Ticker · CUSIP 60741F104

MBLY

MOBILEYE GLOBAL INC

Consumer Cyclical·Auto Parts

···Share

Holders (tracked)

Combined shares

33,732,832

Combined value

$352.17M

Last close

$7.87

Quarter

2025Q4

Price is -24.6% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$7.87-4.03 (-33.87%)H $19.08 · L $6.56 · Avg Vol 6.0M

Position opened

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

23 events

T. Rowe Price added2026-02-17
+13,300 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−2,452,860 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−42,490 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+13,251 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) exited2026-02-17
−13,357 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+306,967 shares · 2025Q4
Position
Philippe Laffont (Coatue) exited2026-02-17
−226,558 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+2,077,776 shares · 2025Q4
Position
Steve Cohen (Point72) trimmed2026-02-17
−459,847 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−1,198,576 shares · 2025Q4
Position
Cathie Wood (ARK Invest) added2026-02-11
+22,068 shares · 2025Q4
Position
Baillie Gifford & Co trimmed2026-01-23
−3,437,640 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+1,348,709 shares · 2025Q3
Position
Steve Cohen (Point72) added2025-11-14
+273,075 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+2,493,181 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−1,812,724 shares · 2025Q3
Position
Ron Baron (Baron Capital / BAMCO) trimmed2025-11-14
−407,843 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+13,260 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+2,340,329 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−69,500 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−4,407,055 shares · 2024Q3
Position
Cathie Wood (ARK Invest) trimmed2025-11-12
−16,166 shares · 2025Q3
Position
Baillie Gifford & Co trimmed2025-10-31
−2,728,011 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for MBLY →

Follow-the-investor returns

If you'd copied each holder of MBLY…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Izzy Englander (Millennium Mgmt)	2022Q4	$10.50	-25.1%	$13.3M
Izzy Englander (Millennium Mgmt)	2022Q4	$10.50	-25.1%	$13.3M
Izzy Englander (Millennium Mgmt)	2022Q4	$10.50	-25.1%	$13.3M
D.E. Shaw & Co.	2022Q4	$10.51	-25.1%	$2.6M
D.E. Shaw & Co.	2022Q4	$10.51	-25.1%	$2.6M
D.E. Shaw & Co.	2022Q4	$10.51	-25.1%	$2.6M
Ken Griffin (Citadel Advisors)	2022Q4	$11.98	-34.3%	$10.1M
Ken Griffin (Citadel Advisors)	2022Q4	$11.98	-34.3%	$10.1M
Ken Griffin (Citadel Advisors)	2022Q4	$11.98	-34.3%	$10.1M
Two Sigma Investments	2022Q4	$14.36	-45.2%	$36.9M
Steve Cohen (Point72)	2022Q4	$15.01	-47.6%	$29.4M
Renaissance Technologies	2022Q4	$15.75	-50.0%	$32.4M
Paul Tudor Jones (Tudor Investment)	2022Q4	$17.07	-53.9%	$104K
Paul Tudor Jones (Tudor Investment)	2022Q4	$17.07	-53.9%	$104K
Paul Tudor Jones (Tudor Investment)	2022Q4	$17.07	-53.9%	$104K
T. Rowe Price	2022Q4	$21.91	-64.1%	$516K
Cathie Wood (ARK Invest)	2023Q1	$24.98	-68.5%	$1.1M
Baillie Gifford & Co	2022Q4	$34.17	-77.0%	$58.0M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions1

Paul Tudor Jones (Tudor Investment)
+13,251
$138K

Added to4

Izzy Englander (Millennium Mgmt)
+2,077,776
$21.7M
Two Sigma Investments
+306,967
$3.2M
Cathie Wood (ARK Invest)
+22,068
$230K
T. Rowe Price
+13,300
$139

Trimmed5

Baillie Gifford & Co
−3,437,640
$35.9M
Ken Griffin (Citadel Advisors)
−2,452,860
$25.6M
Renaissance Technologies
−1,198,576
$12.5M
Steve Cohen (Point72)
−459,847
$4.8M
D.E. Shaw & Co.
−42,490
$444K

Exited2

Philippe Laffont (Coatue)
−226,558
$3.2M
Ron Baron (Baron Capital / BAMCO)
−13,357
$189K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q4	16	27,553,273	$966.0M	—
2023Q1	14	24,446,707	$1.06B	-2
2023Q2	15	27,951,252	$1.07B	+1
2023Q3	16	29,130,001	$1.21B	+1
2023Q4	14	28,341,422	$1.23B	-2
2024Q1	16	36,370,308	$1.17B	+2
2024Q2	14	33,438,418	$939.1M	-2
2024Q3	19	29,863,872	$409.1M	+5
2024Q4	20	34,284,498	$682.9M	+1
2025Q1	19	31,547,207	$454.1M	-1
2025Q2	20	33,378,890	$600.2M	+1
2025Q3	17	37,378,098	$527.8M	-3
2025Q4	18	33,732,832	$352.2M	+1

Who owns MBLY

18 super-investors · 2025Q4

Tracked stake

33.73M

Combined value

$352M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added6Trim9

#	Manager	Shares	Value	% of book	Last action
1	Baillie Gifford & Co	7.37M	$77M	0.1%	Trim−3.44M
2	Izzy Englander Millennium Mgmt	5.70M	$60M	0.0%	Added+2.08M
3	Two Sigma Investments	4.69M	$49M	0.1%	Added+307.0K
4	Renaissance Technologies	4.12M	$43M	0.1%	Trim−1.20M
5	Steve Cohen Point72	3.73M	$39M	0.0%	Trim−459.8K
6	Ken Griffin Citadel Advisors	1.76M	$18M	0.0%	Trim−2.45M
7	Izzy Englander Millennium Mgmt	1.69M	$18M	0.0%	Added+2.08M
8	D.E. Shaw & Co.	1.62M	$17M	0.0%	Trim−42.5K
9	Ken Griffin Citadel Advisors	1.29M	$13M	0.0%	Trim−2.45M
10	Ken Griffin Citadel Advisors	665.2K	$7M	0.0%	Trim−2.45M
11	Izzy Englander Millennium Mgmt	425.9K	$4M	0.0%	Added+2.08M
12	D.E. Shaw & Co.	325.7K	$3M	0.0%	Trim−42.5K
13	Cathie Wood ARK Invest	143.0K	$1M	0.0%	Added+22.1K
14	T. Rowe Price	65.5K	$685K	0.0%	Added+13.3K
15	Paul Tudor Jones Tudor Investment	50.4K	$526K	0.0%	New+13.3K
16	Paul Tudor Jones Tudor Investment	36.7K	$383K	0.0%	New+13.3K
17	D.E. Shaw & Co.	28.7K	$300K	0.0%	Trim−42.5K
18	Paul Tudor Jones Tudor Investment	13.3K	$138K	0.0%	New+13.3K

Recent moves

20 transactions

NEWPaul Tudor Jones (Tudor Investment)
+13,251 · 2025Q4
SOLDRon Baron (Baron Capital / BAMCO)
−13,357 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+2,077,776 · 2025Q4
ADDTwo Sigma Investments
+306,967 · 2025Q4
TRIMD.E. Shaw & Co.
−42,490 · 2025Q4
SOLDPhilippe Laffont (Coatue)
−226,558 · 2025Q4
TRIMSteve Cohen (Point72)
−459,847 · 2025Q4
ADDT. Rowe Price
+13,300 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−2,452,860 · 2025Q4
TRIMRenaissance Technologies
−1,198,576 · 2025Q4
ADDCathie Wood (ARK Invest)
+22,068 · 2025Q4
TRIMBaillie Gifford & Co
−3,437,640 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+1,348,709 · 2025Q3
ADDT. Rowe Price
+13,260 · 2025Q3
ADDSteve Cohen (Point72)
+273,075 · 2025Q3
ADDTwo Sigma Investments
+2,493,181 · 2025Q3
TRIMD.E. Shaw & Co.
−1,812,724 · 2025Q3
TRIMRon Baron (Baron Capital / BAMCO)
−407,843 · 2025Q3
ADDRenaissance Technologies
+2,340,329 · 2025Q3
SOLDNorges Bank (Norway SWF)
−69,500 · 2025Q3

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