IOT
Samsara Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -2.4% · nuevas posiciones netas -4.8% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 41.45M | -5.6% | $1.54B | 1.1% | ▼ Trim | 6 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (pasivo) | 29.72M | +6.9% | $1.11B | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (pasivo) | 22.06M | +6.1% | $821.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×22 |
| 4 | Morgan Stanley ✦ | 21.86M | n/a | $814.26M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 5 | T. Rowe Price ✦ | 17.19M | -16.9% | $640.38M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 11.54M | +11.9% | $429.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Goldman Sachs Group ✦ | 7.48M | n/a | $278.52M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | State Street Global Advisors ✦ (pasivo) | 5.98M | +6.5% | $222.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 5.26M | +7.9% | $195.41M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 3.33M | n/a | $124.02M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 11 | Wellington Management ✦ | 3.18M | +363.2% | $118.50M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 12 | Citadel Advisors ✦ | 2.47M | +5.0% | $91.99M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 1.81M | -17.6% | $67.58M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 841.91K | -69.7% | $31.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 503.08K | -26.8% | $18.61M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 16 | Marshall Wace ✦ | 394.87K | +473.4% | $14.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 17 | Adage Capital Partners ✦ | 110.00K | -56.0% | $4.10M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 99.37K | Nuevo | $3.70M | 0.0% | New | 1 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 71.92K | Nuevo | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 25.55K | -71.0% | $951,626 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 16.37K | -53.6% | $609,671 | 0.0% | ▼ Trim | 6 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Gotham Asset Management | $3.70M | 0.0% |
| Point72 Asset Management | $2.68M | 0.0% |
Posición cerrada
| Norges Bank | $134.95M | era 0.0% |
| Altimeter Capital | $118.97M | era 1.7% |
| Renaissance Technologies | $37.04M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 533 tenedores, 361.99M acciones, $10.20B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 770 acc. · $30,638
Officer · 2.17K acc. · $87,466
Officer, Director, 10% owner · 10.13K acc. · $432,393
Officer, Director, 10% owner · 6.00K acc. · $246,671
Officer, Director, 10% owner · 55.97K acc. · $2.37M
Officer, Director, 10% owner · 49.08K acc. · $2.08M
Officer, Director, 10% owner · 6.00K acc. · $246,299
Officer, Director, 10% owner · 3.43K acc. · $146,788
Officer, Director, 10% owner · 60.11K acc. · $2.46M
Officer, Director, 10% owner · 19.38K acc. · $808,624
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología