Ambarella

AMBA • NASDAQ

Ambarella is a semiconductors company in the technology sector on NASDAQ, led by John Young, with a market cap of $3.2B. As of Q3 2025, 83% of shares are held by 323 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.11%.

Chief Executive OfficerJohn Young

Market Cap$3.2B

Semiconductors

Technology

Employees915.0

Websiteambarella.com

Country

United States of America

Overview

Overview of institutional ownership in AMBA as of Q3 2025 with a market cap of $3.5B

All Institutions

Institutions: 323
Value Held: $2.9B
Shares Held: 35.4M
Avg Position: $9.0M
Median Position: $707.5K

Hedge Funds

Hedge Funds: 56
Value Held: $535.5M
Shares Held: 6.5M
Avg Position: $9.6M
Median Position: $2.0M

Ownership Breakdown

Institutional (non-HF)

67.76%

$2.4B

Hedge Funds

15.2%

$535.5M

Retail & Other

17.04%

$600.1M

Based on market cap of $3.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AMBA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$426.5M 0.01% of portfolio	12.11% 5.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$323.7M 0.01% of portfolio	9.19% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$138.7M 0.00% of portfolio	3.94% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
J Jericho Capital Asset Management L.P. Hedge Fund•Long/Short	Emer O'Hanlon CFO	$100.1M 1.04% of portfolio	2.84% 1.2M shares	Q2 2025 Held for 5 months	$9.6B
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	$91.4M 0.31% of portfolio	2.59% 1.1M shares	Q4 2024 Held for 11 months	$29.4B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$81.3M 0.01% of portfolio	2.31% 985.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$79.1M 0.00% of portfolio	2.25% 958.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$70.4M 0.06% of portfolio	2.00% 853.2K shares	Q3 2013 Held for 12y 2m	$120.17B
UBS Group AG Institution	Sergio P. Ermotti CEO	$67.8M 0.01% of portfolio	1.92% 821.7K shares	Q4 2014 Held for 10y 11m	$511.54B
BARCLAYS PLC Institution	-	$64.0M 0.02% of portfolio	1.82% 775.1K shares	≤ Q2 2013 Held for 12y 5m+	$271.65B

Net Capital Flow

Institutional buying and selling activity for AMBA in Q3 2025

Traded: +$59.8M
Buyers: 178
Sellers: 141
Total Bought: +$424.1M
Total Sold: −$364.3M
Avg Position: $8.1M

Biggest Buyers

Institution	Net Bought	Current Position
UBS Group AG Institution	+$53.7M +650.3K shares	$67.8M 821.7K shares
BARCLAYS PLC Institution	+$35.1M +425.5K shares	$64.0M 775.1K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$31.5M +381.1K shares	$31.5M 381.1K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$17.0M +206.1K shares	$18.7M 227.2K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$16.8M +203.7K shares	$26.1M 316.4K shares
Tributary Capital Management, LLC Long Only Manager	+$16.4M +198.9K shares	$35.0M 423.8K shares
MORGAN STANLEY RIA/Wealth	+$13.7M +166.4K shares	$79.1M 958.5K shares
GOLDMAN SACHS GROUP INC Institution	+$12.2M +147.3K shares	$41.9M 507.6K shares
H Handelsbanken Fonder AB Institution	+$11.8M +143.1K shares	$14.0M 169.8K shares
Marshall Wace LLP Institution	+$10.9M +132.5K shares	$18.2M 220.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
M MANUFACTURERES LIFE INSURANCE CO Institution	−$42.8M −518.3K shares	$70.4M 853.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$40.5M −490.7K shares	$37.5M 455.0K shares
A AXA Institution	−$23.6M −357.0K shares	Sold Off 0 shares
B BAILLIE GIFFORD & CO Institution	−$17.1M −259.4K shares	Sold Off 0 shares
A Assenagon Asset Management S.A. Institution	−$17.0M −257.9K shares	Sold Off 0 shares
STATE STREET CORP Institution	−$14.4M −174.3K shares	$138.7M 1.7M shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$12.7M −154.0K shares	$2.0M 24.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$12.7M −153.9K shares	$6.5M 78.7K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$10.6M −128.8K shares	$27.3M 330.8K shares
L LMR Partners LLP Institution	−$9.9M −150.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AMBA in Q3 2025

