Ambarella Inc: which funds bought and sold
Institutions that bought and sold Ambarella shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 201 institutions that filed 13F reports for both quarters added to or opened positions in Ambarella, and 139 cut or closed them. Together they sold a net 591K shares, −1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−23.1%); index fund managers were net buyers of 899K shares (+6.7%). 85 opened a new position and 50 sold out entirely.
Bought, Q2 2026 201 institutions, 85 of them new holders Sold, Q2 2026 139 institutions, 50 of them sold out
Net change, all compared −591K shares (−1.6%)
Net change, active managers −2.1M shares (−23.1%), 24 bought, 27 sold
Buyers versus sellers
201 bought 43 139 sold
Active managers and hedge funds 24 bought · 27 sold · −2.1M
Index fund managers 9 bought · 2 sold · +899K
Other institutions 168 bought · 110 sold · +653K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | +1.6M +172.9% | 2.6M | $223M |
| Menora Mivtachim Holdings Ltd. | +758K New position | 758K | $65M |
| State Street Corp Index funds | +586K +29.7% | 2.6M | $220M |
| Nomura Asset Management International Inc. | +358K New position | 358K | $30.7M |
| D. E. Shaw & Co., Inc. Hedge fund | +270K +110.1% | 515K | $44.2M |
| T. Rowe Price Investment Management, Inc. Active manager | +256K +99.2% | 514K | $44.1M |
| Stephens Investment Management Group LLC | +247K +51.9% | 722K | $61.9M |
| Legal & General Group PLC | +190K +20.5% | 1.1M | $95.8M |
| Goldman Sachs Group Inc | +170K +80.8% | 379K | $32.6M |
| Robinhood Asset Management, LLC | +159K New position | 159K | $13.7M |
| Blackrock, Inc. Index funds | +155K +4.1% | 3.9M | $338M |
| Jacobs Levy Equity Management, Inc Active manager | +140K +38.4% | 504K | $43.3M |
| Quadrature Capital Ltd Hedge fund | +118K New position | 118K | $10.1M |
| Needham Investment Management LLC | +115K +575.0% | 135K | $11.6M |
| Emerald Advisers, LLC | +97K New position | 97K | $8.3M |
| Samjo Management, LLC | +95K +229.0% | 137K | $11.8M |
| Apis Capital Advisors, LLC | +88K New position | 88K | $7.6M |
| Potrero Capital Research LLC | +87K New position | 87K | $7.4M |
| Connor, Clark & Lunn Investment Management Ltd. | +85K +14.2% | 686K | $58.8M |
| Dimensional Fund Advisors LP | +80K +12.5% | 718K | $61.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | +1.6M +172.9% | 2.6M | $223M |
| D. E. Shaw & Co., Inc. Hedge fund | +270K +110.1% | 515K | $44.2M |
| T. Rowe Price Investment Management, Inc. Active manager | +256K +99.2% | 514K | $44.1M |
| Jacobs Levy Equity Management, Inc Active manager | +140K +38.4% | 504K | $43.3M |
| Quadrature Capital Ltd Hedge fund | +118K New position | 118K | $10.1M |
| Panagora Asset Management Inc Active manager | +63K +72.4% | 150K | $12.9M |
| Qube Research & Technologies Ltd Hedge fund | +47K +347.3% | 61K | $5.2M |
| Oberweis Asset Management Inc/ Active manager | +47K +15.9% | 342K | $29.4M |
| Winton Group Ltd Hedge fund | +27K +517.3% | 32K | $2.8M |
| Lighthouse Investment Partners, LLC Hedge fund | +23K New position | 23K | $2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −1.5M −97.3% | 41K | $3.5M |
| Citadel Advisors LLC Hedge fund | −932K Sold out | 0 | — |
| Fifthdelta Ltd | −547K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −403K −77.4% | 118K | $10.1M |
| Manufacturers Life Insurance Company, The | −400K −25.2% | 1.2M | $158M |
| Jpmorgan Chase & Co | −362K −76.5% | 111K | $7.6M |
| Woodline Partners LP Hedge fund | −349K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −290K Sold out | 0 | — |
| Hawk Ridge Capital Management LP Hedge fund | −276K Sold out | 0 | — |
| Handelsbanken Fonder AB | −262K −66.1% | 134K | $11.5M |
| Marshall Wace, LLP Hedge fund | −250K Sold out | 0 | — |
| Walleye Capital LLC Hedge fund | −206K −97.6% | 5,061 | $434,234 |
| UBS Group AG | −171K −54.4% | 143K | $12.3M |
| Freemont Management S.A. | −136K Sold out | 0 | — |
| Bank Of America Corp | −120K −24.9% | 362K | $31.1M |
| Shannon River Fund Management LLC Hedge fund | −115K Sold out | 0 | — |
| Morgan Stanley | −113K −15.6% | 612K | $52.5M |
| Algert Global LLC Hedge fund | −112K −27.3% | 298K | $25.5M |
| Squarepoint Ops LLC Hedge fund | −102K −22.1% | 359K | $30.8M |
| Engineers Gate Manager LP Hedge fund | −91K −96.8% | 3,030 | $259,974 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −1.5M −97.3% | 41K | $3.5M |
| Citadel Advisors LLC Hedge fund | −932K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −403K −77.4% | 118K | $10.1M |
| Woodline Partners LP Hedge fund | −349K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −290K Sold out | 0 | — |
| Hawk Ridge Capital Management LP Hedge fund | −276K Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −250K Sold out | 0 | — |
| Walleye Capital LLC Hedge fund | −206K −97.6% | 5,061 | $434,234 |
| Shannon River Fund Management LLC Hedge fund | −115K Sold out | 0 | — |
| Algert Global LLC Hedge fund | −112K −27.3% | 298K | $25.5M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Menora Mivtachim Holdings Ltd. | 758K | $65M |
| Nomura Asset Management International Inc. | 358K | $30.7M |
| Robinhood Asset Management, LLC | 159K | $13.7M |
| Quadrature Capital LtdHedge fund | 118K | $10.1M |
| Emerald Advisers, LLC | 97K | $8.3M |
| Apis Capital Advisors, LLC | 88K | $7.6M |
| Potrero Capital Research LLC | 87K | $7.4M |
| Emerald Mutual Fund Advisers Trust | 66K | $5.6M |
| Zacks Investment Management | 42K | $3.6M |
| Arosa Capital Management LP | 35K | $3M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Citadel Advisors LLCHedge fund | 932K | $48M |
| Fifthdelta Ltd | 547K | $28.1M |
| Woodline Partners LPHedge fund | 349K | $18M |
| Balyasny Asset Management L.P.Hedge fund | 290K | $14.9M |
| Hawk Ridge Capital Management LPHedge fund | 276K | $14.2M |
| Marshall Wace, LLPHedge fund | 250K | $12.8M |
| Freemont Management S.A. | 136K | $7M |
| Shannon River Fund Management LLCHedge fund | 115K | $5.9M |
| Lord, Abbett & Co. LLC | 77K | $3.9M |
| Trexquant Investment LPHedge fund | 49K | $2.5M |
Who holds the shares
- Institutions reporting
- 336
- Ten largest holders
- 54.5% of 13F-reported shares
- Index fund managers
- 39.9% of 13F-reported shares
- Active managers and hedge funds
- 19.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 24 | 27 | 6 | 11 | −2.1M | −23.1% |
| Index fund managers | 9 | 2 | 0 | 0 | +899K | +6.7% |
| Other institutions | 168 | 110 | 79 | 39 | +653K | +4.7% |