AMBQNYSESemiconductors & Related DevicesFiscal year ends December 31
Ambiq Micro, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$49.62−0.26 (-0.52%)
Close on Oct 19, 2026
- Market cap
- $1.08B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
28M of 24M shares
Institutional holders
185
99 new, 10 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
0 buys · 50 sales
Net sold $34.46M
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 |
|---|---|---|---|---|
| KPCB XVI Associates, LLC | 1,488,949 | 8.20% | 13G (passive) | Sep 30, 2025 |
| BlackRock, Inc. | 1,264,792 | 5.30% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMBQ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 10,302,563 | 42.60% | $434.08K | New | 0.00% |
| BlackRock, Inc. | 1,380,623 | 5.71% | $121.91M | +367,462 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,006,359 | 4.16% | $88.86K | −261,192 | 0.06% |
| D. E. Shaw & Co., Inc. | 983,916 | 4.07% | $86.88M | New | 0.04% |
| Atreides Management, LP | 877,123 | 3.63% | $77.45M | +14,948 | 0.54% |
| State Street Corp | 861,979 | 3.56% | $76.11M | +601,752 | 0.00% |
| Vanguard Capital Management LLC | 768,539 | 3.18% | $67.86M | +61,135 | 0.00% |
| Two Sigma Investments, LP | 651,786 | 2.70% | $57.55M | +614,992 | 0.04% |
| Alliancebernstein L.P. | 609,607 | 2.52% | $15.49M | −76,491 | 0.01% |
| First Eagle Investment Management, LLC | 488,788 | 2.02% | $43.16M | +209,715 | 0.04% |
| Goldman Sachs Group Inc | 446,950 | 1.85% | $39.47M | +33,524 | 0.00% |
| Geode Capital Management, LLC | 339,327 | 1.40% | $29.97M | +41,779 | 0.00% |
| Needham Investment Management LLC | 323,700 | 1.34% | $28.58M | +123,700 | 0.86% |
| Schonfeld Strategic Advisors LLC | 315,455 | 1.30% | $27.85M | −341,097 | 0.10% |
| Silvercrest Asset Management Group LLC | 309,096 | 1.28% | $27.29M | +26,723 | 0.18% |
| Jane Street Group, LLC | 294,802 | 1.22% | $26.03M | New | 0.00% |
| Millennium Management LLC | 289,206 | 1.20% | $25.54M | +111,650 | 0.01% |
| Driehaus Capital Management LLC | 288,979 | 1.19% | $25.52M | −91,789 | 0.15% |
| Neuberger Berman Group LLC | 272,126 | 1.13% | $24.03M | New | 0.02% |
| Emerald Advisers, LLC | 243,664 | 1.01% | $21.52M | New | 0.51% |
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 | 185 | 28M | 100.0% | 99 / 51 | 31 / 10 | 19M | 2M |
| Q1 2026 | 97 | 11M | 45.5% | 36 / 48 | 7 / 13 | 7M | 1M |
| Q4 2025 | 75 | 5M | 19.6% | 17 / 27 | 17 / 15 | 1M | 1M |
| Q3 2025 | 73 | 5M | 18.8% | 73 / 0 | 0 / 0 | 5M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMBQ | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 643,350 | 2.66% | $56.81M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 485,077 | 2.01% | $42.83M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 351,300 | 1.45% | $31.02M | 0.89% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 301,794 | 1.25% | $26.65M | 0.29% | Jun 30, 2026 |
| Templeton Global Smaller Companies Fund | 286,529 | 1.18% | $22.82M | 2.81% | May 31, 2026 |
| Needham Aggressive Growth Fund | 278,990 | 1.15% | $24.63M | 0.94% | Jun 30, 2026 |
| AB Small Cap Growth Portfolio | 273,048 | 1.13% | $24.11M | 0.77% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 203,302 | 0.84% | $12.93M | 0.04% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 177,801 | 0.74% | $15.70M | 0.15% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 171,615 | 0.71% | $15.15M | 0.10% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 162,616 | 0.67% | $14.36M | 0.29% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 151,690 | 0.63% | $13.39M | 0.47% | Jun 30, 2026 |
| SmallCap Growth Fund I | 146,860 | 0.61% | $9.34M | 0.38% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 104,552 | 0.43% | $9.23M | 0.01% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 100,325 | 0.41% | $8.86M | 0.01% | 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 |
|---|---|---|---|---|
| Scott McLean Hanson | Chief Technology Officer, Director | 226,273 | 0.94% | Sep 17, 2026 |
| Fumihide Esaka | Chief Executive Officer, Director | 473,960 | 1.96% | Sep 15, 2026 |
| Sean Chihhsiang Chen | President and COO | 135,275 | 0.56% | Sep 15, 2026 |
| Jeffrey G. Winzeler | Chief Financial Officer | 106,299 | 0.44% | Jun 4, 2026 |
| Michele Kim Connors | General Counsel | 60,554 | 0.25% | Apr 6, 2026 |
