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 ($481.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.57. Options: 8 managers hold calls ($7.6m notional), 6 hold puts ($528.1k).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 134 |
| Q4 2022 | 144 |
| Q1 2023 | 135 |
| Q2 2023 | 137 |
| Q3 2023 | 146 |
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 |
| Q3 2023 | 73 | 56 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $2.7m | $901.5k | 0.33 |
| Q1 2023 | $4.4m | $363.5k | 0.08 |
| Q2 2023 | $3.1m | $407.8k | 0.13 |
| Q3 2023 | $7.6m | $528.1k | 0.07 |
Biggest buyers
| Sunriver Management LLC | New | +1.7m |
| VANGUARD GROUP INC | Added | +1.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +836.6k |
| ArrowMark Colorado Holdings LLC | New | +481.4k |
| FMR LLC | Added | +386.4k |
| T. Rowe Price Investment Management, Inc. | Added | +287.3k |
| CenterBook Partners LP | New | +274.5k |
| Optimus Prime Fund Management Co., Ltd. | Added | +270.0k |
| BlackRock Inc. | Added | +242.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +174.1k |
Biggest sellers
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC | Reduced | -1.5m |
| WEST RIM CAPITAL ASSOCIATES II, L.P. | Sold out | -1.2m |
| Toronado Partners, LLC | Reduced | -916.0k |
| Atreides Management, LP | Reduced | -634.3k |
| MORGAN STANLEY | Reduced | -201.9k |
| Point72 Asset Management, L.P. | Sold out | -198.6k |
| Growth Interface Management LLC | Reduced | -197.0k |
| Invenomic Capital Management LP | Sold out | -163.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -150.4k |
| JPMORGAN CHASE & CO | Reduced | -129.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.1m271.0k shares |
| CITADEL ADVISORS LLC | Added | $3.1m264.5k shares |
| SIMPLEX TRADING, LLC | Added | $502.0k43.4k shares |
| GROUP ONE TRADING LLC | Added | $481.3k41.6k shares |
| JANE STREET GROUP, LLC | Added | $355.2k30.7k shares |
| Walleye Trading LLC | New | $47.4k4.1k shares |
| Walleye Capital LLC | New | $47.4k4.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $249.9k21.6k shares |
| Walleye Capital LLC | Added | $144.6k12.5k shares |
| CITADEL ADVISORS LLC | Reduced | $85.6k7.4k shares |
| Walleye Trading LLC | New | $44.0k3.8k shares |
| SIMPLEX TRADING, LLC | Added | $4.0k400 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 1 | $39.5k | $39.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-17 | Wong Catherine Director | Sold plan | $39.5k3.5k shares |
| 2023-07-05 | Thakker Dharmesh 10% owner · By Trust | Sold | $688.5k63.5k shares |
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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| BATTERY MANAGEMENT CORP. 27.24% of their portfolio | 9.0m $104.0m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 7.7m $89.5m | Added +1.2m |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 5.6m $64.5m | Added +287.3k |
| BlackRock Inc. 0.00% of their portfolio | 4.9m $56.2m | Added +242.6k |
| FMR LLC 0.00% of their portfolio | 2.9m $34.1m | Added +386.4k |
| SC US (TTGP), LTD. 0.30% of their portfolio | 2.8m $32.4m | Unchanged |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC 12.91% of their portfolio | 1.9m $21.9m | Reduced -1.5m |
| Sunriver Management LLC 3.83% of their portfolio | 1.7m $20.2m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $17.4m | Added +24.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $16.9m | Added +174.1k |
| Optimus Prime Fund Management Co., Ltd. 2.06% of their portfolio | 1.3m $15.3m | Added +270.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.2m $13.9m | Added +836.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.0m $11.9m | Added +149.4k |
| LIGHT STREET CAPITAL MANAGEMENT, LLC 2.73% of their portfolio | 802.7k $9.3m | Added +96.8k |
| Meritech Capital Associates V L.L.C. 2.83% of their portfolio | 767.6k $8.9m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 645.6k $7.5m | Added +16.0k |
| MORGAN STANLEY 0.00% of their portfolio | 545.2k $6.3m | Reduced -201.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 531.9k $6.2m | Added +56.0k |
| ArrowMark Colorado Holdings LLC 0.07% of their portfolio | 481.4k $5.6m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 424.6k $4.9m | Added +140.7k |
| Growth Interface Management LLC 7.23% of their portfolio | 400.0k $4.6m | Reduced -197.0k |
| Toronado Partners, LLC 2.43% of their portfolio | 371.1k $4.3m | Reduced -916.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 362.8k $4.2m | Reduced -678 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 355.4k $4.1m | Added +64.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 291.0k $3.4m | Added +158.9k |
| CenterBook Partners LP 0.40% of their portfolio | 274.5k $3.2m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 256.2k $3.0m | Added +55.8k |
| PATHWAY CAPITAL MANAGEMENT, LP 6.33% of their portfolio | 229.8k $2.7m | Added +166.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 228.8k $2.6m | Reduced -150.4k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 203.4k $2.4m | Added +59.2k |
| Vishria Bird Financial Group, LLC 1.30% of their portfolio | 197.7k $2.3m | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 165.8k $1.9m | Reduced -1.6k |
| HarbourVest Partners LLC 0.60% of their portfolio | 153.0k $1.8m | Unchanged |
