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Ambarella Inc. 13F holders

341 funds reported a position in Ambarella Inc. in their 13F for the quarter ended 30 June 2026, together 35.9 million shares worth $3.13 billion. Against the quarter before, 82 opened a position, 119 added, 87 trimmed and 49 sold out; together they sold a net 591,148 shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and Price T Rowe Associates Inc.

Funds holding341+34 on Q1 2026
Shares they held35.9Mworth $3.13 billion
Net sold on the quarter591,148 sharesabout $51.6 million at the funds' values
Funds buying to selling201 to 136opened or added, to cut or sold
Opened 82Added 119Held 50Trimmed 87Sold out 49
Opened: 82 fundsAdded: 119 fundsHeld: 50 fundsTrimmed: 87 fundsSold out: 49 funds

What each fund did in AMBA against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 265 funds, 33.1 million shares265Q3 2024Q4 2024: 298 funds, 33.8 million shares298Q4 2024Q1 2025: 297 funds, 35.3 million shares297Q1 2025Q2 2025: 304 funds, 35.2 million shares304Q2 2025Q3 2025: 329 funds, 35.8 million shares329Q3 2025Q4 2025: 324 funds, 37.9 million shares324Q4 2025Q1 2026: 307 funds, 36.5 million shares307Q1 2026Q2 2026: 341 funds, 35.9 million shares341Q2 2026

