Portolan Capital Management’s Ambarella AMBA Stock Holding History

Portolan Capital 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	$8.33M	Sell	97,072 -11,677	-11%	-$804K	0.31%	89
2026 Q1	$5.6M	Buy	108,749 +54,507	+100%	+$3.4M	0.3%	93
2025 Q4	$3.84M	Buy	+54,242	New	+$4.38M	0.21%	115
2022 Q1	–	Sell	-7,103	Closed	-$1.44M	–	138
2021 Q4	$1.44M	Buy	7,103 +340	+5%	+$63K	0.1%	118
2021 Q3	$1.05M	Sell	6,763 -3,752	-36%	-$431K	0.08%	127
2021 Q2	$1.12M	Sell	10,515 -23,850	-69%	-$2.36M	0.08%	118
2021 Q1	$3.45M	Sell	34,365 -104,178	-75%	-$11.3M	0.27%	116
2020 Q4	$12.7M	Buy	138,543 +18,308	+15%	+$1.28M	1.16%	25
2020 Q3	$6.27M	Buy	+120,235	New	+$5.81M	0.71%	59
2018 Q1	–	Sell	-110,229	Closed	-$6.48M	–	102
2017 Q4	$6.48M	Sell	110,229 -43,415	-28%	-$2.41M	0.71%	49
2017 Q3	$7.53M	Buy	+153,644	New	+$7.58M	0.9%	42

Other funds holding AMBA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Portolan Capital Management's AMBA Position: Q2 2026 in Review

Portolan Capital Management reduced its Ambarella (AMBA) stake by 11% in Q2 2026, selling an estimated $804K and leaving 97,072 shares worth $8.33M. The position accounts for 0.31% of the portfolio, ranked #89.

Portolan Capital Management first reported a position in AMBA in Q3 2017 and has held it in 11 quarters since. The position peaked at $12.7M in Q4 2020. 342 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

Portolan Capital Management held 97,072 shares of Ambarella worth $8.33M as of Q2 2026.
Portolan Capital Management sold 11,677 Ambarella shares in Q2 2026, an estimated $804K.
Ambarella made up 0.31% of Portolan Capital Management's portfolio in Q2 2026, its #89 holding.
Portolan Capital Management first reported a position in Ambarella in Q3 2017 and has held it in 11 quarters since.
Portolan Capital Management's Ambarella position peaked at $12.7M in Q4 2020.
342 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

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