Amplitude, Inc.

AMPL • NASDAQ

Amplitude, Inc. is a software - application company in the technology sector on NASDAQ, led by Spenser Skates, with a market cap of $1.5B. As of Q3 2025, 59% of shares are held by 201 institutional investors, with VANGUARD GROUP INC as the largest holder at 7.46%.

Chief Executive OfficerSpenser Skates

Market Cap$1.5B

Software - Application

Technology

Employees675.0

Websiteamplitude.com

Country

United States of America

Overview

Overview of institutional ownership in AMPL as of Q3 2025 with a market cap of $1.4B

All Institutions

Institutions: 201
Value Held: $837.9M
Shares Held: 78.2M
Avg Position: $4.2M
Median Position: $433.2K

Hedge Funds

Hedge Funds: 41
Value Held: $147.0M
Shares Held: 13.7M
Avg Position: $3.6M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

48.63%

$690.9M

Hedge Funds

10.35%

$147.0M

Retail & Other

41.02%

$582.7M

Based on market cap of $1.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AMPL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$106.0M 0.00% of portfolio	7.46% 9.9M shares	Q3 2021 Held for 4y 2m	$6.69T
B BlackRock, Inc. Institution	-	$103.0M 0.00% of portfolio	7.25% 9.6M shares	Q4 2021 Held for 3y 11m	$5.67T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$64.6M 0.02% of portfolio	4.55% 6.0M shares	Q3 2021 Held for 4y 2m	$317.45B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$54.2M 0.03% of portfolio	3.81% 5.1M shares	Q3 2022 Held for 3y 2m	$161.58B
S SC US , LTD. Institution	-	$30.0M 0.19% of portfolio	2.11% 2.8M shares	Q3 2021 Held for 4y 2m	$16.1B
B BAILLIE GIFFORD & CO Institution	-	$28.7M 0.02% of portfolio	2.02% 2.7M shares	Q1 2025 Held for 8 months	$134.80B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$24.0M 0.00% of portfolio	1.69% 2.2M shares	Q4 2021 Held for 3y 11m	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$24.0M 0.00% of portfolio	1.69% 2.2M shares	Q4 2021 Held for 3y 11m	$1.57T
N Nuveen, LLC Institution	-	$23.9M 0.01% of portfolio	1.68% 2.2M shares	Q1 2025 Held for 8 months	$377.89B
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$22.1M 0.02% of portfolio	1.56% 2.1M shares	Q3 2021 Held for 4y 2m	$121.98B

Net Capital Flow

Institutional buying and selling activity for AMPL in Q3 2025

Traded: −$9.2M
Buyers: 127
Sellers: 67
Total Bought: +$172.9M
Total Sold: −$182.1M
Avg Position: $3.7M

Biggest Buyers

Institution	Net Bought	Current Position
TimesSquare Capital Management, LLC Long Only Manager	+$21.9M +2.0M shares	$21.9M 2.0M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$20.0M +1.9M shares	$64.6M 6.0M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$19.3M +1.8M shares	$21.7M 2.0M shares
B BlackRock, Inc. Institution	+$11.5M +1.1M shares	$103.0M 9.6M shares
B BAILLIE GIFFORD & CO Institution	+$7.5M +703.3K shares	$28.7M 2.7M shares
Toronado Partners, LLC Hedge Fund•Long/Short	+$7.3M +681.9K shares	$10.4M 970.3K shares
GAGNON SECURITIES LLC RIA/Wealth	+$5.5M +510.7K shares	$5.5M 510.7K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$4.7M +441.9K shares	$6.9M 641.1K shares
N Neuberger Berman Group LLC Institution	+$4.6M +426.6K shares	$4.6M 426.6K shares
GOLDMAN SACHS GROUP INC Institution	+$3.8M +355.6K shares	$9.9M 921.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$41.5M −3.9M shares	$54.2M 5.1M shares
Sunriver Management LLC Hedge Fund•Long/Short	−$41.4M −3.3M shares	Sold Off 0 shares
FMR LLC Institution	−$26.0M −2.4M shares	$9.3M 864.8K shares
I Institutional Venture Management XV, LLC Institution	−$23.5M −1.9M shares	Sold Off 0 shares
Marshall Wace LLP Institution	−$9.0M −725.7K shares	Sold Off 0 shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$5.2M −418.1K shares	Sold Off 0 shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$5.1M −414.8K shares	Sold Off 0 shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	−$3.4M −275.0K shares	Sold Off 0 shares
CenterBook Partners LP Hedge Fund•Market Neutral	−$3.0M −275.8K shares	$350.5K 32.7K shares
PATHWAY CAPITAL MANAGEMENT, LP Fund of Funds	−$2.7M −216.4K shares	Sold Off 0 shares

