Security record · archived quarter

IOT

Samsara Inc. · Technology · Software - Infrastructure

44.92 +2.6% mkt cap $26.31B quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

147Tracked holders

+2Δ holders

281.90MShares held

$8.93BReported value

+8New positions

−7Exits

Rising Conviction score 60/100 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.4% · share flow +13.9% · net new positions +0.7% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time

Quarter	Holders	Δ	Shares	Reported value	New	Exits
Q3 2026	4	0	381.47K	$15.42M	n/a	n/a
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	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

Holder count

Who holds it · Q1 2026

#	Manager	Shares	Δ shares	Value	Their weight		Held
1	Baillie Gifford ✦	57.52M	+20.7%	$1.82B	1.9%	▲ Add	8	SEC ↗ ×4
2	T. Rowe Price ✦	36.60M	+154.7%	$1.16B	0.1%	▲ Add	8	SEC ↗ ×2
3	Fidelity (FMR) ✦	23.77M	+46.8%	$753.40M	0.0%	▲ Add	4	SEC ↗ ×6
4	BlackRock ✦ (passive)	22.33M	-10.9%	$707.68M	0.0%	▼ Trim	4	SEC ↗ ×21
5	Vanguard Capital Management Llc	14.84M	n/a	$470.38M	0.0%	n/c	1	SEC ↗
6	Brown Advisory Inc	10.10M	-9.9%	$320.03M	0.5%	▼ Trim	2	SEC ↗ ×3
7	Goldman Sachs Group ✦	9.70M	-18.3%	$307.40M	0.0%	▼ Trim	3	SEC ↗ ×5
8	Wellington Management ✦	8.51M	+35.8%	$269.80M	0.1%	▲ Add	8	SEC ↗ ×8
9	Morgan Stanley ✦	8.42M	-55.9%	$266.74M	0.0%	▼ Trim	3	SEC ↗ ×10
10	State Street Global Advisors ✦ (passive)	7.26M	+5.0%	$230.18M	0.0%	▲ Add	6	SEC ↗
11	Geode Capital Management ✦ (passive)	6.58M	+6.2%	$207.95M	0.0%	▲ Add	8	SEC ↗ ×2
12	Bamco Inc /Ny/	5.12M	+24.3%	$162.25M	0.5%	▲ Add	2	SEC ↗
13	1832 Asset Management L.P.	4.33M	+54.3%	$137.07M	0.2%	▲ Add	2	SEC ↗
14	Charles Schwab Investment…	3.54M	+8.4%	$112.31M	0.0%	▲ Add	2	SEC ↗
15	Jane Street Group, Llc	3.35M	+24301.5%	$106.17M	0.1%	▲ Add	2	SEC ↗ ×3
16	Nordea Investment Management Ab	2.89M	+16.9%	$89.18M	0.1%	▲ Add	2	SEC ↗ ×3
17	UBS Group AG	2.79M	+124.1%	$88.56M	0.0%	▲ Add	2	SEC ↗ ×5
18	Bank Of America Corp /De/	2.71M	+41.5%	$85.89M	0.0%	▲ Add	2	SEC ↗ ×5
19	Citadel Advisors ✦	2.52M	+132.5%	$79.74M	0.1%	▲ Add	8	SEC ↗ ×2
20	Northern Trust Corp	2.16M	+3.0%	$68.44M	0.0%	▲ Add	2	SEC ↗ ×7
21	Legal & General Group Plc	2.14M	+18.6%	$67.75M	0.0%	▲ Add	2	SEC ↗ ×3
22	American Century Companies Inc	2.05M	+31.1%	$64.87M	0.0%	▲ Add	2	SEC ↗
23	Alliancebernstein L.P.	1.76M	-0.4%	$62.54M	0.0%	▼ Trim	2	SEC ↗
24	Voya Investment Management Llc	1.92M	-43.1%	$60.94M	0.1%	▼ Trim	2	SEC ↗ ×3
25	UBS AM, a distinct business unit of…	1.73M	-10.0%	$54.71M	0.0%	▼ Trim	2	SEC ↗ ×10
26	Raymond James Financial Inc	1.65M	+484.8%	$50.91M	0.0%	▲ Add	2	SEC ↗ ×4
