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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.

Q2 2026 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.94M $338.45M 0.01% Add
Manulife Financial history 1.19M $158.19M 0.13% Reduce
Legal & General Investment Management America history 1.12M $95.82M 0.02% Add
Geode Capital Management history 1.10M $94.24M 0.01% Add
Morgan Stanley history 611.55K $52.47M 0.00% Reduce
D. E. Shaw & Co history 545.68K $46.82M 0.02% Add
AQR Capital Management history 495.58K $42.52M 0.01% Hold
Northern Trust Corp history 403.69K $34.64M 0.00% Add
Citadel Advisors history 400.70K $34.38M 0.00% Reduce
Charles Schwab Investment Management history 379.55K $32.57M 0.00% Add
Goldman Sachs Group history 379.42K $32.55M 0.00% Add
Bank of America Corp history 361.93K $31.05M 0.00% Reduce
Fidelity Management & Research (FMR) history 316.01K $27.11M 0.00% Add
Deutsche Bank AG history 150.16K $12.88M 0.00% Add
UBS Group AG history 143.07K $12.28M 0.00% Reduce
Wells Fargo & Co history 136.23K $11.69M 0.00% Add
Point72 Asset Management history 123.84K $10.63M 0.01% Reduce
BNY Mellon history 122.20K $10.48M 0.00% Add
Renaissance Technologies history 110.30K $9.46M 0.01% Reduce
JPMorgan Chase & Co history 111.27K $7.59M 0.00% New
Invesco Ltd history 79.16K $6.79M 0.00% Reduce
Franklin Resources history 63.75K $5.47M 0.00% Reduce
Citigroup Inc history 57.32K $4.92M 0.00% Add
Millennium Management history 41.32K $3.55M 0.00% Reduce
Amundi US history 19.73K $1.69M 0.00% Add
Lazard Asset Management history 14.07K $1.21M 0.00% Hold
Prudential Financial history 6.97K $598.46K 0.00% Add
CPP Investments history 5.80K $497.64K 0.00% Reduce
Two Sigma Investments history 5.47K $469.33K 0.00% Reduce
Principal Global Investors history 3.26K $279.88K 0.00% New
T. Rowe Price Associates history 2.60M $222.99K 0.02% Add
PNC Financial Services history 499 $42.81K 0.00% Reduce

Q1 2026 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.79M $195.05M 0.00% Reduce
Manulife Financial history 1.59M $81.64M 0.07% Add
Millennium Management history 1.51M $77.86M 0.03% Add
Citadel Advisors history 1.26M $64.77M 0.01% Add
Geode Capital Management history 1.03M $52.99M 0.00% Add
Legal & General Investment Management America history 926.40K $47.69M 0.01% Add
Morgan Stanley history 724.65K $37.30M 0.00% Reduce
Point72 Asset Management history 546.21K $28.12M 0.04% Reduce
AQR Capital Management history 495.81K $25.52M 0.01% Add
Bank of America Corp history 481.76K $24.80M 0.00% Add
Northern Trust Corp history 374.78K $19.29M 0.00% Add
Charles Schwab Investment Management history 363.29K $18.70M 0.00% Reduce
UBS Group AG history 314.05K $16.17M 0.00% Reduce
Fidelity Management & Research (FMR) history 302.34K $15.56M 0.00% Add
Balyasny Asset Management history 289.85K $14.92M 0.02% Reduce
D. E. Shaw & Co history 276.56K $14.24M 0.01% Add
Marshall Wace history 252.24K $12.99M 0.01% Reduce
Goldman Sachs Group history 209.82K $10.80M 0.00% Add
Renaissance Technologies history 199.40K $10.26M 0.02% New
BNY Mellon history 112.19K $5.78M 0.00% Reduce
Deutsche Bank AG history 95.46K $4.91M 0.00% Reduce
Invesco Ltd history 87.80K $4.52M 0.00% Add
Franklin Resources history 77.41K $3.98M 0.00% Add
Wells Fargo & Co history 48.43K $2.49M 0.00% Reduce
Citigroup Inc history 30.32K $1.56M 0.00% Reduce
CPP Investments history 19.20K $988.32K 0.00% Add
Lazard Asset Management history 14.07K $724.20K 0.00% Add
Two Sigma Investments history 12.77K $657.23K 0.00% Add
Prudential Financial history 6.40K $329.65K 0.00% New
Amundi US history 3.89K $200.08K 0.00% Reduce
T. Rowe Price Associates history 952.32K $49.02K 0.01% Add
PNC Financial Services history 545 $28.05K 0.00% Reduce

Q4 2025 — 34 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 5.48M $388.22M 0.01% Add
BlackRock Inc history 3.83M $271.16M 0.01% Reduce
Citadel Advisors history 1.22M $86.73M 0.01% Add
Manulife Financial history 1.06M $75.17M 0.06% Add
Point72 Asset Management history 1.03M $72.85M 0.09% Add
Geode Capital Management history 1.02M $72.31M 0.00% Add
Morgan Stanley history 911.48K $64.57M 0.00% Reduce
UBS Group AG history 635.56K $45.02M 0.01% Reduce
Legal & General Investment Management America history 614.02K $43.50M 0.01% Add
Bank of America Corp history 446.92K $31.66M 0.00% Reduce
Balyasny Asset Management history 409.90K $29.04M 0.04% Add
Charles Schwab Investment Management history 365.22K $25.87M 0.00% Add
Northern Trust Corp history 364.01K $25.79M 0.00% Reduce
Marshall Wace history 339.49K $24.05M 0.02% Add
Fidelity Management & Research (FMR) history 281.37K $19.93M 0.00% Add
AQR Capital Management history 235.85K $16.71M 0.01% Add
Goldman Sachs Group history 207.62K $14.71M 0.00% Reduce
Millennium Management history 182.05K $12.90M 0.01% Add
BNY Mellon history 116.34K $8.24M 0.00% Add
Deutsche Bank AG history 98.19K $6.96M 0.00% Add
Wells Fargo & Co history 92.02K $6.52M 0.00% Add
Invesco Ltd history 81.83K $5.80M 0.00% Reduce
Arrowstreet Capital history 57.34K $4.06M 0.00% Reduce
Franklin Resources history 54.80K $3.88M 0.00% Add
D. E. Shaw & Co history 41.40K $2.93M 0.00% Reduce
Citigroup Inc history 30.73K $2.18M 0.00% Add
Janus Henderson Group history 17.90K $1.27M 0.00% Hold
CPP Investments history 15.70K $1.11M 0.00% Add
Lazard Asset Management history 13.84K $980.07K 0.00% Add
Two Sigma Investments history 9.87K $699.05K 0.00% Reduce
PNC Financial Services history 4.22K $298.66K 0.00% Reduce
Amundi US history 4.20K $297.17K 0.00% New
T. Rowe Price Associates history 864.61K $61.25K 0.01% Add
JPMorgan Chase & Co history 100 $7.08K 0.00% Hold

Q3 2025 — 36 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 5.17M $426.52M 0.01% Hold
BlackRock Inc history 3.92M $323.66M 0.01% Hold
Citadel Advisors history 1.18M $97.49M 0.01% Reduce
Geode Capital Management history 985.02K $81.30M 0.01% Add
Morgan Stanley history 958.51K $79.10M 0.01% Add
Manulife Financial history 853.22K $70.41M 0.06% Reduce
UBS Group AG history 821.75K $67.81M 0.01% Add
