Point72 Asset Management
MBLY icon

Point72 Asset Management’s Mobileye MBLY Stock Holding History

Point72 Asset Management’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 		$19.9M Sell
2,897,484
-834,398
-22% -$7.56M 0.03% 806
2025
Q4 		$39M Sell
3,731,882
-459,847
-11% -$5.74M 0.04% 518
2025
Q3 		$59.2M Buy
4,191,729
+273,075
+7% +$4.06M 0.1% 228
2025
Q2 		$70.5M Sell
3,918,654
-1,637,964
-29% -$25M 0.14% 180
2025
Q1 		$80M Buy
+5,556,618
New +$90.8M 0.18% 130
2024
Q2 		– Sell
-206,689
Closed -$6.65M – 2209
2024
Q1 		$6.65M Sell
206,689
-294,785
-59% -$8.37M 0.02% 875
2023
Q4 		$21.7M Buy
+501,474
New +$19.7M 0.05% 404
2023
Q1 		– Sell
-201,800
Closed -$7.08M – 2421
2022
Q4 		$7.08M Buy
+201,800
New +$6.12M 0.02% 653

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Point72 Asset Management reduced its Mobileye (MBLY) stake by 22% in Q1 2026, selling an estimated $7.56M and leaving 2,897,484 shares worth $19.9M. The position accounts for 0.03% of the portfolio, ranked #806.

Point72 Asset Management first reported a position in MBLY in Q4 2022 and has held it in 8 quarters since. The position peaked at $80M in Q1 2025. 292 funds tracked by Wall St. Rank hold MBLY as of Q1 2026.

  • Point72 Asset Management held 2,897,484 shares of Mobileye worth $19.9M as of Q1 2026.
  • Point72 Asset Management sold 834,398 Mobileye shares in Q1 2026, an estimated $7.56M.
  • Mobileye made up 0.03% of Point72 Asset Management's portfolio in Q1 2026, its #806 holding.
  • Point72 Asset Management first reported a position in Mobileye in Q4 2022 and has held it in 8 quarters since.
  • Point72 Asset Management's Mobileye position peaked at $80M in Q1 2025.
  • 292 funds tracked by Wall St. Rank held Mobileye as of Q1 2026.

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