DaveManuel.com · Institutional Ownership · Who Owns It
SAMSARA INC (IOT)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
565
Reporting holders
$13.1B
Reported value
1.6%
Calls
0.8%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | $1.8B | 56,358,374 | 1.66% | 14q | -2.0%-$37.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.6B | 48,692,589 | 0.16% | 16q | +33.1%+$392.3M |
| FMR LLC | $856.4M | 26,406,588 | 0.04% | 19q | +11.1%+$85.4M |
| BlackRock, Inc. | $772.0M | 23,805,185 | 0.01% | 8q | +6.6%+$47.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $574.8M | 17,724,063 | 0.03% | 2q | +4.8%+$26.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $502.4M | 15,491,321 | 0.01% | 2q | +4.4%+$21.0M |
| MORGAN STANLEY | $400.5M | 12,348,309 | 0.02% | 19q | +46.7%+$127.5M |
| SANDS CAPITAL MANAGEMENT, LLC | $368.0M | 11,348,732 | 1.37% | 19q | -27.5%-$139.7M |
| GOLDMAN SACHS GROUP INC | $343.7M incl. $15.5M options CALL+PUT | 10,121,320 | 0.03% | 19q | +4.3%+$14.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $302.5M | 9,327,606 | 0.05% | 10q | +9.6%+$26.4M |
| STATE STREET CORP | $258.8M | 7,981,248 | 0.01% | 18q | +9.9%+$23.3M |
| BAMCO INC /NY/ | $255.6M | 7,881,752 | 0.38% | 9q | +53.9%+$89.6M |
| BROWN ADVISORY INC | $230.6M | 7,109,824 | 0.36% | 4q | -29.6%-$96.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $220.3M | 6,811,232 | 0.01% | 18q | +3.5%+$7.5M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $189.3M | 5,836,459 | 0.62% | 19q | +15.1%+$24.8M |
| a16z Perennial Management, L.P. | $173.3M | 5,344,484 | 14.01% | 3q | -10.8%-$20.9M |
| UBS Group AG | $147.8M incl. $81.1K options PUT | 4,556,406 | 0.02% | 18q | +63.0%+$57.2M |
| Jordan Park Trust Co LLC | $133.4M | 4,112,232 | 93.02% | 7q | +7.3%+$9.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $122.2M incl. $95.1M options CALL+PUT | 834,840 | 0.01% | 19q | +7850.9%+$120.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $118.6M | 3,657,279 | 0.02% | 18q | +3.2%+$3.7M |
| JANE STREET GROUP, LLC | $113.0M incl. $48.5M options CALL+PUT | 1,987,516 | 0.01% | 16q | -40.7%-$77.5M |
| NORDEA INVESTMENT MANAGEMENT AB | $101.3M | 3,183,452 | 0.08% | 10q | +10.3%+$9.5M |
| Spyglass Capital Management LLC | $100.1M | 3,085,655 | 5.42% | 4q | +4.7%+$4.5M |
| Balyasny Asset Management L.P. | $100.0M | 3,083,647 | 0.12% | 8q | +491.4%+$83.1M |
| Freestone Grove Partners LP | $93.1M | 2,871,558 | 0.60% | 5q | +33.1%+$23.2M |
| Legal & General Group Plc | $86.0M | 2,652,752 | 0.02% | 17q | +24.1%+$16.7M |
| NORGES BANK | $82.5M | 2,542,640 | 0.01% | 17q | -29.3%-$34.1M |
| NORTHERN TRUST CORP | $78.5M | 2,421,470 | 0.01% | 18q | +12.1%+$8.5M |
| VANGUARD FIDUCIARY TRUST CO | $76.6M | 2,363,413 | 0.02% | 2q | +5.6%+$4.1M |
| BANK OF AMERICA CORP /DE/ | $75.2M | 2,318,639 | 0.00% | 19q | -14.4%-$12.7M |
| Atreides Management, LP | $74.9M | 2,308,649 | 0.52% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $72.1M | 2,222,823 | 0.03% | 5q | +8.6%+$5.7M |
| ALLIANCEBERNSTEIN L.P. | $71.9M | 2,268,495 | 0.02% | 14q | +28.6%+$16.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $71.6M | 2,206,368 | 0.06% | 15q | +14.7%+$9.2M |
