Guru Ownership Trend
Guru Analysis for Mobileye Global Inc. (MBLY)
Mobileye Global Inc. (MBLY), a key player in the Consumer Discretionary 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 $64.36 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.6 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 102.1%. Conversely, Steven Cohen reduced exposure by 22.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Mobileye Global Inc. (MBLY)
Major holders include Renaissance Technologies (RenTech) ($23.55 M), Steven Cohen ($19.91 M), Catherine Wood ($1.39 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 6.75 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.6 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited MBLY. The total reported sell value was $10.47 M.
Yes, 1 managers opened new positions in MBLY, and 2 increased their existing holdings. The total reported buy value was $1.87 M.