Ambarella, Inc.
US ˙ NasdaqGS ˙ KYG037AX1015

SecurityAMBA / Ambarella, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership77,413 shares
Latest Disclosed Value $ 3,984,833
Franklin Resources Inc reports 41.26% increase in ownership of AMBA / Ambarella, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 77,413 shares of Ambarella, Inc. (US:AMBA) valued at $3,984,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 54,803 shares of Ambarella, Inc.. This represents a change in shares of 41.26% during the quarter. The current value of the position is $5,713,079 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F AMBARELLA SHS G037AX101 77,413 22,610 41.26 3,985 2.63 0.0002
2026-02-11 2025-12-31 13F AMBARELLA SHS G037AX101 54,803 9,097 19.90 3,882 2.94 0.0010
2025-11-13 2025-09-30 13F AMBARELLA SHS G037AX101 45,706 3,200 7.53 3,772 34.29 0.0009
2025-08-12 2025-06-30 13F AMBARELLA SHS G037AX101 42,506 249 0.59 2,808 32.08 0.0007
2025-05-13 2025-03-31 13F AMBARELLA SHS G037AX101 42,257 -3,106 -6.85 2,127 -35.56 0.0006
2025-02-12 2024-12-31 13F AMBARELLA SHS G037AX101 45,363 1,279 2.90 3,300 24.54 0.0009
2024-11-27 2024-09-30 13F/A-1 AMBARELLA SHS G037AX101 44,084 133 0.30 2,649 11.73 0.0007
2024-11-12 2024-09-30 13F AMBARELLA SHS G037AX101 44,084 133 2,649 0.0001
2024-08-14 2024-06-30 13F AMBARELLA SHS G037AX101 43,951 33,069 303.89 2,371 329.53 0.0007
2024-05-13 2024-03-31 13F AMBARELLA SHS G037AX101 10,882 6,728 161.96 552 117.32 0.0002
2024-02-09 2023-12-31 13F AMBARELLA SHS G037AX101 4,154 314 8.18 255 25.12 0.0001
2023-11-13 2023-09-30 13F AMBARELLA SHS G037AX101 3,840 0 0.00 204 -36.76 0.0001
2023-08-11 2023-06-30 13F AMBARELLA SHS G037AX101 3,840 3,840 321 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.