AMPLITUDE INC AMPL
COM CL A · Common Stock · CUSIP 03213A104 · ISIN US03213A1043
American public developer of analytics software
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSan Francisco, CA
- Websiteamplitude.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.88. Options: 8 managers hold calls ($3.1m notional), 6 hold puts ($407.8k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 134 |
| Q4 2022 | 144 |
| Q1 2023 | 135 |
| Q2 2023 | 137 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 69 | 57 |
| Q1 2023 | 70 | 70 |
| Q2 2023 | 82 | 46 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $8.8m | $2.6m | 0.30 |
| Q4 2022 | $2.7m | $901.5k | 0.33 |
| Q1 2023 | $4.4m | $363.5k | 0.08 |
| Q2 2023 | $3.1m | $407.8k | 0.13 |
Biggest buyers
| FMR LLC | Added | +2.5m |
| VANGUARD GROUP INC | Added | +1.4m |
| T. Rowe Price Investment Management, Inc. | Added | +850.6k |
| BlackRock Inc. | Added | +808.0k |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | New | +705.9k |
| Atreides Management, LP | Added | +540.6k |
| Optimus Prime Fund Management Co., Ltd. | Added | +400.0k |
| BATTERY MANAGEMENT CORP. | Added | +396.8k |
| CITADEL ADVISORS LLC | Added | +271.6k |
| MORGAN STANLEY | Added | +267.5k |
Biggest sellers
| SOMA EQUITY PARTNERS LP | Sold out | -3.5m |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC | Reduced | -2.3m |
| Toronado Partners, LLC | Reduced | -721.6k |
| HAMILTON LANE ADVISORS LLC | Sold out | -186.7k |
| ExodusPoint Capital Management, LP | Sold out | -176.7k |
| PATHWAY CAPITAL MANAGEMENT, LP | Reduced | -146.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -74.7k |
| Liberty Mutual Group Asset Management Inc. | Sold out | -58.7k |
| Cubist Systematic Strategies, LLC | Reduced | -44.0k |
| STRS OHIO | Reduced | -35.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m100.5k shares |
| CITADEL ADVISORS LLC | Added | $634.7k57.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $418.0k38.0k shares |
| JANE STREET GROUP, LLC | Reduced | $336.6k30.6k shares |
| Belvedere Trading LLC | Unchanged | $295.9k26.9k shares |
| GROUP ONE TRADING LLC | Reduced | $238.7k21.7k shares |
| UBS Group AG | Unchanged | $38.5k3.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $228.8k20.8k shares |
| CITADEL ADVISORS LLC | Added | $165.0k15.0k shares |
| Walleye Capital LLC | New | $9.9k900 shares |
| SIMPLEX TRADING, LLC | Reduced | $3.0k300 shares |
| GROUP ONE TRADING LLC | New | $1.1k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution no change · filed 2026-04-07 | 10.7% |
| SC US (TTGP), LTD. 13D · may seek influence filed 2025-02-25 | 9.9% |
| BlackRock, Inc. 13G · institution filed 2026-07-27 | 7.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.0% |
| FMR LLC 13G · institution +2.5 pts · filed 2026-08-06 | 5.8% |
Fell to 5% or below in the last year: ALLIANCEBERNSTEIN L.P. (0.3%, 2026-05-18), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), T. Rowe Price Investment Management, Inc. (0.0%, 2026-02-17)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 6 | $28.1m | — |
| Q1 2022 | 1 | $50.0m | 2 | $751.4k | — |
| Q2 2022 | 0 | — | 2 | $68.9k | — |
| Q3 2022 | 0 | — | 3 | $175.5k | — |
| Q4 2022 | 0 | — | 3 | $272.9k | — |
| Q1 2023 | 0 | — | 3 | $326.3k | — |
| Q2 2023 | 0 | — | 4 | $5.7m | $31.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-08 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $77.5k7.7k shares |
| 2023-06-08 | SC US (TTGP), LTD. +1 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $77.5k7.7k shares |
| 2023-06-08 | Grady Patrick W Director · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $77.5k7.7k shares |
| 2023-06-08 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Grove II, LLC | Sold | $7.0k700 shares |
| 2023-06-08 | Grady Patrick W Director · Sequoia Grove II, LLC | Sold | $7.0k700 shares |
| 2023-06-08 | SC US (TTGP), LTD. +1 10% owner · Sequoia Grove II, LLC | Sold | $7.0k700 shares |
| 2023-06-07 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $2.4m237.3k shares |
| 2023-06-07 | SC US (TTGP), LTD. +1 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $2.4m237.3k shares |
| 2023-06-07 | Grady Patrick W Director · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $2.4m237.3k shares |
| 2023-06-07 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Grove II, LLC | Sold | $216.8k21.6k shares |
| 2023-06-07 | Grady Patrick W Director · Sequoia Grove II, LLC | Sold | $216.8k21.6k shares |
| 2023-06-07 | SC US (TTGP), LTD. +1 10% owner · Sequoia Grove II, LLC | Sold | $216.8k21.6k shares |
| 2023-06-06 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $526.5k51.9k shares |
| 2023-06-06 | SC US (TTGP), LTD. +1 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $526.5k51.9k shares |
