Point72 Asset Management
AMBA icon

Point72 Asset Management’s Ambarella AMBA Stock Holding History

Point72 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
Q2 		$10.1M Sell
117,943
-403,268
-77% -$27.8M 0.01% 1288
2026
Q1 		$26.8M Sell
521,211
-250,822
-32% -$15.6M 0.03% 662
2025
Q4 		$54.7M Buy
772,033
+650,422
+535% +$52.6M 0.06% 364
2025
Q3 		$10M Buy
+121,611
New +$8.83M 0.02% 792
2025
Q2 		– Sell
-94,857
Closed -$4.77M – 2145
2025
Q1 		$4.77M Sell
94,857
-707,423
-88% -$48.4M 0.01% 945
2024
Q4 		$58.4M Sell
802,280
-59,804
-7% -$3.81M 0.13% 185
2024
Q3 		$48.6M Buy
862,084
+355,078
+70% +$18.9M 0.12% 198
2024
Q2 		$27.4M Buy
507,006
+476,406
+1,557% +$23.7M 0.07% 328
2024
Q1 		$1.55M Sell
30,600
-513,700
-94% -$28M ﹤0.01% 1345
2023
Q4 		$33.4M Sell
544,300
-100,514
-16% -$5.49M 0.08% 296
2023
Q3 		$34.2M Sell
644,814
-691,570
-52% -$48.6M 0.1% 267
2023
Q2 		$112M Buy
1,336,384
+1,271,251
+1,952% +$93M 0.33% 69
2023
Q1 		$5.04M Sell
65,133
-492,115
-88% -$42.1M 0.02% 749
2022
Q4 		$45.8M Sell
557,248
-736,352
-57% -$49M 0.16% 171
2022
Q3 		$72.7M Buy
1,293,600
+638,557
+97% +$47.3M 0.29% 83
2022
Q2 		$42.9M Buy
655,043
+600,543
+1,102% +$48.4M 0.18% 146
2022
Q1 		$5.72M Sell
54,500
-59,820
-52% -$7.62M 0.02% 666
2021
Q4 		$23.2M Buy
114,320
+77,030
+207% +$14.3M 0.09% 302
2021
Q3 		$5.81M Buy
+37,290
New +$4.29M 0.03% 630
2020
Q4 		– Sell
-8,518
Closed -$444K – 889
2020
Q3 		$444K Buy
+8,518
New +$412K ﹤0.01% 830
2020
Q2 		– Sell
-1,100
Closed -$53K – 787
2020
Q1 		$53K Buy
+1,100
New +$63.1K ﹤0.01% 738
2019
Q4 		– Sell
-1,100
Closed -$69K – 934
2019
Q3 		$69K Buy
+1,100
New +$57.1K ﹤0.01% 1023
2018
Q4 		– Sell
-8,536
Closed -$330K – 937
2018
Q3 		$330K Buy
+8,536
New +$331K ﹤0.01% 949
2017
Q2 		– Sell
-10,715
Closed -$586K – 817
2017
Q1 		$586K Buy
+10,715
New +$578K ﹤0.01% 767

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

Point72 Asset Management's AMBA Position: Q2 2026 in Review

Point72 Asset Management reduced its Ambarella (AMBA) stake by 77% in Q2 2026, selling an estimated $27.8M and leaving 117,943 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #1288.

Point72 Asset Management first reported a position in AMBA in Q1 2017 and has held it in 24 quarters since. The position peaked at $112M in Q2 2023. 341 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

  • Point72 Asset Management held 117,943 shares of Ambarella worth $10.1M as of Q2 2026.
  • Point72 Asset Management sold 403,268 Ambarella shares in Q2 2026, an estimated $27.8M.
  • Ambarella made up 0.01% of Point72 Asset Management's portfolio in Q2 2026, its #1288 holding.
  • Point72 Asset Management first reported a position in Ambarella in Q1 2017 and has held it in 24 quarters since.
  • Point72 Asset Management's Ambarella position peaked at $112M in Q2 2023.
  • 341 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.