IOT — SAMSARA INC
As of Q2 2026, 37 SEC-registered investment managers reported holding IOT (SAMSARA INC) in their latest 13F filings, with a combined reported value of $6.10B across 236.72M shares. That is +14.0% by share count (+29.16M shares) versus the previous quarter, while reported value moved +12.6%. Ownership is concentrated: the five largest holders account for 68.9% of reported value and the top ten for 86.0%.
Compared with the prior quarter, 1 opened new positions, 24 added to existing stakes, 11 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IOT is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Baillie Gifford & Co history | Q2 2026 | 56.36M | $1.83B | 1.66% | Reduce |
| Vanguard Group history | Q4 2025 | 33.13M | $1.17B | 0.02% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 26.41M | $856.37M | 0.04% | Add |
| BlackRock Inc history | Q2 2026 | 23.81M | $772.00M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 12.35M | $400.46M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 10.60M | $343.73M | 0.03% | Add |
| Wellington Management Group history | Q2 2026 | 9.33M | $302.49M | 0.06% | Add |
| Baron Funds history | Q2 2026 | 7.88M | $255.61M | 0.61% | Add |
| Geode Capital Management history | Q2 2026 | 6.81M | $220.29M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 4.56M | $147.85M | 0.02% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 3.66M | $118.61M | 0.02% | Add |
| Balyasny Asset Management history | Q2 2026 | 3.08M | $100.00M | 0.13% | Add |
| Legal & General Investment Management America history | Q2 2026 | 2.65M | $86.03M | 0.02% | Add |
| Norges Bank Investment Management history | Q2 2026 | 2.54M | $82.46M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 2.42M | $78.53M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 2.32M | $75.19M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 2.15M | $69.64M | 0.01% | New |
| Deutsche Bank AG history | Q2 2026 | 1.82M | $59.15M | 0.02% | Add |
| Tiger Global Management history | Q2 2022 | 4.65M | $51.93M | 0.45% | New |
| Arrowstreet Capital history | Q2 2026 | 1.46M | $47.44M | 0.02% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.15M sh · $69.64M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 1.08M sh · $34.28M
- Point72 Asset Management sold 723.14K sh · $22.92M
- Light Street Capital sold 384.00K sh · $12.17M
- D. E. Shaw & Co sold 237.39K sh · $7.52M
- Lazard Asset Management sold 14.48K sh · $459.03K
- Principal Global Investors sold 14.19K sh · $449.52K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baillie Gifford & Co | — | — | — | — | — | 18.81M | 21.42M | 22.59M | 22.40M | 23.23M | 27.43M | 33.84M | 32.93M | 35.28M | 43.89M | 41.45M | 47.66M | 57.52M | 56.36M |
| Fidelity Management & Research (FMR) | 5.25M | 1.34M | 558.31K | 460.50K | 1.92M | 2.83M | 6.23M | 6.96M | 8.41M | 11.31M | 10.29M | 11.89M | 14.74M | 13.23M | 10.31M | 11.54M | 16.20M | 23.77M | 26.41M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | 11.23M | 12.24M | 14.64M | 20.80M | 22.06M | 25.05M | 22.33M | 23.81M |
