Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Ambarella AMBA Stock Holding History

Fuller & Thaler Asset Management’s Portfolio AMBA Stock Details AMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-848,092
Closed -$60.1M – 498
2025
Q4 		$60.1M Sell
848,092
-259,581
-23% -$21M 0.2% 180
2025
Q3 		$91.4M Buy
1,107,673
+90,386
+9% +$6.56M 0.31% 115
2025
Q2 		$67.2M Buy
1,017,287
+106,376
+12% +$5.64M 0.25% 148
2025
Q1 		$45.8M Buy
910,911
+185,444
+26% +$12.7M 0.18% 186
2024
Q4 		$52.8M Buy
+725,467
New +$46.2M 0.2% 167
2022
Q4 		– Sell
-254
Closed -$14K – 507
2022
Q3 		$14K Sell
254
-109,489
-100% -$8.11M ﹤0.01% 450
2022
Q2 		$7.18M Buy
109,743
+2,601
+2% +$210K 0.05% 249
2022
Q1 		$11.2M Buy
107,142
+1,290
+1% +$164K 0.07% 223
2021
Q4 		$21.5M Buy
105,852
+43
+0% +$7.97K 0.12% 172
2021
Q3 		$16.5M Sell
105,809
-2,573
-2% -$296K 0.11% 173
2021
Q2 		$11.6M Sell
108,382
-3,531
-3% -$350K 0.08% 212
2021
Q1 		$11.2M Buy
+111,913
New +$12.2M 0.08% 208
2020
Q1 		– Sell
-131,126
Closed -$7.94M – 480
2019
Q4 		$7.94M Sell
131,126
-3,509
-3% -$194K 0.09% 184
2019
Q3 		$8.46M Buy
+134,635
New +$6.98M 0.1% 169
2015
Q3 		– Sell
-67,340
Closed -$6.92M – 665
2015
Q2 		$6.92M Buy
+67,340
New +$5.89M 0.2% 102

Other funds holding AMBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Fuller & Thaler Asset Management's AMBA Position: Q1 2026 in Review

Fuller & Thaler Asset Management sold out of Ambarella (AMBA) in Q1 2026, closing a stake of 848,092 shares — an estimated $60.1M sold.

Fuller & Thaler Asset Management first reported a position in AMBA in Q2 2015 and held it in 15 quarters. The position peaked at $91.4M in Q3 2025. 307 funds tracked by Wall St. Rank hold AMBA as of Q1 2026.

  • Fuller & Thaler Asset Management reported no remaining Ambarella position as of Q1 2026 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 848,092 Ambarella shares in Q1 2026, an estimated $60.1M.
  • Fuller & Thaler Asset Management first reported a position in Ambarella in Q2 2015 and held it in 15 quarters.
  • Fuller & Thaler Asset Management's Ambarella position peaked at $91.4M in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Ambarella as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.