AMBANasdaqSemiconductors & Related DevicesFiscal year ends January 31
AMBARELLA INC
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 4, 2026
$62.76+1.06 (+1.72%)
Close on Oct 19, 2026
- Market cap
- $2.76B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
81.3%
36M of 44M shares
Institutional holders
341
89 new, 50 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 44 sales
Net sold $17.15M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 3,752,800 | 8.57% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 3,081,149 | 7.30% | 13G (passive) amendment | Mar 31, 2025 |
| T. Rowe Price Associates, Inc. | 2,598,863 | 5.90% | 13G (passive) | Jun 30, 2026 |
| State Street Corporation | 2,562,733 | 5.80% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 2,198,918 | 5.01% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMBA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,944,592 | 8.94% | $338.45M | +155,377 | 0.01% |
| Vanguard Portfolio Management LLC | 3,688,405 | 8.36% | $316.47M | −28,458 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 2,598,976 | 5.89% | $222.99K | +1,646,661 | 0.02% |
| State Street Corp | 2,562,733 | 5.81% | $219.88M | +586,269 | 0.01% |
| Vanguard Capital Management LLC | 1,873,539 | 4.24% | $160.75M | +58,936 | 0.00% |
| Manufacturers Life Insurance Company, The | 1,186,541 | 2.69% | $158.19M | −399,541 | 0.12% |
| Legal & General Group Plc | 1,116,729 | 2.53% | $95.82M | +190,333 | 0.02% |
| Geode Capital Management, LLC | 1,098,120 | 2.49% | $94.24M | +68,891 | 0.01% |
| Menora Mivtachim Holdings Ltd. | 757,571 | 1.72% | $65.00M | New | 0.25% |
| Stephens Investment Management Group LLC | 721,711 | 1.64% | $61.92M | +246,570 | 0.66% |
| Dimensional Fund Advisors LP | 718,154 | 1.63% | $61.57M | +79,567 | 0.01% |
| Connor, Clark & Lunn Investment Management Ltd. | 685,726 | 1.55% | $58.84M | +85,220 | 0.11% |
| Exchange Traded Concepts, LLC | 630,697 | 1.43% | $54.11M | +59,117 | 0.25% |
| Morgan Stanley | 611,551 | 1.39% | $52.47M | −113,104 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 562,013 | 1.27% | $47.06M | +20,112 | 0.06% |
| D. E. Shaw & Co., Inc. | 515,084 | 1.17% | $44.19M | +269,919 | 0.02% |
| T. Rowe Price Investment Management, Inc. | 513,569 | 1.16% | $44.07K | +255,769 | 0.03% |
| Jacobs Levy Equity Management, Inc | 504,409 | 1.14% | $43.28M | +139,980 | 0.16% |
| Aqr Capital Management LLC | 495,583 | 1.12% | $42.52M | −232 | 0.01% |
| Nuveen, LLC | 439,002 | 0.99% | $37.67M | −48,818 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 341 | 36M | 81.3% | 89 / 118 | 89 / 50 | 7M | 8M |
| Q1 2026 | 307 | 37M | 82.7% | 62 / 115 | 84 / 75 | 14M | 10M |
| Q4 2025 | 324 | 38M | 85.9% | 58 / 101 | 118 / 54 | 7M | 4M |
| Q3 2025 | 329 | 36M | 81.1% | 66 / 113 | 105 / 39 | 5M | 5M |
| Q2 2025 | 304 | 35M | 79.8% | 59 / 107 | 106 / 50 | 6M | 5M |
| Q1 2025 | 297 | 35M | 79.9% | 57 / 116 | 93 / 53 | 7M | 5M |
| Q4 2024 | 298 | 34M | 76.5% | 71 / 87 | 101 / 33 | 4M | 4M |
| Q3 2024 | 265 | 33M | 74.9% | 39 / 96 | 93 / 34 | 6M | 4M |
| Q2 2024 | 262 | 35M | 78.3% | 38 / 98 | 91 / 43 | 6M | 7M |
| Q1 2024 | 269 | 36M | 81.8% | 46 / 112 | 74 / 31 | 5M | 4M |
| Q4 2023 | 258 | 35M | 79.6% | 52 / 96 | 77 / 46 | 8M | 4M |
