AMPLNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Amplitude, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$15.18+0.43 (+2.92%)
Close on Oct 19, 2026
- Market cap
- $1.96B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64.4%
80M of 125M shares
Institutional holders
202
36 new, 48 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
1 buys · 13 sales
Net sold $12.06M
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 |
|---|---|---|---|---|
| Spenser Skates | 8,199,809 | 8.00% | 13G (passive) amendment | Nov 1, 2024 |
| Curtis Liu | 8,094,719 | 7.90% | 13G (passive) amendment | Nov 1, 2024 |
| BlackRock, Inc. | 7,935,962 | 7.60% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 6,250,377 | 6.00% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 5,979,436 | 5.80% | 13G (passive) | Jun 30, 2026 |
| Wellington Group Holdings LLP | 11,154,556 | 10.70% | 13G (passive) | Mar 31, 2026 |
| Wellington Investment Advisors Holdings LLP | 11,154,556 | 10.70% | 13G (passive) | Mar 31, 2026 |
| Sc US (Ttgp), Ltd. ("sc US (Ttgp)") | 10,223,342 | 9.90% | 13D (active) amendment | Feb 20, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMPL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 11,086,006 | 8.87% | $84.81M | −68,550 | 0.01% |
| BlackRock, Inc. | 10,044,780 | 8.04% | $76.84M | −117,358 | 0.00% |
| Vanguard Portfolio Management LLC | 6,083,939 | 4.87% | $46.54M | −81,152 | 0.00% |
| FMR LLC | 5,979,436 | 4.79% | $45.74M | +2,668,152 | 0.00% |
| Vanguard Capital Management LLC | 3,939,697 | 3.15% | $30.14M | −151,623 | 0.00% |
| Sc US (Ttgp), Ltd. | 2,798,951 | 2.24% | $21.41M | – | 0.07% |
| State Street Corp | 2,604,696 | 2.09% | $19.93M | +175,389 | 0.00% |
| Geode Capital Management, LLC | 2,477,561 | 1.98% | $18.96M | +151,454 | 0.00% |
| Trigran Investments, Inc. | 2,321,209 | 1.86% | $17.76M | +1,940,683 | 3.26% |
| Baillie Gifford & Co | 1,779,555 | 1.42% | $13.61M | −854,595 | 0.01% |
| Optimus Prime Fund Management Co., Ltd. | 1,580,100 | 1.26% | $12.09M | – | 0.89% |
| Aqr Capital Management LLC | 1,508,350 | 1.21% | $11.54M | +273,322 | 0.00% |
| Point72 Asset Management, L.P. | 1,409,424 | 1.13% | $10.78M | −1,001,876 | 0.01% |
| Morgan Stanley | 1,149,750 | 0.92% | $8.80M | +229,244 | 0.00% |
| Gagnon Securities LLC | 1,055,508 | 0.84% | $8.07M | −4,328 | 1.56% |
| Royce & Associates LP | 1,050,976 | 0.84% | $8.04M | New | 0.06% |
| Squarepoint Ops LLC | 1,021,647 | 0.82% | $7.82M | +309,252 | 0.01% |
| Jacobs Levy Equity Management, Inc | 959,626 | 0.77% | $7.34M | −771,811 | 0.03% |
| Northern Trust Corp | 924,363 | 0.74% | $7.07M | +55,834 | 0.00% |
| Dimensional Fund Advisors LP | 896,254 | 0.72% | $6.86M | +278,541 | 0.00% |
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 | 202 | 80M | 64.4% | 36 / 80 | 62 / 48 | 12M | 15M |
| Q1 2026 | 218 | 83M | 66.7% | 48 / 63 | 74 / 37 | 34M | 20M |
| Q4 2025 | 210 | 81M | 64.5% | 41 / 86 | 54 / 28 | 13M | 11M |
| Q3 2025 | 203 | 78M | 62.7% | 40 / 86 | 47 / 24 | 16M | 16M |
| Q2 2025 | 188 | 78M | 62.3% | 35 / 83 | 48 / 40 | 19M | 14M |
| Q1 2025 | 195 | 72M | 58.0% | 59 / 71 | 38 / 10 | 9M | 7M |
| Q4 2024 | 147 | 70M | 56.1% | 32 / 58 | 26 / 19 | 6M | 2M |
| Q3 2024 | 135 | 67M | 53.5% | 22 / 47 | 37 / 19 | 12M | 5M |
| Q2 2024 | 134 | 66M | 52.6% | 28 / 56 | 29 / 22 | 10M | 6M |
| Q1 2024 | 129 | 62M | 49.5% | 21 / 46 | 39 / 28 | 8M | 3M |
| Q4 2023 | 138 | 57M | 45.9% | 22 / 55 | 41 / 27 | 7M | 4M |
