IOT in the 13F filings
Samsara Inc · CUSIP 79589L106
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 7 May 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 8 listed it in both
- Shares listed
- 72,070,302
- combined, among listed positions
- Reported value
- $2.8bn
- 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 Q1 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 35,277,488 | $1.4bn | 1.18% | Added | +2,348,101 | 7 May 2025 (the filing on sec.gov) |
| T. Rowe Price Associates Inc | 15,159,152 | $581m | 0.07% | Trimmed | -976,913 | 14 May 2025 (the filing on sec.gov) |
| Fidelity (FMR LLC) | 13,229,830 | $507m | under 0.1% | Trimmed | -1,513,345 | 5 Nov 2026 (the filing on sec.gov) |
| Arrowstreet Capital LP | 3,437,836 | $132m | 0.11% | Trimmed | -706,019 | 14 May 2025 (the filing on sec.gov) |
| Artisan Partners LP | 2,267,959 | $87m | 0.14% | Added | +232,283 | 14 May 2025 (the filing on sec.gov) |
| AllianceBernstein LP | 2,039,049 | $78m | under 0.1% | Added | +63,102 | 15 May 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 465,300 | $18m | under 0.1% | Trimmed | -842,100 | 15 May 2025 (the filing on sec.gov) |
| PDT Partners LLC | 193,688 | $7.4m | 0.53% | Added | +76,529 | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Baillie Gifford & Coexisting position · 35,277,488 shares now+2,348,101
- Artisan Partners LPexisting position · 2,267,959 shares now+232,283
- PDT Partners LLCexisting position · 193,688 shares now+76,529
- AllianceBernstein LPexisting position · 2,039,049 shares now+63,102
Reductions
- Fidelity (FMR LLC)existing position · 13,229,830 shares now-1,513,345
- T. Rowe Price Associates Incexisting position · 15,159,152 shares now-976,913
- Two Sigma Advisers LPexisting position · 465,300 shares now-842,100
- Arrowstreet Capital LPexisting position · 3,437,836 shares now-706,019
New positions and exits
New (0)
No new position among listed positions.
Exited (2)
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 →