Bank of America Corp history 607.25K $50.11M 0.00% Add
Legal & General Investment Management America history 518.80K $42.81M 0.01% Reduce
Goldman Sachs Group history 507.55K $41.88M 0.01% Add
Northern Trust Corp history 383.18K $31.62M 0.00% Hold
Charles Schwab Investment Management history 358.16K $29.56M 0.01% Add
Invesco Ltd history 356.19K $29.39M 0.01% Add
Balyasny Asset Management history 330.80K $27.30M 0.04% Reduce
Arrowstreet Capital history 316.38K $26.11M 0.02% Add
Marshall Wace history 290.47K $23.97M 0.02% Add
Renaissance Technologies history 242.60K $20.02M 0.03% Reduce
Fidelity Management & Research (FMR) history 241.87K $19.96M 0.00% Add
AQR Capital Management history 230.38K $19.01M 0.01% Add
Millennium Management history 143.32K $11.83M 0.01% Add
Point72 Asset Management history 121.61K $10.04M 0.02% New
BNY Mellon history 109.65K $9.05M 0.00% Reduce
Deutsche Bank AG history 80.40K $6.63M 0.00% Reduce
Wells Fargo & Co history 63.16K $5.21M 0.00% Add
D. E. Shaw & Co history 46.00K $3.80M 0.00% Add
Franklin Resources history 45.71K $3.77M 0.00% Add
Prudential Financial history 26.46K $2.18M 0.00% New
Citigroup Inc history 22.93K $1.89M 0.00% Reduce
Two Sigma Investments history 18.57K $1.53M 0.00% Reduce
Janus Henderson Group history 17.90K $1.48M 0.00% Hold
Lazard Asset Management history 13.46K $1.11M 0.00% Add
PNC Financial Services history 4.51K $372.33K 0.00% Reduce
CPP Investments history 3.60K $297.07K 0.00% Add
Principal Global Investors history 3.12K $257.38K 0.00% New
JPMorgan Chase & Co history 100 $8.25K 0.00% Hold
T. Rowe Price Associates history 35.84K $2.96K 0.00% Add

Q2 2025 — 34 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 5.16M $341.17M 0.01% Add
BlackRock Inc history 3.92M $258.83M 0.01% Add
Manulife Financial history 1.37M $90.61M 0.08% Add
Citadel Advisors history 1.20M $78.96M 0.01% Add
Geode Capital Management history 976.28K $64.51M 0.01% Add
Morgan Stanley history 792.13K $52.33M 0.00% Add
Legal & General Investment Management America history 634.48K $41.92M 0.01% Add
Bank of America Corp history 567.89K $37.52M 0.00% Reduce
Balyasny Asset Management history 459.56K $30.36M 0.05% Add
Northern Trust Corp history 382.67K $25.28M 0.00% Reduce
Goldman Sachs Group history 360.21K $23.80M 0.00% Reduce
Renaissance Technologies history 350.85K $23.18M 0.03% Reduce
Charles Schwab Investment Management history 345.87K $22.85M 0.00% Add
Invesco Ltd history 345.45K $22.82M 0.00% Add
Baillie Gifford & Co history 259.38K $17.14M 0.01% Reduce
AQR Capital Management history 225.00K $14.86M 0.01% Add
Fidelity Management & Research (FMR) history 220.75K $14.58M 0.00% Reduce
Deutsche Bank AG history 179.14K $11.84M 0.00% Add
UBS Group AG history 171.44K $11.33M 0.00% Add
BNY Mellon history 134.55K $8.89M 0.00% Reduce
Arrowstreet Capital history 112.66K $7.44M 0.01% Add
Millennium Management history 95.44K $6.31M 0.00% Reduce
Marshall Wace history 88.32K $5.83M 0.01% Add
Wells Fargo & Co history 54.65K $3.61M 0.00% Add
Citigroup Inc history 48.66K $3.21M 0.00% Add
