IOT
Samsara Inc. · Technology · Software - Infrastructure
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow +0.1% ·
net new positions -13.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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 ✦ | 35.28M | +7.1% | $1.35B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 35.28M | +7.1% | $1.35B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 35.28M | +7.1% | $1.35B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 35.28M | +7.1% | $1.35B | 1.2% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 15.16M | -6.0% | $581.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 15.16M | -6.0% | $581.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 3.44M | -17.0% | $131.77M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 2.95M | +24.2% | $112.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 2.95M | +24.2% | $112.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passive) | 2.70M | +17.8% | $103.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 2.11M | -13.4% | $80.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 1.58M | +3171.9% | $60.50M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 1.58M | +3171.9% | $60.50M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 1.10M | +22.2% | $42.16M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 831.22K | -20.3% | $30.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 831.22K | -20.3% | $30.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 831.22K | -20.3% | $30.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 831.22K | -20.3% | $30.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 831.22K | -20.3% | $30.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 831.22K | -20.3% | $30.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Millennium Management ✦ | 612.86K | +448.9% | $23.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Wellington Management ✦ | 456.96K | +5252.1% | $17.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Wellington Management ✦ | 456.96K | +5252.1% | $17.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 209.68K | -85.4% | $8.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 41.84K | -48.7% | $1.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 41.84K | -48.7% | $1.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Bridgewater Associates ✦ | 30.12K | +21.2% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Marshall Wace ✦ | 28.41K | -89.9% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Altimeter Capital | $63.71M | was 1.1% |
| Renaissance Technologies | $33.39M | 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