| Ker Zhang | Director | 20,366 | 0.08% | Sep 15, 2026 |
| Timothy Chen | Director | 123,167 | 0.51% | Jun 10, 2026 |
| Bernard Bennett Banks | Director | 4,957 | 0.02% | Jun 10, 2026 |
| Joseph A. Tautges | Director | 53,703 | 0.22% | Jun 10, 2026 |
| Wen Hsuan HSIEH | Director | 638,877 | 2.64% | Jun 10, 2026 |
| Kleiner Perkins Caufield & Byers XVI, LLC | 10% owner | 1,294,331 | 5.35% | Jul 31, 2025 |
| KPCB XVI Associates, LLC | 10% owner | – | – | Jul 31, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Scott McLean Hanson Chief Technology Officer, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −1,953 | $59.53 | $116.26K | 226,273 |
| Scott McLean Hanson Chief Technology Officer, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −4,947 | $60.56 | $299.59K | 221,326 |
| Scott McLean Hanson Chief Technology Officer, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −100 | $61.00 | $6.10K | 221,226 |
| Scott McLean Hanson Chief Technology Officer, Director | Sep 15, 2026 | Option exercise | +7,000 | $8.12 | $56.84K | 228,226 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 15, 2026 | Option exercise | +13,500 | $8.12 | $109.62K | 473,960 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −3,785 | $59.56 | $225.43K | 470,175 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −9,615 | $60.55 | $582.19K | 460,560 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −100 | $61.00 | $6.10K | 460,460 |
| Sean Chihhsiang Chen President and COO | Sep 14, 2026 | Option exercise | +15,000 | $8.12 | $121.80K | 135,275 |
| Sean Chihhsiang Chen President and COO | Sep 14, 2026 | Sale(10b5-1 plan) | −2,600 | $59.36 | $154.34K | 132,675 |
| Sean Chihhsiang Chen President and COO | Sep 14, 2026 | Sale(10b5-1 plan) | −1,400 | $60.83 | $85.16K | 120,275 |
| Sean Chihhsiang Chen President and COO | Sep 14, 2026 | Sale(10b5-1 plan) | −11,000 | $60.24 | $662.64K | 121,675 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 11, 2026 | Option exercise | +50,000 | $12.60 | $630.00K | 510,460 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 11, 2026 | Sale(10b5-1 plan) | −42,083 | $63.27 | $2.66M | 468,377 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 11, 2026 | Sale(10b5-1 plan) | −7,917 | $63.86 | $505.58K | 460,460 |
| Ker Zhang Director | Sep 11, 2026 | Sale | −900 | $63.95 | $57.56K | 20,366 |
| Ker Zhang Director | Sep 11, 2026 | Sale | −9,100 | $63.39 | $576.85K | 21,266 |
| Ker Zhang Director | Sep 4, 2026 | Sale | −185 | $56.92 | $10.53K | 30,366 |
| Ker Zhang Director | Sep 4, 2026 | Option exercise | +1,785 | $5.88 | $10.50K | 30,551 |
| Sean Chihhsiang Chen President and COO | Sep 4, 2026 | Sale(10b5-1 plan) | −2,126 | $57.68 | $122.63K | 120,275 |
| Sean Chihhsiang Chen President and COO | Sep 4, 2026 | Sale(10b5-1 plan) | −12,874 | $57.09 | $734.98K | 122,401 |
| Sean Chihhsiang Chen President and COO | Sep 4, 2026 | Option exercise | +15,000 | $8.12 | $121.80K | 135,275 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 2, 2026 | Sale(10b5-1 plan) | −9,575 | $56.77 | $543.57K | 460,460 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 2, 2026 | Option exercise | +11,027 | $12.60 | $138.94K | 471,487 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 2, 2026 | Sale(10b5-1 plan) | −1,452 | $56.15 | $81.53K | 470,035 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −48,973 | $56.39 | $2.76M | 460,460 |
| Fumihide Esaka Chief Executive Officer, Director | Sep 1, 2026 | Option exercise | +48,973 | $12.60 | $617.06K | 509,433 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −2,100 | $58.52 | $122.89K | 451,189 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −5,501 | $57.75 | $317.68K | 453,289 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −5,899 | $56.87 | $335.48K | 458,790 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 31, 2026 | Option exercise | +13,500 | $8.12 | $109.62K | 464,689 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −13,800 | $57.70 | $796.26K | 466,060 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −5,600 | $58.46 | $327.38K | 460,460 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 31, 2026 | Option exercise | +44,271 | $12.60 | $557.81K | 495,460 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −15,600 | $56.81 | $886.24K | 479,860 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 27, 2026 | Option exercise | +27,500 | $8.12 | $223.30K | 248,726 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 27, 2026 | Sale | −4,910 | $60.32 | $296.17K | 221,226 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 27, 2026 | Sale | −22,590 | $59.69 | $1.35M | 226,136 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 26, 2026 | Option exercise | +10,000 | $8.12 | $81.20K | 221,226 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 26, 2026 | Sale | −27,500 | $59.58 | $1.64M | 221,226 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 26, 2026 | Option exercise | +27,500 | $8.12 | $223.30K | 248,726 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 14, 2026 | Option exercise | +13,500 | $8.12 | $109.62K | 464,689 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −1,282 | $63.29 | $81.14K | 463,407 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −10,718 | $64.40 | $690.24K | 452,689 |
| Fumihide Esaka Chief Executive Officer, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −1,500 | $65.26 | $97.89K | 451,189 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −800 | $65.30 | $52.24K | 211,226 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −5,400 | $64.41 | $347.81K | 212,026 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −800 | $63.26 | $50.61K | 217,426 |
| Scott McLean Hanson Chief Technology Officer, Director | Aug 14, 2026 | Option exercise | +7,000 | $8.12 | $56.84K | 218,226 |
| Bernard Bennett Banks Director | Jun 8, 2026 | Award | +4,957 | – | – | 4,957 |
| Timothy Chen Director | Jun 8, 2026 | Award | +4,957 | – | – | 52,575 |
| Wen Hsuan HSIEH Director | Jun 8, 2026 | Award | +4,957 | – | – | 4,957 |
| Ker Zhang Director | Jun 8, 2026 | Award | +4,957 | – | – | 28,766 |
| Joseph A. Tautges Director | Jun 8, 2026 | Award | +4,957 | – | – | 53,703 |
| Jeffrey G. Winzeler Chief Financial Officer | Jun 2, 2026 | Option exercise | +5,952 | $16.80 | $99.99K | 106,299 |
| Timothy Chen Director | May 27, 2026 | Sale | −3,264 | $81.57 | $266.24K | 0 |
| Timothy Chen Director | May 27, 2026 | Sale | −20,666 | $80.61 | $1.67M | 3,264 |
| Timothy Chen Director | May 27, 2026 | Sale | −24,248 | $79.72 | $1.93M | 23,930 |
| Timothy Chen Director | May 27, 2026 | Sale | −22,414 | $78.85 | $1.77M | 48,178 |
| Jeffrey G. Winzeler Chief Financial Officer | May 15, 2026 | Option exercise | +5,952 | $16.80 | $99.99K | 100,347 |
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 |
|---|---|---|---|---|---|
| Chen Sean Officer | Oct 5, 2026 | 53,205 | $3.63M | Oct 5, 2026 | Exercise of Stock Options |
| G. Winzeler Jeffrey Officer | Oct 2, 2026 | 5,455 | $377.21K | Oct 2, 2026 | Restricted Stock Units |
| McLean Hanson Scott Officer, Director | Oct 2, 2026 | 8,680 | $600.22K | Oct 2, 2026 | Restricted Stock Units |
| Esaka Fumihide Officer, Director | Oct 2, 2026 | 16,560 | $1.15M | Oct 2, 2026 | Restricted Stock Units |
| Chihhsiang Chen Sean Officer | Oct 2, 2026 | 5,802 | $401.21K | Oct 2, 2026 | Restricted Stock Units |
| Esaka Fumihide Officer, Director | Sep 11, 2026 | 50,000 | $3.17M | Sep 11, 2026 | Exercise of Options Under a Registered Plan |
| Zhang Ker Director | Sep 11, 2026 | 10,000 | $634.36K | Sep 11, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Chen Sean Officer | Sep 4, 2026 | 30,000 | $1.69M | Sep 4, 2026 | Exercise of Stock Options |
| Zhang Ker Director | Sep 4, 2026 | 185 | $10.53K | Sep 4, 2026 | Exercise of Options Under a Registered Plan |
| (Humi) Esaka Fumihide Officer, Director | Sep 2, 2026 | 11,027 | $625.11K | Sep 2, 2026 | Exercise of Options Under a Registered Plan |
| (Humi) Esaka Fumihide Officer, Director | Sep 1, 2026 | 48,973 | $2.76M | Sep 1, 2026 | Exercise of Options Under a Registered Plan |
| (Humi) Esaka Fumihide Officer, Director | Aug 31, 2026 | 35,000 | $2.01M | Aug 31, 2026 | Exercise of Options Under a Registered Plan |
| Hanson Scott Officer | Aug 27, 2026 | 27,500 | $1.64M | Aug 27, 2026 | Exercise of Options Under a Registered Plan |
| Hanson Scott Officer | Aug 26, 2026 | 27,500 | $1.64M | Aug 26, 2026 | Exercise of Options Under a Registered Plan |
| Esaka Fumihide Director, Officer | Aug 14, 2026 | 45,500 | $2.93M | Aug 14, 2026 | Exercise of Stock Options |