SCHEDULE: Vanguard Group's 12.72% Stake in Ambarella Inc.

The Vanguard Group reports a 12.72% beneficial ownership in Ambarella Inc. common stock, totaling 5,480,285 shares, as of December 31, 2025.

Summary

• The Vanguard Group beneficially owns 5,480,285 shares of Ambarella Inc. Common Stock.
• This represents 12.72% of Ambarella Inc.'s class of securities.
• The Vanguard Group holds shared voting power over 338,601 shares and shared dispositive power over 5,480,285 shares.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Ambarella Inc.
• An internal realignment at The Vanguard Group, Inc. on January 12, 2026, means it no longer performs portfolio management or administers proxy voting.
• Certain subsidiaries or business divisions of Vanguard are expected to report beneficial ownership separately (on a disaggregated basis) in the future.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership by a large institutional investor and does not contain new operational or financial information about Ambarella Inc.

Positives

• A major institutional investor, The Vanguard Group, maintains a significant stake (12.72%) in Ambarella Inc., indicating continued confidence in the company as part of its investment strategies.
• The holding is for ordinary course of business, not for control, suggesting a stable, long-term investment perspective.

Negatives

• No specific negative information is disclosed in this routine beneficial ownership report.

Risks

• No specific risks related to Ambarella Inc. are mentioned in this Schedule 13G filing. The filing primarily concerns the reporting entity's ownership.

Future Outlook

This filing does not contain any forward-looking statements or guidance from Ambarella Inc. or The Vanguard Group regarding Ambarella Inc.'s future performance.

Industry Context

StockSavvy.ai notes that The Vanguard Group is one of the world's largest investment management companies, primarily known for its low-cost index funds and ETFs. Its significant stake in Ambarella Inc. is typical for a large passive investor holding a broad market portfolio, reflecting Ambarella's inclusion in various indices rather than a specific active investment thesis.

Stakeholder Impact

• Shareholders of Ambarella Inc. benefit from the transparency provided by this disclosure, confirming a significant institutional holding.
• The internal realignment at Vanguard primarily impacts Vanguard's internal reporting structure and its clients, rather than directly impacting Ambarella's operations or other stakeholders.

Next Steps

• Certain subsidiaries or business divisions of The Vanguard Group, Inc. are anticipated to report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on SEC Release No. 34-39538.

Key Dates

Keywords

Ambarella Inc., Vanguard Group, Common Stock, Beneficial Ownership, Institutional Investor, Schedule 13G, G037AX101