| JPMORGAN CHASE & CO | $69.6M | 2,154,377 | 0.00% | 18q | +736.2%+$61.3M |
| BNP PARIBAS FINANCIAL MARKETS | $68.9M | 2,123,519 | 0.02% | 7q | +173.0%+$43.6M |
| Pictet Asset Management Holding SA | $68.5M | 2,111,876 | 0.07% | 10q | +1508.2%+$64.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $63.2M | 1,948,568 | 0.01% | 17q | +12.9%+$7.2M |
| DEUTSCHE BANK AG\ | $59.1M | 1,823,910 | 0.02% | 11q | +26.7%+$12.5M |
| BESSEMER GROUP INC | $53.5M | 1,648,627 | 0.07% | 7q | -1.6%-$871.8K |
| Daiwa Securities Group Inc. | $52.1M | 1,605,218 | 0.10% | 10q | +5180.3%+$51.1M |
| RAYMOND JAMES FINANCIAL INC | $51.2M | 1,578,933 | 0.01% | 7q | -4.4%-$2.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $47.4M | 1,462,935 | 0.02% | 8q | +16.6%+$6.8M |
| 1832 Asset Management L.P. | $47.1M | 1,452,200 | 0.02% | 15q | -66.4%-$93.2M |
| Squarepoint Ops LLC | $44.9M incl. $1.3M options CALL | 1,342,982 | 0.05% | 14q | -15.5%-$8.2M |
| SEI INVESTMENTS CO | $44.5M | 1,373,666 | 0.04% | 9q | +22.2%+$8.1M |
| TimesSquare Capital Management, LLC | $41.5M | 1,280,808 | 0.61% | 19q | HELD |
| COSMIC MANAGEMENT, LLC | $40.7M | 1,255,944 | 10.66% | 3q | HELD |
| ROYAL BANK OF CANADA | $40.0M | 1,232,095 | 0.01% | 19q | -1.9%-$777.4K |
| Nuveen, LLC | $39.4M | 1,216,448 | 0.01% | 5q | +37.4%+$10.7M |
| CITADEL ADVISORS LLC | $38.5M CALL+PUT | options only | 0.00% | 19q | OPTIONS |
| IMC-Chicago, LLC | $38.4M incl. $37.7M options CALL+PUT | 19,638 | 0.01% | 12q | HELD |
| Mitsubishi UFJ Trust & Banking Corp | $36.2M | 1,117,277 | 0.08% | 14q | -0.7%-$239.7K |
| Bank of New York Mellon Corp | $35.7M | 1,100,906 | 0.01% | 18q | -0.7%-$262.7K |
| Amundi | $35.4M | 1,091,454 | 0.01% | 15q | -4.1%-$1.5M |
| EXCHANGE TRADED CONCEPTS, LLC | $34.6M | 1,065,460 | 0.16% | 17q | +31.9%+$8.4M |
| Connor, Clark & Lunn Investment Management Ltd. | $34.2M | 1,055,421 | 0.06% | 2q | +77.8%+$15.0M |
| FIRST TRUST ADVISORS LP | $33.3M | 1,026,618 | 0.02% | 15q | -31.3%-$15.2M |
| Invesco Ltd. | $32.9M | 1,014,216 | 0.00% | 16q | +9.0%+$2.7M |
| USS Investment Management Ltd | $32.4M | 998,506 | 0.12% | 2q | +12.1%+$3.5M |
| Swiss National Bank | $32.1M | 988,600 | 0.02% | 10q | -2.7%-$882.1K |
| CANADA PENSION PLAN INVESTMENT BOARD | $28.6M | 881,500 | 0.02% | 13q | +93.6%+$13.8M |
| Woodline Partners LP | $27.5M | 847,439 | 0.08% | 3q | +153.5%+$16.6M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $27.0M | 832,213 | 0.62% | 7q | +14.9%+$3.5M |
| CONGRESS ASSET MANAGEMENT CO | $26.5M | 816,215 | 0.16% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $26.1M | 805,430 | 0.01% | 13q | -9.3%-$2.7M |
| DIMENSIONAL FUND ADVISORS LP | $25.8M | 796,848 | 0.00% | 16q | +22.2%+$4.7M |
| GC Wealth Management RIA, LLC | $25.6M | 788,365 | 1.47% | 5q | -1.4%-$351.5K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $25.2M | 777,777 | 0.04% | 10q | +35.3%+$6.6M |
| VICTORY CAPITAL MANAGEMENT INC | $22.6M | 696,697 | 0.01% | 14q | +91.0%+$10.8M |
| CITIGROUP INC | $22.6M | 695,829 | 0.01% | 18q | +119.2%+$12.3M |
| Russell Investments Group, Ltd. | $21.2M | 652,871 | 0.02% | 13q | +16.1%+$2.9M |
| Sumitomo Mitsui Trust Group, Inc. | $20.6M | 634,656 | 0.01% | 10q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $20.0M | 616,293 | 0.38% | 2q | +15.0%+$2.6M |
