Who owns Ambarella (AMBA)
Which tracked institutional funds hold AMBA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AMBA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AMBA is one-sided between 2026-Q1 and 2026-Q2: 154 added or opened and 47 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AMBA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AMBA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AMBA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 320 tracked filers holding AMBA, 198 increased or opened the position and 153 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AMBA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- MENORA MIVTACHIM HOLDINGS LTD.$65M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$31M
- Robinhood Asset Management, LLC$14M
- Quadrature Capital Ltd$10M
- EMERALD ADVISERS, LLC$8M
- Apis Capital Advisors, LLC$8M
Full exits 29
- CITADEL ADVISORS LLC$48M
- FIFTHDELTA Ltd$28M
- Handelsbanken Fonder AB$20M
- Woodline Partners LP$18M
- BALYASNY ASSET MANAGEMENT L.P.$15M
- HAWK RIDGE CAPITAL MANAGEMENT LP$14M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$174M
- BlackRock, Inc.$143M
- VANGUARD PORTFOLIO MANAGEMENT LLC$125M
- STATE STREET CORP$118M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$77M
- VANGUARD CAPITAL MANAGEMENT LLC$67M
Largest trims
- MILLENNIUM MANAGEMENT LLC$74M
- Point72 Asset Management, L.P.$17M
- JPMORGAN CHASE & CO$15M
- Walleye Capital LLC$10M
- Engineers Gate Manager LP$5M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,944,592 | $338M | 11.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,688,405 | $316M | 10.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,598,976 | $223M | 7.5% | 2026-Q2 |
| STATE STREET CORP added | 2,562,733 | $220M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,873,539 | $161M | 5.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,186,541 | $158M | 5.3% | 2026-Q2 |
| Legal & General Group Plc added | 1,116,729 | $96M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,098,120 | $94M | 3.2% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. new | 757,571 | $65M | 2.2% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 721,711 | $62M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 718,154 | $62M | 2.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 685,726 | $59M | 2.0% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 630,697 | $54M | 1.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 611,551 | $52M | 1.8% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 562,013 | $47M | 1.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 515,084 | $44M | 1.5% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 504,409 | $43M | 1.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 495,583 | $43M | 1.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 439,002 | $38M | 1.3% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 408,846 | $35M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 403,692 | $35M | 1.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 394,182 | $34M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 379,551 | $33M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 379,423 | $33M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 361,932 | $31M | 1.0% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 358,889 | $31M | 1.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 358,122 | $31M | 1.0% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 342,254 | $29M | 1.0% | 2026-Q2 |
| FMR LLC added | 316,013 | $27M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 298,076 | $26M | 0.9% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 297,624 | $26M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 187,266 | $16M | 0.5% | 2026-Q2 |
| Robinhood Asset Management, LLC new | 159,123 | $14M | 0.5% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 150,261 | $13M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 150,163 | $13M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 143,071 | $12M | 0.4% | 2026-Q2 |
| Samjo Management, LLC added | 136,955 | $12M | 0.4% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 135,000 | $12M | 0.4% | 2026-Q2 |
| SWS Partners added | 132,050 | $11M | 0.4% | 2026-Q2 |
| MAIRS & POWER INC added | 126,353 | $11M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 122,202 | $10M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 121,951 | $10M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 118,029 | $10M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 117,943 | $10M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd new | 117,737 | $10M | 0.3% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 116,280 | $10M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 111,267 | $8M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 110,300 | $9M | 0.3% | 2026-Q2 |
| Robeco Schweiz AG added | 106,242 | $9M | 0.3% | 2026-Q2 |
| SORA INVESTORS LLC added | 100,935 | $9M | 0.3% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 97,072 | $8M | 0.3% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 96,501 | $8M | 0.3% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC | 89,000 | $8M | 0.3% | 2026-Q2 |
| Apis Capital Advisors, LLC new | 88,000 | $8M | 0.3% | 2026-Q2 |
| Potrero Capital Research LLC trimmed | 86,595 | $7M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 83,433 | $7M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 81,602 | $7M | 0.2% | 2026-Q2 |
| WESTERLY CAPITAL MANAGEMENT, LLC trimmed | 80,000 | $7M | 0.2% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 79,997 | $7M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 79,161 | $7M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 78,892 | $7M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 68,229 | $6M | 0.2% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST new | 65,731 | $6M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 63,751 | $5M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 62,855 | $5M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 61,095 | $5M | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC added | 60,277 | $5M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 57,317 | $5M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 53,925 | $5M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 53,306 | $5M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 51,883 | $4M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 48,344 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 47,979 | $4M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 45,316 | $4M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 42,746 | $4M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 42,491 | $4M | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT new | 41,882 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 41,873 | $4M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 41,318 | $4M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 39,890 | $3M | 0.1% | 2026-Q2 |
| Granite Investment Partners, LLC trimmed | 38,303 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 37,012 | $3M | 0.1% | 2026-Q2 |
| Arosa Capital Management LP new | 35,000 | $3M | 0.1% | 2026-Q2 |
| Katamaran Capital LLP added | 33,024 | $3M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 32,100 | $3M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 30,900 | $3M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 30,588 | $3M | 0.1% | 2026-Q2 |
| Man Group plc added | 29,542 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 29,133 | $2M | 0.1% | 2026-Q2 |
| WHITE PINE CAPITAL LLC added | 28,652 | $2M | 0.1% | 2026-Q2 |
| DNB Asset Management AS trimmed | 28,057 | $2M | 0.1% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC added | 26,242 | $2M | 0.1% | 2026-Q2 |
| Odyssean, LLC added | 26,188 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 24,859 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 23,592 | $2M | 0.1% | 2026-Q2 |
| Marex Group Ltd added | 23,437 | $2M | 0.1% | 2026-Q2 |
| Lighthouse Investment Partners, LLC new | 23,433 | $2M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 21,407 | $2M | 0.1% | 2026-Q2 |
| Red Spruce Capital, LLC added | 20,385 | $2M | 0.1% | 2026-Q2 |
| Polymer Capital Management (US) LLC added | 20,355 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.