Samsara Inc. (IOT) — Institutional Holders, Q2 2026
556 institutional investment managers reported a IOT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IOT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- PRICE T ROWE ASSOCIATESAdded · +12,097,542 sh+$392.3M
- MORGAN STANLEYAdded · +3,931,295 sh+$127.5M
- BAMCOAdded · +2,761,917 sh+$89.6M
- FMRAdded · +2,632,480 sh+$85.4M
- BALYASNY ASSET MANAGEMENT L.P.Added · +2,562,216 sh+$83.1M
Biggest sellers
- SANDS CAPITAL MANAGEMENTTrimmed · -4,309,012 sh-$139.7M
- BROWN ADVISORYTrimmed · -2,989,069 sh-$96.9M
- 1832 Asset Management L.P.Trimmed · -2,873,100 sh-$93.2M
- CITADEL ADVISORSSold out · -2,516,132 sh-$81.6M
- General Catalyst Group ManagementSold out · -2,000,000 sh-$64.9M
IOT 13F holders ranked 1–100 of 556
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD#1 · 56,358,374 sh | 56,358,374 | $1.8B | 1.66% | -2.0% |
| 2 | PRICE T ROWE ASSOCIATES#2 · 48,692,589 sh | 48,692,589 | $1.6B | 0.16% | +33.1% |
| 3 | FMR#3 · 26,406,588 sh | 26,406,588 | $856.4M | 0.04% | +11.1% |
| 4 | BlackRock#4 · 23,805,185 sh | 23,805,185 | $772.0M | 0.01% | +6.6% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT#5 · 17,724,063 sh | 17,724,063 | $574.8M | 0.03% | +4.8% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 15,491,321 sh | 15,491,321 | $502.4M | 0.01% | +4.4% |
| 7 | MORGAN STANLEY#7 · 12,348,309 sh | 12,348,309 | $400.5M | 0.02% | +46.7% |
| 8 | SANDS CAPITAL MANAGEMENT#8 · 11,348,732 sh | 11,348,732 | $368.0M | 1.37% | -27.5% |
| 9 | GOLDMAN SACHS GROUP#9 · 10,121,320 sh | 10,121,320 | $328.2M | 0.03% | +4.3% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP#10 · 9,327,606 sh | 9,327,606 | $302.5M | 0.05% | +9.6% |
| 11 | STATE STREET#11 · 7,981,248 sh | 7,981,248 | $258.8M | <0.01% | +9.9% |
| 12 | BAMCO#12 · 7,881,752 sh | 7,881,752 | $255.6M | 0.38% | +53.9% |
| 13 | BROWN ADVISORY#13 · 7,109,824 sh | 7,109,824 | $230.6M | 0.36% | -29.6% |
| 14 | GEODE CAPITAL MANAGEMENT#14 · 6,811,232 sh | 6,811,232 | $220.3M | 0.01% | +3.5% |
| 15 | WESTFIELD CAPITAL MANAGEMENT#15 · 5,836,459 sh | 5,836,459 | $189.3M | 0.62% | +15.1% |
| 16 | a16z Perennial Management, L.P.#16 · 5,344,484 sh | 5,344,484 | $173.3M | 14.01% | -10.8% |
| 17 | UBS Group AG#17 · 4,556,406 sh | 4,556,406 | $147.8M | 0.02% | +63.0% |
| 18 | Jordan Park#18 · 4,112,232 sh | 4,112,232 | $133.4M | — | +7.3% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT#19 · 3,657,279 sh | 3,657,279 | $118.6M | 0.02% | +3.2% |
| 20 | NORDEA INVESTMENT MANAGEMENT AB#20 · 3,183,452 sh | 3,183,452 | $101.3M | 0.08% | +10.3% |
| 21 | Spyglass Capital Management#21 · 3,085,655 sh | 3,085,655 | $100.1M | 5.42% | +4.7% |
| 22 | BALYASNY ASSET MANAGEMENT L.P.#22 · 3,083,647 sh | 3,083,647 | $100.0M | 0.12% | +491.4% |
| 23 | Freestone Grove Partners#23 · 2,871,558 sh | 2,871,558 | $93.1M | 0.60% | +33.1% |
| 24 | Legal & General Group Plc#24 · 2,652,752 sh | 2,652,752 | $86.0M | 0.02% | +24.1% |
| 25 | NORGES BANK#25 · 2,542,640 sh | 2,542,640 | $82.5M | <0.01% | — |
| 26 | NORTHERN#26 · 2,421,470 sh | 2,421,470 | $78.5M | <0.01% | +12.1% |
| 27 | VANGUARD FIDUCIARY#27 · 2,363,413 sh | 2,363,413 | $76.6M | 0.02% | +5.6% |
