AMBA
AMBARELLA INC
+3.41 (+5.44%)66.19USD365K成交股數2.9B市值–本益比(近四季)7.0股價營收比+13.2%營收年增(近四季)2026-12-01下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 4 · 2.8M · 4 |
| 其中 10b5-1 計畫賣出 | 2 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 7.7M |
| 近 180 天 淨額 | −7.7M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-08 | 09-10 | Hu Chenming | Director | A 獲配股票 | 3.2K | – | – | 32.7K | SEC |
| 2026-09-08 | 09-10 | RICHARDSON DAVID JEFFREY | Director | A 獲配股票 | 3.2K | – | – | 5.6K | SEC |
| 2026-09-08 | 09-10 | Bryant Gregory M | Director | A 獲配股票 | 3.2K | – | – | 5.6K | SEC |
| 2026-09-08 | 09-10 | Hon Hsiao-Wuen | Director | A 獲配股票 | 3.2K | – | – | 33.9K | SEC |
| 2026-09-08 | 09-10 | PAISLEY CHRISTOPHER B | Director | A 獲配股票 | 3.2K | – | – | 44.2K | SEC |
| 2026-09-08 | 09-10 | Schwarting Elizabeth M | Director | A 獲配股票 | 3.2K | – | – | 9.8K | SEC |
| 2026-09-08 | 09-10 | Breithaupt Chantelle Yvette | Director | A 獲配股票 | 3.2K | – | – | 8.1K | SEC |
| 2026-07-09 | 07-10 | Chen Yun-Lung | VP, Business Dev. & Marketing | S 公開市場賣出 | 6.0K | 78.66 | 469K | 60.6K | SEC |
| 2026-07-01 | 07-02 | Ju Chi-Hong | Senior VP, Systems & GM | S 公開市場賣出 | 10.0K | 88.84 | 888K | 156K | SEC |
| 2026-07-01 | 07-02 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 16.3K | 90.08 | 1.5M | 774K | SEC |
| 2026-06-26 | 06-30 | PAISLEY CHRISTOPHER B | Director | S 公開市場賣出(10b5-1) | 250 | 62.01 | 16K | 41.0K | SEC |
| 2026-06-17 | 06-18 | Ju Chi-Hong | Senior VP, Systems & GM | S 公開市場賣出 | 2.0K | 67.87 | 137K | 166K | SEC |
| 2026-06-17 | 06-18 | Wang Feng-Ming | CEO | G 贈與 | 10.0K | – | – | 790K | SEC |
| 2026-06-17 | 06-18 | Lee Chan W | Chief Operations Officer | S 公開市場賣出 | 3.0K | 67.87 | 200K | 157K | SEC |
| 2026-06-17 | 06-18 | Young John Alexander | CFO | S 公開市場賣出(10b5-1) | 3.2K | 67.87 | 216K | 114K | SEC |
| 2026-06-17 | 06-18 | Wang Feng-Ming | CEO | S 公開市場賣出 | 6.2K | 67.87 | 421K | 800K | SEC |
| 2026-06-17 | 06-18 | Young John Alexander | CFO | S 公開市場賣出(10b5-1) | 1.8K | 66.98 | 124K | 113K | SEC |
| 2026-06-12 | 06-16 | Chen Yun-Lung | VP, Business Development and | S 公開市場賣出 | 9.9K | 67.06 | 661K | 66.5K | SEC |
| 2026-05-26 | 05-28 | Young John Alexander | CFO | M 選擇權執行 | 400 | 55.80 | 22K | 118K | SEC |
| 2026-05-26 | 05-28 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 17.3K | 90.38 | 1.6M | 821K | SEC |
| 2026-05-26 | 05-28 | Young John Alexander | CFO | S 公開市場賣出(10b5-1) | 400 | 96.00 | 38K | 118K | SEC |
| 2026-05-26 | 05-28 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 9.2K | 92.05 | 842K | 806K | SEC |
| 2026-05-26 | 05-28 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 6.1K | 91.23 | 553K | 815K | SEC |
| 2026-04-21 | 04-22 | Young John Alexander | CFO | S 公開市場賣出(10b5-1) | 2.0K | 60.00 | 118K | 118K | SEC |
| 2026-03-19 | 03-19 | Wang Feng-Ming | CEO | S 公開市場賣出 | 8.1K | 54.14 | 438K | 839K | SEC |
| 2026-03-19 | 03-19 | Young John Alexander | CFO | S 公開市場賣出 | 3.0K | 54.14 | 164K | 120K | SEC |
