Vanguard Portfolio Management LLC filed an amended Schedule 13G with the SEC on October 30, 2026, disclosing beneficial ownership of 3,107,820 shares of Ambarella Inc common stock as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Portfolio Management reported 3,107,820 shares of Ambarella Inc common stock beneficially owned.
  • Percent of class: The reported position represents 7.04% of Ambarella's outstanding common stock.
  • Sole dispositive power: Vanguard Portfolio Management holds sole power to dispose of all 3,107,820 shares.
  • Sole voting power: Sole voting power is limited to 39,280 shares, with shared voting power reported as zero.
  • Event date: The filing event triggering this amendment is dated September 30, 2026.
  • Affiliated entities included: The filing covers securities held or managed by Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, per the filing's disclosure.

Vanguard Portfolio Management's Amended 13G Position in Ambarella

Vanguard Portfolio Management LLC, organized in Pennsylvania and headquartered at 100 Vanguard Blvd, Malvern, PA 19355, filed Amendment No. 1 to its Schedule 13G with respect to Ambarella Inc (NASDAQ:AMBA), whose principal executive offices are located at 3101 Jay Street, Santa Clara, CA 95054. The filing covers common stock with CUSIP number G037AX101. The reporting person is classified as an investment adviser (type "IA") under the applicable SEC rules.

According to the filing, Vanguard Portfolio Management beneficially owns 3,107,820 shares in aggregate, representing 7.04% of the class. Of that total, the filing attributes sole dispositive power over 3,107,820 shares and sole voting power over only 39,280 shares. Shared voting power and shared dispositive power are each reported as zero. The filing notes that this Schedule 13G reflects securities beneficially owned by Vanguard Portfolio Management LLC and its affiliates Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, consistent with SEC Release No. 34-39538 dated January 12, 1998.

The filing also states that "investment companies registered under the Investment Company Act of 1940 and other managed accounts" have the right to receive or direct the receipt of dividends or sale proceeds from the reported securities, and that "no one other person's interest in the securities reported herein is more than 5%." The certifying signatory is My Trieu-Gatt, identified as Authorized Signatory and Head of Global Fund Administration, who signed on October 30, 2026. The filing certifies that the securities "were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer."

What Was Disclosed

Vanguard Portfolio Management LLC filed an amended Schedule 13G reporting beneficial ownership of 3,107,820 shares of Ambarella Inc common stock, equal to 7.04% of the class, with sole dispositive power over all shares and sole voting power over 39,280 shares, as of September 30, 2026.