Senvest Management’s Mobileye MBLY Stock Holding History

Senvest 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
2025 Q4	–	Sell	-389,193	Closed	-$5.5M	–	58
2025 Q3	$5.5M	Buy	389,193 +313,028	+411%	+$4.66M	0.18%	39
2025 Q2	$1.37M	Buy	+76,165	New	+$1.16M	0.05%	50

Other funds holding MBLY

Intel Corp Santa Clara, California $621M AUM 34.06% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Senvest Management's MBLY Position: Q4 2025 in Review

Senvest Management sold out of Mobileye (MBLY) in Q4 2025, closing a stake of 389,193 shares — an estimated $5.5M sold.

Senvest Management first reported a position in MBLY in Q2 2025 and held it in 2 quarters. The position peaked at $5.5M in Q3 2025. 299 funds tracked by Wall St. Rank hold MBLY as of Q4 2025.

Senvest Management reported no remaining Mobileye position as of Q4 2025 after selling out during the quarter.
Senvest Management sold 389,193 Mobileye shares in Q4 2025, an estimated $5.5M.
Senvest Management first reported a position in Mobileye in Q2 2025 and held it in 2 quarters.
Senvest Management's Mobileye position peaked at $5.5M in Q3 2025.
299 funds tracked by Wall St. Rank held Mobileye as of Q4 2025.

Based on Senvest Management's 13F filing for Q4 2025, filed 12 Feb 2026.