IOT in the 13F filings
Samsara Inc · CUSIP 79589L106
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 17 Nov 2025
- latest of these filings; the earliest 31 Oct 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 6 listed it in both
- Shares listed
- 69,814,046
- combined, among listed positions
- Reported value
- $2.6bn
- combined, at the quarter end
Among the 95 comparable managers: 4 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing IOT in Q3 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 41,451,960 | $1.5bn | 1.14% | Trimmed | -2,441,778 | 31 Oct 2025 (the filing on sec.gov) |
| T. Rowe Price Associates Inc | 17,191,270 | $640m | 0.07% | Trimmed | -3,487,364 | 14 Nov 2025 (the filing on sec.gov) |
| Squarepoint Ops LLC | 4,740,596 | $177m | 0.18% | Added | n.a. | 14 Nov 2025 (the filing on sec.gov) |
| Artisan Partners LP | 3,688,535 | $137m | 0.19% | Trimmed | -275,765 | 12 Nov 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 1,401,983 | $52m | 0.39% | Added | +1,140,227 | 14 Nov 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 1,148,165 | $43m | under 0.1% | Added | +271,902 | 14 Nov 2025 (the filing on sec.gov) |
| PDT Partners LLC | 125,759 | $4.7m | 0.30% | Trimmed | -104,544 | 17 Nov 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 65,778 | $2.5m | 0.07% | Added | n.a. | 12 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Freestone Grove Partners LPexisting position · 1,401,983 shares now+1,140,227
- Janus Henderson Group Ltdexisting position · 1,148,165 shares now+271,902
Reductions
- T. Rowe Price Associates Incexisting position · 17,191,270 shares now-3,487,364
- Baillie Gifford & Coexisting position · 41,451,960 shares now-2,441,778
- Artisan Partners LPexisting position · 3,688,535 shares now-275,765
- PDT Partners LLCexisting position · 125,759 shares now-104,544
New positions and exits
New (0)
No new position among listed positions.
Exited (2)
- Altimeter Capital Management LPwas $119m
- Polen Capital Management LLCwas $1.4m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2021 | 9 | $173m | n.a. | n.a. |
| Q1 2022 | 4 | $125m | n.a. | n.a. |
| Q2 2022 | 4 | $96m | n.a. | n.a. |
| Q3 2022 | 5 | $136m | n.a. | n.a. |
| Q4 2022 | 3 | $43m | n.a. | n.a. |
| Q1 2023 | 5 | $428m | n.a. | n.a. |
| Q2 2023 | 11 | $1.1bn | n.a. | n.a. |
| Q3 2023 | 12 | $1.3bn | n.a. | n.a. |
| Q4 2023 | 14 | $1.8bn | 10 | 5 |
| Q1 2024 | 8 | $1.8bn | 3 | 6 |
| Q2 2024 | 8 | $1.6bn | 5 | 3 |
| Q3 2024 | 14 | $3.6bn | 12 | 2 |
| Q4 2024 | 15 | $3.5bn | 10 | 6 |
| Q1 2025 | 8 | $2.8bn | 4 | 6 |
| Q2 2025 | 14 | $3.2bn | 13 | 1 |
| Q3 2025 | 8 | $2.6bn | 4 | 6 |
| Q4 2025 | 9 | $3.2bn | 16 | 20 |
| Q1 2026 | 10 | $4.2bn | 19 | 14 |
| Q2 2026 | 8 | $4.8bn | 15 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
IOT and GOOGL →IOT and AMZN →IOT and MSFT →Choose a stock to compare with IOT →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IOT, latest filings →Back to the 13F Explorer →