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Samsara Inc. · Technology · Software - Infrastructure
139Отслеживаемые держатели
-6Δ держателей
313.04MАкций в держании
$10.15BОтчётная стоимость
+4Новые позиции
−9Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -4.1% ·
поток акций +10.7% ·
новые чистые позиции -3.6%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | BlackRock ✦ (пассивный) | 23.81M | +6.6% | $772.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | BlackRock ✦ (пассивный) | 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 ✦ (пассивный) | 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 ✦ (пассивный) | 6.81M | +3.5% | $220.29M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 63 | Geode Capital Management ✦ (пассивный) | 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 ✦ (пассивный) | 2.54M | Новый | $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 ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $82.46M | 0.0% |
Закрыто
| Citadel Advisors | $79.74M | составлял 0.1% |
| Point72 Asset Management | $22.92M | составлял 0.0% |
| D. E. Shaw & Co. | $5.52M | составлял 0.0% |
| PFA Pension… | $5.37M | составлял 0.0% |
| Mariner, LLC | $579,277 | составлял 0.0% |
| Lazard Asset Management Llc | $459,030 | составлял 0.0% |
| Principal Financial Group Inc | $449,522 | составлял 0.0% |
| Allspring Global Investments… | $425,004 | составлял 0.0% |
| Optiver Holding B.V. | $21,264 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 533 держатели, 361.99M акции, $10.20B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 20
Bicket John
Officer, Director, 10% owner · 34.56K акц. · $1.36M
Aug 20
Biswas Sanjit
Officer, Director, 10% owner · 35.27K акц. · $1.39M
Aug 20
Biswas Sanjit
Officer, Director, 10% owner · 100 акц. · $4,008
Aug 19
Bicket John
Officer, Director, 10% owner · 48.34K акц. · $1.91M
Aug 19
Bicket John
Officer, Director, 10% owner · 28.69K акц. · $1.16M
Aug 19
Biswas Sanjit
Officer, Director, 10% owner · 27.06K акц. · $1.09M
Aug 19
Biswas Sanjit
Officer, Director, 10% owner · 15.75K акц. · $632,914
Aug 19
Biswas Sanjit
Officer, Director, 10% owner · 641 акц. · $26,064
Aug 19
Biswas Sanjit
Officer, Director, 10% owner · 49.62K акц. · $1.97M
Aug 19
Bicket John
Officer, Director, 10% owner · 15.89K акц. · $638,558
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Aug 14
SC 13G/A — PRICE T ROWE ASSOCIATES INC /MD/
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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