AMBARELLA INC (AMBA) — Institutional Holders, Q2 2026

343 institutional investment managers reported a AMBA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AMBA stock profile

AMBA in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

118

Trimmed

Sold out

Biggest buyers

PRICE T ROWE ASSOCIATESAdded · +1,646,661 sh+$141.3M
MENORA MIVTACHIM LTD.New · +757,571 sh+$65.0M
STATE STREETAdded · +586,269 sh+$50.3M
NOMURA ASSET MANAGEMENT INTERNATIONALNew · +358,122 sh+$30.7M
D. E. ShawAdded · +269,919 sh+$23.2M

Biggest sellers

MILLENNIUM MANAGEMENTTrimmed · -1,471,221 sh-$126.2M
CITADEL ADVISORSSold out · -931,862 sh-$80.0M
FIFTHDELTA LtdSold out · -546,538 sh-$46.9M
Point72 Asset Management, L.P.Trimmed · -403,268 sh-$34.6M
MANUFACTURERS LIFE INSURANCE COMPANY, THETrimmed · -399,541 sh-$34.3M

AMBA 13F holders ranked 1–100 of 343

Institutional investors reporting a position in AMBARELLA INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 3,944,592 sh	3,944,592	$338.4M	<0.01%	+4.1%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 3,688,405 sh	3,688,405	$316.5M	0.01%	-0.8%
3	PRICE T ROWE ASSOCIATES#3 · 2,598,976 sh	2,598,976	$223.0M	0.02%	+172.9%
4	STATE STREET#4 · 2,562,733 sh	2,562,733	$219.9M	<0.01%	+29.7%
5	VANGUARD CAPITAL MANAGEMENT#5 · 1,873,539 sh	1,873,539	$160.7M	<0.01%	+3.2%
6	MANUFACTURERS LIFE INSURANCE COMPANY, THE#6 · 1,186,541 sh	1,186,541	$158.2M	0.12%	-25.2%
7	Legal & General Group Plc#7 · 1,116,729 sh	1,116,729	$95.8M	0.02%	+20.5%
8	GEODE CAPITAL MANAGEMENT#8 · 1,098,120 sh	1,098,120	$94.2M	<0.01%	+6.7%
9	MENORA MIVTACHIM LTD.#9 · 757,571 sh	757,571	$65.0M	0.25%	New
10	Stephens Investment Management Group#10 · 721,711 sh	721,711	$61.9M	0.66%	+51.9%
11	DIMENSIONAL FUND ADVISORS#11 · 718,154 sh	718,154	$61.6M	0.01%	+12.5%
12	Connor, Clark & Lunn Investment Management Ltd.#12 · 685,726 sh	685,726	$58.8M	0.11%	+14.2%
13	EXCHANGE TRADED CONCEPTS#13 · 630,697 sh	630,697	$54.1M	0.25%	+10.3%
14	MORGAN STANLEY#14 · 611,551 sh	611,551	$52.5M	<0.01%	-15.6%
15	MIRAE ASSET GLOBAL ETFS Ltd.#15 · 562,013 sh	562,013	$47.1M	0.06%	+3.7%
16	D. E. Shaw#16 · 515,084 sh	515,084	$44.2M	0.02%	+110.1%
17	T. Rowe Price Investment Management#17 · 513,569 sh	513,569	$44.1M	0.03%	+99.2%
18	JACOBS LEVY EQUITY MANAGEMENT#18 · 504,409 sh	504,409	$43.3M	0.16%	+38.4%
19	AQR CAPITAL MANAGEMENT#19 · 495,583 sh	495,583	$42.5M	0.01%	0.0%
20	Nuveen#20 · 439,002 sh	439,002	$37.7M	<0.01%	-10.0%
21	PINNACLE ASSOCIATES LTD#21 · 408,846 sh	408,846	$35.1M	—	-5.0%
22	NORTHERN#22 · 403,692 sh	403,692	$34.6M	<0.01%	+7.7%
23	BNP Paribas Asset Management Holding S.A.#23 · 394,182 sh	394,182	$33.8M	0.03%	+2.4%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 379,551 sh	379,551	$32.6M	<0.01%	+4.5%
25	GOLDMAN SACHS GROUP#25 · 379,423 sh	379,423	$32.6M	<0.01%	+80.8%
26	BANK OF AMERICA#26 · 361,932 sh	361,932	$31.1M	<0.01%	-24.9%
27	Squarepoint Ops#27 · 358,889 sh	358,889	$30.8M	0.03%	-22.1%
28	NOMURA ASSET MANAGEMENT INTERNATIONAL#28 · 358,122 sh	358,122	$30.7M	0.05%	New
29	OBERWEIS ASSET MANAGEMENT#29 · 342,254 sh	342,254	$29.4M	0.61%	+15.9%
30	FMR#30 · 316,013 sh	316,013	$27.1M	<0.01%	+4.5%
31	VANGUARD FIDUCIARY#31 · 298,076 sh	298,076	$25.6M	<0.01%	+4.8%
32	ALGERT GLOBAL#32 · 297,624 sh	297,624	$25.5M	0.30%	-27.3%
33	RAYMOND JAMES FINANCIAL#33 · 187,266 sh	187,266	$16.1M	<0.01%	+0.5%
34	Robinhood Asset Management#34 · 159,123 sh	159,123	$13.7M	0.73%	New
35	PANAGORA ASSET MANAGEMENT#35 · 150,261 sh	150,261	$12.9M	0.04%	+72.4%
36	DEUTSCHE BANK AG\#36 · 150,163 sh	150,163	$12.9M	<0.01%	+57.3%
37	UBS Group AG#37 · 143,071 sh	143,071	$12.3M	<0.01%	-54.4%
38	Samjo Management#38 · 136,955 sh	136,955	$11.8M	4.01%	+229.0%
39	NEEDHAM INVESTMENT MANAGEMENT#39 · 135,000 sh	135,000	$11.6M	0.35%	+575.0%
40	Handelsbanken Fonder AB#40 · 134,397 sh	134,397	$11.5M	0.03%	-66.1%
41	SWS Partners#41 · 132,050 sh	132,050	$11.3M	—	+44.4%
42	MAIRS & POWER#42 · 126,353 sh	126,353	$10.8M	0.10%	+7.5%
43	Bank of New York Mellon#43 · 122,202 sh	122,202	$10.5M	<0.01%	+8.9%
44	Mitsubishi UFJ Asset Management , Ltd.#44 · 121,951 sh	121,951	$10.5M	<0.01%	+48.9%
45	FIRST ADVISORS#45 · 118,029 sh	118,029	$10.1M	<0.01%	-11.2%
46	Point72 Asset Management, L.P.#46 · 117,943 sh	117,943	$10.1M	0.01%	-77.4%
47	Quadrature Capital Ltd#47 · 117,737 sh	117,737	$10.1M	0.09%	New
48	Hillsdale Investment Management#48 · 116,280 sh	116,280	$10.0M	0.23%	+8.7%
49	RENAISSANCE TECHNOLOGIES#49 · 110,300 sh	110,300	$9.5M	0.01%	-44.7%
50	Robeco Schweiz AG#50 · 106,242 sh	106,242	$9.1M	—	+2.0%
51	SORA INVESTORS#51 · 100,935 sh	100,935	$8.7M	0.66%	+70.8%
52	Portolan Capital Management#52 · 97,072 sh	97,072	$8.3M	0.31%	-10.7%
53	EMERALD ADVISERS#53 · 96,501 sh	96,501	$8.3M	0.19%	New
54	ArrowMark Colorado#54 · 89,000 sh	89,000	$7.6M	0.32%	0.0%
55	JPMORGAN CHASE#55 · 111,267 sh	111,267	$7.6M	<0.01%	-76.5%
56	APIS CAPITAL ADVISORS#56 · 88,000 sh	88,000	$7.6M	0.73%	New
57	Potrero Capital Research#57 · 86,595 sh	86,595	$7.4M	4.13%	New
58	Swiss National Bank#58 · 83,433 sh	83,433	$7.2M	<0.01%	+3.2%
59	SUSQUEHANNA INTERNATIONAL GROUP, LLP#59 · 81,602 sh	81,602	$7.0M	<0.01%	-46.9%
60	WESTERLY CAPITAL MANAGEMENT#60 · 80,000 sh	80,000	$6.9M	1.27%	-38.5%
61	ESSEX INVESTMENT MANAGEMENT#61 · 79,997 sh	79,997	$6.9M	—	-2.9%