Funds reporting a position in AMBA in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 54 reported a position in Ambarella Inc.: 7 opened one, 17 added, 13 trimmed and 11 sold out, a net 111,532 shares sold.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 6 reported a position in Ambarella Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.1 million shares worth $94.2 million, 0.0% of its reported book. Sold out: Citadel Advisors. In the quarter, 2 funds added or opened a position and 5 trimmed or sold out; together they sold a net 2.8 million shares, about $242.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management1,098,120$94.2 million0.0%+68,891added30 June 202613F
FMR LLC316,013$27.1 million0.0%+13,676added30 June 202613F
Point72 Asset Management117,943$10.1 million0.0%-403,268trimmed30 June 202613F
Renaissance Technologies110,300$9.5 million0.0%-89,100trimmed30 June 202613F
Millennium Management41,318$3.5 million0.0%-1,471,221trimmed30 June 202613F
Two Sigma Investments5,470$469,3260.0%-7,298trimmed30 June 202613F
Citadel Advisors0$00.0%-931,862exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.3,944,59210.98%$338.4 million0.01%+155,37713F
Vanguard Portfolio Management LLC3,688,40510.27%$316.5 million0.01%-28,45813F
Price T Rowe Associates Inc.2,598,9767.24%$223.0 million0.02%+1,646,66113F
State Street Corp.2,562,7337.14%$219.9 million0.01%+586,26913F
Vanguard Capital Management LLC1,873,5395.22%$160.7 million0.00%+58,93613F
Manufacturers Life Insurance Company, the1,186,5413.30%$158.2 million0.12%-399,54113F
Legal & General Group Plc1,116,7293.11%$95.8 million0.02%+190,33313F
Geode Capital Management, LLC1,098,1203.06%$94.2 million0.01%+68,89113F
Menora Mivtachim Holdings Ltd757,5712.11%$65.0 million0.25%new13F
Stephens Investment Management Group LLC721,7112.01%$61.9 million0.66%+246,57013F
Dimensional Fund Advisors LP718,1542.00%$61.6 million0.01%+79,56713F
Connor, Clark & Lunn Investment Management Ltd.685,7261.91%$58.8 million0.11%+85,22013F
Exchange Traded Concepts, LLC630,6971.76%$54.1 million0.27%+59,11713F
Morgan Stanley611,5511.70%$52.5 million0.00%-113,10413F
Mirae Asset Global ETFS Holdings Ltd.562,0131.57%$47.1 million0.06%+20,11213F
D. E. Shaw & Co., Inc.515,0841.43%$44.2 million0.03%+269,91913F
T. Rowe Price Investment Management, Inc.513,5691.43%$44.1 million0.03%+255,76913F
Jacobs Levy Equity Management, Inc.504,4091.40%$43.3 million0.16%+139,98013F
AQR Capital Management LLC495,5831.38%$42.5 million0.01%-23213F
Nuveen, LLC439,0021.22%$37.7 million0.01%-48,81813F
Pinnacle Associates Ltd408,8461.14%$35.1 million0.38%-21,40313F
Northern Trust Corp.403,6921.12%$34.6 million0.00%+28,91213F
BNP Paribas Asset Management Holding S.A.394,1821.10%$33.8 million0.03%+9,38613F
Charles Schwab Investment Management Inc.379,5511.06%$32.6 million0.00%+16,26013F
Goldman Sachs Group Inc.379,4231.06%$32.6 million0.00%+169,60613F
Bank of America Corp.361,9321.01%$31.1 million0.00%-119,82613F
Squarepoint Ops LLC358,8891.00%$30.8 million0.06%-101,69113F
Nomura Asset Management International Inc.358,1221.00%$30.7 million0.05%new13F
Oberweis Asset Management Inc.342,2540.95%$29.4 million0.61%+47,06913F
FMR LLC316,0130.88%$27.1 million0.00%+13,67613F
Vanguard Fiduciary Trust Co.298,0760.83%$25.6 million0.01%+13,78713F
Algert Global LLC297,6240.83%$25.5 million0.30%-111,59613F
Raymond James Financial Inc.187,2660.52%$16.1 million0.00%+97013F
Robinhood Asset Management, LLC159,1230.44%$13.7 million0.73%new13F
Panagora Asset Management Inc.150,2610.42%$12.9 million0.04%+63,09413F
Deutsche Bank AG150,1630.42%$12.9 million0.00%+54,70313F
UBS Group AG143,0710.40%$12.3 million0.00%-170,97513F
Samjo Management, LLC136,9550.38%$11.8 million4.01%+95,32513F
Needham Investment Management LLC135,0000.38%$11.6 million0.35%+115,00013F
Handelsbanken Fonder AB134,3970.37%$11.5 million0.03%-262,29313F
SWS Partners132,0500.37%$11.3 million2.45%+40,61313F
Mairs & Power Inc.126,3530.35%$10.8 million0.10%+8,77213F
Bank of New York Mellon Corp122,2020.34%$10.5 million0.00%+10,01013F
Mitsubishi UFJ Asset Management Co., Ltd.121,9510.34%$10.5 million0.01%+40,04213F
First Trust Advisors LP118,0290.33%$10.1 million0.01%-14,90913F
Point72 Asset Management, L.P.117,9430.33%$10.1 million0.02%-403,26813F
Quadrature Capital Ltd117,7370.33%$10.1 million0.09%new13F
Hillsdale Investment Management Inc.116,2800.32%$10.0 million0.23%+9,28013F
Renaissance Technologies LLC110,3000.31%$9.5 million0.01%-89,10013F
Robeco Schweiz AG106,2420.30%$9.1 million0.15%+2,08813F
The 50 largest of the 341 funds that reported a position in AMBA in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on AMBA

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls264,700$22.7 million30 June 202613F
Citadel AdvisorsPuts136,000$11.7 million30 June 202613F
Point72 Asset ManagementCalls3,800$326,04030 June 202613F
Point72 Asset ManagementPuts2,100$180,18030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613GT. Rowe Price Associates, Inc. and 1 other2.6 million5.9%30 June 2026passive, institutional (13d-1(b))EDGAR
7 August 202613GState Street Corporation and 1 other2.6 million5.8%30 June 2026passive, institutional (13d-1(b))EDGAR
31 July 202613GVanguard Capital Management and 1 other2.2 million5.0%30 June 2026passive, institutional (13d-1(b))EDGAR
28 April 202613GVanguard Portfolio Management and 1 other3.8 million8.6%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
30 January 202613G/AThe Vanguard Group and 1 other5.5 million12.7%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
29 September 20268,413$68.68SEC
24 September 20267,575$67.62SEC
18 September 2026165,000$66.91SEC
4 September 2026230$63.38SEC
3 September 20261,794$67.14SEC
24 August 2026100$73.73SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 165,000 on 18 September 2026. A fail is an operational fact about settlement, not a position.