New Positions: 23
New Value: $16.5M
Exited Positions: 38
Exited Value: $127.8M

New Positions

Institution	Position Value
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	$6.0M 72.9K shares
A AIGH Capital Management LLC Hedge Fund•Long/Short	$4.1M 50.0K shares
Main Management ETF Advisors, LLC Institution	$1.4M 17.1K shares
B Banco Santander, S.A. Institution	$779.5K 9.4K shares
VISTA INVESTMENT PARTNERS LLC RIA/Wealth	$718.9K 8.7K shares
WBI INVESTMENTS ETF Provider	$413.2K 5.0K shares
Oak Harvest Investment Services RIA/Wealth	$412.6K 5.0K shares
C CAPROCK Group, Inc. Fund of Funds	$287.1K 3.5K shares
LEIGH BALDWIN & CO., LLC RIA/Wealth	$265.9K 2.8K shares
D DRW Securities, LLC Institution	$263.5K 3.2K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$23.6M 357.0K shares
B BAILLIE GIFFORD & CO Institution	$17.1M 259.4K shares
A Assenagon Asset Management S.A. Institution	$17.0M 257.9K shares
L LMR Partners LLP Institution	$9.9M 150.0K shares
T Tairen Capital Ltd Institution	$9.6M 146.0K shares
N Neuberger Berman Group LLC Institution	$8.0M 120.7K shares
Stanley-Laman Group, Ltd. RIA/Wealth	$7.3M 111.2K shares
H Hel Ved Capital Management Ltd Institution	$6.9M 103.9K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$6.7M 101.6K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$4.7M 71.2K shares

Options Activity

Institutions with the largest Call and Put options positions in AMBA as of Q3 2025

Call Positions: 18
Call Value: $169.4M
Put Positions: 15
Put Value: $83.1M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$48.6M 5.9K contracts
J JANE STREET GROUP, LLC Institution	$31.1M 3.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$24.5M 3.0K contracts
P PEAK6 LLC Institution	$21.3M 2.6K contracts
H Hel Ved Capital Management Ltd Institution	$18.4M 2.2K contracts
W WOLVERINE TRADING, LLC Institution	$4.5M 545.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$3.8M 462.0 contracts
S SYMMETRY PEAK MANAGEMENT LLC Institution	$3.7M 447.0 contracts
C Cubist Systematic Strategies, LLC Institution	$3.3M 398.0 contracts
Walleye Trading LLC RIA/Wealth	$3.1M 375.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$33.5M 4.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$11.4M 1.4K contracts
J JANE STREET GROUP, LLC Institution	$10.6M 1.3K contracts
P PEAK6 LLC Institution	$9.4M 1.1K contracts
W WOLVERINE TRADING, LLC Institution	$7.3M 883.0 contracts
Marshall Wace LLP Institution	$3.3M 397.0 contracts
Walleye Trading LLC RIA/Wealth	$2.1M 253.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.6M 188.0 contracts
C Cubist Systematic Strategies, LLC Institution	$1.3M 156.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$957.2K 116.0 contracts

Most Committed Institutions

Institutions with AMBA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S S Squared Technology, LLC Hedge Fund•Long/Short	Kenneth A Goldblatt Managing Partner	4.82% $12.7M	0.36% 153.6K shares	Q4 2018 Held for 6y 11m	$263.0M
P potrero capital research llc Hedge Fund•Long/Short	Jack R Ripsteen Managing Partner	2.63% $8.7M	0.25% 105.4K shares	Q2 2025 Held for 5 months	$330.9M
OBERWEIS ASSET MANAGEMENT INC/ Long Only Manager	James Walter Oberweis President	1.94% $50.4M	1.43% 611.4K shares	Q3 2024 Held for 1y 2m	$2.6B
SG Capital Management LLC Hedge Fund•Event Driven	Glen Schneider President	1.92% $19.2M	0.55% 232.7K shares	Q2 2024 Held for 1y 5m	$998.2M
TradeLink Capital LLC Hedge Fund•Event Driven	Steven Wesley Wolf CEO	1.80% $217.0K	0.01% 2.6K shares	Q3 2025 Held for 2 months	$12.0M
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	1.66% $35.0M	0.99% 423.8K shares	Q4 2016 Held for 8y 11m	$2.1B
S SWS Partners RIA/Wealth	Christopher Judson Williams CEO	1.54% $6.3M	0.18% 76.4K shares	Q1 2020 Held for 5y 8m	$409.7M
A AIGH Capital Management LLC Hedge Fund•Long/Short	Orin Zvi Hirschman Managing Partner	1.30% $4.1M	0.12% 50.0K shares	Q3 2025 Held for 2 months	$317.0M
Collar Capital Management, LLC RIA/Wealth	Patrick Daniel Collar Managing Partner	1.19% $1.7M	0.05% 20.7K shares	Q4 2024 Held for 11 months	$143.5M
WESTERLY CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	Christopher James Galvin Managing Partner	1.18% $3.7M	0.11% 45.0K shares	Q2 2023 Held for 2y 5m	$315.2M

Hedge Fund Spotlight

Discover hedge funds investing in AMBA

Campbell & CO Investment Adviser LLC

Hedge Fund • Quant Macro

Portfolio ManagerKevin Dwayne Cole

Portfolio Value: $1.3B
Positions: 1,051
Last Reported: Q3 2025

Sector Allocation

Position in Ambarella

Market Value: $1.1M
Shares Held: 13.8K
Portfolio Weight: 0.09%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Wheaton Precious Metals WPM	Gold Basic Materials	$11.4M	0.86%
2 RIO Rio Tinto RIO	Unknown Unknown	$9.5M	0.72%
3 Sprouts Farmers Market SFM	Grocery Stores Consumer Defensive	$9.3M	0.71%

View full profile

Ambarella

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Ambarella

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