27	Squarepoint Ops LLC	1.59M	-61.2%	$50.37M	0.1%	▼ Trim	2	SEC ↗
28	First Trust Advisors Lp	1.49M	+64.3%	$47.35M	0.0%	▲ Add	2	SEC ↗
29	Deutsche Bank Ag\	1.44M	+13.1%	$45.62M	0.0%	▲ Add	2	SEC ↗ ×13
30	Millennium Management ✦	1.26M	+9343.4%	$39.97M	0.0%	▲ Add	8	SEC ↗
31	Royal Bank Of Canada	1.26M	+2.2%	$39.80M	0.0%	▲ Add	2	SEC ↗ ×7
32	Arrowstreet Capital ✦	1.25M	+77.1%	$39.75M	0.0%	▲ Add	7	SEC ↗
33	Amundi	1.14M	-47.4%	$36.06M	0.0%	▼ Trim	2	SEC ↗ ×5
34	Mitsubishi UFJ Trust & Banking Corp	1.12M	+14.8%	$35.64M	0.1%	▲ Add	2	SEC ↗
35	Sei Investments Co	1.12M	+25.6%	$35.62M	0.0%	▲ Add	2	SEC ↗ ×3
36	Bank of New York Mellon Corp	1.11M	+0.9%	$35.14M	0.0%	▲ Add	2	SEC ↗ ×12
37	Janus Henderson Group Plc	1.08M	-6.8%	$34.28M	0.0%	▼ Trim	2	SEC ↗ ×3
38	Swiss National Bank	1.02M	+6.6%	$32.19M	0.0%	▲ Add	2	SEC ↗
39	Invesco Ltd.	930.68K	+4.7%	$29.49M	0.0%	▲ Add	2	SEC ↗ ×7
40	Envestnet Asset Management Inc	887.72K	+17.9%	$28.13M	0.0%	▲ Add	2	SEC ↗
41	Nuveen, LLC	885.25K	+42.1%	$28.05M	0.0%	▲ Add	2	SEC ↗ ×3
42	Bnp Paribas Financial Markets	777.84K	+205.6%	$24.65M	0.0%	▲ Add	2	SEC ↗
43	Jennison Associates Llc	747.90K	-24.7%	$23.70M	0.0%	▼ Trim	2	SEC ↗
44	Point72 Asset Management ✦	723.14K	+41.6%	$22.92M	0.0%	▲ Add	3	SEC ↗
45	Dimensional Fund Advisors Lp	652.22K	-2.1%	$20.66M	0.0%	▼ Trim	2	SEC ↗ ×5
46	Sumitomo Mitsui Trust Group, Inc.	636.60K	+0.8%	$20.17M	0.0%	▲ Add	2	SEC ↗
47	Connor, Clark & Lunn Investment…	593.62K	New	$18.81M	0.0%	New	1	SEC ↗
48	Quantinno Capital Management LP	575.86K	+47.9%	$18.25M	0.0%	▲ Add	2	SEC ↗
49	Adage Capital Partners ✦	575.00K	+121.2%	$18.22M	0.0%	▲ Add	8	SEC ↗
50	Russell Investments Group, Ltd.	562.14K	+17.3%	$17.81M	0.0%	▲ Add	2	SEC ↗ ×11
51	Balyasny Asset Management L.P.	521.43K	New	$16.52M	0.0%	New	1	SEC ↗ ×2
52	Td Asset Management Inc	519.85K	+164.5%	$16.47M	0.0%	▲ Add	2	SEC ↗
53	Rhumbline Advisers	504.85K	+5.0%	$16.00M	0.0%	▲ Add	2	SEC ↗
54	California State Teachers…	487.85K	-0.9%	$15.46M	0.0%	▼ Trim	2	SEC ↗
55	Canada Pension Plan Investment Board	455.40K	-53.2%	$14.43M	0.0%	▼ Trim	2	SEC ↗
56	AQR Capital Management ✦	458.16K	+143.8%	$14.32M	0.0%	▲ Add	8	SEC ↗ ×6
57	Mitsubishi UFJ Asset Management…	441.02K	-6.7%	$13.98M	0.0%	▼ Trim	2	SEC ↗
58	California Public Employees…	393.69K	-5.9%	$12.48M	0.0%	▼ Trim	2	SEC ↗
59	Victory Capital Management Inc	364.73K	-21.0%	$11.56M	0.0%	▼ Trim	2	SEC ↗
60	MIRAE ASSET GLOBAL ETFS HOLDINGS…	366.96K	+21.2%	$11.55M	0.0%	▲ Add	2	SEC ↗ ×3
61	Federated Hermes, Inc.	339.49K	-57.6%	$10.76M	0.0%	▼ Trim	2	SEC ↗ ×2
62	Citigroup Inc	317.45K	-3.2%	$10.06M	0.0%	▼ Trim	2	SEC ↗ ×3
63	Wealth Enhancement Advisory…	286.48K	-3.0%	$9.24M	0.0%	▼ Trim	2	SEC ↗
