Who owns Ambarella (AMBA)?
104 holders named in SEC filings declare between 58.0% and 81.0% of Ambarella's shares outstanding, as of Sep 25, 2026. The largest are Vanguard (13.4%), BlackRock (8.9%) and T. Rowe Price (7.1%); the five largest hold 37.7% together. Another 242 institutions hold small positions worth 3.0%. At least 16.0% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 16.4% and sold 16.5% of the shares, a net sale of 0.10%; 81 opened a position, 112 added, 83 reduced and 45 sold out. Biggest buyers: T. Rowe Price (+1.9M shares) and MENORA MIVTACHIM HOLDINGS LTD. (+757,571 shares). Biggest sellers: Millennium (-1.5M) and Citadel (-931,862). Schedule 13D/G filings since Mar 31, 2026: STATE STREET CORPORATION crossed 5% (5.8%) on Jun 30, 2026 and T. Rowe Price Associates, Inc. crossed 5% (5.9%) on Jun 30, 2026. Directors and officers, from their latest Form 4: Leslie Kohn (2.2%), Feng-Ming Wang (1.7%) and Chi-Hong Ju (0.37%). Over time, 329 managers declared Ambarella in their 13F for Q2 2026, against 209 for Q4 2019: together at most 79.1% of the shares outstanding, against 74.3%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 13.4% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 8.9% | Jun 30, 2026 | Q4 2019 or earlier |
| T. Rowe Price | 13F | 7.1% | Jun 30, 2026 | Q1 2020 |
| State Street | 13F | 5.8% | Jun 30, 2026 | Q4 2019 or earlier |
| Legal & General | 13F | 2.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 2.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Leslie Kohn | Form 4 | 2.2% | Sep 17, 2025 | — |
| Feng-Ming Wang | Form 4 | 1.7% | Sep 17, 2026 | — |
| MENORA MIVTACHIM HOLDINGS LTD. | 13F | 1.7% | Jun 30, 2026 | Q2 2026 |
| Stephens Investment Management Group LLC | 13F | 1.6% | Jun 30, 2026 | Q4 2021 |
| Dimensional | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Connor, Clark & Lunn Investment Management Ltd. | 13F | 1.6% | Jun 30, 2026 | Q4 2022 |
| EXCHANGE TRADED CONCEPTS, LLC | 13F | 1.4% | Jun 30, 2026 | Q4 2020 |
| Morgan Stanley | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Mirae Asset | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| D. E. Shaw | 13F | 1.2% | Jun 30, 2026 | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| AQR | 13F | 1.1% | Jun 30, 2026 | Q2 2024 |
| Nuveen | 13F | 0.99% | Jun 30, 2026 | Q4 2019 or earlier |
| PINNACLE ASSOCIATES LTD | 13F | 0.93% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 0.91% | Jun 30, 2026 | Q4 2019 or earlier |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13F | 0.89% | Jun 30, 2026 | Q4 2025 |
| Charles Schwab | 13F | 0.86% | Jun 30, 2026 | Q4 2019 or earlier |
| Goldman Sachs | 13F | 0.86% | Jun 30, 2026 | Q4 2019 or earlier |
| Bank of America | 13F | 0.82% | Jun 30, 2026 | Q4 2019 or earlier |
Ambarella institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 209 | 74.3% | $1.6B | 62.0% |
| Q4 2020 | 248 | 75.1% | $2.4B | 60.1% |
| Q4 2021 | 310 | 75.9% | $5.7B | 56.0% |
| Q4 2022 | 259 | 81.0% | $2.6B | 61.3% |
| Q4 2023 | 251 | 82.1% | $2.0B | 54.9% |
| Q4 2024 | 290 | 80.9% | $2.5B | 52.2% |
| Q4 2025 | 318 | 86.1% | $2.6B | 51.9% |
| Q2 2026 | 329 | 79.1% | $3.0B | 45.3% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.