Follow-The-Filings

Security

Amplitude Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 1 exit max 0.4% (Glen Kacher - Light Stree...)

owners 8
max % 0.4%
tracked value $179M
qoq A 2 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Glen Kacher - Light Street Capital Management, LLC 2026 Q1 0.4% Reduce -2.30 pp 292,844 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.02 pp 2,411,300 $16M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 1,041,274 $12M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 2,031,823 $14M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 10,825,568 $125M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 1,235,028 $8M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 47,031 $321 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 36,183 $247 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 255,399 $3M hist

financials

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

Income statement

Metric FY2023 FY2024 FY2025
Revenue $276.28M $299.27M $343.21M
Gross profit $204.36M $222.35M $253.93M
Gross margin * 74.0% 74.3% 74.0%
Net income -$90.36M -$94.32M -$88.54M
Net margin * -32.7% -31.5% -25.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $379.96M $303.63M $256.66M
Total non-current assets * $53.72M $142.28M $164.02M
Total assets $433.68M $445.91M $420.68M
Total current liabilities $132.29M $144.51M $164.75M
Total non-current liabilities * $6.64M $4.84M $10.59M
Total equity $294.75M $296.56M $245.35M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $25.63M $18.51M $29.82M
Cash from investing $9.32M -$75.37M -$55.08M
Cash from financing -$4.94M -$19.94M -$65.33M
Net change in cash $30.01M -$76.8M -$90.59M

ownership over time

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