Ambarella Inc (AMBA) shareholders
AMBANasdaqSemiconductors & Related DevicesFiscal year ends January 31
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 4, 2026Score 8/301% above fair value
$60.12−0.94 (-1.54%)
Close on Nov 13, 2026Market cap $2.65BP/E –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 | 3,107,820 | 7.04% | 13G (passive) amendment | Sep 30, 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% | $222.99M | +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% | $44.07M | +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)
122 funds held AMBA in Q2 2026, 64% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
11.15%
5M shares short
Days to cover
2.6
At 2M shares a day
Change since last report
-1.4%
From 5M shares
Short volume, 20 days
49.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Ambarella's stock actually held short. Settlement fails (shares not delivered on time) peaked at 165,000 shares on Sep 18, 2026 over the last 90 days.
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 |
| John Alexander Young Officer | Sep 18, 2026 | 1,896 | $126.86K | Sep 18, 2026 | Restricted Stock Units |
| Yun-Lung Chen Officer | Jul 9, 2026 | 5,958 | $468.66K | Jul 9, 2026 | Performance Stock Units |
| Feng-Ming Wang Director, Officer | Jul 1, 2026 | 16,250 | $1.39M | Jul 1, 2026 | Restricted Stock Units |
| Chihong John Ju 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 |
| John Alexander Young Officer | Jun 17, 2026 | 1,847 | $123.97K | Jun 17, 2026 | Restricted Stock Units |
| Yun-Lung Chen Officer | Jun 12, 2026 | 9,856 | $660.95K | Jun 12, 2026 | Restricted Stock Vesting Under a Registered Plan |
| John Alexander Young Officer | May 26, 2026 | 400 | $35.02K | May 26, 2026 | Exercise of Stock Options |
| Feng-Ming Wang Director, Officer | May 26, 2026 | 32,500 | $2.85M | May 26, 2026 | Restricted Stock Units |
| John Alexander Young Officer | Apr 21, 2026 | 1,971 | $116.84K | Apr 21, 2026 | Restricted Stock Units |
| Feng-Ming Wang Director, Officer | Mar 2, 2026 | 50,000 | $3.02M | Mar 2, 2026 | Exercise of Stock Options |
| Chihong John Ju Officer | Jan 5, 2026 | 7,728 | $584.10K | Jan 5, 2026 | Restricted stock vesting under a registered plan |
| Chihong John Ju 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 |
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