Guru Ownership Trend
Guru Analysis for Ambarella, Inc. (AMBA)
Ambarella, Inc. (AMBA), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $61.02 M.
Top institutional holders include Cliff Asness and Mairs and Power.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $41.34 M net outflow during the quarter.
Recent activity highlights Mario Gabelli who increased their stake by 20.6%. Conversely, Steven Cohen reduced exposure by 77.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Ambarella, Inc. (AMBA)
Major holders include Cliff Asness ($42.52 M), Mairs and Power ($10.84 M), Steven Cohen ($10.12 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 862,058 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $41.34 M, with 2 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited AMBA. The total reported sell value was $42.27 M.
Yes, 0 managers opened new positions in AMBA, and 2 increased their existing holdings. The total reported buy value was $926,382.54.