Michael Gelband’s Mobileye MBLY Stock Holding History

Michael Gelband’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	–	Sell	-300,000	Closed	-$3.13M	–	1875
2025 Q4	$3.13M	Sell	300,000 -100,000	-25%	-$1.25M	0.02%	628
2025 Q3	$5.64M	Buy	+400,000	New	+$5.95M	0.06%	368
2024 Q4	–	Sell	-1,050,000	Closed	-$14.4M	–	1824
2024 Q3	$14.4M	Buy	+1,050,000	New	+$18.4M	0.09%	178

Other funds holding MBLY

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Michael Gelband's MBLY Position: Q2 2026 in Review

Michael Gelband increased its Mobileye (MBLY) stake by 141% in Q2 2026, buying an estimated $1.4M and bringing the position to 268,306 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #725.

Michael Gelband first reported a position in MBLY in Q4 2022 and has held it in 12 quarters since. The position peaked at $17.4M in Q2 2023. 293 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

Michael Gelband held 268,306 shares of Mobileye worth $2.6M as of Q2 2026.
Michael Gelband bought 156,960 Mobileye shares in Q2 2026, an estimated $1.4M.
Mobileye made up 0.02% of Michael Gelband's portfolio in Q2 2026, its #725 holding.
Michael Gelband first reported a position in Mobileye in Q4 2022 and has held it in 12 quarters since.
Michael Gelband's Mobileye position peaked at $17.4M in Q2 2023.
293 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.