NIM
AMBA icon

Needham Investment Management’s Ambarella AMBA Stock Holding History

Needham Investment 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
Q2 		$11.6M Buy
135,000
+115,000
+575% +$7.91M 0.35% 76
2026
Q1 		$1.03M Buy
+20,000
New +$1.25M 0.05% 137

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

Needham Investment Management's AMBA Position: Q2 2026 in Review

Needham Investment Management increased its Ambarella (AMBA) stake by 575% in Q2 2026, buying an estimated $7.91M and bringing the position to 135,000 shares worth $11.6M. The position accounts for 0.35% of the portfolio, ranked #76.

Needham Investment Management first reported a position in AMBA in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

  • Needham Investment Management held 135,000 shares of Ambarella worth $11.6M as of Q2 2026.
  • Needham Investment Management bought 115,000 Ambarella shares in Q2 2026, an estimated $7.91M.
  • Ambarella made up 0.35% of Needham Investment Management's portfolio in Q2 2026, its #76 holding.
  • Needham Investment Management first reported a position in Ambarella in Q1 2026 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

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