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IOT in the 13F filings

Samsara Inc · CUSIP 79589L106

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 23 Jan 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 6 listed it in both
Shares listed
97,847,113
combined, among listed positions
Reported value
$3.5bn
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,034,710.

Managers listing IOT in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Baillie Gifford & Co47,660,513$1.7bn1.40%Added+6,208,55323 Jan 2026 (the filing on sec.gov)
Fidelity (FMR LLC)16,195,674$574munder 0.1%Added+4,660,27717 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc14,370,027$509m0.05%Trimmed-2,821,24317 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP6,269,398$222munder 0.1%Added+3,088,29917 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC4,096,647$145m0.15%Trimmed-643,94913 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,770,861$63munder 0.1%Added+294,85917 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,160,784$41munder 0.1%Added+12,61917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,082,208$38munder 0.1%Trimmed-1,387,29117 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP1,037,767$37m0.27%Trimmed-364,21617 Feb 2026 (the filing on sec.gov)
Invesco Ltd889,290$32munder 0.1%Added+537,96619 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP708,175$25munder 0.1%Trimmed-133,73713 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP559,629$20munder 0.1%Added+164,76213 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP510,686$18munder 0.1%Added+438,77017 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP383,365$14m0.11%Newnew17 Feb 2026 (the filing on sec.gov)
Woodline Partners LP236,137$8.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC187,912$6.7munder 0.1%Trimmed-315,16817 Feb 2026 (the filing on sec.gov)
PDT Partners LLC123,859$4.4m0.28%Trimmed-1,90017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP110,233$3.9munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP102,852$3.6munder 0.1%Added+77,30517 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC89,308$3.2munder 0.1%Trimmed-70,92413 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC87,289$3.1munder 0.1%Trimmed-186,34627 Oct 2026 (the filing on sec.gov)
Man Group PLC71,095$2.5munder 0.1%Trimmed-409,35917 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC40,112$1.4munder 0.1%Added+39,82013 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC35,038$1.2munder 0.1%Trimmed-2,03210 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC13,730$487kunder 0.1%Trimmed-36,90412 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

05101520222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IOT by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20219$173mn.a.n.a.
Q1 20224$125mn.a.n.a.
Q2 20224$96mn.a.n.a.
Q3 20225$136mn.a.n.a.
Q4 20223$43mn.a.n.a.
Q1 20235$428mn.a.n.a.
Q2 202311$1.1bnn.a.n.a.
Q3 202312$1.3bnn.a.n.a.
Q4 202314$1.8bn105
Q1 20248$1.8bn36
Q2 20248$1.6bn53
Q3 202414$3.6bn122
Q4 202415$3.5bn106
Q1 20258$2.8bn46
Q2 202514$3.2bn131
Q3 20258$2.6bn46
Q4 20259$3.2bn1620
Q1 202610$4.2bn1914
Q2 20268$4.8bn1514

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 →