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Samsara Inc. 13F holders

555 funds reported a position in Samsara Inc. in their 13F for the quarter ended 30 June 2026, together 395.5 million shares worth $12.82 billion. Against the quarter before, 80 opened a position, 221 added, 162 trimmed and 81 sold out; together they bought a net 30.2 million shares. The largest holders: Baillie Gifford & Co., Price T Rowe Associates Inc. and FMR LLC.

Funds holding555+10 on Q1 2026
Shares they held395.5Mworth $12.82 billion
Net bought on the quarter30.2M sharesabout $978.2 million at the funds' values
Funds buying to selling301 to 243opened or added, to cut or sold
Opened 80Added 221Held 87Trimmed 162Sold out 81
Opened: 80 fundsAdded: 221 fundsHeld: 87 fundsTrimmed: 162 fundsSold out: 81 funds

What each fund did in IOT against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 387 funds, 226.8 million shares387Q3 2024Q4 2024: 434 funds, 244.3 million shares434Q4 2024Q1 2025: 446 funds, 264.6 million shares446Q1 2025Q2 2025: 489 funds, 302.2 million shares489Q2 2025Q3 2025: 518 funds, 314.2 million shares518Q3 2025Q4 2025: 547 funds, 329.9 million shares547Q4 2025Q1 2026: 545 funds, 362.6 million shares545Q1 2026Q2 2026: 555 funds, 395.5 million shares555Q2 2026

Funds reporting a position in IOT in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 128 reported a position in Samsara Inc.: 26 opened one, 47 added, 24 trimmed and 14 sold out, a net 347,169 shares bought.

