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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $117.66 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $9.79 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 110.2%. Conversely, Steven Cohen reduced exposure by 32.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Ambarella, Inc. (AMBA)
Major holders include Steven Cohen ($26.83 M), Cliff Asness ($25.52 M), Renaissance Technologies (RenTech) ($10.26 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.34 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.79 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited AMBA. The total reported sell value was $20 M.
Yes, 2 managers opened new positions in AMBA, and 2 increased their existing holdings. The total reported buy value was $29.79 M.