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Portolan Capital Management’s Mobileye MBLY Stock Holding History

Portolan Capital 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
Q2 		$6.98M Buy
721,338
+43,203
+6% +$385K 0.26% 101
2026
Q1 		$4.66M Buy
678,135
+336,199
+98% +$3.05M 0.25% 102
2025
Q4 		$3.57M Buy
+341,936
New +$4.27M 0.19% 118

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Portolan Capital Management increased its Mobileye (MBLY) stake by 6.4% in Q2 2026, buying an estimated $385K and bringing the position to 721,338 shares worth $6.98M. The position accounts for 0.26% of the portfolio, ranked #101.

Portolan Capital Management first reported a position in MBLY in Q4 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Portolan Capital Management held 721,338 shares of Mobileye worth $6.98M as of Q2 2026.
  • Portolan Capital Management bought 43,203 Mobileye shares in Q2 2026, an estimated $385K.
  • Mobileye made up 0.26% of Portolan Capital Management's portfolio in Q2 2026, its #101 holding.
  • Portolan Capital Management first reported a position in Mobileye in Q4 2025 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

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