Steven Cohen’s Mobileye MBLY Stock Holding History

Steven Cohen’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	$47.3M	Buy	4,889,226 +1,991,742	+69%	+$17.8M	0.05%	455
2026 Q1	$19.9M	Sell	2,897,484 -834,398	-22%	-$7.56M	0.03%	806
2025 Q4	$39M	Sell	3,731,882 -459,847	-11%	-$5.74M	0.04%	518
2025 Q3	$59.2M	Buy	4,191,729 +273,075	+7%	+$4.06M	0.1%	228
2025 Q2	$70.5M	Sell	3,918,654 -1,637,964	-29%	-$25M	0.14%	180
2025 Q1	$80M	Buy	+5,556,618	New	+$90.8M	0.18%	130
2024 Q2	–	Sell	-206,689	Closed	-$6.65M	–	2209
2024 Q1	$6.65M	Sell	206,689 -294,785	-59%	-$8.37M	0.02%	875
2023 Q4	$21.7M	Buy	+501,474	New	+$19.7M	0.05%	404
2023 Q1	–	Sell	-201,800	Closed	-$7.08M	–	2421
2022 Q4	$7.08M	Buy	+201,800	New	+$6.12M	0.02%	653

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Steven Cohen's MBLY Position: Q2 2026 in Review

Steven Cohen increased its Mobileye (MBLY) stake by 69% in Q2 2026, buying an estimated $17.8M and bringing the position to 4,889,226 shares worth $47.3M. The position accounts for 0.05% of the portfolio, ranked #455.

Steven Cohen first reported a position in MBLY in Q4 2022 and has held it in 9 quarters since. The position peaked at $80M in Q1 2025. 293 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

Steven Cohen held 4,889,226 shares of Mobileye worth $47.3M as of Q2 2026.
Steven Cohen bought 1,991,742 Mobileye shares in Q2 2026, an estimated $17.8M.
Mobileye made up 0.05% of Steven Cohen's portfolio in Q2 2026, its #455 holding.
Steven Cohen first reported a position in Mobileye in Q4 2022 and has held it in 9 quarters since.
Steven Cohen's Mobileye position peaked at $80M in Q1 2025.
293 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.