Scopia Capital Management’s Mobileye MBLY Stock Holding History

Scopia 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	$773K	Hold	79,899	–	–	0.69%	18
2026 Q1	$549K	Hold	79,899	–	–	0.38%	22
2025 Q4	$834K	Hold	79,899	–	–	0.17%	27
2025 Q3	$1.13M	Hold	79,899	–	–	0.14%	32
2025 Q2	$1.44M	Buy	+79,899	New	+$1.22M	0.18%	30
2025 Q1	–	Sell	-79,899	Closed	-$1.59M	–	29
2024 Q4	$1.59M	Hold	79,899	–	–	0.17%	29
2024 Q3	$1.09M	Hold	79,899	–	–	0.23%	32
2024 Q2	$2.24M	Hold	79,899	–	–	0.33%	30
2024 Q1	$2.57M	Buy	+79,899	New	+$2.27M	0.28%	31

Other funds holding MBLY

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

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

Scopia Capital Management held its Mobileye (MBLY) position steady in Q2 2026 at 79,899 shares worth $773K. The position accounts for 0.69% of the portfolio, ranked #18.

Scopia Capital Management first reported a position in MBLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q1 2024. 295 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

Scopia Capital Management held 79,899 shares of Mobileye worth $773K as of Q2 2026.
Scopia Capital Management left its Mobileye share count unchanged in Q2 2026.
Mobileye made up 0.69% of Scopia Capital Management's portfolio in Q2 2026, its #18 holding.
Scopia Capital Management first reported a position in Mobileye in Q1 2024 and has held it in 9 quarters since.
Scopia Capital Management's Mobileye position peaked at $2.57M in Q1 2024.
295 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

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