IOT in the 13F filings
Samsara Inc · CUSIP 79589L106
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 5 Nov 2024
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 7 listed it in both
- Shares listed
- 74,671,229
- combined, among listed positions
- Reported value
- $3.6bn
- combined, at the quarter end
Among the 94 comparable managers: 12 buyers (opened or added shares) and 2 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 2024
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Baillie Gifford & Coexisting position · 33,844,390 shares now+6,411,178
- Arrowstreet Capital LPnew position · 1,995,774 shares now+1,995,774
- Voloridge Investment Management LLCexisting position · 1,961,664 shares now+1,491,747
- Altimeter Capital Management LPexisting position · 1,452,933 shares now+637,273
- Artisan Partners LPexisting position · 2,794,953 shares now+388,073
Reductions
- T. Rowe Price Associates Incexisting position · 16,454,667 shares now-486,943
- PDT Partners LLCexisting position · 108,259 shares now-82,122
New positions and exits
New (3)
Exited (0)
No exit shown by a manager’s own filing.
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.
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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 →