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IOTInformation TechnologyCommon Stock

Samsara Inc (Class A)

Held by 6 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 79589L106 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 6 of the investors we track own this stock. In the latest quarter, 2 of them bought more of it and 7 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
6
-3 vs last quarter (like-for-like)
Total value held
$2.54B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.6%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$181.95M
-6.9% vs last quarter
Net shares bought
-7.5M
Est. net flow -$240.83M
Quarter activity
2 bought · 7 sold
1 new · 4 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns IOT?

Who added and who trimmed · Q2 2026

Estimated dollar change per manager (change in shares × this quarter's price). Click a bar to open the manager.

Chart: managers adding and trimming

Who owns IOT? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Baillie Gifford Baillie Gifford & Co 56.36M $1.83B 1.7% Reduced -1.2M -2.0% -$37.79M
2 Sands Capital Sands Capital Management 11.35M $368.04M 1.4% Reduced -4.3M -27.5% -$139.74M
3 Ron Baron Baron Capital (BAMCO) 7.88M $255.61M 0.4% Added +2.8M +53.9% +$89.57M
4 Norges Bank Norges Bank Investment Management 2.54M $82.46M 0.0% — — — —
5 Israel Englander Millennium Management 208.23K $6.75M 0.0% Reduced -1.1M -83.5% -$34.15M
6 Two Sigma Two Sigma Investments 50.05K $1.62M 0.0% New +50.0K — +$1.62M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Ken Griffin Citadel Advisors -2.5M $79.74M
Steve Cohen Point72 Asset Management -723.1K $22.92M
Light Street Capital Light Street Capital Management -384.0K $12.17M
David Shaw D.E. Shaw & Co. -174.1K $5.52M

Politician trades

Politician trades in IOT

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Ro Khanna Politician May 21, 2026 IOT SAMSARA INC. CMN CLASS A scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Child — Jun 9, 2026 19 days PTR ↗