IOT
Samsara Inc. · Technology · Software - Infrastructure
Dados de momentum (gestores comparáveis):
amplitude de detentores -4.1% ·
fluxo de ações +10.7% ·
novas posições líquidas -3.6%
— fórmula
Acumulação concentrada — aumento de ações entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q2 2026
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 56.36M | -2.0% | $1.83B | 1.7% | ▼ Trim | 9 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 56.36M | -2.0% | $1.83B | 1.7% | ▼ Trim | 9 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 56.36M | -2.0% | $1.83B | 1.7% | ▼ Trim | 9 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 56.36M | -2.0% | $1.83B | 1.7% | ▼ Trim | 9 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 48.69M | +33.1% | $1.58B | 0.2% | ▲ Add | 9 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 48.69M | +33.1% | $1.58B | 0.2% | ▲ Add | 9 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 26.41M | +11.1% | $856.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 26.41M | +11.1% | $856.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 26.41M | +11.1% | $856.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 26.41M | +11.1% | $856.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 26.41M | +11.1% | $856.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 26.41M | +11.1% | $856.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | BlackRock ✦ (passivo) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Vanguard Capital Management Llc | 15.49M | +4.4% | $502.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 12.35M | +46.7% | $400.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 10.12M | +4.3% | $328.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 10.12M | +4.3% | $328.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 10.12M | +4.3% | $328.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 10.12M | +4.3% | $328.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 10.12M | +4.3% | $328.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 51 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 52 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 53 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 54 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 55 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 56 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 57 | Wellington Management ✦ | 9.33M | +9.6% | $302.49M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 58 | State Street Global Advisors ✦ (passivo) | 7.98M | +9.9% | $258.83M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 59 | Bamco Inc /Ny/ | 7.88M | +54.0% | $255.61M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 60 | Brown Advisory Inc | 7.11M | -29.6% | $230.57M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 61 | Brown Advisory Inc | 7.11M | -29.6% | $230.57M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 62 | Geode Capital Management ✦ (passivo) | 6.81M | +3.5% | $220.29M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 63 | Geode Capital Management ✦ (passivo) | 6.81M | +3.5% | $220.29M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 64 | UBS Group AG | 4.56M | +63.0% | $147.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | UBS Group AG | 4.56M | +63.0% | $147.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | UBS Group AG | 4.56M | +63.0% | $147.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | UBS Group AG | 4.56M | +63.0% | $147.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Charles Schwab Investment… | 3.66M | +3.2% | $118.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Charles Schwab Investment… | 3.66M | +3.2% | $118.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Nordea Investment Management Ab | 3.18M | +10.3% | $101.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Nordea Investment Management Ab | 3.18M | +10.3% | $101.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Nordea Investment Management Ab | 3.18M | +10.3% | $101.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Balyasny Asset Management L.P. | 3.08M | +491.4% | $100.00M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 74 | Balyasny Asset Management L.P. | 3.08M | +491.4% | $100.00M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 75 | Legal & General Group Plc | 2.65M | +24.1% | $86.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Legal & General Group Plc | 2.65M | +24.1% | $86.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Legal & General Group Plc | 2.65M | +24.1% | $86.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Norges Bank ✦ (passivo) | 2.54M | Novo | $82.46M | 0.0% | New | 1 | SEC ↗ |
| 79 | Northern Trust Corp | 2.42M | +12.1% | $78.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Northern Trust Corp | 2.42M | +12.1% | $78.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Northern Trust Corp | 2.42M | +12.1% | $78.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Northern Trust Corp | 2.42M | +12.1% | $78.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Northern Trust Corp | 2.42M | +12.1% | $78.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Northern Trust Corp | 2.42M | +12.1% | $78.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Northern Trust Corp | 2.42M | +12.1% | $78.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Bank Of America Corp /De/ | 2.32M | -14.4% | $75.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank Of America Corp /De/ | 2.32M | -14.4% | $75.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 2.32M | -14.4% | $75.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 2.32M | -14.4% | $75.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 2.32M | -14.4% | $75.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 2.32M | -14.4% | $75.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | American Century Companies Inc | 2.22M | +8.6% | $72.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Alliancebernstein L.P. | 2.27M | +28.6% | $71.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Voya Investment Management Llc | 2.21M | +14.7% | $71.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 95 | Voya Investment Management Llc | 2.21M | +14.7% | $71.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 96 | Voya Investment Management Llc | 2.21M | +14.7% | $71.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 2.15M | +736.2% | $69.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 2.15M | +736.2% | $69.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 2.15M | +736.2% | $69.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 2.15M | +736.2% | $69.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Norges Bank | $82.46M | 0.0% |
Encerrado
| Citadel Advisors | $79.74M | era 0.1% |
| Point72 Asset Management | $22.92M | era 0.0% |
| D. E. Shaw & Co. | $5.52M | era 0.0% |
| PFA Pension… | $5.37M | 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 os filers 13F (dados estruturados da SEC, Q1 2026): 533 detentores, 361.99M ações, $10.20B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Officer, Director, 10% owner · 34.56K ações · $1.36M
Officer, Director, 10% owner · 35.27K ações · $1.39M
Officer, Director, 10% owner · 100 ações · $4,008
Officer, Director, 10% owner · 48.34K ações · $1.91M
Officer, Director, 10% owner · 28.69K ações · $1.16M
Officer, Director, 10% owner · 27.06K ações · $1.09M
Officer, Director, 10% owner · 15.75K ações · $632,914
Officer, Director, 10% owner · 641 ações · $26,064
Officer, Director, 10% owner · 49.62K ações · $1.97M
Officer, Director, 10% owner · 15.89K ações · $638,558
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia