IOT

Samsara Inc-CL A
Information TechnologyUSCUSIP 79589L106◍ Confluence graph
Tracked 13F Holders
488
-177 QoQ
13F Value (tracked)
$10.7B
Insider Net · 180d
-$239.2M
0↑ 7↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)37 adding · 16 trimming
Insider net (180d)-$239.2M

Who owns IOT?

488 tracked 13F filers

488 tracked 13F filers disclose a position in IOT as of the latest SEC 13F filings, a combined $10.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BAILLIE GIFFORD & CO
$1.8B
57.5M
+21%
Added · +9.9M sh
Q1 2026
2PRICE T ROWE ASSOCIATES INC /MD/
$1.2B
36.6M
+155%
Added · +22.2M sh
Q1 2026
3FMR LLC
$753.4M
23.8M
+47%
Added · +7.6M sh
Q1 2026
4BlackRock, Inc.
$707.7M
22.3M
−11%
Reduced · −2.7M sh
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$535.9M
16.9M
First observed position
No prior filed position
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$470.4M
14.8M
First observed position
No prior filed position
Q1 2026
7SANDS CAPITAL MANAGEMENT, LLC
$368.0M
11.3M
−28%
Reduced · −4.3M sh
Q2 2026
8BROWN ADVISORY INC
$320.0M
10.1M
−9.9%
Reduced · −1.1M sh
Q1 2026
9GOLDMAN SACHS GROUP INC
$307.4M
9.7M
−18%
Reduced · −2.2M sh
Q1 2026
10MORGAN STANLEY
$266.7M
8.4M
−56%
Reduced · −10.7M sh
Q1 2026
11STATE STREET CORP
$258.8M
8.0M
+9.9%
Added · +718K sh
Q2 2026
12GEODE CAPITAL MANAGEMENT, LLC
$220.3M
6.8M
+3.5%
Added · +232K sh
Q2 2026
13WESTFIELD CAPITAL MANAGEMENT CO LP
$189.3M
5.8M
+15%
Added · +764K sh
Q2 2026
14a16z Perennial Management, L.P.
$173.3M
5.3M
−11%
Reduced · −645K sh
Q2 2026
15NORGES BANK
$127.4M
3.6M
+5.9%
Added · +202K sh
Q4 2025
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$112.3M
3.5M
+8.4%
Added · +273K sh
Q1 2026
17JANE STREET GROUP, LLC
$106.2M
3.4M
244×
Added · +3.3M sh
Q1 2026
18Spyglass Capital Management LLC
$100.1M
3.1M
+4.7%
Added · +139K sh
Q2 2026
19NORDEA INVESTMENT MANAGEMENT AB
$89.2M
2.9M
+17%
Added · +418K sh
Q1 2026
20UBS Group AG
$88.6M
2.8M
+124%
Added · +1.5M sh
Q1 2026
21BANK OF AMERICA CORP /DE/
$85.9M
2.7M
+41%
Added · +794K sh
Q1 2026
22CITADEL ADVISORS LLC
$79.7M
2.5M
+132%
Added · +1.4M sh
Q1 2026
23Atreides Management, LP
$74.9M
2.3M
New
+2.3M sh
Q2 2026
24VANGUARD FIDUCIARY TRUST CO
$70.9M
2.2M
First observed position
No prior filed position
Q1 2026
25NORTHERN TRUST CORP
$68.4M
2.2M
+3.0%
Added · +63K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is IOT being bought or sold by institutions?

Last quarter, 5 funds opened a new position in IOT and 32 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
32
funds
Reduced
16
funds
Exited
0
funds

Funds that own IOT also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA278 funds$419.7B
AMAZON.COM INCAMZN275 funds$215.6B
MICROSOFT CORPMSFT274 funds$280.8B
ALPHABET INC-CL AGOOGL267 funds$176.2B
APPLE INCAAPL266 funds$311.3B
META PLATFORMS INC-CLASS AMETA266 funds$118.7B
BROADCOM INCAVGO264 funds$169.4B
ALPHABET INC-CL CGOOG261 funds$134.4B
ELI LILLY & COLLY259 funds$83.1B
VISA INC-CLASS A SHARESV259 funds$64.4B
MICRON TECHNOLOGY INCMU256 funds$45.0B
ADVANCED MICRO DEVICESAMD255 funds$42.5B

Ranked by how many of IOT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$239.2M
7 insiders
Net
-$239.2M
238 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 25, 2026Eltoukhy AdamSEE REMARKSSell (S)7K$274K
Aug 20, 2026Biswas SanjitCHIEF EXECUTIVE OFFICER, Director, 10% OwnerSell (S)100$4K
Aug 20, 2026Biswas SanjitCHIEF EXECUTIVE OFFICER, Director, 10% OwnerSell (S)35K$1.4M
Aug 20, 2026Bicket JohnSEE REMARKS, Director, 10% OwnerSell (S)35K$1.4M
Aug 19, 2026Biswas SanjitCHIEF EXECUTIVE OFFICER, Director, 10% OwnerSell (S)641$26K
Aug 19, 2026Biswas SanjitCHIEF EXECUTIVE OFFICER, Director, 10% OwnerSell (S)16K$633K
Aug 19, 2026Biswas SanjitCHIEF EXECUTIVE OFFICER, Director, 10% OwnerSell (S)27K$1.1M
Aug 19, 2026Biswas SanjitCHIEF EXECUTIVE OFFICER, Director, 10% OwnerSell (S)50K$2.0M
Aug 19, 2026Bicket JohnSEE REMARKS, Director, 10% OwnerSell (S)445$18K
Aug 19, 2026Bicket JohnSEE REMARKS, Director, 10% OwnerSell (S)16K$639K
Aug 19, 2026Bicket JohnSEE REMARKS, Director, 10% OwnerSell (S)29K$1.2M
Aug 19, 2026Bicket JohnSEE REMARKS, Director, 10% OwnerSell (S)48K$1.9M

Institutional ownership over time

286 funds+12 since Q3 2024
0232463Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.0B

Recent filings

15 shown

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Connected entities for IOT

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Ask your agent what changed in IOT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IOT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IOT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IOT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.