IOT
Samsara Inc. · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +27.4% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 139 | -6 | 313.04M | $10.15B | +4 | −9 |
| Q1 2026 | 147 | +2 | 281.90M | $8.93B | +8 | −7 |
| Q4 2025 | 144 | 0 | 269.37M | $9.55B | +1 | — |
| Q3 2025 | 21 | 0 | 175.38M | $6.53B | +2 | −3 |
| Q2 2025 | 19 | +1 | 150.43M | $5.98B | +2 | −1 |
| Q1 2025 | 15 | -2 | 66.52M | $2.55B | — | −2 |
| Q4 2024 | 17 | 0 | 66.46M | $2.90B | +1 | −1 |
| Q3 2024 | 16 | +2 | 63.72M | $3.07B | +3 | −1 |
| Q2 2024 | 14 | — | 50.01M | $1.69B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 33.84M | +23.4% | $1.63B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 33.84M | +23.4% | $1.63B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 33.84M | +23.4% | $1.63B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 33.84M | +23.4% | $1.63B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 16.45M | -2.9% | $791.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 16.45M | -2.9% | $791.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 2.35M | +638.0% | $113.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 2.28M | +9.4% | $109.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 2.28M | +9.4% | $109.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 2.00M | New | $96.04M | 0.1% | New | 1 | SEC ↗ |
| 11 | Altimeter Capital ✦ | 1.45M | +78.1% | $69.92M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 1.21M | +124.2% | $58.02M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 1.21M | +124.2% | $58.02M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 1.07M | +7.5% | $51.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 941.80K | +3511.8% | $45.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 673.76K | +284.2% | $32.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 673.76K | +284.2% | $32.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 673.76K | +284.2% | $32.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 673.76K | +284.2% | $32.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 586.20K | New | $28.21M | 0.0% | New | 1 | SEC ↗ |
| 21 | Millennium Management ✦ | 416.94K | -7.3% | $20.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 340.05K | +96.0% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 47.95K | New | $2.31M | 0.0% | New | 1 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 47.31K | +417.6% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wellington Management ✦ | 7.96K | +5.1% | $382,987 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wellington Management ✦ | 7.96K | +5.1% | $382,987 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $96.04M | 0.1% |
| Renaissance Technologies | $28.21M | 0.0% |
| Bridgewater Associates | $2.31M | 0.0% |
Exited
| Marshall Wace | $1.35M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 533 holders, 361.99M shares, $10.20B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director, 10% owner · 34.56K sh · $1.36M
Officer, Director, 10% owner · 35.27K sh · $1.39M
Officer, Director, 10% owner · 100 sh · $4,008
Officer, Director, 10% owner · 48.34K sh · $1.91M
Officer, Director, 10% owner · 28.69K sh · $1.16M
Officer, Director, 10% owner · 27.06K sh · $1.09M
Officer, Director, 10% owner · 15.75K sh · $632,914
Officer, Director, 10% owner · 641 sh · $26,064
Officer, Director, 10% owner · 49.62K sh · $1.97M
Officer, Director, 10% owner · 15.89K sh · $638,558
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology