SCHEDULE: AllianceBernstein Discloses 5.9% Stake in Amplitude Inc.

AllianceBernstein L.P. has reported a 5.9% beneficial ownership stake in Amplitude Inc.'s common stock, held for investment purposes.

Summary

• AllianceBernstein L.P. has filed a Schedule 13G, disclosing its beneficial ownership in Amplitude Inc. common stock.
• As of September 30, 2025, AllianceBernstein L.P. beneficially owned an aggregate of 6,025,390 shares of Amplitude Inc. common stock.
• This ownership represents 5.9% of Amplitude Inc.'s outstanding common stock.
• The shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.
• AllianceBernstein L.P. holds sole voting power over 5,831,968 shares and sole dispositive power over 5,941,240 shares.
• Shared voting power is 0 shares, and shared dispositive power is 84,150 shares.

Sentiment

Score: 7

Explanation: The disclosure of a significant institutional stake by AllianceBernstein L.P. is generally viewed as a positive signal, indicating confidence in Amplitude Inc. from a major investment firm. The 'solely for investment purposes' clause suggests a passive, long-term holding.

Positives

• A major institutional investor, AllianceBernstein L.P., has taken a significant stake (5.9%) in Amplitude Inc., potentially signaling confidence in the company's long-term prospects.
• The acquisition of shares was for 'solely for investment purposes,' indicating a strategic, long-term view rather than an activist or control-seeking intent.

Negatives

• The filing itself does not contain any negative information regarding Amplitude Inc.'s performance or outlook.

Risks

• The filing does not explicitly mention specific risks related to Amplitude Inc. or its operations.

Future Outlook

The filing does not provide any forward-looking statements or guidance regarding Amplitude Inc.'s future performance or AllianceBernstein L.P.'s future investment intentions beyond the stated purpose of holding for investment.

Management Comments

• AllianceBernstein L.P. certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of Amplitude Inc.

Industry Context

This Schedule 13G filing indicates that a prominent investment adviser, AllianceBernstein L.P., has established a significant passive investment in Amplitude Inc. Such disclosures are common in the investment industry, providing transparency into large institutional holdings and can sometimes influence market perception of the underlying company.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional investor's stake may increase investor confidence and potentially influence trading activity.
• Company Management: Awareness of a large, passive institutional holder may influence strategic decisions, though AllianceBernstein has certified no intent to influence control.

Key Dates

Keywords

Amplitude Inc., AllianceBernstein L.P., Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, Institutional Investor, Equity Stake