Follow-The-Filings

AMBA Ambarella Inc.

Information Technology SHS Equity as of 2026 Q2 among managers we track

Bought by 1 featured manager in 2026 Q2 · 1 sold

  • 1 Owner
  • Max 0.1%
  • $11M
  • 1 add 1 exit

AMBA (Ambarella Inc.) is held in 1 featured 13F book as of 2026 Q2. Mairs & Power is the largest tracked holder by portfolio weight (0.10%). In 2026 Q2 filings, 1 manager added and 1 sold out. Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Mairs & Power) · not free-float ownership

  1. Mairs & Power Add 0.10%

Who owns AMBA

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
Mairs & Power 0.10%, was 0.06% Add +7.5% 126,353 $11M History
Spencer Waxman - Shannon River Fund Management exited 2026 Q2 Last 2026 Q1 1.1% Exit −1.13% 114,940 $6M History

1 current · 1 exited last period · options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
DEFA14A Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
10-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 25, 2026 Filing Doc
4 Period Sep 18, 2026 Filing Doc
4 Period Sep 17, 2026 · 4 forms Filing Doc
4 Period Sep 8, 2026 · 7 forms Filing Doc
4 Period Jul 9, 2026 Filing Doc
4 Period Jul 1, 2026 · 2 forms Filing Doc
4 Period Jun 26, 2026 Filing Doc
4 Period Jun 17, 2026 · 4 forms Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period May 26, 2026 · 2 forms Filing Doc
4 Period Apr 21, 2026 Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

Financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $337.61M $226.47M $284.86M $390.7M
Gross profit $208.93M $136.82M $172.33M $231.27M
Gross margin * 61.9% 60.4% 60.5% 59.2%
Net income -$65.39M -$169.42M -$117.13M -$75.86M
Net margin * -19.4% -74.8% -41.1% -19.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $304.63M $280.16M $320.55M $410.28M
Total non-current assets * $405.56M $377.5M $368.42M $388.32M
Total assets $710.2M $657.66M $688.97M $798.6M
Total current liabilities $83.46M $82.98M $120.99M $177.94M
Total non-current liabilities * $20.64M $14.8M $6.56M $25.87M
Total equity $606.09M $559.87M $561.41M $594.79M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $44.09M $19.02M $33.84M $73.52M
Cash from investing -$107.3M $7.84M -$40.53M -$30.49M
Cash from financing $5.7M $4.51M $6.4M $3.81M
Net change in cash -$57.5M $31.37M -$0.292M $46.83M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

Ownership over time

filing count by report period · click a bar for that quarter’s holders