Among active 13F managers last quarter, 10 opened and 39 added, while 14 reduced; the largest holder to move was Price T Rowe Associates Inc (+173%). Over the last 180 days, 6 insiders sold and none bought, a net -$8.6M in open-market trades.
The legs disagree, or only one of them leans.
309 tracked 13F filers disclose a position in AMBA as of the latest SEC 13F filings, a combined $2.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.9M | $338.4M | ▲+4.1% Added · +155K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 3.7M | $316.5M | ▼−0.8% Reduced · −28K sh | Q2 2026 | |
| 3 | Price T Rowe Associates Inc | 2.6M | $223.0M | ▲+173% Added · +1.6M sh | Q2 2026 | |
| 4 | State Street Corp | 2.6M | $219.9M | ▲+30% Added · +586K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 1.9M | $160.7M | ▲+3.2% Added · +59K sh | Q2 2026 | |
| 6 | Manufacturers Life Insurance Company, The | 1.6M | $81.6M | ▲+49% Added · +525K sh | Q1 2026 | |
| 7 | Millennium Management LLC | 1.5M | $77.9M | ▲+791% Added · +1.3M sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 1.1M | $94.2M | ▲+6.7% Added · +69K sh | Q2 2026 | |
| 9 | Legal & General Group Plc | 926K | $47.7M | ▲+51% Added · +312K sh | Q1 2026 | |
| 10 | Menora Mivtachim Holdings LTD. | 758K | $65.0M | ▲New +758K sh | Q2 2026 | |
| 11 | Morgan Stanley | 725K | $37.3M | ▼−20% Reduced · −187K sh | Q1 2026 | |
| 12 | Stephens Investment Management Group LLC | 722K | $61.9M | ▲+52% Added · +247K sh | Q2 2026 | |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | 686K | $58.8M | ▲+14% Added · +85K sh | Q2 2026 | |
| 14 | Dimensional Fund Advisors LP | 639K | $32.9M | ▲+28% Added · +140K sh | Q1 2026 | |
| 15 | Exchange Traded Concepts, LLC | 631K | $54.1M | ▲+10% Added · +59K sh | Q2 2026 | |
| 16 | Mirae Asset Global Etfs Holdings Ltd. | 542K | $27.7M | ▲+24% Added · +104K sh | Q1 2026 | |
| 17 | T. Rowe Price Investment Management, Inc. | 514K | Withheld | ▲+99% Added · +256K sh | Q2 2026 | |
| 18 | Jacobs Levy Equity Management, Inc | 504K | $43.3M | ▲+38% Added · +140K sh | Q2 2026 | |
| 19 | AQR Capital Management LLC | 496K | $25.5M | ▲+110% Added · +260K sh | Q1 2026 | |
| 20 | Nuveen, LLC | 488K | $25.1M | ▲+2.3% Added · +11K sh | Q1 2026 | |
| 21 | Bank Of America Corp | 482K | $24.8M | ▲+7.8% Added · +35K sh | Q1 2026 | |
| 22 | JPMorgan Chase & Co | 474K | $23.0M | ▲+77% Added · +206K sh | Q1 2026 | |
| 23 | Squarepoint Ops LLC | 461K | $23.7M | ▼−42% Reduced · −333K sh | Q1 2026 | |
| 24 | Pinnacle Associates Ltd | 409K | $35.1M | ▼−5.0% Reduced · −21K sh | Q2 2026 | |
| 25 | BNP Paribas Asset Management Holding S.A. | 385K | $19.8M | ▲+24% Added · +76K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 10 funds opened a new position in AMBA and 39 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 179 funds | $165.6B |
| Microsoft CorpMSFT | 177 funds | $212.2B |
| Nvidia CorpNVDA | 172 funds | $354.7B |
| Apple IncAAPL | 170 funds | $243.2B |
| Alphabet Inc-CL AGOOGL | 169 funds | $146.8B |
| Meta Platforms Inc-Class AMETA | 169 funds | $91.5B |
| JPMorgan Chase & CoJPM | 166 funds | $50.9B |
| Eli Lilly & CoLLY | 165 funds | $79.0B |
| Broadcom IncAVGO | 164 funds | $139.7B |
| Alphabet Inc-CL CGOOG | 163 funds | $109.0B |
| Visa Inc-Class A SharesV | 163 funds | $50.2B |
| Micron Technology IncMU | 162 funds | $61.5B |
Ranked by how many of AMBA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AMBA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 17, 2026 | Young John Alexander | CFO | Sell (S) | 3K | $203K |
| Sep 17, 2026 | Lee Chan W | Chief Operations Officer | Sell (S) | 3K | $188K |
| Sep 17, 2026 | Ju Chi-Hong | Senior VP, Systems & GM | Sell (S) | 2K | $130K |
| Sep 17, 2026 | Wang Feng-Ming | CEO, Director | Sell (S) | 6K | $395K |
| Jul 9, 2026 | Chen Yun-Lung | VP, Business Dev. & Marketing | Sell (S) | 6K | $469K |
| Jul 1, 2026 | Ju Chi-Hong | Senior VP, Systems & GM | Sell (S) | 10K | $888K |
| Jul 1, 2026 | Wang Feng-Ming | CEO, Director | Sell (S) | 16K | $1.5M |
| Jun 26, 2026 | Paisley Christopher B | Director | Sell (S) | 250 | $16K |
| Jun 17, 2026 | Young John Alexander | CFO | Sell (S) 2 lots, same day | 5K | $340K |
| Jun 17, 2026 | Lee Chan W | Chief Operations Officer | Sell (S) | 3K | $200K |
| Jun 17, 2026 | Ju Chi-Hong | Senior VP, Systems & GM | Sell (S) | 2K | $137K |
| Jun 17, 2026 | Wang Feng-Ming | CEO, Director | Sell (S) | 6K | $421K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 59 | 28 | – |
Insiders Form 4 open-market | 0 | 6 | -$8.6M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AMBA
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AMBA/capital-change-brief"
Use Arkolith's capital_change_brief for AMBA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AMBA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.