| 2026-03-19 | 03-19 | Lee Chan W | Chief Operations Officer | S 公開市場賣出 | 3.6K | 54.14 | 197K | 160K | SEC |
| 2026-03-19 | 03-19 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | S 公開市場賣出 | 2.2K | 54.14 | 117K | 168K | SEC |
| 2026-03-18 | 03-19 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | A 獲配股票 | 5.9K | – | – | 170K | SEC |
| 2026-03-18 | 03-19 | Wang Feng-Ming | CEO | A 獲配股票 | 15.7K | – | – | 847K | SEC |
| 2026-03-18 | 03-19 | Young John Alexander | CFO | A 獲配股票 | 5.6K | – | – | 123K | SEC |
| 2026-03-18 | 03-19 | Chen Yun-Lung | VP, Business Development and M | A 獲配股票 | 2.8K | – | – | 76.4K | SEC |
| 2026-03-18 | 03-19 | Lee Chan W | Chief Operations Officer | A 獲配股票 | 7.3K | – | – | 164K | SEC |
| 2026-03-17 | 03-19 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | S 公開市場賣出 | 4.7K | 52.77 | 250K | 164K | SEC |
| 2026-03-17 | 03-19 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | M 選擇權執行 | 9.6K | – | – | 169K | SEC |
| 2026-03-17 | 03-19 | Wang Feng-Ming | CEO | S 公開市場賣出 | 19.0K | 52.77 | 1.0M | 831K | SEC |
| 2026-03-17 | 03-19 | Wang Feng-Ming | CEO | M 選擇權執行 | 27.6K | – | – | 850K | SEC |
| 2026-03-17 | 03-19 | Lee Chan W | Chief Operations Officer | M 選擇權執行 | 13.7K | – | – | 163K | SEC |
| 2026-03-17 | 03-19 | Young John Alexander | CFO | S 公開市場賣出 | 4.6K | 52.77 | 242K | 117K | SEC |
| 2026-03-17 | 03-19 | Young John Alexander | CFO | M 選擇權執行 | 3.6K | – | – | 122K | SEC |
| 2026-03-17 | 03-19 | Chen Yun-Lung | VP, Business Development and M | M 選擇權執行 | 4.7K | – | – | 73.5K | SEC |
| 2026-03-17 | 03-19 | Lee Chan W | Chief Operations Officer | S 公開市場賣出 | 6.7K | 52.77 | 355K | 156K | SEC |
| 2026-03-02 | 03-04 | Bryant Gregory M | Director | A 獲配股票 | 2.5K | – | – | 2.5K | SEC |
| 2026-03-02 | 03-04 | Lee Chan W | Chief Operations Officer | A 獲配股票 | 24.7K | – | – | 149K | SEC |
| 2026-03-02 | 03-04 | Chen Yun-Lung | VP, Business Development and M | A 獲配股票 | 7.2K | – | – | 68.9K | SEC |
| 2026-03-02 | 03-04 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 12.0K | 61.42 | 739K | 769K | SEC |
| 2026-03-02 | 03-04 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | A 獲配股票 | 17.3K | – | – | 159K | SEC |
| 2026-03-02 | 03-04 | Wang Feng-Ming | CEO | A 獲配股票 | 53.2K | – | – | 822K | SEC |
| 2026-03-02 | 03-04 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 32.5K | 60.91 | 2.0M | 781K | SEC |
| 2026-03-02 | 03-04 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 2.6K | 59.53 | 155K | 813K | SEC |
| 2026-03-02 | 03-04 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 1.9K | 58.77 | 112K | 816K | SEC |
| 2026-03-02 | 03-04 | Wang Feng-Ming | CEO | S 公開市場賣出(10b5-1) | 1.0K | 56.83 | 57K | 818K | SEC |
| 2026-03-02 | 03-04 | Wang Feng-Ming | CEO | M 選擇權執行 | 50.0K | 41.36 | 2.1M | 819K | SEC |
| 2026-03-02 | 03-04 | Young John Alexander | CFO | A 獲配股票 | 15.2K | – | – | 118K | SEC |
| 2026-01-05 | 01-07 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | S 公開市場賣出 | 7.7K | 75.58 | 584K | 146K | SEC |
| 2025-12-30 | 01-23 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | S 公開市場賣出 | 7.9K | 70.25 | 558K | 150K | SEC |
| 2025-12-30 | 12-31 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | S 公開市場賣出 | 3.8K | 70.32 | 265K | 154K | SEC |
| 2025-12-26 | 12-29 | PAISLEY CHRISTOPHER B | Director | S 公開市場賣出 | 500 | 72.18 | 36K | 41.3K | SEC |
| 2025-12-19 | 12-19 | Wang Feng-Ming | CEO | G 贈與 | 15.0K | – | – | 769K | SEC |
| 2025-12-18 | 12-19 | Young John Alexander | CFO | S 公開市場賣出 | 3.8K | 72.96 | 277K | 103K | SEC |
| 2025-12-17 | 12-19 | Young John Alexander | CFO | S 公開市場賣出 | 2.6K | 71.82 | 185K | 107K | SEC |
| 2025-12-17 | 12-19 | Lee Chan W | Chief Operations Officer | S 公開市場賣出 | 2.4K | 71.82 | 173K | 125K | SEC |
| 2025-12-17 | 12-19 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | S 公開市場賣出 | 1.3K | 71.82 | 96K | 158K | SEC |
| 2025-12-17 | 12-19 | Wang Feng-Ming | CEO | S 公開市場賣出 | 5.0K | 71.82 | 356K | 784K | SEC |
| 2025-12-16 | 12-18 | Schwarting Elizabeth M | Director | S 公開市場賣出 | 624 | 72.38 | 45K | 6.7K | SEC |
| 2025-12-15 | 12-17 | RICHARDSON DAVID JEFFREY | Director | G 贈與 | 2.5K | – | – | 25.8K | SEC |
| 2025-12-15 | 12-17 | RICHARDSON DAVID JEFFREY | Director | G 贈與 | 2.5K | – | – | 2.5K | SEC |
| 2025-10-14 | 10-15 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | S 公開市場賣出 | 6.2K | 80.96 | 498K | 159K | SEC |
| 2025-10-13 | 10-15 | Ju Chi-Hong | Senior VP, Systems & GM, Asia | S 公開市場賣出 | 5.1K | 81.29 | 411K | 165K | SEC |
| 2025-10-06 | 10-08 | Schwarting Elizabeth M | Director | S 公開市場賣出 | 2.7K | 85.38 | 227K | 7.3K | SEC |
| 2025-09-17 | 09-19 | Kohn Leslie | Chief Technology Officer | S 公開市場賣出 | 2.2K | 79.43 | 179K | 977K | SEC |
| 2025-09-17 | 09-19 | Ju Chi-Hong | Sr. Vice President, Systems | S 公開市場賣出 | 1.2K | 79.43 | 93K | 170K | SEC |
| 2025-09-17 | 09-19 | Lee Chan W | Chief Operating Officer | S 公開市場賣出 | 1.9K | 79.43 | 155K | 127K | SEC |
| 2025-09-17 | 09-19 | Wang Feng-Ming | CEO | S 公開市場賣出 | 4.9K | 79.43 | 391K | 789K | SEC |
| 2025-09-17 | 09-19 | Young John Alexander | CFO | S 公開市場賣出 | 2.6K | 79.43 | 204K | 109K | SEC |
| 2025-09-10 | 09-12 | Chen Yun-Lung | VP, Business Development | S 公開市場賣出 | 8.5K | 84.42 | 717K | 61.7K | SEC |
| 2025-09-02 | 09-04 | Hon Hsiao-Wuen | Director | A 獲配股票 | 2.5K | – | – | 30.8K | SEC |
| 2025-09-02 | 09-04 | RICHARDSON DAVID JEFFREY | Director | A 獲配股票 | 2.5K | – | – | 5.0K | SEC |
| 2025-09-02 | 09-04 | PAISLEY CHRISTOPHER B | Director | A 獲配股票 | 2.5K | – | – | 41.8K | SEC |
| 2025-09-02 | 09-04 | Hu Chenming | Director | A 獲配股票 | 2.5K | – | – | 29.5K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 3.9M | 338M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | 316M | 新進 | 新進 |
| STATE STREET CORP | 2.6M | 220M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | 161M | 新進 | 新進 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.2M | 158M | 新進 | 新進 |
| Legal & General Group Plc | 1.1M | 95.8M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | 94.2M | 新進 | 新進 |
| MENORA MIVTACHIM HOLDINGS LTD. | 758K | 65.0M | 新進 | 新進 |
| Stephens Investment Management Group LLC | 722K | 61.9M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 718K | 61.6M | 新進 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 686K | 58.8M | 新進 | 新進 |
| EXCHANGE TRADED CONCEPTS, LLC | 631K | 54.1M | 新進 | 新進 |
| MORGAN STANLEY | 612K | 52.5M | 新進 | 新進 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 562K | 47.1M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 515K | 44.2M | 新進 | 新進 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 504K | 43.3M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 496K | 42.5M | 新進 | 新進 |
| Nuveen, LLC | 439K | 37.7M | 新進 | 新進 |
| PINNACLE ASSOCIATES LTD | 409K | 35.1M | 新進 | 新進 |
| NORTHERN TRUST CORP | 404K | 34.6M | 新進 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 394K | 33.8M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 380K | 32.6M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 379K | 32.6M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 362K | 31.1M | 新進 | 新進 |
| Squarepoint Ops LLC | 359K | 30.8M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 341 +34 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 341 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 35.9M · 81.3% |
| 合計季末市值 | 2.8B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 4.4M |
|---|---|
| 與上期比 | +7.2% |
| 佔流通股數 | 9.89% |
| 日均成交量 | 943K |
| 回補天數 | 4.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 4.4M | +7.2% | 9.89% | 943K | 4.6 |
| 2026-08-14 | 4.1M | -21.0% | 9.22% | 1.2M | 3.4 |
| 2026-07-31 | 5.2M | +30.6% | 11.68% | 2.4M | 2.2 |
| 2026-07-15 | 3.9M | +19.7% | 8.94% | 1.7M | 2.3 |
| 2026-06-30 | 3.3M | +14.8% | 7.47% | 1.8M | 1.8 |
| 2026-06-15 | 2.9M | +29.5% | 6.50% | 1.6M | 1.8 |
| 2026-05-29 | 2.2M | -7.9% | 5.02% | 2.0M | 1.1 |
| 2026-05-15 | 2.4M | -8.3% | 5.45% | 969K | 2.5 |
| 2026-04-30 | 2.6M | +2.7% | 5.95% | 744K | 3.5 |
| 2026-04-15 | 2.6M | +21.9% | 5.79% | 690K | 3.7 |
| 2026-03-31 | 2.1M | -6.4% | 4.75% | 836K | 2.5 |
| 2026-03-13 | 2.2M | +13.0% | 5.07% | 843K | 2.7 |
| 2026-02-27 | 2.0M | -2.0% | 4.49% | 1.1M | 1.8 |
| 2026-02-13 | 2.0M | -11.1% | 4.58% | 716K | 2.8 |
| 2026-01-30 | 2.3M | -2.4% | 5.15% | 720K | 3.2 |
| 2026-01-15 | 2.3M | +5.7% | 5.28% | 1.4M | 1.6 |
| 2025-12-31 | 2.2M | -7.6% | 4.99% | 582K | 3.8 |
| 2025-12-15 | 2.4M | -14.4% | 5.40% | 1.0M | 2.3 |
| 2025-11-28 | 2.8M | +44.4% | 6.31% | 1.4M | 2.1 |
| 2025-11-14 | 1.9M | +12.9% | 4.37% | 782K | 2.5 |
| 2025-10-31 | 1.7M | -7.2% | 3.87% | 380K | 4.5 |
| 2025-10-15 | 1.8M | -8.0% | 4.17% | 578K | 3.2 |
| 2025-09-30 | 2.0M | +1.5% | 4.53% | 836K | 2.4 |
| 2025-09-15 | 2.0M | -4.8% | 4.47% | 833K | 2.4 |
| 2025-08-29 | 2.1M | -6.1% | 4.69% | 1.4M | 1.5 |
| 2025-08-15 | 2.2M | +1.6% | 5.00% | 484K | 4.6 |