Services-Prepackaged Software · SIC 7372

Amplitude, Inc.

AMPL

Watch

Latest revenue

$93.5M

as of 2026-03-31

Latest net income

$-23.3M

as of 2026-03-31

Net margin

-24.9%

as of 2026-03-31

5.6
of 10

ActaClear Score

Neutral
#146 of 227 in Services-Prepackaged Software
new
Profitability·25%
4.9
Growth·15%
8.0
Value·20%
3.2
Quality·20%
Momentum·20%
6.9

Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Prepackaged Software (227 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

Community sentiment

Where do you think AMPL is heading?

1 month
6 months
12 months
5 years
Sign in free to vote and see community sentiment

Price · 5Y

-34.6% / yr 54.3 pts / yr vs S&P 500 85.0% total
Compare:

Live market

delayed ≤15 min
$7.67
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$14.49
52-wk low
$5.51
Beta
Shares out

5-year trend

What this company does

AI

Item 1. Business Overview Founded in 2012, Amplitude is driving the evolution of AI analytics as part of our mission to help companies build better products and digital experiences. We believe we were the first company to recognize that traditional analytics tools were built for websites and marketing campaigns, not for understanding how people engage with digital products. That’s why we built an AI Analytics Platform designed specifically to analyze behavioral data and provide real-time, actionable insights that drive business outcomes. Today, our platform goes far beyond standalone analytics. It unifies Analytics, Session Replay, Feature Experimentation, Web Experimentation, Audience…

AI summary unavailable — showing raw filing excerpt

Generated from AMPL's filing dated 2026-02-19

Key risks

AI

Item 1A. Risk Factors Risk Factors A description of the risks and uncertainties associated with our business is set forth below. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including our consolidated financial statements and related notes and the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” The occurrence of any of the events or developments described below could materially and adversely affect our business, financial condition, results of operations, and growth prospects. In such an event, the trading price of our Class A…

AI summary unavailable — showing raw filing excerpt

Generated from AMPL's filing dated 2026-02-19

Profitability

Gross margin

74.0%

0.4%

Net margin

-25.8%

18.1%

Return on equity

-29.9%

6.1%

Return on assets

-21.0%

0.5%

Leverage

Debt / equity

0.42×

16.9%

Debt / assets

29.5%

11.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$93.5M+16.9%$-23.3M-4.7%-24.9%

Q4 2025

2025-12-31

$91.4M+17.0%$-17.7M+45.8%-19.3%

Q3 2025

2025-09-30

$88.6M+17.7%$-24.0M-42.3%-27.1%

Q2 2025

2025-06-30

$83.3M+13.6%$-24.7M-5.4%-29.6%

Q1 2025

2025-03-31

$80.0M+10.1%$-22.2M-3.6%-27.8%

Q4 2024

2024-12-31

$78.1M$-32.6M-41.7%

Q3 2024

2024-09-30

$75.2M+6.5%$-16.9M+5.0%-22.4%

Q2 2024

2024-06-30

$73.3M+8.2%$-23.4M+15.6%-31.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Prepackaged Software · SIC 7372

Your notes

Keep private notes on AMPL — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$299.8K

Insider selling

$6.6M

Net activity

−$6.3M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-04

Curtis Liu

Chief Technology Officer

Sale17,586$8.12$142.9K
2026-03-06

Curtis Liu

Chief Technology Officer

Sale33,201$8.01$265.8K
2026-03-05

Curtis Liu

Chief Technology Officer

Sale30,061$8.00$240.5K
2025-12-26

Spenser Skates

Chief Executive Officer

Sale100$12.00$1.2K
2025-12-24

Spenser Skates

Chief Executive Officer

Sale42,743$12.01$513.4K
2025-12-15

Erica Schultz

Director

Sale10,000$10.88$108.8K
2025-11-17

Erica Schultz

Director

Sale10,000$10.23$102.3K
2025-11-11

Spenser Skates

Chief Executive Officer

Sale400,000$10.99$4.4M
2025-11-07

Andrew Casey

Chief Financial Officer

Purchase30,000$9.99$299.8K
2025-10-15

Erica Schultz

Director

Sale10,000$10.12$101.2K
2025-09-15

Erica Schultz

Director

Sale10,000$11.06$110.6K
2025-08-15

Erica Schultz

Director

Sale7,500$11.46$86.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AMPL

Institutional value

$236.2M

Total shares held

35.5M

Distinct holders

112

-97 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.10.2M$69.3M+379.7K (+3.9%)Added
2VANGUARD PORTFOLIO MANAGEMENT LLC6.2M$42.0MNew
3VANGUARD CAPITAL MANAGEMENT LLC4.1M$27.9MNew
4BAILLIE GIFFORD & CO2.6M$18.0M-107.7K (-3.9%)Trimmed
5Nuveen, LLC2.6M$17.4M-90.8K (-3.4%)Trimmed
6GAGNON SECURITIES LLC1.1M$7.2M+361.0K (+51.6%)Added
7VANGUARD FIDUCIARY TRUST CO660.8K$4.5MNew
8Gagnon Advisors, LLC635.0K$4.3M+177.8K (+38.9%)Added
9DIMENSIONAL FUND ADVISORS LP617.7K$4.2M+485.8K (+368.1%)Added
10Y-Intercept (Hong Kong) Ltd454.1K$3.1MNew
11FIRST TRUST ADVISORS LP424.6K$2.9M+332.8K (+362.8%)Added
12Trigran Investments, Inc.380.5K$2.6MNew
13JPMORGAN CHASE & CO328.9K$2.2M+122.3K (+59.2%)Added
14Voya Investment Management LLC321.7K$2.2M-34.0K (-9.6%)Trimmed
15Toronado Partners, LLC318.8K$2.2M-456.8K (-58.9%)Trimmed
16Madison Asset Management, LLC314.1K$2.1M+236.1K (+302.6%)Added
17Bank of New York Mellon Corp262.5K$1.8M-1.5K (-0.6%)Trimmed
18Swiss National Bank181.2K$1.2M+0 (+0.0%)No change
19Walleye Capital LLC180.5K$1.2M-258.4K (-58.9%)Trimmed
20Creative Planning180.0K$1.2M+109.6K (+155.7%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once AMPL's latest filing finishes processing.

Investor sentiment
No votes yet
0 this week · 0 total

Sign in to vote. Votes use 7-day half-life decay.

What matters about AMPL?
Tap any that apply. Aggregates show what other investors flag.

Sign in to tap. 7-day half-life decay.

Latest filing impact
After reading, did this filing make you: