AMPL
Amplitude, Inc. · Technology · Software - Application
动量输入(同类管理人):
持有人广度 -19.0% ·
股份流向 +2.7% ·
净新建仓位 -20.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | -8 | 54.15M | $414.06M | +1 | −10 |
| Q1 2026 | 86 | +5 | 57.50M | $393.68M | +9 | −4 |
| Q4 2025 | 81 | +1 | 59.90M | $693.58M | +1 | — |
| Q3 2025 | 17 | -4 | 37.31M | $399.92M | — | −4 |
| Q2 2025 | 18 | +3 | 34.21M | $424.20M | +3 | — |
| Q1 2025 | 12 | +2 | 9.07M | $92.46M | +2 | — |
| Q4 2024 | 10 | +2 | 5.23M | $55.15M | +2 | — |
| Q3 2024 | 7 | 0 | 2.54M | $22.81M | — | — |
| Q2 2024 | 7 | — | 2.41M | $21.49M | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 9.89M | +2.6% | $106.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (被动) | 9.60M | +12.5% | $102.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 3 | Baillie Gifford ✦ | 2.68M | +35.5% | $28.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | State Street Global Advisors ✦ (被动) | 2.24M | +2.5% | $24.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (被动) | 2.23M | +3.5% | $23.95M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 2.06M | +8.2% | $22.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Wellington Management ✦ | 2.03M | +783.5% | $21.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Point72 Asset Management ✦ | 1.28M | +6.8% | $13.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 921.71K | — | $9.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Fidelity (FMR) ✦ | 864.81K | -73.7% | $9.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 767.73K | — | $8.23M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 12 | Two Sigma Investments ✦ | 695.86K | +47.3% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 641.09K | +221.9% | $6.87M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 14 | Citadel Advisors ✦ | 572.52K | +14.8% | $6.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 437.11K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 16 | T. Rowe Price ✦ | 212.25K | -13.4% | $2.28M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 17 | Renaissance Technologies ✦ | 175.12K | -29.2% | $1.88M | 0.0% | ▼ Trim | 6 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Marshall Wace | $9.00M | 曾为 0.0% |
| Arrowstreet Capital | $5.18M | 曾为 0.0% |
| Adage Capital Partners | $3.41M | 曾为 0.0% |
| D. E. Shaw & Co. | $143,282 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 215 持有人, 83.03M 股份, $560.03M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director, 10% owner · 70.09K 股 · $1.02M
Officer, Director, 10% owner · 3.54K 股 · $51,139
Officer, Director, 10% owner · 1.37K 股 · $19,858
Officer, Director, 10% owner · 185.00K 股 · $2.28M
Officer · 300.00K 股 · $3.90M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论