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Mobileye Global Inc.

MBLY Consumer Discretionary
$6.95 $-0.07 (-1.00%)
Market Cap: $5.91 B
Gurus Holding
4
Popularity Rank
#2397
% of Shares Held
1.15%
Net Activity (Q2 2026)
+$29.41 M

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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $68 M.

Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $29.41 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 428.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$29.6 M
Total Buy Value
New Buys 0
Additions 4
-$183,999
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Mobileye Global Inc. (MBLY)

Major holders include Steven Cohen ($47.33 M), Renaissance Technologies (RenTech) ($34.47 M), Cliff Asness ($10.2 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 9.78 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $29.41 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited MBLY. The total reported sell value was $183,999.

Yes, 0 managers opened new positions in MBLY, and 4 increased their existing holdings. The total reported buy value was $29.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 68.7% 4,889,226 $47.33 M Q2 2026
0.05% Add 3.9% 3,560,446 $34.47 M Q2 2026
0.00% Add 428.9% 1,053,653 $10.2 M Q2 2026
0.02% Add 38.9% 281,104 $2.72 M Q2 2026
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