IOT
Samsara Inc. · Technology · Software - Infrastructure
Données momentum (gérants comparables) :
étendue des détenteurs +1.4% ·
flux d'actions +13.9% ·
nouvelles positions nettes +0.7%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 57.52M | +20.7% | $1.82B | 1.9% | ▲ Add | 8 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 57.52M | +20.7% | $1.82B | 1.9% | ▲ Add | 8 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 57.52M | +20.7% | $1.82B | 1.9% | ▲ Add | 8 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 57.52M | +20.7% | $1.82B | 1.9% | ▲ Add | 8 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 36.60M | +154.7% | $1.16B | 0.1% | ▲ Add | 8 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 36.60M | +154.7% | $1.16B | 0.1% | ▲ Add | 8 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 23.77M | +46.8% | $753.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 23.77M | +46.8% | $753.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 23.77M | +46.8% | $753.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 23.77M | +46.8% | $753.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 23.77M | +46.8% | $753.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 23.77M | +46.8% | $753.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | BlackRock ✦ (passif) | 22.33M | -10.9% | $707.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Vanguard Capital Management Llc | 14.84M | — | $470.38M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Brown Advisory Inc | 10.10M | -9.9% | $320.03M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 36 | Brown Advisory Inc | 10.10M | -9.9% | $320.03M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 37 | Brown Advisory Inc | 10.10M | -9.9% | $320.03M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 9.70M | -18.3% | $307.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 9.70M | -18.3% | $307.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 9.70M | -18.3% | $307.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 9.70M | -18.3% | $307.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 9.70M | -18.3% | $307.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wellington Management ✦ | 8.51M | +35.8% | $269.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 44 | Wellington Management ✦ | 8.51M | +35.8% | $269.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 45 | Wellington Management ✦ | 8.51M | +35.8% | $269.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 46 | Wellington Management ✦ | 8.51M | +35.8% | $269.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 47 | Wellington Management ✦ | 8.51M | +35.8% | $269.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 48 | Wellington Management ✦ | 8.51M | +35.8% | $269.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 49 | Wellington Management ✦ | 8.51M | +35.8% | $269.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 50 | Wellington Management ✦ | 8.51M | +35.8% | $269.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 8.42M | -55.9% | $266.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | State Street Global Advisors ✦ (passif) | 7.26M | +5.0% | $230.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | Geode Capital Management ✦ (passif) | 6.58M | +6.2% | $207.95M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 63 | Geode Capital Management ✦ (passif) | 6.58M | +6.2% | $207.95M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 64 | Bamco Inc /Ny/ | 5.12M | +24.3% | $162.25M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 65 | 1832 Asset Management L.P. | 4.33M | +54.3% | $137.07M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 66 | Charles Schwab Investment… | 3.54M | +8.4% | $112.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Jane Street Group, Llc | 3.35M | +24301.5% | $106.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 68 | Jane Street Group, Llc | 3.35M | +24301.5% | $106.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Jane Street Group, Llc | 3.35M | +24301.5% | $106.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Nordea Investment Management Ab | 2.89M | +16.9% | $89.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Nordea Investment Management Ab | 2.89M | +16.9% | $89.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Nordea Investment Management Ab | 2.89M | +16.9% | $89.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | UBS Group AG | 2.79M | +124.1% | $88.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | UBS Group AG | 2.79M | +124.1% | $88.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | UBS Group AG | 2.79M | +124.1% | $88.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | UBS Group AG | 2.79M | +124.1% | $88.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | UBS Group AG | 2.79M | +124.1% | $88.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank Of America Corp /De/ | 2.71M | +41.5% | $85.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank Of America Corp /De/ | 2.71M | +41.5% | $85.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of America Corp /De/ | 2.71M | +41.5% | $85.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 2.71M | +41.5% | $85.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bank Of America Corp /De/ | 2.71M | +41.5% | $85.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Citadel Advisors ✦ | 2.52M | +132.5% | $79.74M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 84 | Citadel Advisors ✦ | 2.52M | +132.5% | $79.74M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 85 | Northern Trust Corp | 2.16M | +3.0% | $68.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Northern Trust Corp | 2.16M | +3.0% | $68.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Northern Trust Corp | 2.16M | +3.0% | $68.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Northern Trust Corp | 2.16M | +3.0% | $68.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Northern Trust Corp | 2.16M | +3.0% | $68.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Northern Trust Corp | 2.16M | +3.0% | $68.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Northern Trust Corp | 2.16M | +3.0% | $68.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Legal & General Group Plc | 2.14M | +18.6% | $67.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Legal & General Group Plc | 2.14M | +18.6% | $67.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Legal & General Group Plc | 2.14M | +18.6% | $67.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | American Century Companies Inc | 2.05M | +31.1% | $64.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Alliancebernstein L.P. | 1.76M | -0.4% | $62.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Voya Investment Management Llc | 1.92M | -43.1% | $60.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 98 | Voya Investment Management Llc | 1.92M | -43.1% | $60.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 99 | Voya Investment Management Llc | 1.92M | -43.1% | $60.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 1.73M | -10.0% | $54.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Norges Bank | $127.41M | était 0.0% |
| Alyeska Investment Group, L.P. | $43.72M | était 0.1% |
| Two Sigma Investments | $3.65M | était 0.0% |
| Neuberger Berman Group LLC | $3.09M | était 0.0% |
| Peak6 Llc | $1.17M | était 0.0% |
| IMC-Chicago, LLC | $653,450 | était 0.0% |
| Holocene Advisors, LP | $405,938 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 533 détenteurs, 361.99M actions, $10.20B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer, Director, 10% owner · 34.56K act. · $1.36M
Officer, Director, 10% owner · 35.27K act. · $1.39M
Officer, Director, 10% owner · 100 act. · $4,008
Officer, Director, 10% owner · 48.34K act. · $1.91M
Officer, Director, 10% owner · 28.69K act. · $1.16M
Officer, Director, 10% owner · 27.06K act. · $1.09M
Officer, Director, 10% owner · 15.75K act. · $632,914
Officer, Director, 10% owner · 641 act. · $26,064
Officer, Director, 10% owner · 49.62K act. · $1.97M
Officer, Director, 10% owner · 15.89K act. · $638,558
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie