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 ($4.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.72. Options: 12 managers hold calls ($11.4m notional), 10 hold puts ($11.0m).
Trends to Q3 2025
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 |
| Q4 2023 | 139 |
| Q1 2024 | 130 |
| Q2 2024 | 135 |
| Q3 2024 | 136 |
| Q4 2024 | 148 |
| Q1 2025 | 197 |
| Q2 2025 | 189 |
| Q3 2025 | 203 |
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 2023 | 73 | 68 |
| Q1 2024 | 67 | 67 |
| Q2 2024 | 81 | 51 |
| Q3 2024 | 66 | 56 |
| Q4 2024 | 82 | 45 |
| Q1 2025 | 129 | 46 |
| Q2 2025 | 116 | 89 |
| Q3 2025 | 125 | 70 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $5.2m | $73.4k | 0.01 |
| Q1 2025 | $7.6m | $2.9m | 0.38 |
| Q2 2025 | $17.4m | $2.4m | 0.14 |
| Q3 2025 | $11.4m | $11.0m | 0.97 |
Biggest buyers
| TimesSquare Capital Management, LLC | New | +2.0m |
| ALLIANCEBERNSTEIN L.P. | Added | +1.9m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.8m |
| BlackRock, Inc. | Added | +1.1m |
| BAILLIE GIFFORD & CO | Added | +703.3k |
| Toronado Partners, LLC | Added | +681.9k |
| GAGNON SECURITIES LLC | New | +510.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +441.9k |
| NEUBERGER BERMAN GROUP LLC | New | +426.6k |
| GOLDMAN SACHS GROUP INC | Added | +355.6k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -3.9m |
| Sunriver Management LLC | Sold out | -3.3m |
| FMR LLC | Reduced | -2.4m |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC | Sold out | -1.9m |
| MARSHALL WACE, LLP | Sold out | -725.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -418.1k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -414.8k |
| CenterBook Partners LP | Reduced | -275.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -275.0k |
| PATHWAY CAPITAL MANAGEMENT, LP | Sold out | -216.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.9m273.4k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $2.1m200.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m125.7k shares |
| GROUP ONE TRADING LLC | Reduced | $1.3m120.3k shares |
| JANE STREET GROUP, LLC | Reduced | $1.2m108.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.1m100.7k shares |
| SIMPLEX TRADING, LLC | Added | $523.0k48.8k shares |
| WOLVERINE TRADING, LLC | Added | $496.9k43.4k shares |
| IMC-Chicago, LLC | New | $230.5k21.5k shares |
| Walleye Trading LLC | Reduced | $120.1k11.2k shares |
Biggest puts
| J. Goldman & Co LP | New | $6.7m621.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2m108.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m101.9k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.1m100.7k shares |
| JANE STREET GROUP, LLC | New | $364.5k34.0k shares |
| WOLVERINE TRADING, LLC | New | $258.8k22.6k shares |
| SIMPLEX TRADING, LLC | Added | $183.0k17.1k shares |
| Walleye Capital LLC | New | $121.1k11.3k shares |
| Walleye Trading LLC | Reduced | $116.8k10.9k shares |
| GROUP ONE TRADING LLC | Reduced | $2.1k200 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 2025
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 2023 | 0 | — | 1 | $36.8k | $36.8k |
| Q1 2024 | 0 | — | 1 | $42.1k | $42.1k |
| Q2 2024 | 0 | — | 1 | $32.2k | $32.2k |
| Q3 2024 | 0 | — | 1 | $30.0k | $30.0k |
| Q4 2024 | 0 | — | 2 | $365.5k | $365.5k |
| Q1 2025 | 1 | $239.8k | 2 | $533.1k | $533.1k |
| Q2 2025 | 0 | — | 3 | $850.9k | $850.9k |
| Q3 2025 | 0 | — | 1 | $290.8k | $290.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-15 | Schultz Erica Director | Sold plan | $110.6k10.0k shares |
| 2025-08-15 | Schultz Erica Director | Sold plan | $86.0k7.5k shares |
| 2025-07-15 | Schultz Erica Director | Sold plan | $94.2k7.5k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 9.9m $106.0m | Added +252.6k |
| BlackRock, Inc. 0.00% of their portfolio | 9.6m $103.0m | Added +1.1m |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 6.0m $64.6m | Added +1.9m |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 5.1m $54.2m | Reduced -3.9m |
| SC US (TTGP), LTD. 0.19% of their portfolio | 2.8m $30.0m | Unchanged |
| BAILLIE GIFFORD & CO 0.02% of their portfolio | 2.7m $28.7m | Added +703.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $24.0m | Added +53.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $24.0m | Added +75.7k |
| Nuveen, LLC 0.01% of their portfolio | 2.2m $23.9m | Added +241.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 2.1m $22.1m | Added +155.5k |
| TimesSquare Capital Management, LLC 0.31% of their portfolio | 2.0m $21.9m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 2.0m $21.7m | Added +1.8m |
| ArrowMark Colorado Holdings LLC 0.32% of their portfolio | 1.6m $17.0m | Added +325.0k |
| Optimus Prime Fund Management Co., Ltd. 1.50% of their portfolio | 1.6m $16.9m | Unchanged |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 1.3m $13.7m | Added +81.0k |
| Toronado Partners, LLC 6.90% of their portfolio | 970.3k $10.4m | Added +681.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 921.7k $9.9m | Added +355.6k |
| FMR LLC 0.00% of their portfolio | 864.8k $9.3m | Reduced -2.4m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 851.5k $9.1m | Added +31.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 770.9k $8.3m | Added +49.6k |
| MORGAN STANLEY 0.00% of their portfolio | 767.7k $8.2m | Reduced -39.3k |
| Meros Investment Management, LP 3.50% of their portfolio | 765.1k $8.2m | Added +209.7k |
| Squarepoint Ops LLC 0.02% of their portfolio | 758.1k $8.1m | Added +229.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 695.9k $7.5m | Added +223.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 646.9k $6.9m | Reduced -52.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 641.1k $6.9m | Added +441.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 572.5k $6.1m | Added +73.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 568.5k $6.1m | Added +136.3k |