| Q3 2023 | 145 | 55M | 43.7% | 22 / 52 | 43 / 13 | 8M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMPL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Select Software and IT Services Portfolio | 4,493,276 | 3.60% | $35.14M | 0.47% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,764,927 | 2.21% | $21.15M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,536,255 | 2.03% | $19.40M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,234,877 | 1.79% | $17.48M | 0.01% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,022,910 | 1.62% | $15.48M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,161,457 | 0.93% | $8.89M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,083,249 | 0.87% | $8.29M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,055,336 | 0.84% | $9.37M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 885,069 | 0.71% | $6.77M | 0.04% | Jun 30, 2026 |
| The Hartford Small Company Fund | 884,264 | 0.71% | $7.85M | 1.16% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 618,905 | 0.50% | $4.84M | 0.09% | May 29, 2026 |
| Vanguard Russell 2000 Index Fund | 504,029 | 0.40% | $3.94M | 0.02% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 494,048 | 0.40% | $3.86M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 454,135 | 0.36% | $3.55M | 0.02% | May 31, 2026 |
| Hartford Small Company Hls Fund | 433,080 | 0.35% | $3.31M | 0.70% | 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 |
|---|---|---|---|---|
| Spenser Skates | CEO and President, Director, 10% owner | 7,140,491 | 5.72% | Sep 14, 2026 |
| Curtis Liu | Chief Technology Officer, Director, 10% owner | 15,714,732 | 12.58% | Aug 18, 2026 |
| Nathaniel Glenn Crook | Chief Commercial Officer | 1,622,696 | 1.30% | Sep 9, 2026 |
| Andrew Casey | Chief Financial Officer | 1,363,338 | 1.09% | Aug 18, 2026 |
| Thomas Neergaard Hansen | President | 1,845,845 | 1.48% | Feb 17, 2026 |
| Tien Tzuo | Director | 197,273 | 0.16% | Jul 7, 2026 |
| Erica Schultz | Director | 143,100 | 0.11% | Jul 7, 2026 |
| Catherine Wong | Director | 111,462 | 0.09% | Jun 15, 2026 |
| James M. Whitehurst | Director | 187,201 | 0.15% | Jun 11, 2026 |
| Ronald S. Gill | Director | 99,535 | 0.08% | Jun 11, 2026 |
| Patrick W. Grady | Director, 10% owner | 8,130,077 | 6.51% | Jun 11, 2026 |
| Eric Vishria | Director | 444,139 | 0.36% | Jun 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Spenser Skates CEO and President, Director, 10% owner | Sep 10, 2026 | Conversion | +185,000 | – | – | 185,000 |
| Spenser Skates CEO and President, Director, 10% owner | Sep 10, 2026 | Sale(10b5-1 plan) | −185,000 | $12.30 | $2.28M | 0 |
| Nathaniel Glenn Crook Chief Commercial Officer | Sep 4, 2026 | Sale(10b5-1 plan) | −300,000 | $12.99 | $3.90M | 1,622,696 |
| Andrew Casey Chief Financial Officer | Aug 17, 2026 | Tax withholding | −72,814 | $13.03 | $948.77K | 1,363,338 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Aug 17, 2026 | Tax withholding | −53,878 | $13.03 | $702.03K | 950,316 |
| Spenser Skates CEO and President, Director, 10% owner | Aug 17, 2026 | Tax withholding | −52,369 | $13.03 | $682.37K | 1,231,188 |
| Nathaniel Glenn Crook Chief Commercial Officer | Aug 17, 2026 | Tax withholding | −109,368 | $13.03 | $1.43M | 1,922,696 |
| Tien Tzuo Director | Jul 5, 2026 | Award | +1,521 | – | – | 101,601 |
| Erica Schultz Director | Jul 5, 2026 | Award | +1,659 | – | – | 143,100 |
| Catherine Wong Director | Jun 12, 2026 | Sale(10b5-1 plan) | −7,453 | $6.79 | $50.61K | 111,462 |
| Catherine Wong Director | Jun 9, 2026 | Award | +24,857 | – | – | 118,915 |
| Patrick W. Grady Director, 10% owner | Jun 9, 2026 | Award | +24,857 | – | – | 85,806 |
| James M. Whitehurst Director | Jun 9, 2026 | Award | +24,857 | – | – | 187,201 |
| Ronald S. Gill Director | Jun 9, 2026 | Award | +24,857 | – | – | 99,535 |
| Erica Schultz Director | Jun 9, 2026 | Award | +24,857 | – | – | 141,441 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Jun 1, 2026 | Sale(10b5-1 plan) | −22,786 | $8.03 | $182.97K | 1,004,194 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Jun 1, 2026 | Sale(10b5-1 plan) | −22,201 | $8.03 | $178.27K | 1,004,779 |
| Nathaniel Glenn Crook Chief Commercial Officer | May 15, 2026 | Tax withholding | −101,292 | $6.06 | $613.83K | 2,032,064 |
| Spenser Skates CEO and President, Director, 10% owner | May 15, 2026 | Tax withholding | −39,562 | $6.06 | $239.75K | 1,283,557 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | May 15, 2026 | Tax withholding | −40,279 | $6.06 | $244.09K | 1,026,980 |
| Andrew Casey Chief Financial Officer | May 15, 2026 | Tax withholding | −64,872 | $6.06 | $393.12K | 1,436,152 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | May 4, 2026 | Sale(10b5-1 plan) | −17,586 | $8.12 | $142.80K | 1,067,259 |
| Spenser Skates CEO and President, Director, 10% owner | Apr 21, 2026 | Award | +1,323,119 | – | – | 1,323,119 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Apr 15, 2026 | Award | +417,827 | – | – | 1,084,845 |
| Nathaniel Glenn Crook Chief Commercial Officer | Apr 15, 2026 | Award | +974,930 | – | – | 2,131,026 |
| Nathaniel Glenn Crook Chief Commercial Officer | Apr 15, 2026 | Award | +278,551 | – | – | 1,156,096 |
| Andrew Casey Chief Financial Officer | Apr 15, 2026 | Award | +431,754 | – | – | 1,498,524 |
| Erica Schultz Director | Apr 5, 2026 | Award | +1,678 | – | – | 116,584 |
| Tien Tzuo Director | Apr 5, 2026 | Award | +1,538 | – | – | 100,080 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Mar 6, 2026 | Sale(10b5-1 plan) | −33,201 | $8.01 | $265.94K | 603,756 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Mar 5, 2026 | Sale(10b5-1 plan) | −30,061 | $8.00 | $240.49K | 636,957 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Feb 15, 2026 | Tax withholding | −26,672 | $6.34 | $169.10K | 730,280 |
| Thomas Neergaard Hansen President | Feb 15, 2026 | Tax withholding | −69,142 | $6.34 | $438.36K | 1,845,845 |
| Andrew Casey Chief Financial Officer | Feb 15, 2026 | Tax withholding | −39,438 | $6.34 | $250.04K | 1,066,770 |
| Tien Tzuo Director | Jan 5, 2026 | Award | +999 | – | – | 98,542 |
| Spenser Skates Chief Executive Officer, Director, 10% owner | Dec 26, 2025 | Conversion | +100 | – | – | 100 |
| Spenser Skates Chief Executive Officer, Director, 10% owner | Dec 26, 2025 | Sale(10b5-1 plan) | −100 | $12.00 | $1.20K | 0 |
| Spenser Skates Chief Executive Officer, Director, 10% owner | Dec 24, 2025 | Sale(10b5-1 plan) | −42,743 | $12.01 | $513.34K | 0 |
| Spenser Skates Chief Executive Officer, Director, 10% owner | Dec 24, 2025 | Conversion | +42,743 | – | – | 42,743 |
| Erica Schultz Director | Dec 15, 2025 | Option exercise | +10,000 | $4.19 | $41.90K | 124,906 |
| Erica Schultz Director | Dec 15, 2025 | Sale(10b5-1 plan) | −10,000 | $10.88 | $108.80K | 114,906 |
| Erica Schultz Director | Nov 17, 2025 | Option exercise | +10,000 | $4.19 | $41.90K | 117,406 |
| Erica Schultz Director | Nov 17, 2025 | Sale(10b5-1 plan) | −10,000 | $10.23 | $102.30K | 107,406 |
| Thomas Neergaard Hansen President | Nov 15, 2025 | Tax withholding | −91,618 | $10.73 | $983.06K | 1,914,987 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Nov 15, 2025 | Tax withholding | −36,092 | $10.73 | $387.27K | 756,952 |
