First Manhattan’s Mobileye MBLY Stock Holding History

First Manhattan’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 Q1	$2.24M	Buy	+326,324	New	+$2.96M	0.01%	332
2024 Q2	–	Sell	-800	Closed	-$25.7K	–	1050
2024 Q1	$25.7K	Buy	800 +500	+167%	+$14.2K	﹤0.01%	992
2023 Q4	$13K	Hold	300	–	–	﹤0.01%	1078
2023 Q3	$12.5K	Hold	300	–	–	﹤0.01%	1091
2023 Q2	$11.5K	Buy	+300	New	+$12.2K	﹤0.01%	1115

Other funds holding MBLY

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Manhattan's MBLY Position: Q1 2026 in Review

First Manhattan opened a new position in Mobileye (MBLY) in Q1 2026: 326,324 shares worth $2.24M. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: First Manhattan previously reported a position in MBLY as recently as Q1 2024.

First Manhattan first reported a position in MBLY in Q2 2023 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold MBLY as of Q1 2026.

First Manhattan held 326,324 shares of Mobileye worth $2.24M as of Q1 2026.
Mobileye was a new First Manhattan position in Q1 2026.
Mobileye made up 0.01% of First Manhattan's portfolio in Q1 2026, its #332 holding.
First Manhattan first reported a position in Mobileye in Q2 2023 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held Mobileye as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.