Franklin Resources history 42.51K $2.81M 0.00% Add
Two Sigma Investments history 30.76K $2.03M 0.00% Add
D. E. Shaw & Co history 20.10K $1.33M 0.00% Add
Janus Henderson Group history 17.90K $1.18M 0.00% Reduce
PNC Financial Services history 4.63K $305.88K 0.00% Add
CPP Investments history 2.40K $158.56K 0.00% Reduce
JPMorgan Chase & Co history 100 $6.61K 0.00% Reduce
T. Rowe Price Associates history 33.12K $2.19K 0.00% Add
Lazard Asset Management history 9.97K $657 0.00% Add

Q1 2025 — 37 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 4.85M $244.02M 0.00% Add
BlackRock Inc history 3.79M $190.74M 0.00% Reduce
Manulife Financial history 1.32M $66.36M 0.06% Reduce
Citadel Advisors history 1.11M $56.05M 0.01% Reduce
Millennium Management history 950.47K $47.84M 0.03% Reduce
Geode Capital Management history 947.91K $47.72M 0.00% Add
Morgan Stanley history 761.87K $38.34M 0.00% Reduce
Legal & General Investment Management America history 580.56K $29.22M 0.01% Add
Bank of America Corp history 575.53K $28.97M 0.00% Add
Goldman Sachs Group history 421.12K $21.20M 0.00% Reduce
Northern Trust Corp history 386.69K $19.46M 0.00% Add
Renaissance Technologies history 357.70K $18.00M 0.03% Add
Charles Schwab Investment Management history 323.50K $16.28M 0.00% Hold
Invesco Ltd history 306.36K $15.42M 0.00% Reduce
Baillie Gifford & Co history 289.92K $14.59M 0.01% Reduce
JPMorgan Chase & Co history 230.33K $11.59M 0.00% Add
Fidelity Management & Research (FMR) history 228.42K $11.50M 0.00% Add
UBS Group AG history 151.22K $7.61M 0.00% Reduce
BNY Mellon history 150.31K $7.56M 0.00% Hold
Point72 Asset Management history 94.86K $4.77M 0.01% Reduce
AQR Capital Management history 84.87K $4.27M 0.00% Add
Deutsche Bank AG history 75.71K $3.81M 0.00% Hold
Wells Fargo & Co history 50.30K $2.53M 0.00% Reduce
Balyasny Asset Management history 46.20K $2.33M 0.00% Reduce
CPP Investments history 44.68K $2.25M 0.00% Hold
Franklin Resources history 42.26K $2.13M 0.00% Reduce
Citigroup Inc history 41.72K $2.10M 0.00% Reduce
Janus Henderson Group history 32.61K $1.65M 0.00% Add
Prudential Financial history 21.95K $1.35M 0.00% New
Principal Global Investors history 25.79K $1.30M 0.00% Add
Two Sigma Investments history 24.17K $1.22M 0.00% Reduce
Arrowstreet Capital history 11.27K $567.22K 0.00% New
D. E. Shaw & Co history 5.30K $266.75K 0.00% Reduce
Marshall Wace history 4.43K $222.81K 0.00% Reduce
PNC Financial Services history 4.32K $217.27K 0.00% Add
T. Rowe Price Associates history 28.75K $1.45K 0.00% Add
Lazard Asset Management history 3.49K $173 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)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 3.94M 3.79M 3.83M 3.92M 3.92M 3.79M 3.82M 3.63M — — — — — — — — — — — —
Manulife Financial 1.19M 1.59M 1.06M 853.22K 1.37M 1.32M 1.45M 1.35M 1.29M 948.51K 533.96K 429.89K 325.91K 326.44K 331.17K 14.50K 14.84K 14.60K 17.78K 17.88K
