IOT in the 13F filings
Samsara Inc · CUSIP 79589L106
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 31 Jan 2025
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 13 listed it in both
- Shares listed
- 79,394,440
- combined, among listed positions
- Reported value
- $3.5bn
- combined, at the quarter end
Among the 94 comparable managers: 10 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 Q4 2024
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 14,743,175 shares now+2,852,575
- Arrowstreet Capital LPexisting position · 4,143,855 shares now+2,148,081
- Two Sigma Advisers LPexisting position · 1,307,400 shares now+620,300
- Two Sigma Investments LPexisting position · 1,433,355 shares now+491,550
- Man Group PLCnew position · 394,273 shares now+394,273
Reductions
- Voloridge Investment Management LLCexisting position · 887,911 shares now-1,073,753
- Baillie Gifford & Coexisting position · 32,929,387 shares now-915,003
- Artisan Partners LPexisting position · 2,035,676 shares now-759,277
- T. Rowe Price Associates Incexisting position · 16,136,065 shares now-318,602
- Bridgewater Associates LPexisting position · 24,855 shares now-23,099
New positions and exits
New (1)
- Man Group PLC$17m
Exited (1)
- Moore Capital Management LPwas $285k
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 →