62	Invesco Ltd.#62 · 79,161 sh	79,161	$6.8M	<0.01%	-9.8%
63	Russell Investments Group, Ltd.#63 · 78,892 sh	78,892	$6.8M	<0.01%	-10.7%
64	WELLS FARGO & COMPANY#64 · 68,229 sh	68,229	$5.9M	<0.01%	+40.9%
65	EMERALD MUTUAL FUND ADVISERS#65 · 65,731 sh	65,731	$5.6M	0.20%	New
66	FRANKLIN RESOURCES#66 · 63,751 sh	63,751	$5.5M	<0.01%	-17.6%
67	SEI INVESTMENTS#67 · 62,855 sh	62,855	$5.4M	<0.01%	-29.5%
68	Qube Research & Technologies Ltd#68 · 61,095 sh	61,095	$5.2M	<0.01%	+347.3%
69	IMC-Chicago#69 · 60,277 sh	60,277	$5.2M	<0.01%	+135.4%
70	CITIGROUP#70 · 57,317 sh	57,317	$4.9M	<0.01%	+89.0%
71	RHUMBLINE ADVISERS#71 · 53,925 sh	53,925	$4.6M	<0.01%	-4.8%
72	LPL Financial#72 · 53,306 sh	53,306	$4.6M	<0.01%	+661.7%
73	Holocene Advisors#73 · 51,883 sh	51,883	$4.5M	0.01%	+46.3%
74	VAN ECK ASSOCIATES#74 · 45,316 sh	45,316	$3.9M	<0.01%	+58.0%
75	Y-Intercept (Hong Kong) Ltd#75 · 42,746 sh	42,746	$3.7M	—	-0.7%
76	STIFEL FINANCIAL#76 · 42,491 sh	42,491	$3.6M	<0.01%	+55.9%
77	ZACKS INVESTMENT MANAGEMENT#77 · 41,882 sh	41,882	$3.6M	0.03%	New
78	VANGUARD ASSET MANAGEMENT, Ltd#78 · 41,873 sh	41,873	$3.6M	<0.01%	+16.0%
79	MILLENNIUM MANAGEMENT#79 · 41,318 sh	41,318	$3.5M	<0.01%	-97.3%
80	AMERIPRISE FINANCIAL#80 · 39,890 sh	39,890	$3.4M	<0.01%	-1.8%
81	Granite Investment Partners#81 · 38,303 sh	38,303	$3.3M	0.17%	-13.4%
82	Creative Planning#82 · 37,012 sh	37,012	$3.2M	<0.01%	+7.2%
83	Arosa Capital Management#83 · 35,000 sh	35,000	$3.0M	0.54%	New
84	Katamaran Capital LLP#84 · 33,024 sh	33,024	$2.8M	2.26%	New
85	WINTON GROUP Ltd#85 · 32,100 sh	32,100	$2.8M	0.09%	+517.3%
86	Allianz Asset Management GmbH#86 · 30,900 sh	30,900	$2.7M	<0.01%	-66.6%
87	LOS ANGELES CAPITAL MANAGEMENT#87 · 30,588 sh	30,588	$2.6M	<0.01%	+46.8%
88	Man Group plc#88 · 29,542 sh	29,542	$2.5M	<0.01%	+1.9%
89	SUSQUEHANNA FUNDAMENTAL INVESTMENTS#89 · 29,133 sh	29,133	$2.5M	0.05%	New
90	ALLIANCEBERNSTEIN L.P.#90 · 48,344 sh	48,344	$2.5M	<0.01%	+9.2%
91	WHITE PINE CAPITAL#91 · 28,652 sh	28,652	$2.5M	0.58%	+152.8%
92	DnB Asset Management AS#92 · 28,057 sh	28,057	$2.4M	<0.01%	-51.4%
93	Linden Thomas Advisory Services#93 · 26,242 sh	26,242	$2.3M	—	+53.7%
94	Odyssean#94 · 26,188 sh	26,188	$2.2M	0.37%	New
95	MetLife Investment Management#95 · 24,859 sh	24,859	$2.1M	<0.01%	+8.5%
96	BNP PARIBAS FINANCIAL MARKETS#96 · 23,592 sh	23,592	$2.0M	<0.01%	+58.2%
97	Marex Group plc#97 · 23,437 sh	23,437	$2.0M	<0.01%	+31.0%
98	Lighthouse Investment Partners#98 · 23,433 sh	23,433	$2.0M	0.06%	New
99	HARBOR CAPITAL ADVISORS#99 · 23,331 sh	23,331	$2.0M	—	-13.6%
100	KBC Group NV#100 · 21,795 sh	21,795	$1.9M	—	0.0%