Legal & General Investment Management America 1.12M 926.40K 614.02K 518.80K 634.48K 580.56K 452.69K 536.74K 536.80K 549.76K 456.65K 332.83K 293.82K 39.46K 225.56K 251.49K 214.33K 227.67K 119.55K 144.87K
Geode Capital Management 1.10M 1.03M 1.02M 985.02K 976.28K 947.91K 914.53K 916.76K 902.19K 868.32K 840.32K 798.69K 755.86K 727.70K 688.12K 665.07K 659.82K 644.84K 627.82K 623.58K
Morgan Stanley 611.55K 724.65K 911.48K 958.51K 792.13K 761.87K 842.81K 788.24K 1.13M 1.38M 1.60M 404.88K 300.16K 268.06K 328.89K 423.76K 394.44K 329.25K 380.16K 497.59K
D. E. Shaw & Co 545.68K 276.56K 41.40K 46.00K 20.10K 5.30K 248.99K 399.68K 496.71K 275.06K 142.63K 128.80K 82.19K 68.80K 134.96K 101.50K 233.54K 167.22K 427.18K 363.59K
AQR Capital Management 495.58K 495.81K 235.85K 230.38K 225.00K 84.87K 37.46K 19.07K 4.59K — 25.51K 5.99K 6.80K 5.22K 2.49K — — 29.70K 24.00K 25.84K
Northern Trust Corp 403.69K 374.78K 364.01K 383.18K 382.67K 386.69K 383.04K 335.29K 361.61K 372.50K 376.36K 374.44K 365.86K 368.94K 358.21K 355.09K 361.91K 363.36K 380.48K 378.36K
Citadel Advisors 400.70K 1.26M 1.22M 1.18M 1.20M 1.11M 1.32M 1.27M 1.42M 1.24M 1.20M 546.87K 564.96K 667.55K 849.05K 859.19K 670.25K 535.30K 739.99K 504.53K
Charles Schwab Investment Management 379.55K 363.29K 365.22K 358.16K 345.87K 323.50K 325.00K 320.32K 316.62K 305.93K 299.06K 294.47K 283.69K 279.68K 314.98K 303.05K 303.73K 299.06K 278.18K 274.81K
Goldman Sachs Group 379.42K 209.82K 207.62K 507.55K 360.21K 421.12K 723.28K 649.24K 368.90K 148.24K 122.87K 130.05K 94.98K 155.19K 174.42K 226.94K 228.19K 114.55K 155.54K 218.50K
Bank of America Corp 361.93K 481.76K 446.92K 607.25K 567.89K 575.53K 386.62K 453.49K 443.34K 321.46K 225.38K 190.49K 160.51K 165.21K 161.11K 161.49K 194.65K 184.28K 193.64K 174.79K
Fidelity Management & Research (FMR) 316.01K 302.34K 281.37K 241.87K 220.75K 228.42K 91.73K 17.10K 5.99K 1.49K 351.75K 351.94K 352.61K 16.04K 2.65K 2.32K 2.49K 166.97K 128.96K 210.70K
Deutsche Bank AG 150.16K 95.46K 98.19K 80.40K 179.14K 75.71K 75.53K 46.41K 39.46K 38.94K 30.85K 26.83K 17.91K 28.16K 189.51K 187.81K 191.29K 211.32K 96.59K 179.06K
UBS Group AG 143.07K 314.05K 635.56K 821.75K 171.44K 151.22K 355.22K 268.35K 165.36K 172.27K 64.49K 38.18K 34.66K 19.20K 14.30K 5.87K 6.54K 30.83K 49.95K 31.01K
Wells Fargo & Co 136.23K 48.43K 92.02K 63.16K 54.65K 50.30K 53.40K 46.09K 48.10K 46.07K 42.73K 34.58K 45.92K 37.46K 27.50K 37.41K 35.93K 48.48K 47.69K 42.86K
Point72 Asset Management 123.84K 546.21K 1.03M 121.61K — 94.86K 802.28K 862.08K 507.01K 30.60K 544.30K 644.81K 1.34M 65.13K 557.25K 1.29M 655.04K 54.50K 114.32K 37.29K
BNY Mellon 122.20K 112.19K 116.34K 109.65K 134.55K 150.31K 150.90K 157.31K 205.23K 182.96K 180.29K 193.60K 180.91K 155.63K 154.65K 214.06K 206.91K 221.25K 231.58K 205.30K
Renaissance Technologies 110.30K 199.40K — 242.60K 350.85K 357.70K 43.00K — — — — 100.30K 40.80K 26.50K — 318.48K 480.10K 571.10K 251.20K 300.00K
JPMorgan Chase & Co 111.27K — 100 100 100 230.33K 50.00K 50.00K 50.00K 50.00K 85.37K 139.89K 175.03K 143.77K 24.70K 99.70K 110.02K 111.39K 8.50K 675.02K

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