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Granite Investment Partners’s Ambarella AMBA Stock Holding History

Granite Investment Partners’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 		$2.28M Buy
44,240
+16,471
+59% +$1.03M 0.14% 150
2025
Q4 		$1.97M Sell
27,769
-11,716
-30% -$947K 0.12% 153
2025
Q3 		$3.26M Sell
39,485
-5,029
-11% -$365K 0.19% 130
2025
Q2 		$2.94M Sell
44,514
-593
-1% -$31.4K 0.14% 158
2025
Q1 		$2.27M Sell
45,107
-6,670
-13% -$457K 0.12% 173
2024
Q4 		$3.77M Sell
51,777
-4,063
-7% -$259K 0.16% 154
2024
Q3 		$3.15M Sell
55,840
-41,615
-43% -$2.21M 0.13% 167
2024
Q2 		$5.26M Buy
97,455
+25,198
+35% +$1.25M 0.22% 141
2024
Q1 		$3.67M Buy
72,257
+18,165
+34% +$991K 0.14% 172
2023
Q4 		$3.32M Sell
54,092
-208
-0.4% -$11.4K 0.13% 179
2023
Q3 		$2.88M Buy
54,300
+13,321
+33% +$935K 0.12% 178
2023
Q2 		$3.43M Buy
40,979
+640
+2% +$46.8K 0.14% 173
2023
Q1 		$3.12M Buy
40,339
+1,250
+3% +$107K 0.13% 164
2022
Q4 		$3.21M Sell
39,089
-1,369
-3% -$91.1K 0.13% 168
2022
Q3 		$2.27M Buy
40,458
+510
+1% +$37.8K 0.1% 186
2022
Q2 		$2.62M Sell
39,948
-157
-0.4% -$12.7K 0.11% 179
2022
Q1 		$4.21M Buy
40,105
+17,791
+80% +$2.27M 0.14% 160
2021
Q4 		$4.53M Sell
22,314
-11,433
-34% -$2.12M 0.13% 141
2021
Q3 		$5.26M Sell
33,747
-10,254
-23% -$1.18M 0.16% 130
2021
Q2 		$4.69M Sell
44,001
-6,606
-13% -$654K 0.14% 140
2021
Q1 		$5.08M Sell
50,607
-14,421
-22% -$1.57M 0.17% 130
2020
Q4 		$5.97M Sell
65,028
-32,857
-34% -$2.3M 0.21% 117
2020
Q3 		$5.11M Buy
97,885
+46,108
+89% +$2.23M 0.23% 116
2020
Q2 		$2.37M Buy
51,777
+13,455
+35% +$693K 0.11% 156
2020
Q1 		$1.86M Buy
38,322
+13,513
+54% +$775K 0.12% 165
2019
Q4 		$1.5M Buy
24,809
+339
+1% +$18.8K 0.07% 211
2019
Q3 		$1.54M Buy
24,470
+2,609
+12% +$135K 0.08% 188
2019
Q2 		$965K Buy
21,861
+1,793
+9% +$80.3K 0.05% 228
2019
Q1 		$867K Sell
20,068
-747
-4% -$29.6K 0.05% 248
2018
Q4 		$728K Buy
20,815
+1,097
+6% +$38.8K 0.05% 203
2018
Q3 		$763K Buy
+19,718
New +$764K 0.04% 200

Other funds holding AMBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Granite Investment Partners's AMBA Position: Q1 2026 in Review

Granite Investment Partners increased its Ambarella (AMBA) stake by 59% in Q1 2026, buying an estimated $1.03M and bringing the position to 44,240 shares worth $2.28M. The position accounts for 0.14% of the portfolio, ranked #150.

Granite Investment Partners first reported a position in AMBA in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.97M in Q4 2020. 305 funds tracked by Wall St. Rank hold AMBA as of Q1 2026.

  • Granite Investment Partners held 44,240 shares of Ambarella worth $2.28M as of Q1 2026.
  • Granite Investment Partners bought 16,471 Ambarella shares in Q1 2026, an estimated $1.03M.
  • Ambarella made up 0.14% of Granite Investment Partners's portfolio in Q1 2026, its #150 holding.
  • Granite Investment Partners first reported a position in Ambarella in Q3 2018 and has held it in 31 quarters since.
  • Granite Investment Partners's Ambarella position peaked at $5.97M in Q4 2020.
  • 305 funds tracked by Wall St. Rank held Ambarella as of Q1 2026.

Based on Granite Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.