DS
MBLY icon

David Shaw’s Mobileye MBLY Stock Holding History

David Shaw’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Sell
255,241
-192,760
-43% -$1.72M ﹤0.01% 3026
2026
Q1 		$3.08M Sell
448,001
-1,173,351
-72% -$10.6M ﹤0.01% 2569
2025
Q4 		$16.9M Sell
1,621,352
-42,490
-3% -$531K 0.01% 1356
2025
Q3 		$23.5M Sell
1,663,842
-1,812,724
-52% -$27M 0.01% 1073
2025
Q2 		$62.5M Buy
3,476,566
+1,667,983
+92% +$25.5M 0.04% 479
2025
Q1 		$26M Sell
1,808,583
-657,522
-27% -$10.7M 0.02% 786
2024
Q4 		$49.1M Buy
2,466,105
+2,052,392
+496% +$32.3M 0.04% 579
2024
Q3 		$5.67M Buy
413,713
+77,661
+23% +$1.36M ﹤0.01% 1848
2024
Q2 		$9.44M Buy
336,052
+48,324
+17% +$1.4M 0.01% 1370
2024
Q1 		$9.25M Sell
287,728
-148,376
-34% -$4.21M 0.01% 1423
2023
Q4 		$18.9M Buy
436,104
+319,982
+276% +$12.6M 0.02% 959
2023
Q3 		$4.82M Sell
116,122
-349,311
-75% -$13.4M 0.01% 1835
2023
Q2 		$17.9M Sell
465,433
-171,570
-27% -$6.96M 0.02% 943
2023
Q1 		$27.6M Buy
637,003
+244,962
+62% +$9.59M 0.03% 705
2022
Q4 		$13.7M Buy
+392,041
New +$11.9M 0.02% 1165

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

David Shaw's MBLY Position: Q2 2026 in Review

David Shaw reduced its Mobileye (MBLY) stake by 43% in Q2 2026, selling an estimated $1.72M and leaving 255,241 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

David Shaw first reported a position in MBLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $62.5M in Q2 2025. 293 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • David Shaw held 255,241 shares of Mobileye worth $2.47M as of Q2 2026.
  • David Shaw sold 192,760 Mobileye shares in Q2 2026, an estimated $1.72M.
  • Mobileye made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3026 holding.
  • David Shaw first reported a position in Mobileye in Q4 2022 and has held it in 15 quarters since.
  • David Shaw's Mobileye position peaked at $62.5M in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.