| TD Asset Management Inc 0.00% of their portfolio | 151.0k $1.7m | Added +10.6k |
| Trexquant Investment LP 0.04% of their portfolio | 135.0k $1.6m | Added +77.9k |
| Swiss National Bank 0.00% of their portfolio | 122.9k $1.4m | Added +4.3k |
| UBS Group AG 0.00% of their portfolio | 121.4k $1.4m | Added +14.7k |
| Utah Retirement Systems 0.02% of their portfolio | 112.9k $1.3m | Added +6.4k |
| Source Financial Advisors LLC 0.44% of their portfolio | 111.5k $1.3m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 102.7k $1.2m | Reduced -1.7k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 102.5k $1.2m | Added +768 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 101.2k $1.2m | Added +45.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 98.7k $1.1m | Reduced -129.1k |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 93.4k $1.1m | Reduced -19.2k |
| Atreides Management, LP 0.04% of their portfolio | 93.2k $1.1m | Reduced -634.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 88.5k $1.0m | Added +1.5k |
| PDT Partners, LLC 0.13% of their portfolio | 86.1k $996.4k | Added +12.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 80.5k $931.0k | Reduced -90.1k |
| Stanley-Laman Group, Ltd. 0.16% of their portfolio | 80.2k $927.4k | Reduced -5.3k |
| HighTower Advisors, LLC 0.00% of their portfolio | 75.7k $877.0k | New |
| TIEDEMANN ADVISORS, LLC 0.04% of their portfolio | 75.3k $871.5k | Unchanged |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.10% of their portfolio | 68.0k $787.1k | Added +33.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 65.3k $755.3k | Added +52.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 64.4k $744.5k | Reduced -6.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 60.1k $694.9k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 57.3k $663.1k | Reduced -1.2k |
| Legal & General Group Plc 0.00% of their portfolio | 54.6k $631.2k | Added +10.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 53.0k $613.2k | Unchanged |
| Summit Global Investments 0.04% of their portfolio | 53.0k $613.0k | Added +29.1k |
| Jump Financial, LLC 0.02% of their portfolio | 49.5k $572.3k | Added +24.2k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 47.0k $543.7k | Reduced -3.1k |
| Alpha DNA Investment Management LLC 0.35% of their portfolio | 47.0k $543.7k | New |
| Cedar Wealth Management, LLC 0.20% of their portfolio | 44.2k $511.0k | Unchanged |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 44.2k $510.8k | Reduced -4.0k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 42.2k $488.8k | Reduced -4.7k |
| AE Wealth Management LLC 0.00% of their portfolio | 41.7k $482.7k | New |
| Mach-1 Financial Group, LLC 0.20% of their portfolio | 41.6k $481.3k | New |
| STRS OHIO 0.00% of their portfolio | 39.1k $452.0k | Unchanged |
| ArchPoint Investors 0.17% of their portfolio | 37.9k $438.3k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 37.3k $431.1k | Added +10.9k |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 36.6k $423.6k | Reduced -311 |
| Engineers Gate Manager LP 0.02% of their portfolio | 36.4k $420.7k | Reduced -37.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 36.3k $419.6k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 35.4k $409.9k | Reduced -97.9k |
| M&T Bank Corp 0.00% of their portfolio | 35.4k $408.6k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 33.8k $391.1k | Added +1.2k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 33.5k $387.8k | Added +7.8k |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.01% of their portfolio | 32.6k $377.7k | Reduced -13.8k |
| Summit Trail Advisors, LLC 0.01% of their portfolio | 31.3k $362.4k | Unchanged |
| Corton Capital Inc. 0.17% of their portfolio | 29.8k $345.4k | Added +10.6k |
| Olympiad Research LP 0.32% of their portfolio | 28.3k $326.9k | Reduced -10.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 27.5k $317.7k | Reduced -5.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 27.1k $313.4k | Unchanged |
| CATALYST PRIVATE WEALTH, LLC 0.18% of their portfolio | 26.8k $309.6k | Reduced -4.2k |
| Parallel Advisors, LLC 0.01% of their portfolio | 26.6k $307.4k | Added +9 |
| TWINBEECH CAPITAL LP 0.01% of their portfolio | 25.9k $299.2k | Reduced -43.7k |
| Versor Investments LP 0.06% of their portfolio | 25.6k $296.2k | Added +1.8k |
| Invesco Ltd. 0.00% of their portfolio | 24.5k $283.1k | Reduced -390 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 23.2k $268.2k | Added +24 |
| Jasper Ridge Partners, L.P. 0.01% of their portfolio | 23.0k $266.2k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 22.5k $260.5k | Reduced -17.9k |
| BARCLAYS PLC 0.00% of their portfolio | 22.0k $255.1k | Reduced -1.3k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 21.8k $252.7k | Reduced -53.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 21.7k $250.5k | Added +121 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 20.8k $240.2k | Reduced -17.3k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 20.4k $236.6k | Reduced -8.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 19.5k $225.3k | Added +240 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 19.5k $225.0k | Unchanged |
| State of Wyoming 0.05% of their portfolio | 19.1k $220.8k | New |
| Woodline Partners LP 0.00% of their portfolio | 16.6k $192.6k | New |