| Q3 2023 | 253 | 31M | 70.2% | 40 / 91 | 81 / 44 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMBA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,321,260 | 2.99% | $113.36M | 0.00% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,013,134 | 2.30% | $73.13M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 956,766 | 2.17% | $82.09M | 0.04% | Jun 30, 2026 |
| Vanguard Explorer Fund | 785,344 | 1.78% | $67.54M | 0.31% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 551,361 | 1.25% | $47.31M | 0.10% | Jun 30, 2026 |
| ROBO Global Robotics and Automation Index ETF | 483,856 | 1.10% | $41.61M | 2.09% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 476,351 | 1.08% | $40.87M | 0.04% | Jun 30, 2026 |
| Small Cap Core Fund | 474,228 | 1.07% | $40.78M | 2.10% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 440,956 | 1.00% | $37.83M | 0.31% | Jun 30, 2026 |
| Global X Artificial Intelligence & Technology ETF | 369,594 | 0.84% | $26.68M | 0.25% | May 31, 2026 |
| Oberweis Micro-Cap Fund | 302,369 | 0.69% | $25.94M | 1.61% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 212,428 | 0.48% | $15.33M | 0.09% | May 31, 2026 |
| ROBO Global Artificial Intelligence ETF | 141,180 | 0.32% | $12.14M | 2.92% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 139,536 | 0.32% | $12.00M | 0.08% | Jul 31, 2026 |
| Needham Small Cap Growth Fund | 135,000 | 0.31% | $11.58M | 2.78% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Feng-Ming Wang | CEO, Director | 767,759 | 1.74% | Sep 18, 2026 |
| Leslie Kohn | Chief Technology Officer, Director | 977,428 | 2.21% | Sep 19, 2025 |
| John Alexander Young | CFO | 107,806 | 0.24% | Sep 21, 2026 |
| Chi-Hong Ju | Senior VP, Systems & GM | 162,153 | 0.37% | Sep 18, 2026 |
| Chan W. Lee | Chief Operations Officer | 154,443 | 0.35% | Sep 18, 2026 |
| Yun-Lung Chen | VP, Business Dev. & Marketing | 60,557 | 0.14% | Jul 10, 2026 |
| Christopher Day | VP, Marketing | 15,099 | 0.03% | Jun 20, 2025 |
| Christopher B. Paisley | Director | 43,930 | 0.10% | Sep 28, 2026 |
| Hsiao-Wuen Hon | Director | 33,927 | 0.08% | Sep 10, 2026 |
| David Jeffrey Richardson | Director | 31,461 | 0.07% | Sep 10, 2026 |
| Gregory M. Bryant | Director | 5,608 | 0.01% | Sep 10, 2026 |
| Elizabeth M. Schwarting | Director | 9,841 | 0.02% | Sep 10, 2026 |
| Chenming Hu | Director | 32,667 | 0.07% | Sep 10, 2026 |
| Chantelle Yvette Breithaupt | Director | 8,091 | 0.02% | Sep 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher B. Paisley Director | Sep 25, 2026 | Sale(10b5-1 plan) | −250 | $70.76 | $17.69K | 43,930 |
| John Alexander Young CFO | Sep 18, 2026 | Sale(10b5-1 plan) | −1,896 | $67.28 | $127.56K | 107,806 |
| John Alexander Young CFO | Sep 17, 2026 | Sale | −3,126 | $64.83 | $202.66K | 109,702 |
| Feng-Ming Wang CEO, Director | Sep 17, 2026 | Sale | −6,086 | $64.83 | $394.56K | 767,759 |
| Chan W. Lee Chief Operations Officer | Sep 17, 2026 | Sale | −2,893 | $64.83 | $187.55K | 154,443 |
| Chi-Hong Ju Senior VP, Systems & GM | Sep 17, 2026 | Sale | −2,009 | $64.83 | $130.24K | 154,153 |
| Gregory M. Bryant Director | Sep 8, 2026 | Award | +3,151 | – | – | 5,608 |
| David Jeffrey Richardson Director | Sep 8, 2026 | Award | +3,151 | – | – | 5,649 |
| Hsiao-Wuen Hon Director | Sep 8, 2026 | Award | +3,151 | – | – | 33,927 |
| Elizabeth M. Schwarting Director | Sep 8, 2026 | Award | +3,151 | – | – | 9,841 |
| Chenming Hu Director | Sep 8, 2026 | Award | +3,151 | – | – | 32,667 |
| Chantelle Yvette Breithaupt Director | Sep 8, 2026 | Award | +3,151 | – | – | 8,091 |
| Christopher B. Paisley Director | Sep 8, 2026 | Award | +3,151 | – | – | 44,180 |
| Yun-Lung Chen VP, Business Dev. & Marketing | Jul 9, 2026 | Sale | −5,958 | $78.66 | $468.66K | 60,557 |
| Feng-Ming Wang CEO, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −16,250 | $90.08 | $1.46M | 773,607 |
| Chi-Hong Ju Senior VP, Systems & GM | Jul 1, 2026 | Sale | −10,000 | $88.84 | $888.40K | 155,924 |
| Christopher B. Paisley Director | Jun 26, 2026 | Sale(10b5-1 plan) | −250 | $62.01 | $15.50K | 41,029 |
| Chi-Hong Ju Senior VP, Systems & GM | Jun 17, 2026 | Sale | −2,017 | $67.87 | $136.89K | 165,924 |
| John Alexander Young CFO | Jun 17, 2026 | Sale(10b5-1 plan) | −1,847 | $66.98 | $123.71K | 112,590 |
| John Alexander Young CFO | Jun 17, 2026 | Sale(10b5-1 plan) | −3,186 | $67.87 | $216.23K | 114,437 |
| Chan W. Lee Chief Operations Officer | Jun 17, 2026 | Sale | −2,951 | $67.87 | $200.28K | 157,098 |
| Feng-Ming Wang CEO, Director | Jun 17, 2026 | Gift | −10,000 | – | – | 789,857 |
| Feng-Ming Wang CEO, Director | Jun 17, 2026 | Sale | −6,204 | $67.87 | $421.07K | 799,857 |
| Yun-Lung Chen VP, Business Development and | Jun 12, 2026 | Sale | −9,856 | $67.06 | $660.94K | 66,515 |
| John Alexander Young CFO | May 26, 2026 | Sale(10b5-1 plan) | −400 | $96.00 | $38.40K | 117,623 |
| John Alexander Young CFO | May 26, 2026 | Option exercise | +400 | $55.80 | $22.32K | 118,023 |
| Feng-Ming Wang CEO, Director | May 26, 2026 | Sale(10b5-1 plan) | −17,285 | $90.38 | $1.56M | 821,276 |
| Feng-Ming Wang CEO, Director | May 26, 2026 | Sale(10b5-1 plan) | −6,065 | $91.23 | $553.31K | 815,211 |
| Feng-Ming Wang CEO, Director | May 26, 2026 | Sale(10b5-1 plan) | −9,150 | $92.05 | $842.26K | 806,061 |
| John Alexander Young CFO | Apr 21, 2026 | Sale(10b5-1 plan) | −1,971 | $60.00 | $118.26K | 117,623 |
| Feng-Ming Wang CEO, Director | Mar 19, 2026 | Sale | −8,083 | $54.14 | $437.61K | 838,561 |
| John Alexander Young CFO | Mar 19, 2026 | Sale | −3,038 | $54.14 | $164.48K | 119,594 |
| Chi-Hong Ju Senior VP, Systems & GM, Asia | Mar 19, 2026 | Sale | −2,155 | $54.14 | $116.67K | 167,941 |
| Chan W. Lee Chief Operations Officer | Mar 19, 2026 | Sale | −3,641 | $54.14 | $197.12K | 160,049 |
| Feng-Ming Wang CEO, Director | Mar 18, 2026 | Award | +15,686 | – | – | 846,644 |
| Yun-Lung Chen VP, Business Development and M | Mar 18, 2026 | Award | +2,849 | – | – | 76,371 |
| John Alexander Young CFO | Mar 18, 2026 | Award | +5,560 | – | – | 122,632 |
| Chi-Hong Ju Senior VP, Systems & GM, Asia | Mar 18, 2026 | Award | +5,930 | – | – | 170,096 |
| Chan W. Lee Chief Operations Officer | Mar 18, 2026 | Award | +7,320 | – | – | 163,690 |
| Feng-Ming Wang CEO, Director | Mar 17, 2026 | Sale | −18,976 | $52.77 | $1.00M | 830,958 |
| Feng-Ming Wang CEO, Director | Mar 17, 2026 | Option exercise | +27,598 | – | – | 849,934 |
| Yun-Lung Chen VP, Business Development and M | Mar 17, 2026 | Option exercise | +4,651 | – | – | 73,522 |
| John Alexander Young CFO | Mar 17, 2026 | Sale | −4,577 | $52.77 | $241.53K | 117,072 |
| John Alexander Young CFO | Mar 17, 2026 | Option exercise | +3,556 | – | – | 121,649 |
