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 ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.65. Options: 9 managers hold calls ($6.6m notional), 8 hold puts ($1.6m).
Trends to Q2 2026
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 |
| Q4 2025 | 210 |
| Q1 2026 | 218 |
| Q2 2026 | 202 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 66 | 56 |
| Q4 2024 | 82 | 45 |
| Q1 2025 | 129 | 46 |
| Q2 2025 | 116 | 89 |
| Q3 2025 | 125 | 70 |
| Q4 2025 | 120 | 82 |
| Q1 2026 | 105 | 110 |
| Q2 2026 | 112 | 110 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $11.4m | $11.0m | 0.97 |
| Q4 2025 | $13.4m | $2.9m | 0.21 |
| Q1 2026 | $4.5m | $3.4m | 0.74 |
| Q2 2026 | $6.6m | $1.6m | 0.24 |
Biggest buyers
| FMR LLC | Added | +2.7m |
| Trigran Investments, Inc. | Added | +1.9m |
| ROYCE & ASSOCIATES LP | New | +1.1m |
| CITADEL ADVISORS LLC | Added | +836.7k |
| CenterBook Partners LP | Added | +730.3k |
| LAZARD ASSET MANAGEMENT LLC | Added | +339.1k |
| Squarepoint Ops LLC | Added | +309.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +278.5k |
| Numerai GP LLC | Added | +275.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +273.3k |
Biggest sellers
| Nuveen, LLC | Reduced | -2.3m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.6m |
| Point72 Asset Management, L.P. | Reduced | -1.0m |
| BAILLIE GIFFORD & CO | Reduced | -854.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -771.8k |
| ArrowMark Colorado Holdings LLC | Reduced | -599.0k |
| Qube Research & Technologies Ltd | Sold out | -597.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -538.4k |
| MONIMUS CAPITAL MANAGEMENT, LP | Reduced | -480.5k |
| Y-Intercept (Hong Kong) Ltd | Reduced | -439.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m181.5k shares |
| CITADEL ADVISORS LLC | Added | $1.3m164.2k shares |
| Walleye Trading LLC | Added | $1.1m149.1k shares |
| GROUP ONE TRADING LLC | Added | $788.0k103.0k shares |
| JANE STREET GROUP, LLC | New | $693.9k90.7k shares |
| SIMPLEX TRADING, LLC | Added | $434.5k56.8k shares |
| Walleye Capital LLC | Added | $394.7k51.6k shares |
| IMC-Chicago, LLC | Added | $378.7k49.5k shares |
| PRELUDE CAPITAL MANAGEMENT, LLC | New | $173.5k45.1k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $735.9k96.2k shares |
| Walleye Trading LLC | Added | $232.6k30.4k shares |
| IMC-Chicago, LLC | Added | $206.6k27.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $166.0k21.7k shares |
| JANE STREET GROUP, LLC | Reduced | $160.7k21.0k shares |
| GROUP ONE TRADING LLC | Added | $65.0k8.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $16.8k2.2k shares |
| Walleye Capital LLC | Reduced | $765100 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 since 1 Apr 2026
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 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 |
| Q4 2025 | 1 | $299.7k | 2 | $5.2m | $5.2m |
| Q1 2026 | 0 | — | 1 | $506.4k | $506.4k |
| Q2 2026 | 0 | — | 2 | $376.4k | $376.4k |
| Q3 2026 | 0 | — | 2 | $6.2m | $6.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-10 | Skates Spenser CEO and President, director · By Spouse | Sold plan | $2.3m185.0k shares |
| 2026-09-04 | Crook Nathaniel Glenn Chief Commercial Officer | Sold plan | $3.9m300.0k shares |
| 2026-06-12 | Wong Catherine Director | Sold plan | $50.6k7.5k shares |
| 2026-06-01 | Liu Curtis Chief Technology Officer, director | Sold plan | $183.0k22.8k shares |
| 2026-05-04 | Liu Curtis Chief Technology Officer, director | Sold plan | $142.8k17.6k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 11.1m $84.8m | Reduced -68.5k |
| BlackRock, Inc. 0.00% of their portfolio | 10.0m $76.8m | Reduced -117.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 6.1m $46.5m | Reduced -81.2k |
| FMR LLC 0.00% of their portfolio | 6.0m $45.7m | Added +2.7m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.9m $30.1m | Reduced -151.6k |
| SC US (TTGP), LTD. 0.07% of their portfolio | 2.8m $21.4m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 2.6m $19.9m | Added +175.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.5m $19.0m | Added +151.5k |
| Trigran Investments, Inc. 3.26% of their portfolio | 2.3m $17.8m | Added +1.9m |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 1.8m $13.6m | Reduced -854.6k |
| Optimus Prime Fund Management Co., Ltd. 0.89% of their portfolio | 1.6m $12.1m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $11.5m | Added +273.3k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 1.4m $10.8m | Reduced -1.0m |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $8.8m | Added +229.2k |
| GAGNON SECURITIES LLC 1.56% of their portfolio | 1.1m $8.1m | Reduced -4.3k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 1.1m $8.0m | New |
| Squarepoint Ops LLC 0.02% of their portfolio | 1.0m $7.8m | Added +309.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 959.6k $7.3m | Reduced -771.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 924.4k $7.1m | Added +55.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 896.3k $6.9m | Added +278.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 872.9k $6.7m | Added +836.7k |
| Meros Investment Management, LP 2.01% of their portfolio | 828.0k $6.3m | Reduced -335.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 803.6k $6.1m | Added +69.9k |
| MONIMUS CAPITAL MANAGEMENT, LP 1.52% of their portfolio | 783.8k $6.0m | Reduced -480.5k |
| CenterBook Partners LP 0.29% of their portfolio | 771.2k $5.9m | Added +730.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 677.7k $5.2m | Added +16.9k |
| ArrowMark Colorado Holdings LLC 0.21% of their portfolio | 657.0k $5.0m | Reduced -599.0k |
| Gagnon Advisors, LLC 3.09% of their portfolio | 635.0k $4.9m | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 473.8k $3.6m | Added +11.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 467.5k $3.6m | Reduced -332.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 416.2k $3.2m | Reduced -275.4k |
| Quantinno Capital Management LP 0.00% of their portfolio | 402.8k $3.1m | Added +32.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 383.8k $2.9m | Reduced -1.6m |
| Toronado Partners, LLC 7.89% of their portfolio | 366.8k $2.8m | Added +47.9k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 355.1k $2.7m | Added +339.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 354.8k $2.7m | Added +235.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 342.9k $2.6m | Added +13.4k |
| Man Group plc 0.00% of their portfolio | 338.8k $2.6m | Reduced -139.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 322.2k $2.5m | Added +587 |
| UBS Group AG 0.00% of their portfolio | 321.9k $2.5m | Added +199.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 318.4k $2.4m | Reduced -279.8k |
| S SQUARED TECHNOLOGY, LLC 0.75% of their portfolio | 315.4k $2.4m | Added +165.0k |
| Madison Asset Management, LLC 0.03% of their portfolio | 312.4k $2.4m | Reduced -1.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 305.3k $2.1m | Reduced -12.3k |
| Numerai GP LLC 0.18% of their portfolio | 295.1k $2.3m | Added +275.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 288.1k $2.2m | Added +25.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 276.1k $2.1m | Reduced -52.8k |
| Nuveen, LLC 0.00% of their portfolio | 265.3k $2.0m | Reduced -2.3m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 244.2k $1.9m | Reduced -311.8k |
| Circumference Group LLC 3.95% of their portfolio | 238.0k $1.8m | Unchanged |
| Verition Fund Management LLC 0.01% of their portfolio | 225.9k $1.7m | Reduced -42.2k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 207.2k $1.6m | Added +42.6k |
| WESTERLY CAPITAL MANAGEMENT, LLC 0.38% of their portfolio | 200.0k $1.5m | Reduced -300.0k |
| Swiss National Bank 0.00% of their portfolio | 188.1k $1.4m | Added +6.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 179.2k $1.4m | Added +15.2k |
| Corient Private Wealth LP 0.00% of their portfolio | 178.6k $1.4m | Added +162.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 173.8k $1.3m | Added +12.5k |
| Savant Capital, LLC 0.00% of their portfolio | 167.3k $1.3m | Reduced -265 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 161.3k $1.2m | Added +6.9k |
| Invesco Ltd. 0.00% of their portfolio | 152.4k $1.2m | Added +17.2k |
| Creative Planning 0.00% of their portfolio | 150.3k $1.1m | Reduced -29.7k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 131.6k $1.0m | Added +88.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 121.0k $905.2k | Reduced -38.3k |
| Palogic Value Management, L.P. 0.33% of their portfolio | 120.1k $918.7k | Added +55.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 117.2k $896.4k | Added +3.7k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio | 115.2k $881.6k | Added +4.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 114.5k $875.6k | Reduced -17.2k |
| Legal & General Group Plc 0.00% of their portfolio | 114.2k $873.4k | Added +39.8k |
| Utah Retirement Systems 0.01% of their portfolio | 112.8k $862.9k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 110.3k $844.0k | Added +94.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 104.5k $799.4k | Reduced -19.2k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.59% of their portfolio | 100.0k $765.0k | Added +40.0k |
| Divisadero Street Capital Management, LP 0.02% of their portfolio | 100.0k $765.0k | New |
| Quantbot Technologies LP 0.03% of their portfolio | 98.2k $751.2k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 94.0k $718.9k | Added +44.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 93.9k $718.0k | Added +5.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 92.2k $705.4k | Added +55.8k |
| Inspire Investing, LLC 0.03% of their portfolio | 90.9k $695.4k | Added +16.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 90.2k $690.0k | Reduced -12.7k |
| Diametric Capital, LP 0.07% of their portfolio | 88.4k $676.2k | New |
| ALLSTATE CORP 0.01% of their portfolio | 83.2k $636.4k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 80.2k $614.0k | Reduced -39.8k |
| STRS OHIO 0.00% of their portfolio | 75.8k $579.9k | Added +24.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 74.1k $566.5k | Reduced -40.4k |
| AdvisorShares Investments LLC 0.07% of their portfolio | 72.3k $553.1k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 59.4k $454.1k | Unchanged |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 59.3k $453.4k | New |
| Ahara Advisors LLC 0.15% of their portfolio | 58.9k $450.1k | New |
| Trexquant Investment LP 0.00% of their portfolio | 58.4k $446.7k | Reduced -207.8k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 56.0k $428.6k | Added +342 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 55.8k $427.0k | Added +3.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 53.4k $408.8k | Unchanged |
| DARK FOREST CAPITAL MANAGEMENT LP 0.02% of their portfolio | 50.2k $384.2k | Added +15.5k |
| Penbrook Management LLC 0.24% of their portfolio | 48.7k $372.6k | New |
| CITIGROUP INC 0.00% of their portfolio | 48.6k $371.5k | Added +40.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 48.4k $444.0k | Added +15.6k |
| Arax Advisory Partners 0.00% of their portfolio | 46.6k $356.4k | Added +45.5k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 44.4k $379.9k | Added +1.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 44.4k $339.6k | Reduced -1.7k |
| Blue Trust, Inc. 0.00% of their portfolio | 42.0k $321.4k | Added +1.8k |