| 28 | BANK OF AMERICA#28 · 2,318,639 sh | 2,318,639 | $75.2M | <0.01% | -14.4% |
| 29 | Atreides Management#29 · 2,308,649 sh | 2,308,649 | $74.9M | 0.52% | New |
| 30 | AMERICAN CENTURY COMPANIES#30 · 2,222,823 sh | 2,222,823 | $72.1M | 0.03% | +8.6% |
| 31 | ALLIANCEBERNSTEIN L.P.#31 · 2,268,495 sh | 2,268,495 | $71.9M | 0.02% | +28.6% |
| 32 | VOYA INVESTMENT MANAGEMENT#32 · 2,206,368 sh | 2,206,368 | $71.6M | 0.06% | +14.7% |
| 33 | JPMORGAN CHASE#33 · 2,154,377 sh | 2,154,377 | $69.6M | <0.01% | +736.2% |
| 34 | BNP PARIBAS FINANCIAL MARKETS#34 · 2,123,519 sh | 2,123,519 | $68.9M | 0.02% | +173.0% |
| 35 | Pictet Asset Management Holding SA#35 · 2,111,876 sh | 2,111,876 | $68.5M | 0.07% | +1508.2% |
| 36 | JANE STREET GROUP#36 · 1,987,516 sh | 1,987,516 | $64.5M | <0.01% | -40.7% |
| 37 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#37 · 1,948,568 sh | 1,948,568 | $63.2M | 0.01% | +12.9% |
| 38 | DEUTSCHE BANK AG\#38 · 1,823,910 sh | 1,823,910 | $59.1M | 0.02% | +26.7% |
| 39 | BESSEMER GROUP#39 · 1,648,627 sh | 1,648,627 | $53.5M | 0.07% | -1.6% |
| 40 | Daiwa Securities Group#40 · 1,605,218 sh | 1,605,218 | $52.1M | 0.10% | +5180.3% |
| 41 | RAYMOND JAMES FINANCIAL#41 · 1,578,933 sh | 1,578,933 | $51.2M | 0.01% | -4.4% |
| 42 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#42 · 1,462,935 sh | 1,462,935 | $47.4M | 0.02% | +16.6% |
| 43 | 1832 Asset Management L.P.#43 · 1,452,200 sh | 1,452,200 | $47.1M | 0.02% | -66.4% |
| 44 | SEI INVESTMENTS#44 · 1,373,666 sh | 1,373,666 | $44.5M | 0.04% | +22.2% |
| 45 | Squarepoint Ops#45 · 1,342,982 sh | 1,342,982 | $43.6M | 0.05% | -15.5% |
| 46 | TimesSquare Capital Management#46 · 1,280,808 sh | 1,280,808 | $41.5M | 0.61% | 0.0% |
| 47 | COSMIC MANAGEMENT#47 · 1,255,944 sh | 1,255,944 | $40.7M | 10.66% | 0.0% |
| 48 | ROYAL BANK OF CANADA#48 · 1,232,095 sh | 1,232,095 | $40.0M | <0.01% | -1.9% |
| 49 | Nuveen#49 · 1,216,448 sh | 1,216,448 | $39.4M | <0.01% | +37.4% |
| 50 | Mitsubishi UFJ & Banking#50 · 1,117,277 sh | 1,117,277 | $36.2M | 0.08% | -0.7% |
| 51 | Bank of New York Mellon#51 · 1,100,906 sh | 1,100,906 | $35.7M | <0.01% | -0.7% |
| 52 | Amundi#52 · 1,091,454 sh | 1,091,454 | $35.4M | <0.01% | -4.1% |
| 53 | EXCHANGE TRADED CONCEPTS#53 · 1,065,460 sh | 1,065,460 | $34.6M | 0.16% | +31.9% |
| 54 | Connor, Clark & Lunn Investment Management Ltd.#54 · 1,055,421 sh | 1,055,421 | $34.2M | 0.06% | +77.8% |
| 55 | FIRST ADVISORS#55 · 1,026,618 sh | 1,026,618 | $33.3M | 0.02% | -31.3% |
| 56 | Invesco Ltd.#56 · 1,014,216 sh | 1,014,216 | $32.9M | <0.01% | +9.0% |
| 57 | USS Investment Management Ltd#57 · 998,506 sh | 998,506 | $32.4M | 0.12% | +12.1% |
| 58 | Swiss National Bank#58 · 988,600 sh | 988,600 | $32.1M | 0.02% | -2.7% |
| 59 | CANADA PENSION PLAN INVESTMENT BOARD#59 · 881,500 sh | 881,500 | $28.6M | 0.02% | +93.6% |
| 60 | Woodline Partners#60 · 847,439 sh | 847,439 | $27.5M | 0.08% | +153.5% |
| 61 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#61 · 834,840 sh | 834,840 | $27.1M | <0.01% | +7850.9% |
| 62 | ZEVENBERGEN CAPITAL INVESTMENTS#62 · 832,213 sh | 832,213 | $27.0M | — | +14.9% |
| 63 | CONGRESS ASSET MANAGEMENT#63 · 816,215 sh | 816,215 | $26.5M | — | New |
| 64 | ENVESTNET ASSET MANAGEMENT#64 · 805,430 sh | 805,430 | $26.1M | <0.01% | -9.3% |