| Chi-Hong Ju Senior VP, Systems & GM, Asia | Mar 17, 2026 | Sale | −4,729 | $52.77 | $249.55K | 164,166 |
| Chi-Hong Ju Senior VP, Systems & GM, Asia | Mar 17, 2026 | Option exercise | +9,553 | – | – | 168,895 |
| Chan W. Lee Chief Operations Officer | Mar 17, 2026 | Sale | −6,729 | $52.77 | $355.09K | 156,370 |
| Chan W. Lee Chief Operations Officer | Mar 17, 2026 | Option exercise | +13,678 | – | – | 163,099 |
| Chan W. Lee Chief Operations Officer | Mar 2, 2026 | Award | +24,701 | – | – | 149,267 |
| Gregory M. Bryant Director | Mar 2, 2026 | Award | +2,457 | – | – | 2,457 |
| Chi-Hong Ju Senior VP, Systems & GM, Asia | Mar 2, 2026 | Award | +17,329 | – | – | 159,188 |
| Yun-Lung Chen VP, Business Development and M | Mar 2, 2026 | Award | +7,220 | – | – | 68,871 |
| Feng-Ming Wang CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −1,900 | $58.77 | $111.66K | 816,079 |
| Feng-Ming Wang CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −1,000 | $56.83 | $56.83K | 817,979 |
| Feng-Ming Wang CEO, Director | Mar 2, 2026 | Option exercise | +50,000 | $41.36 | $2.07M | 818,979 |
| Feng-Ming Wang CEO, Director | Mar 2, 2026 | Award | +53,203 | – | – | 822,182 |
| Feng-Ming Wang CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −12,040 | $61.42 | $739.50K | 768,979 |
| Feng-Ming Wang CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −32,460 | $60.91 | $1.98M | 781,019 |
| Feng-Ming Wang CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −2,600 | $59.53 | $154.78K | 813,479 |
| John Alexander Young CFO | Mar 2, 2026 | Award | +15,201 | – | – | 117,939 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Christopher B. Paisley Director | Sep 25, 2026 | 250 | $17.69K | Sep 25, 2026 | Restricted Stock Vesting |
| Young John Officer | Sep 18, 2026 | 1,896 | $126.86K | Sep 18, 2026 | Restricted Stock Units |
| Chen Yun-Lung Officer | Jul 9, 2026 | 5,958 | $468.66K | Jul 9, 2026 | Performance Stock Units |
| Wang Feng-Ming Director, Officer | Jul 1, 2026 | 16,250 | $1.39M | Jul 1, 2026 | Restricted Stock Units |
| John Ju Chihong Officer | Jul 1, 2026 | 10,000 | $888.40K | Jul 1, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Christopher B. Paisley Director | Jun 26, 2026 | 250 | $15.50K | Jun 26, 2026 | Restricted Stock Vesting |
| Young John Officer | Jun 17, 2026 | 1,847 | $123.97K | Jun 17, 2026 | Restricted Stock Units |
| Chen Yun-Lung Officer | Jun 12, 2026 | 9,856 | $660.95K | Jun 12, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Young John Officer | May 26, 2026 | 400 | $35.02K | May 26, 2026 | Exercise of Stock Options |
| Wang Feng-Ming Director, Officer | May 26, 2026 | 32,500 | $2.85M | May 26, 2026 | Restricted Stock Units |
| Young John Officer | Apr 21, 2026 | 1,971 | $116.84K | Apr 21, 2026 | Restricted Stock Units |
| Wang Feng-Ming Director, Officer | Mar 2, 2026 | 50,000 | $3.02M | Mar 2, 2026 | Exercise of Stock Options |
| John Ju Chihong Officer | Jan 5, 2026 | 7,728 | $584.10K | Jan 5, 2026 | Restricted stock vesting under a registered plan |
| John Ju Chihong Officer | Dec 30, 2025 | 7,945 | $558.16K | Dec 30, 2025 | Restricted stock vesting under a registered plan |
| Christopher B. Paisley Director | Dec 29, 2025 | 500 | $36.09K | Dec 26, 2025 | Restricted Stock Vesting |