| Morgan Stanley | 1.76M | 2.52M | 4.01M | 7.01M | 7.33M | 19.15M | 20.50M | 16.46M | 16.25M | 14.59M | 14.90M | 15.86M | 22.23M | 12.60M | 17.00M | 21.86M | 19.07M | 8.42M | 12.35M |
| Goldman Sachs Group | 1.01M | 1.15M | 1.17M | 1.65M | 1.10M | 1.33M | 1.17M | 3.48M | 1.88M | 2.47M | 2.60M | 1.78M | 2.23M | 1.99M | 6.66M | 7.48M | 11.88M | 9.70M | 10.60M |
| Wellington Management Group | 87.11K | 20.38K | 1.22M | 1.69M | 21.43K | 20.47K | — | — | — | 6.71K | 7.57K | 7.96K | 8.54K | 456.96K | 686.73K | 3.18M | 6.27M | 8.51M | 9.33M |
| Baron Funds | — | — | — | — | — | — | — | — | — | — | 349.29K | 667.12K | 676.57K | 1.10M | 2.73M | 3.38M | 4.12M | 5.12M | 7.88M |
| Geode Capital Management | — | 331.10K | 604.22K | 685.78K | 878.56K | 1.04M | 1.18M | 1.49M | 1.67M | 1.86M | 2.08M | 2.28M | 2.37M | 2.95M | 4.88M | 5.26M | 6.20M | 6.58M | 6.81M |
| UBS Group AG | — | 61.10K | 4.83K | 19.93K | 20.04K | 27.05K | 99.14K | 9.12K | 91.20K | 186.18K | 277.76K | 343.81K | 1.85M | 4.28M | 3.83M | 1.54M | 1.58M | 2.81M | 4.56M |
| Charles Schwab Investment Management | — | 194.05K | 336.13K | 412.26K | 515.30K | 583.00K | 635.18K | 889.66K | 969.43K | 1.05M | 1.18M | 1.83M | 1.88M | 2.23M | 2.58M | 2.80M | 3.27M | 3.54M | 3.66M |
| Balyasny Asset Management | — | — | 45.08K | 205.81K | — | 153.23K | 61.60K | 105.37K | 27.59K | — | — | 64.65K | 97.60K | 19.90K | 717.81K | 167.97K | 77.30K | 521.43K | 3.08M |
| Legal & General Investment Management America | — | — | 1.20M | 1.03M | 1.18M | 828.00K | 906.15K | 613.32K | 628.68K | 1.29M | 1.43M | 1.38M | 1.01M | 1.34M | 1.34M | 1.61M | 1.80M | 2.14M | 2.65M |
| Norges Bank Investment Management | — | — | — | — | 622.22K | — | — | — | 350.30K | — | 318.64K | — | 2.43M | — | 3.39M | — | 3.59M | — | 2.54M |
| Northern Trust Corp | — | 67.61K | 152.75K | 176.60K | 220.71K | 246.92K | 280.53K | 288.27K | 320.31K | 496.44K | 658.41K | 617.12K | 788.61K | 1.08M | 1.72M | 1.78M | 2.10M | 2.16M | 2.42M |
| Bank of America Corp | 1.37K | 41.73K | 38.75K | 40.32K | 9.19K | 1.27M | 1.07M | 965.47K | 403.41K | 696.93K | 619.90K | 1.11M | 1.18M | 1.47M | 1.45M | 1.88M | 1.92M | 2.71M | 2.32M |
| JPMorgan Chase & Co | — | 1.50K | 29.11K | 217.94K | 669.26K | 720.97K | 641.51K | 357.94K | 50.00K | 50.00K | 50.00K | 52.60K | 50.00K | 1.07M | 1.38M | 1.66M | 308.41K | — | 2.15M |
| Deutsche Bank AG | — | — | — | — | 7.11K | 5.02K | 790.43K | — | 412.14K | 544.19K | 337.15K | 271.00K | 282.20K | 345.11K | 720.64K | 1.09M | 1.27M | 1.44M | 1.82M |
| Arrowstreet Capital | — | — | — | — | — | — | 67.70K | 964.11K | 1.14M | 35.11K | — | 2.00M | 4.14M | 3.44M | 2.77M | 841.91K | 708.17K | 1.25M | 1.46M |
| Citadel Advisors | 25.40K | 255.71K | 206.20K | 464.92K | 932.38K | 882.79K | 1.49M | 1.40M | 2.19M | 2.02M | 2.23M | 2.24M | 1.44M | 3.12M | 3.92M | 3.66M | 1.86M | 3.42M | 1.19M |
| BNY Mellon | — | 34.84K | 33.70K | 33.88K | 67.03K | 73.41K | 143.31K | 175.68K | 360.70K | 746.03K | 877.49K | 726.42K | 750.41K | 782.66K | 1.20M | 1.03M | 1.10M | 1.11M | 1.10M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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