Funds that sold out of AMBA in Q2 2026 (48)

Held AMBA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AMBA in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
CITADEL ADVISORS931,862 sh	931,862	$48.0M
FIFTHDELTA Ltd546,538 sh	546,538	$28.1M
Woodline Partners349,479 sh	349,479	$18.0M
BALYASNY ASSET MANAGEMENT L.P.289,849 sh	289,849	$14.9M
HAWK RIDGE CAPITAL MANAGEMENT276,100 sh	276,100	$14.2M
MARSHALL WACE, LLP249,542 sh	249,542	$12.8M
Freemont Management S.A.135,800 sh	135,800	$7.0M
Shannon River Fund Management114,940 sh	114,940	$5.9M
LORD, ABBETT76,646 sh	76,646	$3.9M
Trexquant Investment49,294 sh	49,294	$2.5M
Susquehanna Portfolio Strategies42,202 sh	42,202	$2.2M
OCCUDO QUANTITATIVE STRATEGIES25,210 sh	25,210	$1.7M
Quantbot Technologies25,225 sh	25,225	$1.3M
DARK FOREST CAPITAL MANAGEMENT23,073 sh	23,073	$1.2M
Magnetar Financial17,014 sh	17,014	$875.8K
SteelPeak Wealth14,691 sh	14,691	$756.2K
NANO CAP NEW MILLENNIUM GROWTH FUND L P12,000 sh	12,000	$617.7K
MIRABELLA FINANCIAL SERVICES LLP9,705 sh	9,705	$499.6K
ExodusPoint Capital Management8,677 sh	8,677	$446.6K
FORA Capital7,114 sh	7,114	$366.2K
Bridgefront Capital6,608 sh	6,608	$340.1K
Schonfeld Strategic Advisors6,109 sh	6,109	$314.5K
NATIXIS5,923 sh	5,923	$304.9K
Headlands Technologies5,831 sh	5,831	$300.2K
Jackson Creek Investment Advisors4,943 sh	4,943	$254.0K
AlphaGrep UK Ltd4,774 sh	4,774	$245.7K
Sumitomo Mitsui DS Asset Management Company, Ltd4,730 sh	4,730	$243.5K
State of Tennessee, Treasury Department3,624 sh	3,624	$186.5K
Archer Investment3,574 sh	3,574	$184.0K
Asset Management One , Ltd.2,802 sh	2,802	$144.2K
PENSION & WEALTH MANAGEMENT ADVISORS2,330 sh	2,330	$119.9K
GROUP ONE TRADING, L.P.1,792 sh	1,792	$92.2K
QUADRANT CAPITAL GROUP356 sh	356	$58.1K
Bayforest Capital Ltd976 sh	976	$50.2K
Eurizon Capital SGR S.p.A.874 sh	874	$42.5K
MAI Capital Management718 sh	718	$37.0K
Advisory Services Network401 sh	401	$20.6K
Optiver Holding B.V.279 sh	279	$14.4K
Root Financial Partners228 sh	228	$11.7K
REAP Financial Group200 sh	200	$10.3K
PINNEY & SCOFIELD200 sh	200	$10.3K
Golden State Equity Partners35 sh	35	$1.8K
Plante Moran Financial Advisors25 sh	25	$1.3K
Beaird Harris Wealth Management22 sh	22	$1.1K
Strategic Wealth Partners, Ltd.16 sh	16	$824.00
Abound Wealth Management2 sh	2	$119.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT2 sh	2	$103.00
ASSETMARK1 sh	1	$51.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.