| 65 | DIMENSIONAL FUND ADVISORS#65 · 796,848 sh | 796,848 | $25.8M | <0.01% | +22.2% |
| 66 | GC Wealth Management RIA#66 · 788,365 sh | 788,365 | $25.6M | 1.47% | -1.4% |
| 67 | ADAGE CAPITAL PARTNERS GP, L.L.C.#67 · 777,777 sh | 777,777 | $25.2M | 0.04% | +35.3% |
| 68 | VICTORY CAPITAL MANAGEMENT#68 · 696,697 sh | 696,697 | $22.6M | 0.01% | +91.0% |
| 69 | CITIGROUP#69 · 695,829 sh | 695,829 | $22.6M | <0.01% | +119.2% |
| 70 | Russell Investments Group, Ltd.#70 · 652,871 sh | 652,871 | $21.2M | 0.02% | +16.1% |
| 71 | Sumitomo Mitsui#71 · 634,656 sh | 634,656 | $20.6M | 0.01% | -0.3% |
| 72 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#72 · 616,293 sh | 616,293 | $20.0M | 0.38% | +15.0% |
| 73 | Abu Dhabi Investment Council P.J.S.C#73 · 608,542 sh | 608,542 | $19.7M | 2.76% | +101.6% |
| 74 | Quantinno Capital Management#74 · 581,650 sh | 581,650 | $18.9M | 0.02% | +1.0% |
| 75 | JENNISON ASSOCIATES#75 · 580,784 sh | 580,784 | $18.8M | 0.01% | -22.3% |
| 76 | Loftus Peak Pty Ltd#76 · 541,095 sh | 541,095 | $17.5M | — | — |
| 77 | Sands Capital Ventures#77 · 515,658 sh | 515,658 | $16.7M | 2.73% | -8.0% |
| 78 | Mitsubishi UFJ Asset Management , Ltd.#78 · 480,958 sh | 480,958 | $15.6M | <0.01% | +9.1% |
| 79 | TD ASSET MANAGEMENT#79 · 479,317 sh | 479,317 | $15.5M | 0.01% | -7.8% |
| 80 | IEQ CAPITAL#80 · 464,396 sh | 464,396 | $15.1M | 0.07% | -0.5% |
| 81 | Pathstone#81 · 449,110 sh | 449,110 | $14.6M | 0.04% | +75.3% |
| 82 | Capital Investment Services of America#82 · 438,155 sh | 438,155 | $14.2M | 1.39% | New |
| 83 | Jupiter Topco#83 · 425,292 sh | 425,292 | $13.8M | <0.01% | — |
| 84 | AQR CAPITAL MANAGEMENT#84 · 421,972 sh | 421,972 | $13.6M | <0.01% | -7.9% |
| 85 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#85 · 414,944 sh | 414,944 | $13.5M | <0.01% | +5.4% |
| 86 | RHUMBLINE ADVISERS#86 · 410,019 sh | 410,019 | $13.3M | 0.01% | -18.8% |
| 87 | DnB Asset Management AS#87 · 408,261 sh | 408,261 | $13.2M | 0.04% | +460.3% |
| 88 | Gotham Asset Management#88 · 404,840 sh | 404,840 | $13.1M | 0.03% | +42.7% |
| 89 | Vident Advisory#89 · 386,366 sh | 386,366 | $12.5M | 0.09% | +1.6% |
| 90 | MIRAE ASSET GLOBAL ETFS Ltd.#90 · 379,165 sh | 379,165 | $12.3M | 0.01% | +3.3% |
| 91 | BARCLAYS PLC#91 · 355,949 sh | 355,949 | $11.5M | <0.01% | +128.7% |
| 92 | MARSHALL WACE, LLP#92 · 352,760 sh | 352,760 | $11.4M | <0.01% | +186.0% |
| 93 | Cinctive Capital Management#93 · 326,753 sh | 326,753 | $10.6M | 0.39% | New |
| 94 | LMR Partners LLP#94 · 320,788 sh | 320,788 | $10.4M | 0.04% | +21.9% |
| 95 | WEALTH ENHANCEMENT ADVISORY SERVICES#95 · 281,629 sh | 281,629 | $10.3M | — | -1.7% |
| 96 | MIROVA#96 · 298,000 sh | 298,000 | $9.7M | 0.36% | New |
| 97 | CAPTRUST FINANCIAL ADVISORS#97 · 296,145 sh | 296,145 | $9.6M | 0.01% | +43.0% |
| 98 | JONES FINANCIAL COMPANIES LLLP#98 · 303,563 sh | 303,563 | $9.5M | <0.01% | +44.1% |
| 99 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#99 · 291,544 sh | 291,544 | $9.5M | 0.06% | +2.7% |
| 100 | Daventry Group#100 · 282,249 sh | 282,249 | $9.2M | 6.91% | +38.2% |
Funds that sold out of IOT in Q2 2026 (81)
Held IOT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.