Who owns Samsara (IOT)
Which tracked institutional funds hold IOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IOT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
154 tracked funds added or opened IOT while 97 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IOT’s largest tracked holder by dollar value, BAILLIE GIFFORD & CO, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IOT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 511 tracked filers holding IOT, 301 increased or opened the position and 269 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IOT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 34
- Atreides Management, LP$75M
- CONGRESS ASSET MANAGEMENT CO$26M
- Capital Investment Services of America, Inc.$14M
- Jupiter Topco LLC$14M
- Cinctive Capital Management LP$11M
- MIROVA$10M
Full exits 58
- CITADEL ADVISORS LLC$80M
- General Catalyst Group Management, LLC$63M
- BESSEMER GROUP INC$53M
- Amundi$36M
- JANUS HENDERSON GROUP PLC$34M
- Point72 Asset Management, L.P.$23M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$419M
- BlackRock, Inc.$211M
- MORGAN STANLEY$134M
- FMR LLC$109M
- BAMCO INC /NY/$93M
- BALYASNY ASSET MANAGEMENT L.P.$83M
Largest trims
- SANDS CAPITAL MANAGEMENT, LLC$128M
- 1832 Asset Management L.P.$90M
- BROWN ADVISORY INC$89M
- JANE STREET GROUP, LLC$42M
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$34M
- MILLENNIUM MANAGEMENT LLC$33M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO trimmed | 56,358,374 | $1.8B | 15.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 48,692,589 | $1.6B | 13.0% | 2026-Q2 |
| FMR LLC added | 26,406,588 | $856M | 7.0% | 2026-Q2 |
| BlackRock, Inc. added | 23,805,185 | $772M | 6.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 17,724,063 | $575M | 4.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 15,491,321 | $502M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 12,348,309 | $400M | 3.3% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 11,348,732 | $368M | 3.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 10,121,320 | $328M | 2.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,327,606 | $302M | 2.5% | 2026-Q2 |
| STATE STREET CORP added | 7,981,248 | $259M | 2.1% | 2026-Q2 |
| BAMCO INC /NY/ added | 7,881,752 | $256M | 2.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 7,109,824 | $231M | 1.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,811,232 | $220M | 1.8% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 5,836,459 | $189M | 1.6% | 2026-Q2 |
| a16z Perennial Management, L.P. trimmed | 5,344,484 | $173M | 1.4% | 2026-Q2 |
| UBS Group AG added | 4,556,406 | $148M | 1.2% | 2026-Q2 |
| Jordan Park Trust Co LLC added | 4,112,232 | $133M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,657,279 | $119M | 1.0% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 3,183,452 | $101M | 0.8% | 2026-Q2 |
| Spyglass Capital Management LLC added | 3,085,655 | $100M | 0.8% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 3,083,647 | $100M | 0.8% | 2026-Q2 |
| Freestone Grove Partners LP added | 2,871,558 | $93M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 2,652,752 | $86M | 0.7% | 2026-Q2 |
| NORGES BANK added | 2,542,640 | $82M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,421,470 | $79M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,363,413 | $77M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,318,639 | $75M | 0.6% | 2026-Q2 |
| Atreides Management, LP added | 2,308,649 | $75M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 2,268,495 | $72M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,222,823 | $72M | 0.6% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 2,206,368 | $72M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,154,377 | $70M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,123,519 | $69M | 0.6% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 2,111,876 | $68M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,987,516 | $64M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,948,568 | $63M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,823,910 | $59M | 0.5% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 1,605,218 | $52M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,578,933 | $51M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,462,935 | $47M | 0.4% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 1,452,200 | $47M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,373,666 | $45M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 1,342,982 | $44M | 0.4% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 1,280,808 | $42M | 0.3% | 2026-Q2 |
| COSMIC MANAGEMENT, LLC | 1,255,944 | $41M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,232,095 | $40M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 1,216,448 | $39M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 1,117,277 | $36M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,100,906 | $36M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,065,460 | $35M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,055,421 | $34M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,026,618 | $33M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 1,014,216 | $33M | 0.3% | 2026-Q2 |
| USS Investment Management Ltd added | 998,506 | $32M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 988,600 | $32M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 881,500 | $29M | 0.2% | 2026-Q2 |
| Woodline Partners LP added | 847,439 | $27M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 834,840 | $27M | 0.2% | 2026-Q2 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC added | 832,213 | $27M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO new | 816,215 | $26M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 805,430 | $26M | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 796,848 | $26M | 0.2% | 2026-Q2 |
| GC Wealth Management RIA, LLC trimmed | 788,365 | $26M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 777,777 | $25M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 696,697 | $23M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 695,829 | $23M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 652,871 | $21M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 634,656 | $21M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 616,293 | $20M | 0.2% | 2026-Q2 |
| Abu Dhabi Investment Council Co P.J.S.C added | 608,542 | $20M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 581,650 | $19M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 580,784 | $19M | 0.2% | 2026-Q2 |
| Sands Capital Alternatives, LLC trimmed | 515,658 | $17M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 484,256 | $16M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 480,958 | $16M | 0.1% | 2026-Q2 |
| TD Asset Management Inc trimmed | 479,317 | $16M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 464,396 | $15M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 449,110 | $15M | 0.1% | 2026-Q2 |
| Capital Investment Services of America, Inc. new | 438,155 | $14M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 425,292 | $14M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 421,972 | $14M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System added | 414,944 | $13M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 410,019 | $13M | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 408,261 | $13M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 404,840 | $13M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 386,366 | $13M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 379,165 | $12M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 355,949 | $12M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 352,760 | $11M | 0.1% | 2026-Q2 |
| Cinctive Capital Management LP added | 326,753 | $11M | 0.1% | 2026-Q2 |
| LMR Partners LLP added | 320,788 | $10M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 303,563 | $9M | 0.1% | 2026-Q2 |
| MIROVA new | 298,000 | $10M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 296,145 | $10M | 0.1% | 2026-Q2 |
| Daventry Group, LP added | 282,249 | $9M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 281,629 | $10M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 275,906 | $9M | 0.1% | 2026-Q2 |
| Octahedron Capital Management L.P. added | 275,200 | $9M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 269,965 | $9M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.