$AMBA

$66.82 +$0.32 (0.48%) Close

$AMBA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 44.1M shares outstanding

Who owns AMBA?

By type of holder

Institutions 81.1% Insiders 0.0% Everyone else 19.0%

Concentration Top 10 holders own 44.1%

BlackRock, Inc. 8.9% · Vanguard Portfolio Management LLC 8.4%

Institutional ownership

81.1%

-1.6 pts vs last qtr

Institutional holders

336

+31 vs last qtr

Net shares bought

−710.8K

by institutions in Q2 2026

New / sold out

85 / 54

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Price T Rowe Associates Inc /MD/ +1.6M
Menora Mivtachim Holdings LTD. NEW +757.6K

Biggest sellers in Q2 2026

Millennium Management LLC −1.5M
Citadel Advisors LLC SOLD OUT −931.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$21.9M

18 notices from 8 people

Shares covered

301.8K

0.68% of the company

Arranged in advance

35%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Leslie Kohn Officer $10.7M
Feng-Ming Wang Director 10b5-1 $7.26M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+24.4%

+2.46% a year

Each share's claim on the business

−19.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$177M vs $820M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years70% 3–5 years6% 1–3 years10% Under 1 year14%

Quarterly turnover

21.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AMBA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	3.9M	8.94%	+155.4K (+4.1%)	≤2021	0.0%
Shares held by quarter Peak holding3.9M (Q2'26) Change over 8 quarters+315.3K Share of the company8.940% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	3.7M	8.36%	−28.5K (−0.8%)	≤2021	0.0%
Shares held by quarter Peak holding3.7M (Q1'26) Change over 8 quarters+3.7M Share of the company8.360% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

3.9M

% of company

8.94%

Change vs last qtr

+155.4K (+4.1%)

Held since

≤2021

Vanguard Portfolio Management LLC

3.7M

% of company

8.36%

Change vs last qtr

−28.5K (−0.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Ambarella, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AMBA on Form N-PORT; together they hold 21.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$113M	1.3M	2.99%	0.00%	June 30, 2026
VS Vanguard Small-Cap Index Fund Vanguard Index Funds	$82.1M	956.8K	2.17%	0.04%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$113M

% of company

2.99%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Small-Cap Index Fund

Vanguard Index Funds

Position value

$82.1M

% of company

2.17%

% of the fund

0.04%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Ambarella, Inc. and how much of the fund the position is.

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