| 2023-06-06 | Grady Patrick W Director · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $526.5k51.9k shares |
| 2023-06-06 | Grady Patrick W Director · Sequoia Grove II, LLC | Sold | $47.8k4.7k shares |
| 2023-06-06 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Grove II, LLC | Sold | $47.8k4.7k shares |
| 2023-06-06 | SC US (TTGP), LTD. +1 10% owner · Sequoia Grove II, LLC | Sold | $47.8k4.7k shares |
| 2023-06-05 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $415.7k42.9k shares |
| 2023-06-05 | SC US (TTGP), LTD. +1 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $415.7k42.9k shares |
| 2023-06-05 | Grady Patrick W Director · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $415.7k42.9k shares |
| 2023-06-05 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Grove II, LLC | Sold | $37.7k3.9k shares |
| 2023-06-05 | SC US (TTGP), LTD. +1 10% owner · Sequoia Grove II, LLC | Sold | $37.7k3.9k shares |
| 2023-06-05 | Grady Patrick W Director · Sequoia Grove II, LLC | Sold | $37.7k3.9k shares |
| 2023-06-02 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $463.4k47.6k shares |
| 2023-06-02 | SC US (TTGP), LTD. +1 10% owner · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $463.4k47.6k shares |
| 2023-06-02 | Grady Patrick W Director · Sequoia Capital U.S. Growth Fund VIII, L.P. | Sold | $463.4k47.6k shares |
| 2023-06-02 | SC US (TTGP), LTD. +1 10% owner · Sequoia Grove II, LLC | Sold | $42.1k4.3k shares |
| 2023-06-02 | SEQUOIA CAPITAL U.S. VENTURE 2010-SEED FUND, L.P. +9 10% owner · Sequoia Grove II, LLC | Sold | $42.1k4.3k shares |
| 2023-06-02 | Grady Patrick W Director · Sequoia Grove II, LLC | Sold | $42.1k4.3k shares |
The latest 30 of 40 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BATTERY MANAGEMENT CORP. 20.39% of their portfolio | 9.0m $98.8m | Added +396.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 6.6m $72.2m | Added +1.4m |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 5.3m $58.2m | Added +850.6k |
| BlackRock Inc. 0.00% of their portfolio | 4.6m $50.7m | Added +808.0k |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC 14.69% of their portfolio | 3.4m $37.4m | Reduced -2.3m |
| SC US (TTGP), LTD. 0.29% of their portfolio | 2.8m $30.8m | Unchanged |
| FMR LLC 0.00% of their portfolio | 2.6m $28.2m | Added +2.5m |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $16.2m | Added +184.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $14.2m | Added +222.5k |
| Toronado Partners, LLC 6.14% of their portfolio | 1.3m $14.2m | Reduced -721.6k |
| WEST RIM CAPITAL ASSOCIATES II, L.P. 12.57% of their portfolio | 1.2m $6.6m | Unchanged |
| Optimus Prime Fund Management Co., Ltd. 1.62% of their portfolio | 1.1m $11.6m | Added +400.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 875.6k $9.6m | Added +59.5k |
| Meritech Capital Associates V L.L.C. 2.02% of their portfolio | 767.6k $8.4m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 747.1k $8.2m | Added +267.5k |
| Atreides Management, LP 0.24% of their portfolio | 727.5k $8.0m | Added +540.6k |
| LIGHT STREET CAPITAL MANAGEMENT, LLC 2.06% of their portfolio | 705.9k $7.8m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 629.6k $6.9m | Added +113.1k |
| Growth Interface Management LLC 4.93% of their portfolio | 597.0k $6.6m | Added +147.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 475.9k $5.2m | Added +72.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 379.2k $4.2m | Added +100.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 363.5k $4.0m | Reduced -74.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 361.2k $4.0m | Added +9.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 290.7k $3.2m | Added +10.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 283.9k $3.1m | Added +271.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 227.8k $2.5m | Added +22.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 200.4k $2.2m | New |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 198.6k $2.2m | Added +193.4k |
| Vishria Bird Financial Group, LLC 1.29% of their portfolio | 197.7k $2.2m | Reduced -23.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 170.6k $1.9m | Added +45.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 167.4k $1.8m | Added +19.0k |
| Invenomic Capital Management LP 0.10% of their portfolio | 163.7k $1.8m | Reduced -5.3k |
| HarbourVest Partners LLC 0.48% of their portfolio | 153.0k $1.7m | Unchanged |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 144.2k $1.6m | New |
| TD Asset Management Inc 0.00% of their portfolio | 140.4k $1.5m | Added +13.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 133.3k $1.5m | Added +93.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 132.1k $1.5m | Added +81.7k |
| Swiss National Bank 0.00% of their portfolio | 118.6k $1.3m | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 112.6k $1.2m | Reduced -17.9k |
