Fox Run Management L.L.C. Invests $885,000 in Amplitude, Inc. $AMPL

Fox Run Management L.L.C. acquired a new position in shares of Amplitude, Inc. (NASDAQ:AMPL) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 76,443 shares of the company’s stock, valued at approximately $885,000. Fox Run Management L.L.C. owned 0.06% of Amplitude at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of AMPL. Alliancebernstein L.P. boosted its position in shares of Amplitude by 2,126.0% during the second quarter. Alliancebernstein L.P. now owns 4,160,481 shares of the company’s stock worth $51,590,000 after buying an additional 3,973,575 shares during the period. TimesSquare Capital Management LLC acquired a new position in shares of Amplitude during the third quarter worth about $21,922,000. Wellington Management Group LLP boosted its position in shares of Amplitude by 783.5% during the third quarter. Wellington Management Group LLP now owns 2,026,598 shares of the company’s stock worth $21,725,000 after buying an additional 1,797,228 shares during the period. Vanguard Group Inc. boosted its position in shares of Amplitude by 9.4% during the fourth quarter. Vanguard Group Inc. now owns 10,825,568 shares of the company’s stock worth $125,360,000 after buying an additional 934,350 shares during the period. Finally, Squarepoint Ops LLC boosted its position in shares of Amplitude by 932.3% during the second quarter. Squarepoint Ops LLC now owns 529,050 shares of the company’s stock worth $6,560,000 after buying an additional 477,801 shares during the period. 73.20% of the stock is owned by institutional investors and hedge funds.

Amplitude Stock Performance

Shares of NASDAQ AMPL opened at $6.90 on Thursday. The stock has a 50 day moving average price of $6.85 and a 200 day moving average price of $8.37. Amplitude, Inc. has a 52 week low of $5.51 and a 52 week high of $14.49. The stock has a market capitalization of $716.70 million, a PE ratio of -10.30 and a beta of 1.45.

Amplitude (NASDAQ:AMPL) last issued its quarterly earnings results on Wednesday, May 6th. The company reported ($0.02) EPS for the quarter, missing the consensus estimate of ($0.01) by ($0.01). Amplitude had a negative net margin of 25.11% and a negative return on equity of 34.98%. The company had revenue of $93.49 million for the quarter, compared to analyst estimates of $92.95 million. Amplitude’s revenue was up 16.9% compared to the same quarter last year. Amplitude has set its Q2 2026 guidance at -0.020–0.010 EPS and its FY 2026 guidance at 0.030-0.060 EPS. As a group, research analysts forecast that Amplitude, Inc. will post -0.59 EPS for the current year.

Amplitude announced that its board has initiated a stock repurchase plan on Wednesday, February 18th that allows the company to repurchase $100.00 million in outstanding shares. This repurchase authorization allows the company to reacquire up to 11.8% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on AMPL shares. Piper Sandler reduced their price objective on Amplitude from $10.00 to $9.00 and set an “overweight” rating for the company in a research report on Tuesday, April 14th. UBS Group reduced their price objective on Amplitude from $13.00 to $10.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Weiss Ratings cut Amplitude from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Friday, April 24th. BTIG Research reduced their price objective on Amplitude from $14.00 to $10.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Finally, Bank of America reissued a “neutral” rating and set a $8.00 price target (down from $10.00) on shares of Amplitude in a research report on Thursday, May 7th. Nine equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $12.44.

Insider Buying and Selling

In related news, CTO Curtis Liu sold 22,201 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $8.03, for a total transaction of $178,274.03. Following the completion of the transaction, the chief technology officer directly owned 1,004,779 shares of the company’s stock, valued at approximately $8,068,375.37. This represents a 2.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 21.59% of the company’s stock.

About Amplitude

Amplitude, Inc is a software company specializing in digital analytics and product intelligence solutions for businesses seeking to optimize user engagement and drive growth. Its core offering, the Amplitude Analytics platform, enables customers to collect and analyze behavioral data from web and mobile applications in real time. The platform provides advanced segmentation, funnel analysis, retention tracking and pathfinding tools that help product, marketing and data teams understand user journeys, identify friction points and measure the impact of new features.

Founded in 2012 by Spenser Skates, Curtis Liu and Jeffrey Wang, Amplitude is headquartered in Redwood City, California, with additional offices spanning North America, Europe and Asia.