| Trexquant Investment LP 0.06% of their portfolio | 523.0k $5.6m | Added +215.3k |
| GAGNON SECURITIES LLC 1.10% of their portfolio | 510.7k $5.5m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 494.2k $5.3m | Added +309.5k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.17% of their portfolio | 491.0k $5.3m | Added +266.0k |
| G2 Investment Partners Management LLC 1.05% of their portfolio | 478.1k $5.1m | Added +216.3k |
| Cerity Partners LLC 0.01% of their portfolio | 467.6k $5.0m | Added +20.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 437.1k $4.7m | Added +171.0k |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 427.0k $4.6m | Added +183.1k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 426.6k $4.6m | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.17% of their portfolio | 424.4k $4.5m | Added +132.7k |
| LORD, ABBETT & CO. LLC 0.01% of their portfolio | 385.3k $4.1m | Reduced -58.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 368.6k $3.9m | Added +291.1k |
| Gagnon Advisors, LLC 2.34% of their portfolio | 353.0k $3.8m | New |
| WESTERLY CAPITAL MANAGEMENT, LLC 1.19% of their portfolio | 350.0k $3.8m | Reduced -50.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 332.8k $3.6m | Added +147.8k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 324.9k $3.5m | Added +142.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 294.8k $3.2m | Added +85.2k |
| MONIMUS CAPITAL MANAGEMENT, LP 2.28% of their portfolio | 286.1k $3.1m | Added +36.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 263.3k $2.8m | Added +5.5k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 262.0k $2.8m | Added +75.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 252.7k $2.7m | Added +18.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 247.3k $2.7m | Reduced -57.9k |
| Circumference Group LLC 2.74% of their portfolio | 218.0k $2.3m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 212.3k $2.3m | Reduced -33.0k |
| UBS Group AG 0.00% of their portfolio | 199.0k $2.1m | Added +157.7k |
| Inspire Advisors, LLC 0.19% of their portfolio | 189.7k $2.0m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 175.1k $1.9m | Reduced -72.2k |
| TD Asset Management Inc 0.00% of their portfolio | 173.6k $1.9m | Reduced -126.1k |
| Swiss National Bank 0.00% of their portfolio | 172.4k $1.8m | Added +16.6k |
| Walleye Capital LLC 0.01% of their portfolio | 171.8k $1.8m | Reduced -85.9k |
| Engineers Gate Manager LP 0.02% of their portfolio | 170.1k $1.8m | Added +50.9k |
| Savant Capital, LLC 0.01% of their portfolio | 169.7k $1.8m | Reduced -5 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 162.6k $1.7m | Reduced -58.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 158.5k $1.7m | Reduced -5.1k |
| PDT Partners, LLC 0.10% of their portfolio | 155.3k $1.7m | Reduced -122.1k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 155.0k $1.7m | Added +80.8k |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 0.41% of their portfolio | 153.8k $1.6m | Added +30.0k |
| BARCLAYS PLC 0.00% of their portfolio | 145.1k $1.6m | Reduced -31.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 136.5k $1.5m | Added +6.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 132.4k $1.4m | Reduced -4.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 129.0k $1.4m | Reduced -107.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 128.3k $1.4m | Reduced -47.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 124.8k $1.3m | Reduced -1.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 124.2k $1.3m | Reduced -19.5k |
| Utah Retirement Systems 0.01% of their portfolio | 112.8k $1.2m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 111.0k $1.2m | New |
| Vishria Bird Financial Group, LLC 0.23% of their portfolio | 108.4k $1.2m | Reduced -69.8k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 103.7k $1.1m | Added +55.8k |
| Invesco Ltd. 0.00% of their portfolio | 97.7k $1.0m | Added +21.4k |
| Baker Avenue Asset Management, LP 0.02% of their portfolio | 92.6k $992.4k | Added +2.9k |
| Quantbot Technologies LP 0.03% of their portfolio | 87.9k $942.1k | Reduced -26.0k |
| Legal & General Group Plc 0.00% of their portfolio | 87.6k $939.1k | Added +2.3k |
| Verition Fund Management LLC 0.01% of their portfolio | 85.2k $913.3k | Reduced -10.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 81.0k $868.5k | Reduced -10.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 67.7k $726.1k | Added +39.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 63.2k $677.0k | Added +32.5k |
| Creative Planning 0.00% of their portfolio | 61.9k $663.2k | Added +18.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 59.7k $640.2k | Added +11.0k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 58.1k $623.2k | Reduced -575 |
| Cresset Asset Management, LLC 0.00% of their portfolio | 56.4k $604.6k | Added +128 |
| Aquatic Capital Management LLC 0.01% of their portfolio | 55.7k $596.7k | First filing |
| MetLife Investment Management, LLC 0.00% of their portfolio | 52.7k $565.0k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 51.8k $555.3k | Unchanged |
| Bayesian Capital Management, LP 0.11% of their portfolio | 51.5k $552.1k | Added +33.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 48.7k $522.0k | Added +25.2k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 46.6k $499.8k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 44.3k $474.7k | Added +33.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 44.1k $472.6k | Reduced -613 |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 42.9k $460.0k | New |
| Inspire Investing, LLC 0.04% of their portfolio | 42.2k $452.0k | Added +10.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 41.6k $446.0k | Added +6.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 41.5k $445.1k | Reduced -6.2k |