IOT
Samsara Inc. · Technology · Software - Infrastructure
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.7% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 305.51K | $12.53M | n/a | −1 |
| Q2 2026 | 137 | -6 | 311.92M | $10.11B | +4 | −11 |
| Q1 2026 | 147 | +2 | 281.90M | $8.93B | +8 | −7 |
| Q4 2025 | 144 | 0 | 269.37M | $9.55B | +1 | n/a |
| 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 | n/a | −2 |
| Q4 2024 | 17 | 0 | 66.46M | $2.90B | +1 | −1 |
| Q3 2024 | 16 | +2 | 63.72M | $3.07B | +3 | −1 |
| Q2 2024 | 14 | n/a | 50.01M | $1.69B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 32.93M | -2.7% | $1.44B | 1.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | T. Rowe Price ✦ | 16.14M | -1.9% | $704.99M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Arrowstreet Capital ✦ | 4.14M | +107.6% | $181.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passief) | 2.43M | +3.4% | $106.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 2.37M | +4.0% | $103.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passief) | 2.29M | n/a | $100.20M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Altimeter Capital ✦ | 1.46M | +0.4% | $63.71M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 1.43M | +52.2% | $62.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 1.04M | +54.8% | $45.57M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 10 | Adage Capital Partners ✦ | 900.00K | -16.3% | $39.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 764.30K | +30.4% | $33.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 281.25K | Nieuw | $12.29M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 111.64K | -73.2% | $4.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 81.61K | -76.0% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 48.24K | -96.0% | $2.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Bridgewater Associates ✦ | 24.86K | -48.2% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wellington Management ✦ | 8.54K | +7.3% | $373,025 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $12.29M | 0.0% |
Verlaten
| Gotham Asset Management | $2.28M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 533 houders, 361.99M aandelen, $10.20B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 770 aand · $30,638
Officer · 2.17K aand · $87,466
Officer, Director, 10% owner · 10.13K aand · $432,393
Officer, Director, 10% owner · 6.00K aand · $246,671
Officer, Director, 10% owner · 55.97K aand · $2.37M
Officer, Director, 10% owner · 49.08K aand · $2.08M
Officer, Director, 10% owner · 6.00K aand · $246,299
Officer, Director, 10% owner · 3.43K aand · $146,788
Officer, Director, 10% owner · 60.11K aand · $2.46M
Officer, Director, 10% owner · 19.38K aand · $808,624
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie