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Stephens Investment Management Group’s Ambarella AMBA Stock Holding History

Stephens Investment Management Group’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 		$61.9M Buy
721,711
+246,570
+52% +$17M 0.66% 70
2026
Q1 		$24.5M Sell
475,141
-1,807
-0.4% -$113K 0.34% 108
2025
Q4 		$33.8M Sell
476,948
-550
-0.1% -$44.4K 0.44% 99
2025
Q3 		$39.4M Sell
477,498
-16,431
-3% -$1.19M 0.51% 86
2025
Q2 		$32.6M Sell
493,929
-5,846
-1% -$310K 0.43% 92
2025
Q1 		$25.2M Sell
499,775
-3,693
-0.7% -$253K 0.36% 102
2024
Q4 		$36.6M Buy
503,468
+2,432
+0.5% +$155K 0.49% 89
2024
Q3 		$28.3M Buy
501,036
+83,752
+20% +$4.46M 0.39% 99
2024
Q2 		$22.5M Buy
417,284
+99,065
+31% +$4.92M 0.32% 104
2024
Q1 		$16.2M Buy
318,219
+49
+0% +$2.67K 0.22% 115
2023
Q4 		$19.5M Sell
318,170
-8,239
-3% -$450K 0.29% 110
2023
Q3 		$17.3M Sell
326,409
-193,074
-37% -$13.6M 0.28% 108
2023
Q2 		$43.5M Buy
519,483
+11,877
+2% +$869K 0.68% 70
2023
Q1 		$39.3M Buy
507,606
+3,868
+0.8% +$331K 0.66% 70
2022
Q4 		$40.8M Buy
503,738
+63,004
+14% +$4.19M 0.74% 67
2022
Q3 		$24.8M Buy
440,734
+122,732
+39% +$9.1M 0.47% 98
2022
Q2 		$20.8M Buy
318,002
+54,461
+21% +$4.39M 0.38% 103
2022
Q1 		$27.7M Buy
263,541
+129,702
+97% +$16.5M 0.4% 104
2021
Q4 		$27.2M Buy
+133,839
New +$24.8M 0.35% 106

Other funds holding AMBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stephens Investment Management Group's AMBA Position: Q2 2026 in Review

Stephens Investment Management Group increased its Ambarella (AMBA) stake by 52% in Q2 2026, buying an estimated $17M and bringing the position to 721,711 shares worth $61.9M. The position accounts for 0.66% of the portfolio, ranked #70.

Stephens Investment Management Group first reported a position in AMBA in Q4 2021 and has held it in 19 quarters since. 341 funds tracked by Wall St. Rank hold AMBA as of Q2 2026.

  • Stephens Investment Management Group held 721,711 shares of Ambarella worth $61.9M as of Q2 2026.
  • Stephens Investment Management Group bought 246,570 Ambarella shares in Q2 2026, an estimated $17M.
  • Ambarella made up 0.66% of Stephens Investment Management Group's portfolio in Q2 2026, its #70 holding.
  • Stephens Investment Management Group first reported a position in Ambarella in Q4 2021 and has held it in 19 quarters since.
  • 341 funds tracked by Wall St. Rank held Ambarella as of Q2 2026.

Based on Stephens Investment Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.