FundChange in sharesShares nowStatusFiling
Robeco Schweiz AG+359,500359,500new13F
Wasatch Advisors LP+184,633184,633new13F
Zevenbergen Capital Investments LLC-97,976734,237trimmed13F
KBC Group NV+64,20397,018added13F
Assetmark, Inc.+30,60175,951added13F
Royal Fund Management, LLC+29,200114,500added13F
Congress Asset Management Co.+28,507844,722added13F
Diversify Advisory Services, LLC+25,18268,450added13F
Diversify Wealth Management, LLC+25,18268,450added13F
Oak Harvest Investment Services+25,00025,000new13F
Assenagon Asset Management S.A.-24,29621,678trimmed13F
Vontobel Holding Ltd.+18,38426,055added13F
Fjarde Ap-Fonden /fourth Swedish National Pension Fund-17,349119,651trimmed13F
Sterling Capital Management LLC-15,74429,285trimmed13F
Sumitomo Mitsui DS Asset Management Company, Ltd+15,39343,817added13F
Oak Thistle LLC+14,99414,994new13F
BI Asset Management Fondsmaeglerselskab A/S+12,90319,245added13F
Loftus Peak Pty Ltd-11,824529,271trimmed13F
Capstone Capital Management Ltd+10,11710,117new13F
Tokio Marine Asset Management Co. Ltd+10,00010,000new13F
Atria Investments, Inc+8,21029,158added13F
Post Resch Tallon Group Inc.+7,9507,950new13F
Abn Amro Investment Solutions+7,11023,770added13F
AG2R La Mondiale Gestion D'actifs+6,5696,569new13F
Sheets Smith Wealth Management+6,50013,002added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 7 reported a position in Samsara Inc. in a 13F for the quarter ended 30 June 2026. The largest: Baillie Gifford, 56.4 million shares worth $1.83 billion, 1.7% of its reported book. New this quarter: Atreides Management, Two Sigma Investments. Sold out: Citadel Advisors, Point72 Asset Management. In the quarter, 4 funds added or opened a position and 4 trimmed or sold out; together they sold a net 234,219 shares, about $7.6 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Baillie Gifford56,358,374$1.83 billion1.7%-1,165,418trimmed30 June 202613F
FMR LLC26,406,588$856.4 million0.0%+2,632,480added30 June 202613F
Geode Capital Management6,811,232$220.3 million0.0%+232,224added30 June 202613F
Norges Bank2,542,640$82.5 million0.0%held30 June 202613F
Atreides Management2,308,649$74.9 million0.7%+2,308,649new30 June 202613F
Millennium Management208,231$6.8 million0.0%-1,052,934trimmed30 June 202613F
Two Sigma Investments50,048$1.6 million0.0%+50,048new30 June 202613F
Citadel Advisors0$00.0%-2,516,132exited30 June 202613F
Point72 Asset Management0$00.0%-723,136exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Baillie Gifford & Co.56,358,37414.25%$1.83 billion1.66%-1,165,41813F
Price T Rowe Associates Inc.48,692,58912.31%$1.58 billion0.16%+12,097,54213F
FMR LLC26,406,5886.68%$856.4 million0.04%+2,632,48013F
BlackRock, Inc.23,805,1856.02%$772.0 million0.01%+1,473,96613F
Vanguard Portfolio Management LLC17,724,0634.48%$574.8 million0.03%+812,27213F
Vanguard Capital Management LLC15,491,3213.92%$502.4 million0.01%+648,07613F
Morgan Stanley12,348,3093.12%$400.5 million0.02%+3,931,29513F
Sands Capital Management, LLC11,348,7322.87%$368.0 million1.37%-4,309,01213F
Goldman Sachs Group Inc.10,121,3202.56%$328.2 million0.03%+421,06413F
Wellington Management Group LLP9,327,6062.36%$302.5 million0.05%+813,92213F
State Street Corp.7,981,2482.02%$258.8 million0.01%+717,78213F
Bamco Inc.7,881,7521.99%$255.6 million0.38%+2,761,91713F
Brown Advisory Inc.7,109,8241.80%$230.6 million0.36%-2,989,06913F
Geode Capital Management, LLC6,811,2321.72%$220.3 million0.01%+232,22413F
Westfield Capital Management Co. LP5,836,4591.48%$189.3 million0.62%+763,63813F
a16z Perennial Management, L.P.5,344,4841.35%$173.3 million14.02%-645,39213F
UBS Group AG4,556,4061.15%$147.8 million0.02%+1,761,91913F
Jordan Park Trust Co LLC4,112,2321.04%$133.4 million93.02%+278,30313F
Charles Schwab Investment Management Inc.3,657,2790.92%$118.6 million0.02%+113,12213F
Nordea Investment Management AB3,183,4520.80%$101.3 million0.08%+298,21613F
Spyglass Capital Management LLC3,085,6550.78%$100.1 million5.42%+139,00913F
Balyasny Asset Management L.P.3,083,6470.78%$100.0 million0.19%+2,562,21613F
Freestone Grove Partners LP2,871,5580.73%$93.1 million0.61%+714,19713F
Legal & General Group Plc2,652,7520.67%$86.0 million0.02%+514,90813F
Norges Bank2,542,6400.64%$82.5 million0.01%13F
Northern Trust Corp.2,421,4700.61%$78.5 million0.01%+261,76013F
Vanguard Fiduciary Trust Co.2,363,4130.60%$76.6 million0.02%+125,69013F
Bank of America Corp.2,318,6390.59%$75.2 million0.01%-391,56313F
Atreides Management, LP2,308,6490.58%$74.9 million0.67%new13F
American Century Companies Inc.2,222,8230.56%$72.1 million0.03%+175,88413F
AllianceBernstein L.P.2,268,4950.57%$71.9 million0.02%+504,39913F
Voya Investment Management LLC2,206,3680.56%$71.6 million0.07%+283,40913F
JPMorgan Chase & Co.2,154,3770.54%$69.6 million0.00%+1,896,74813F
BNP Paribas Financial Markets2,123,5190.54%$68.9 million0.04%+1,345,68213F
Pictet Asset Management Holding SA2,111,8760.53%$68.5 million0.07%+1,980,55813F
Jane Street Group, LLC1,987,5160.50%$64.5 million0.04%-1,362,81013F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC1,948,5680.49%$63.2 million0.01%+222,27313F
Deutsche Bank AG1,823,9100.46%$59.1 million0.02%+384,20713F
Bessemer Group Inc.1,648,6270.42%$53.5 million0.07%-26,88213F
Daiwa Securities Group Inc.1,605,2180.41%$52.1 million0.12%+1,574,81813F
Raymond James Financial Inc.1,578,9330.40%$51.2 million0.01%-72,94013F
Arrowstreet Capital, Limited Partnership1,462,9350.37%$47.4 million0.02%+208,67813F
1832 Asset Management L.P.1,452,2000.37%$47.1 million0.06%-2,873,10013F
Sei Investments Co.1,373,6660.35%$44.5 million0.04%+249,63413F
Squarepoint Ops LLC1,342,9820.34%$43.6 million0.09%-246,36213F
TimesSquare Capital Management, LLC1,280,8080.32%$41.5 million0.61%-16413F
Cosmic Management, LLC1,255,9440.32%$40.7 million10.66%no change13F
Royal Bank of Canada1,232,0950.31%$40.0 million0.01%-23,97213F
Nuveen, LLC1,216,4480.31%$39.4 million0.01%+331,19813F
Mitsubishi UFJ Trust & Banking Corp1,117,2770.28%$36.2 million0.08%-7,39013F
The 50 largest of the 555 funds that reported a position in IOT in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on IOT

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls867,800$28.1 million30 June 202613F
Citadel AdvisorsPuts319,400$10.4 million30 June 202613F
Millennium ManagementPuts6,800$220,52430 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
21 October 202613G/ABaillie Gifford & Co and 1 other53.8 million14.2%30 September 2026passive, institutional (13d-1(b))EDGAR
14 August 202613G/AT. Rowe Price Associates, Inc. and 1 other48.7 million13.1%30 June 2026passive, institutional (13d-1(b))EDGAR
15 May 202613GT. Rowe Price Associates, Inc. and 1 other36.7 million10.0%31 March 2026passive, institutional (13d-1(b))EDGAR
14 May 202613G/ASanjit Biswas and 1 other101.5 million21.6%31 March 2026passive, other (13d-1(d))EDGAR
12 May 202613G/AMorgan Stanley and 3 others5.7 million1.5%31 March 2026passive, institutional (13d-1(b))EDGAR
8 May 202613G/ASands Capital Management, LLC and 7 others16.2 million4.4%31 March 2026passive, under 20% (13d-1(c))EDGAR
7 May 202613G/ABaillie Gifford & Co and 1 other57.5 million15.6%31 March 2026passive, institutional (13d-1(b))EDGAR
6 May 202613GFMR LLC and 3 others23.8 million6.5%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
12 February 202613G/AJohn Bicket and 1 other98.3 million21.3%31 December 2025passive, other (13d-1(d))EDGAR
10 February 202613G/ABaillie Gifford & Co and 1 other47.7 million13.3%31 December 2025passive, institutional (13d-1(b))EDGAR
21 January 202613GBlackRock, Inc. and 1 other20.1 million5.6%31 December 2025passive, institutional (13d-1(b))EDGAR
14 November 202513G/AT. Rowe Price Associates, Inc. and 1 other17.2 million4.9%30 September 2025passive, institutional (13d-1(b))EDGAR
13 November 202513G/ASands Capital Management, LLC and 7 others21.1 million6.1%30 September 2025passive, under 20% (13d-1(c))EDGAR
12 November 202513G/ABaillie Gifford & Co and 1 other41.5 million11.9%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
30 September 202647,517$37.97SEC
29 September 2026127$37.93SEC
25 September 20261,430$39.32SEC
23 September 2026233,507$38.26SEC
22 September 202659$38.05SEC
21 September 20261,500$39.55SEC
17 September 2026220$40.66SEC
16 September 20261,875$41.65SEC
15 September 202644,470$42.91SEC
14 September 20267,092$38.38SEC
11 September 202626,966$38.44SEC
4 September 2026215,309$38.75SEC
28 August 20263,976$41.87SEC
27 August 202657,736$39.84SEC
24 August 20262,000$39.94SEC
19 August 20261,178$39.58SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 233,507 on 23 September 2026. A fail is an operational fact about settlement, not a position.