Ficha del valor · trimestre archivado
IOT
Samsara Inc. · Technology · Software - Infrastructure
147Tenedores rastreados
+2Δ titulares
281.90MAcciones mantenidas
$8.93BValor declarado
+8Nuevas posiciones
−7Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.4% ·
flujo de acciones +13.9% ·
nuevas posiciones netas +0.7%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| 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 |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasivo) | 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 ✦ (pasivo) | 7.26M | +5.0% | $230.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Connor, Clark & Lunn… | $18.81M | 0.0% |
| Balyasny Asset Management L.P. | $16.52M | 0.0% |
| FIL Ltd | $4.17M | 0.0% |
Posición cerrada
| Norges Bank | $127.41M | era 0.0% |
| Alyeska Investment Group, L.P. | $43.72M | era 0.1% |
| Two Sigma Investments | $3.65M | era 0.0% |
| Neuberger Berman Group LLC | $3.09M | era 0.0% |
| Peak6 Llc | $1.17M | era 0.0% |
| IMC-Chicago, LLC | $653,450 | era 0.0% |
| Holocene Advisors, LP | $405,938 | 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.
Frecuentemente cotituladas
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)
Oct 19
Kirchhoff Benjamin Louis
Officer · 770 acc. · $30,638
Oct 15
Kirchhoff Benjamin Louis
Officer · 2.17K acc. · $87,466
Oct 15
Bicket John
Officer, Director, 10% owner · 10.13K acc. · $432,393
Oct 15
Biswas Sanjit
Officer, Director, 10% owner · 6.00K acc. · $246,671
Oct 15
Biswas Sanjit
Officer, Director, 10% owner · 55.97K acc. · $2.37M
Oct 15
Bicket John
Officer, Director, 10% owner · 49.08K acc. · $2.08M
Oct 15
Bicket John
Officer, Director, 10% owner · 6.00K acc. · $246,299
Oct 15
Biswas Sanjit
Officer, Director, 10% owner · 3.43K acc. · $146,788
Oct 14
Bicket John
Officer, Director, 10% owner · 60.11K acc. · $2.46M
Oct 14
Bicket John
Officer, Director, 10% owner · 19.38K acc. · $808,624
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Oct 21
SC 13G/A: BAILLIE GIFFORD & CO
Aug 14
SC 13G/A: PRICE T ROWE ASSOCIATES INC /MD/
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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