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
Q1 		$1.29M Sell
25,000
-219,300
-90% -$13.7M ﹤0.01% 2594
2025
Q4 		$17.3M Buy
+244,300
New +$19.7M 0.02% 991

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

Point72 Asset Management's AMBA Position: Q1 2026 in Review

Point72 Asset Management reduced its Ambarella (AMBA) stake by 32% in Q1 2026, selling an estimated $15.6M and leaving 521,211 shares worth $26.8M. The position accounts for 0.03% of the portfolio, ranked #662.

Point72 Asset Management first reported a position in AMBA in Q1 2017 and has held it in 23 quarters since. The position peaked at $112M in Q2 2023. 305 funds tracked by Wall St. Rank hold AMBA as of Q1 2026.

  • Point72 Asset Management held 521,211 shares of Ambarella worth $26.8M as of Q1 2026.
  • Point72 Asset Management sold 250,822 Ambarella shares in Q1 2026, an estimated $15.6M.
  • Ambarella made up 0.03% of Point72 Asset Management's portfolio in Q1 2026, its #662 holding.
  • Point72 Asset Management first reported a position in Ambarella in Q1 2017 and has held it in 23 quarters since.
  • Point72 Asset Management's Ambarella position peaked at $112M in Q2 2023.
  • 305 funds tracked by Wall St. Rank held Ambarella as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.