| Andrew Casey Chief Financial Officer | Nov 15, 2025 | Tax withholding | −54,400 | $10.73 | $583.71K | 1,106,208 |
| Spenser Skates Chief Executive Officer, Director, 10% owner | Nov 11, 2025 | Conversion | +400,000 | – | – | 400,000 |
| Spenser Skates Chief Executive Officer, Director, 10% owner | Nov 11, 2025 | Sale(10b5-1 plan) | −400,000 | $10.99 | $4.40M | 0 |
| Andrew Casey Chief Financial Officer | Nov 7, 2025 | Buy | +30,000 | $9.99 | $299.70K | 1,160,608 |
| Erica Schultz Director | Oct 15, 2025 | Sale(10b5-1 plan) | −10,000 | $10.12 | $101.20K | 107,406 |
| Erica Schultz Director | Oct 15, 2025 | Option exercise | +10,000 | $4.19 | $41.90K | 117,406 |
| Tien Tzuo Director | Oct 5, 2025 | Award | +977 | – | – | 97,543 |
| Erica Schultz Director | Sep 15, 2025 | Sale(10b5-1 plan) | −10,000 | $11.06 | $110.60K | 107,406 |
| Erica Schultz Director | Sep 15, 2025 | Option exercise | +10,000 | $4.19 | $41.90K | 117,406 |
| Erica Schultz Director | Aug 15, 2025 | Sale(10b5-1 plan) | −7,500 | $11.46 | $85.95K | 107,406 |
| Erica Schultz Director | Aug 15, 2025 | Option exercise | +7,500 | $4.19 | $31.43K | 114,906 |
| Curtis Liu Chief Technology Officer, Director, 10% owner | Aug 15, 2025 | Tax withholding | −34,301 | $11.47 | $393.43K | 793,044 |
| Andrew Casey Chief Financial Officer | Aug 15, 2025 | Tax withholding | −54,399 | $11.47 | $623.96K | 1,128,108 |
| Thomas Neergaard Hansen President | Aug 15, 2025 | Tax withholding | −95,809 | $11.47 | $1.10M | 2,006,605 |
| Erica Schultz Director | Jul 15, 2025 | Option exercise | +7,500 | $4.19 | $31.43K | 114,906 |
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 |
|---|---|---|---|---|---|
| Spenser Skates Member of immediate family of any of the foregoing | Oct 2, 2026 | 70,087 | $1.02M | Oct 2, 2026 | Pre-IPO Shares |
| Spenser Skates Member of immediate family of any of the foregoing | Oct 1, 2026 | 3,539 | $51.14K | Oct 1, 2026 | Pre-IPO Shares |
| Spenser Skates Member of immediate family of any of the foregoing | Sep 30, 2026 | 1,374 | $19.86K | Sep 30, 2026 | Pre-IPO Shares |
| Spenser Skates Member of immediate family of any of the foregoing | Sep 10, 2026 | 185,000 | $2.28M | Sep 10, 2026 | Pre-IPO Shares |
| Nathaniel Glenn Crook Officer | Sep 4, 2026 | 300,000 | $3.90M | Sep 4, 2026 | Restricted Stock Vesting |
| Curtis Liu Officer, Director, 10% Stockholder | Jun 12, 2026 | 22,786 | $178.19K | Jun 1, 2026 | Restricted Stock Units |
| Jen Wong Catherine Officer | Jun 12, 2026 | 7,453 | $51.28K | Jun 12, 2026 | Restricted Stock Units |
| Liu Curtis Director, Officer, 10% Stockholder | Jun 1, 2026 | 22,201 | $173.61K | Jun 1, 2026 | Restricted Stock Units |
| Liu Curtis Director, Officer, 10% Stockholder | Mar 5, 2026 | 80,848 | $624.15K | Mar 5, 2026 | Restricted Stock Units |
| Lee Skates Anne Director, Officer, 10% Stockholder | Dec 29, 2025 | 75,000 | $870.75K | Dec 24, 2025 | Restricted Stock Awards |
| Schultz Erica Director | Dec 15, 2025 | 10,000 | $112.50K | Dec 15, 2025 | Exercise of Stock Options |
| Schultz Erica Director | Nov 17, 2025 | 10,000 | $107.30K | Nov 17, 2025 | Exercise of Stock Options |
| Lee Skates Anne Director, Officer, 10% Stockholder | Nov 12, 2025 | 400,000 | $4.29M | Nov 11, 2025 | Restricted Stock Awards |
| Schultz Erica Director | Oct 15, 2025 | 10,000 | $101.50K | Oct 15, 2025 | Exercise of Stock Options |
| Schultz Erica Director | Sep 15, 2025 | 10,000 | $110.70K | Sep 15, 2025 | Exercise of Stock Options |