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Jacobs Equity’s Ambarella AMBA Stock Holding History

Jacobs Equity’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
Q2 		$281K Buy
+3,275
New +$225K 0.19% 97
2026
Q1 		– Sell
-3,275
Closed -$232K – 106
2025
Q4 		$232K Buy
+3,275
New +$265K 0.22% 99

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Jacobs Equity's AMBA Position: Q2 2026 in Review

Jacobs Equity opened a new position in Ambarella (AMBA) in Q2 2026: 3,275 shares worth $281K. The stake represents 0.19% of the portfolio and ranks #97 among its holdings. This is a return to the name: Jacobs Equity previously reported a position in AMBA as recently as Q4 2025.

Jacobs Equity first reported a position in AMBA in Q4 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

  • Jacobs Equity held 3,275 shares of Ambarella worth $281K as of Q2 2026.
  • Ambarella was a new Jacobs Equity position in Q2 2026.
  • Ambarella made up 0.19% of Jacobs Equity's portfolio in Q2 2026, its #97 holding.
  • Jacobs Equity first reported a position in Ambarella in Q4 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.