing on sec.gov)
AQR Capital Management LLC199,234$1.4munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC176,014$1.2munder 0.1%Trimmed-1,166,96615 May 2026 (the filing on sec.gov)
Man Group PLC128,525$883kunder 0.1%Added+37,83715 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP111,346$765kunder 0.1%Trimmed-980,49914 May 2026 (the filing on sec.gov)
Verition Fund Management LLC102,150$702kunder 0.1%Added+20,45015 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC94,194$647kunder 0.1%Added+14,73327 Oct 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP88,054$605kunder 0.1%Added+53,50415 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP74,337$511kunder 0.1%Added+16,93015 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc70,348$484kunder 0.1%Added+4,80015 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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.
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 →