64	Gotham Asset Management ✦	283.68K	+46.8%	$8.99M	0.0%	▲ Add	3	SEC ↗
65	State Board Of Administration Of…	266.82K	+12.0%	$8.46M	0.0%	▲ Add	2	SEC ↗
66	LMR Partners LLP	263.19K	+23.4%	$8.34M	0.1%	▲ Add	2	SEC ↗
67	LPL Financial LLC	254.19K	-17.6%	$8.06M	0.0%	▼ Trim	2	SEC ↗
68	JPMorgan Chase ✦	257.63K	-16.5%	$7.89M	0.0%	▼ Trim	3	SEC ↗ ×9
69	Wells Fargo & Company/Mn	229.53K	+10.6%	$7.27M	0.0%	▲ Add	2	SEC ↗ ×4
70	Aviva Plc	217.51K	+1.9%	$6.89M	0.0%	▲ Add	2	SEC ↗
71	Captrust Financial Advisors	207.12K	-10.1%	$6.56M	0.0%	▼ Trim	2	SEC ↗
72	State Of Wisconsin Investment Board	206.47K	-1.1%	$6.54M	0.0%	▼ Trim	2	SEC ↗
73	Jones Financial Companies Lllp	210.64K	+6551.1%	$6.27M	0.0%	▲ Add	2	SEC ↗ ×2
74	Ameriprise Financial Inc	197.84K	-10.6%	$6.27M	0.0%	▼ Trim	2	SEC ↗ ×3
75	Ensign Peak Advisors, Inc	196.58K	-33.8%	$6.23M	0.0%	▼ Trim	2	SEC ↗
76	D. E. Shaw & Co. ✦	174.09K	+1580.9%	$5.52M	0.0%	▲ Add	8	SEC ↗
77	PFA Pension, Forsikringsaktieselskab	169.51K	0.0%	$5.37M	0.0%	Held	2	SEC ↗
78	New York State Common Retirement…	160.10K	+8.8%	$5.07M	0.0%	▲ Add	2	SEC ↗
79	Barclays Plc	155.66K	-28.0%	$4.93M	0.0%	▼ Trim	2	SEC ↗ ×3
80	Blair William & Co/Il	149.74K	-88.7%	$4.75M	0.0%	▼ Trim	2	SEC ↗
81	Asset Management One Co., Ltd.	147.01K	+1.6%	$4.66M	0.0%	▲ Add	2	SEC ↗
82	Danske Bank A/S	136.46K	-2.1%	$4.32M	0.0%	▼ Trim	2	SEC ↗ ×2
83	Hsbc Holdings Plc	135.14K	-42.6%	$4.27M	0.0%	▼ Trim	2	SEC ↗ ×4
84	FIL Ltd	131.43K	New	$4.17M	0.0%	New	1	SEC ↗
85	Pictet Asset Management Holding SA	131.32K	-0.1%	$4.16M	0.0%	▼ Trim	2	SEC ↗
86	Storebrand Asset Management As	127.47K	-44.3%	$4.04M	0.0%	▼ Trim	2	SEC ↗
87	Mercer Global Advisors Inc /Adv	124.27K	+54.6%	$3.94M	0.0%	▲ Add	2	SEC ↗
88	Marshall Wace ✦	123.35K	-78.0%	$3.91M	0.0%	▼ Trim	6	SEC ↗ ×2
89	Nomura Asset Management Co Ltd	113.81K	+0.3%	$3.61M	0.0%	▲ Add	2	SEC ↗
90	Creative Planning	111.59K	-51.5%	$3.54M	0.0%	▼ Trim	2	SEC ↗
91	Focus Partners Wealth	98.00K	-18.0%	$3.11M	0.0%	▼ Trim	2	SEC ↗
92	Rockefeller Capital Management L.P.	98.03K	+493.5%	$3.11M	0.0%	▲ Add	2	SEC ↗ ×3
93	National Pension Service	92.40K	+653.6%	$2.93M	0.0%	▲ Add	2	SEC ↗
94	Cetera Investment Advisers	92.03K	+23.3%	$2.92M	0.0%	▲ Add	2	SEC ↗
95	Zurcher Kantonalbank (Zurich…	85.73K	+19.5%	$2.72M	0.0%	▲ Add	2	SEC ↗
96	Manufacturers Life Insurance…	80.60K	+17.8%	$2.55M	0.0%	▲ Add	2	SEC ↗
97	BNP Paribas Asset Management…	73.81K	-5.5%	$2.34M	0.0%	▼ Trim	2	SEC ↗
98	Us Bancorp \De\	57.85K	+121.5%	$1.83M	0.0%	▲ Add	2	SEC ↗ ×3
99	Man Group plc	55.44K	-22.0%	$1.76M	0.0%	▼ Trim	2	SEC ↗ ×2
100	Fifth Third Bancorp	54.34K	+226.3%	$1.72M	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

Connor, Clark & Lunn…	$18.81M	0.0%
Balyasny Asset Management L.P.	$16.52M	0.0%
FIL Ltd	$4.17M	0.0%

Exited

Norges Bank	$127.41M	was 0.0%
Alyeska Investment Group, L.P.	$43.72M	was 0.1%
Two Sigma Investments	$3.65M	was 0.0%
Neuberger Berman Group LLC	$3.09M	was 0.0%
Peak6 Llc	$1.17M	was 0.0%
IMC-Chicago, LLC	$653,450	was 0.0%
Holocene Advisors, LP	$405,938	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.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

MSFT147shared holders CRWD146shared holders AMZN146shared holders GOOGL146shared holders MU146shared holders

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 19 Kirchhoff Benjamin Louis

Officer · 770 sh · $30,638

Oct 15 Kirchhoff Benjamin Louis

Officer · 2.17K sh · $87,466

Oct 15 Bicket John

Officer, Director, 10% owner · 10.13K sh · $432,393

Oct 15 Biswas Sanjit

Officer, Director, 10% owner · 6.00K sh · $246,671

Oct 15 Biswas Sanjit

Officer, Director, 10% owner · 55.97K sh · $2.37M

Oct 15 Bicket John

Officer, Director, 10% owner · 49.08K sh · $2.08M

Oct 15 Bicket John

Officer, Director, 10% owner · 6.00K sh · $246,299

Oct 15 Biswas Sanjit

Officer, Director, 10% owner · 3.43K sh · $146,788

Oct 14 Bicket John

Officer, Director, 10% owner · 60.11K sh · $2.46M

Oct 14 Bicket John

Officer, Director, 10% owner · 19.38K sh · $808,624

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership

Oct 21 SC 13G/A: BAILLIE GIFFORD & CO

View original SEC filing ↗

Aug 14 SC 13G/A: PRICE T ROWE ASSOCIATES INC /MD/

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API

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New buyers

Exited

Open-market purchases (P)

Open-market sales (S)

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