Ficha del valor · trimestre archivado
IOT
Samsara Inc. · Technology · Software - Infrastructure
137Tenedores rastreados
-6Δ titulares
311.92MAcciones mantenidas
$10.11BValor declarado
+4Nuevas posiciones
−11Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -4.2% ·
flujo de acciones +10.7% ·
nuevas posiciones netas -5.1%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 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 · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 56.36M | -2.0% | $1.83B | 1.7% | ▼ Trim | 9 | SEC ↗ ×4 |
| 2 | T. Rowe Price ✦ | 48.69M | +33.1% | $1.58B | 0.2% | ▲ Add | 9 | SEC ↗ ×2 |
| 3 | Fidelity (FMR) ✦ | 26.41M | +11.1% | $856.37M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 4 | BlackRock ✦ (pasivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ ×20 |
| 5 | Vanguard Capital Management Llc | 15.49M | +4.4% | $502.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 7 | Goldman Sachs Group ✦ | 10.12M | +4.3% | $328.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 8 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ ×8 |
| 9 | State Street Global Advisors ✦ (pasivo) | 7.98M | +9.9% | $258.83M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Bamco Inc /Ny/ | 7.88M | +54.0% | $255.61M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 11 | Brown Advisory Inc | 7.11M | -29.6% | $230.57M | 0.4% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Geode Capital Management ✦ (pasivo) | 6.81M | +3.5% | $220.29M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 13 | UBS Group AG | 4.56M | +63.0% | $147.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Charles Schwab Investment… | 3.66M | +3.2% | $118.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Nordea Investment Management Ab | 3.18M | +10.3% | $101.35M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Balyasny Asset Management L.P. | 3.08M | +491.4% | $100.00M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Legal & General Group Plc | 2.65M | +24.1% | $86.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Norges Bank ✦ (pasivo) | 2.54M | Nuevo | $82.46M | 0.0% | New | 1 | SEC ↗ |
| 19 | Northern Trust Corp | 2.42M | +12.1% | $78.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 20 | Bank Of America Corp /De/ | 2.32M | -14.4% | $75.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 21 | American Century Companies Inc | 2.22M | +8.6% | $72.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Alliancebernstein L.P. | 2.27M | +28.6% | $71.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Voya Investment Management Llc | 2.21M | +14.7% | $71.55M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | JPMorgan Chase ✦ | 2.15M | +736.2% | $69.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 25 | Bnp Paribas Financial Markets | 2.12M | +173.0% | $68.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pictet Asset Management Holding SA | 2.11M | +1508.2% | $68.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 1.99M | -40.7% | $64.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | UBS AM, a distinct business unit of… | 1.95M | +12.9% | $63.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 29 | Deutsche Bank Ag\ | 1.82M | +26.7% | $59.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 30 | Daiwa Securities Group Inc. | 1.61M | +5180.3% | $52.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 1.58M | -4.4% | $51.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Arrowstreet Capital ✦ | 1.46M | +16.6% | $47.44M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 33 | 1832 Asset Management L.P. | 1.45M | -66.4% | $47.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | Sei Investments Co | 1.37M | +22.2% | $44.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Squarepoint Ops LLC | 1.34M | -15.5% | $43.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 1.23M | -1.9% | $39.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 37 | Nuveen, LLC | 1.22M | +37.4% | $39.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Mitsubishi UFJ Trust & Banking Corp | 1.12M | -0.7% | $36.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 1.10M | -0.7% | $35.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 40 | Connor, Clark & Lunn Investment… | 1.06M | +77.8% | $34.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | First Trust Advisors Lp | 1.03M | -31.3% | $33.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Invesco Ltd. | 1.01M | +9.0% | $32.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 43 | Swiss National Bank | 988.60K | -2.7% | $32.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Canada Pension Plan Investment Board | 881.50K | +93.6% | $28.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 834.84K | +7850.9% | $27.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 805.43K | -9.3% | $26.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 796.85K | +22.2% | $25.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 48 | Adage Capital Partners ✦ | 777.78K | +35.3% | $25.22M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 49 | Victory Capital Management Inc | 696.70K | +91.0% | $22.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Citigroup Inc | 695.83K | +119.2% | $22.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Russell Investments Group, Ltd. | 652.87K | +16.1% | $21.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 52 | Sumitomo Mitsui Trust Group, Inc. | 634.66K | -0.3% | $20.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 581.65K | +1.0% | $18.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Jennison Associates Llc | 580.78K | -22.3% | $18.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Mitsubishi UFJ Asset Management… | 480.96K | +9.1% | $15.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Td Asset Management Inc | 479.32K | -7.8% | $15.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 421.97K | -7.9% | $13.61M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 58 | California Public Employees… | 414.94K | +5.4% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Rhumbline Advisers | 410.02K | -18.8% | $13.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Gotham Asset Management ✦ | 404.84K | +42.7% | $13.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 379.17K | +3.3% | $12.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 62 | Barclays Plc | 355.95K | +128.7% | $11.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | Marshall Wace ✦ | 352.76K | +186.0% | $11.44M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 64 | LMR Partners LLP | 320.79K | +21.9% | $10.40M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Wealth Enhancement Advisory… | 281.63K | -1.7% | $10.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Captrust Financial Advisors | 296.14K | +43.0% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 303.56K | +44.1% | $9.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Wells Fargo & Company/Mn | 275.91K | +20.2% | $8.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 69 | Universal- Beteiligungs- und… | 269.96K | +427.0% | $8.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | State Board Of Administration Of… | 262.21K | -1.7% | $8.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | FIL Ltd | 253.34K | +92.8% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | LPL Financial LLC | 253.17K | -0.4% | $8.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Aviva Plc | 221.13K | +1.7% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Danske Bank A/S | 219.20K | +60.6% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 75 | Hsbc Holdings Plc | 218.12K | +61.4% | $7.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 76 | Millennium Management ✦ | 208.23K | -83.5% | $6.75M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 77 | Ensign Peak Advisors, Inc | 205.29K | +4.4% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | State Of Wisconsin Investment Board | 197.43K | -4.4% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 194.63K | +641.2% | $6.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 80 | New York State Common Retirement… | 172.50K | +7.8% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Ameriprise Financial Inc | 171.23K | -13.4% | $5.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 82 | Storebrand Asset Management As | 152.40K | +19.6% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Blair William & Co/Il | 148.77K | -0.7% | $4.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 128.73K | +31.3% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 85 | Mackenzie Financial Corp | 128.72K | +409.4% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Asset Management One Co., Ltd. | 128.04K | -12.9% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | BNP Paribas Asset Management… | 122.97K | +66.6% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Mercer Global Advisors Inc /Adv | 118.58K | -4.6% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Nomura Asset Management Co Ltd | 113.81K | 0.0% | $3.69M | 0.0% | Held | 3 | SEC ↗ |
| 90 | Manufacturers Life Insurance… | 106.68K | +32.4% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Creative Planning | 99.67K | -10.7% | $3.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 92 | Man Group plc | 90.69K | +63.6% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 93 | Zurcher Kantonalbank (Zurich… | 86.36K | +0.7% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Cetera Investment Advisers | 85.76K | -6.8% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | National Pension Service | 81.82K | -11.5% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Tidal Investments LLC | 72.13K | +347.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Hrt Financial Lp | 67.20K | +31.8% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Group One Trading Llc | 59.20K | +95.4% | $1.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 99 | Focus Partners Wealth | 58.99K | -39.8% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Swedbank AB | 53.09K | +108.7% | $1.72M | 0.0% | ▲ Add | 3 | 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
| Norges Bank | $82.46M | 0.0% |
Posición cerrada
| Citadel Advisors | $79.74M | era 0.1% |
| Amundi | $36.06M | era 0.0% |
| Point72 Asset Management | $22.92M | era 0.0% |
| D. E. Shaw & Co. | $5.52M | era 0.0% |
| PFA Pension… | $5.37M | era 0.0% |
| HighTower Advisors, LLC | $738,535 | era 0.0% |
| Mariner, LLC | $579,277 | era 0.0% |
| Lazard Asset Management Llc | $459,030 | era 0.0% |
| Principal Financial Group Inc | $449,522 | era 0.0% |
| Allspring Global Investments… | $425,004 | era 0.0% |
| Optiver Holding B.V. | $21,264 | 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: Q2 2026 ·
Metodología ·
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