IOT
Samsara Inc. · Technology · Software - Infrastructure
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.4% · netto nieuwe posities -4.8% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| 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 ✦ | 41.45M | -5.6% | $1.54B | 1.1% | ▼ Trim | 6 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (passief) | 29.72M | +6.9% | $1.11B | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passief) | 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 ✦ (passief) | 5.98M | +6.5% | $222.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passief) | 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 | Nieuw | $3.70M | 0.0% | New | 1 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 71.92K | Nieuw | $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 ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Gotham Asset Management | $3.70M | 0.0% |
| Point72 Asset Management | $2.68M | 0.0% |
Verlaten
| Norges Bank | $134.95M | was 0.0% |
| Altimeter Capital | $118.97M | was 1.7% |
| Renaissance Technologies | $37.04M | 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