| Source Financial Advisors LLC 0.40% of their portfolio | 111.5k $1.2m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 107.5k $1.2m | Reduced -23.9k |
| UBS Group AG 0.00% of their portfolio | 106.7k $1.2m | Added +81.3k |
| Utah Retirement Systems 0.02% of their portfolio | 106.5k $1.2m | Added +12.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 104.3k $1.1m | Reduced -6.1k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 101.7k $1.1m | New |
| DC Investments Management, LLC 1.21% of their portfolio | 95.7k $1.1m | Added +31.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 87.1k $957.8k | Added +14.4k |
| Stanley-Laman Group, Ltd. 0.16% of their portfolio | 85.5k $940.4k | Reduced -5.7k |
| TIEDEMANN ADVISORS, LLC 0.04% of their portfolio | 75.3k $828.6k | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio | 75.2k $827.2k | Unchanged |
| HERALD INVESTMENT MANAGEMENT Ltd 0.16% of their portfolio | 75.0k $824.2k | Unchanged |
| PDT Partners, LLC 0.11% of their portfolio | 73.8k $811.4k | Added +74 |
| Engineers Gate Manager LP 0.03% of their portfolio | 73.7k $810.2k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 70.6k $776.4k | Added +1.5k |
| TWINBEECH CAPITAL LP 0.02% of their portfolio | 69.6k $765.7k | New |
| PATHWAY CAPITAL MANAGEMENT, LP 1.24% of their portfolio | 63.1k $693.6k | Reduced -146.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 60.1k $747.1k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 58.6k $644.1k | Added +125 |
| Trexquant Investment LP 0.02% of their portfolio | 57.1k $627.6k | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 55.9k $615.1k | Added +4.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 53.0k $583.0k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 50.1k $551.6k | Added +6.4k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 48.2k $530.0k | Added +562 |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 46.9k $516.3k | Added +12.9k |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.01% of their portfolio | 46.4k $510.9k | Reduced -9.5k |
| Cedar Wealth Management, LLC 0.19% of their portfolio | 44.2k $485.8k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 44.0k $484.4k | Added +18.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 40.5k $445.0k | Reduced -3.7k |
| STRS OHIO 0.00% of their portfolio | 39.1k $430.0k | Reduced -35.9k |
| Olympiad Research LP 0.42% of their portfolio | 38.3k $421.8k | Added +6.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 38.0k $418.3k | Added +26.3k |
| ArchPoint Investors 0.16% of their portfolio | 37.9k $416.7k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 37.2k $409.4k | Added +35.8k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 36.9k $406.1k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 36.3k $398.9k | Added +6.1k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 34.2k $375.8k | Added +963 |
| Walleye Capital LLC 0.01% of their portfolio | 33.8k $372.0k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 32.8k $360.9k | Added +8.9k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 32.6k $358.6k | Added +5.6k |
| Advisory Services Network, LLC 0.01% of their portfolio | 32.2k $353.9k | Added +73 |
| Summit Trail Advisors, LLC 0.01% of their portfolio | 31.3k $344.5k | Reduced -65 |
| CATALYST PRIVATE WEALTH, LLC 0.21% of their portfolio | 31.0k $340.5k | Reduced -4.5k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 29.0k $319.0k | Reduced -2.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 27.1k $298.0k | Added +4.5k |
| Parallel Advisors, LLC 0.01% of their portfolio | 26.6k $292.1k | Reduced -20 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 26.3k $289.6k | Added +4.5k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 25.7k $282.6k | Unchanged |
| Jump Financial, LLC 0.01% of their portfolio | 25.2k $277.6k | New |
| Invesco Ltd. 0.00% of their portfolio | 24.9k $273.4k | Added +2.1k |
| Summit Global Investments 0.02% of their portfolio | 23.9k $263.0k | New |
| Versor Investments LP 0.05% of their portfolio | 23.8k $261.8k | New |
| BARCLAYS PLC 0.00% of their portfolio | 23.3k $256.4k | Reduced -5.5k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 23.2k $254.8k | Added +31 |
| Jasper Ridge Partners, L.P. 0.01% of their portfolio | 23.0k $253.1k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 21.5k $236.9k | Reduced -8.5k |
| Petrus Trust Company, LTA 0.02% of their portfolio | 20.1k $220.6k | Added +3.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 19.5k $214.0k | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 19.2k $211.5k | New |
| Corton Capital Inc. 0.10% of their portfolio | 19.2k $211.4k | New |
| XTX Topco Ltd 0.04% of their portfolio | 19.2k $210.7k | Reduced -3.4k |