Entry and Exit Activity

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

New Positions: 23
New Value: $40.4M
Exited Positions: 23
Exited Value: $97.7M

New Positions

Institution	Position Value
TimesSquare Capital Management, LLC Long Only Manager	$21.9M 2.0M shares
GAGNON SECURITIES LLC RIA/Wealth	$5.5M 510.7K shares
N Neuberger Berman Group LLC Institution	$4.6M 426.6K shares
G Gagnon Advisors, LLC Hedge Fund•Long/Short	$3.8M 353.0K shares
Inspire Advisors, LLC RIA/Wealth	$2.0M 189.7K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	$499.8K 46.6K shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	$302.9K 28.3K shares
PENN CAPITAL MANAGEMENT CO INC Long Only Manager	$263.4K 24.6K shares
O OMERS ADMINISTRATION Corp Institution	$256.2K 23.9K shares
B Brevan Howard Capital Management LP Institution	$232.2K 21.7K shares

Exited Positions

Institution	Previous Position
Sunriver Management LLC Hedge Fund•Long/Short	$41.4M 3.3M shares
I Institutional Venture Management XV, LLC Institution	$23.5M 1.9M shares
Marshall Wace LLP Institution	$9.0M 725.7K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$5.2M 418.1K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$5.1M 414.8K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	$3.4M 275.0K shares
PATHWAY CAPITAL MANAGEMENT, LP Fund of Funds	$2.7M 216.4K shares
ARDSLEY ADVISORY PARTNERS Hedge Fund•Long/Short	$2.6M 210.0K shares
BANK OF MONTREAL /CAN/ Institution	$1.4M 109.0K shares
L Liberty Mutual Group Asset Management Inc. Institution	$724.8K 58.5K shares

Options Activity

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

Call Positions: 11
Call Value: $9.4M
Put Positions: 8
Put Value: $10.9M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.9M 2.7K contracts
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	$2.1M 2.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.3M 1.3K contracts
J JANE STREET GROUP, LLC Institution	$1.2M 1.1K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.1M 1.0K contracts
W WOLVERINE TRADING, LLC Institution	$496.9K 434.0 contracts
Walleye Trading LLC RIA/Wealth	$120.1K 112.0 contracts
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$107.2K 100.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$2.1K 2.0 contracts
P PEAK6 LLC Institution	- - contracts

Put Positions

Institution	Position Value
J J. Goldman & Co LP Hedge Fund•Multi-Strategy	$6.7M 6.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.2M 1.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 1.0K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.1M 1.0K contracts
J JANE STREET GROUP, LLC Institution	$364.5K 340.0 contracts
W WOLVERINE TRADING, LLC Institution	$258.8K 226.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$121.1K 113.0 contracts
Walleye Trading LLC RIA/Wealth	$116.8K 109.0 contracts

Most Committed Institutions

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Toronado Partners, LLC Hedge Fund•Long/Short	John Stephen Perkins Managing Partner	6.90% $10.4M	0.73% 970.3K shares	Q2 2025 Held for 5 months	$150.9M
Meros Investment Management, LP Long Only Manager	Kenneth Scott Canon CEO	3.50% $8.2M	0.58% 765.1K shares	Q4 2024 Held for 11 months	$234.2M
C Circumference Group LLC Hedge Fund•Multi-Strategy	Jeffrey Howard Fox CEO	2.74% $2.3M	0.16% 218.0K shares	Q3 2024 Held for 1y 2m	$85.2M
M MONIMUS CAPITAL MANAGEMENT, LP Hedge Fund•Long/Short	Brian Jeffrey Bellinger Managing Partner	2.35% $3.1M	0.22% 286.1K shares	Q4 2024 Held for 11 months	$130.6M
G Gagnon Advisors, LLC Hedge Fund•Long/Short	Neil Joseph Gagnon CEO	2.34% $3.8M	0.27% 353.0K shares	Q3 2025 Held for 2 months	$162.0M
Optimus Prime Fund Management Co., Ltd. RIA/Wealth	John Christian Gesek Managing Partner	1.50% $16.9M	1.19% 1.6M shares	Q4 2021 Held for 3y 11m	$1.1B
WESTERLY CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	Christopher James Galvin Managing Partner	1.19% $3.8M	0.26% 350.0K shares	Q1 2025 Held for 8 months	$315.2M
GAGNON SECURITIES LLC RIA/Wealth	Neil Joseph Gagnon CEO	1.11% $5.5M	0.39% 510.7K shares	Q3 2025 Held for 2 months	$493.8M
G G2 Investment Partners Management LLC Hedge Fund•Long/Short	Joshua M Goldberg Managing Partner	1.10% $5.1M	0.36% 478.1K shares	Q2 2025 Held for 5 months	$467.4M
C Corton Capital Inc. Institution	-	0.42% $170.2K	0.01% 15.9K shares	Q3 2025 Held for 2 months	$40.6M

Hedge Fund Spotlight

Discover hedge funds investing in AMPL

JACOBS LEVY EQUITY MANAGEMENT, INC

Hedge Fund • Quant

Portfolio ManagerBruce Ira Jacobs

Portfolio Value: $25.2B
Positions: 953
Last Reported: Q3 2025

Sector Allocation

Position in Amplitude, Inc.

Market Value: $409.1K
Shares Held: 38.2K
Portfolio Weight: 0.00%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$1.7B	6.62%
2 Apple AAPL	Consumer Electronics Technology	$1.3B	5.29%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.0B	4.05%