| Abu Dhabi Investment Council Co P.J.S.C | $19.7M | 608,542 | 2.76% | 2q | +101.6%+$9.9M |
| Quantinno Capital Management LP | $18.9M | 581,650 | 0.02% | 7q | +1.0%+$187.8K |
| JENNISON ASSOCIATES LLC | $18.8M | 580,784 | 0.01% | 8q | -22.3%-$5.4M |
| Loftus Peak Pty Ltd | $17.5M | 541,095 | 2.39% | new | FIRST |
| Sands Capital Alternatives, LLC | $16.7M | 515,658 | 2.73% | 19q | -8.0%-$1.4M |
| BARCLAYS PLC | $16.6M incl. $5.0M options CALL | 355,949 | 0.00% | 14q | +128.7%+$9.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $15.7M | 484,256 | 0.01% | 10q | -0.7%-$116.7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $15.6M | 480,958 | 0.01% | 12q | +9.1%+$1.3M |
| TD Asset Management Inc | $15.5M | 479,317 | 0.01% | 10q | -7.8%-$1.3M |
| IEQ CAPITAL, LLC | $15.1M | 464,396 | 0.07% | 6q | -0.5%-$76.6K |
| Pathstone Holdings, LLC | $14.6M | 449,110 | 0.04% | 9q | +75.3%+$6.3M |
| Capital Investment Services of America, Inc. | $14.2M | 438,155 | 1.39% | new | NEW |
| SIMPLEX TRADING, LLC | $14.0M CALL+PUT | options only | 0.01% | 19q | OPTIONS |
| Jupiter Topco LLC | $13.8M | 425,292 | 0.01% | new | FIRST |
| Walleye Trading LLC | $13.6M incl. $12.7M options CALL+PUT | 29,270 | 0.02% | 14q | -6.9%-$1.0M |
| AQR CAPITAL MANAGEMENT LLC | $13.6M | 421,972 | 0.00% | 9q | -7.9%-$1.2M |
| GROUP ONE TRADING LLC | $13.5M incl. $11.6M options CALL+PUT | 59,197 | 0.02% | 18q | +95.4%+$6.6M |
| California Public Employees Retirement System | $13.5M | 414,944 | 0.01% | 8q | +5.4%+$689.3K |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $13.4M incl. $6.5M options CALL | 212,431 | 0.24% | 18q | -83.5%-$67.7M |
| RHUMBLINE ADVISERS | $13.3M | 410,019 | 0.01% | 13q | -18.8%-$3.1M |
| DNB Asset Management AS | $13.2M | 408,261 | 0.04% | 10q | +460.3%+$10.9M |
| Gotham Asset Management, LLC | $13.1M | 404,840 | 0.03% | 4q | +42.7%+$3.9M |
| Walleye Capital LLC | $13.0M incl. $11.3M options CALL+PUT | 53,487 | 0.05% | 14q | -51.6%-$13.9M |
| Aptus Capital Advisors, LLC | $12.7M incl. $5.4M options PUT | 224,249 | 0.09% | 10q | HELD |
| Vident Advisory, LLC | $12.5M | 386,366 | 0.09% | 8q | +1.6%+$198.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $12.3M | 379,165 | 0.01% | 9q | +3.3%+$394.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-21 | 13G/A | BAILLIE GIFFORD & CO | 14.2% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-11 | Andreessen Marc L | Director | Sold | 613,660 | $19.8M ×2 |
| 2026-06-09 | Andreessen Marc L | Director | Sold | 575,000 | $19.6M ×3 |
| 2026-06-08 | Andreessen Marc L | Director | Sold | 567,827 | $19.4M ×3 |
| 2026-06-10 | Andreessen Marc L | Director | Sold | 500,000 | $16.8M ×2 |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-07 | Bicket John | SEE REMARKS | Sold | 245,925 | $9.0M ×9 |
| 2026-07-07 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | Sold | 244,805 | $9.0M ×9 |
| 2026-07-21 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | Sold | 202,617 | $7.5M ×8 |
| 2026-07-21 | Bicket John | SEE REMARKS | Sold | 202,548 | $7.5M ×7 |
| 2026-09-29 | Bicket John | SEE REMARKS | Sold | 158,427 | $6.0M ×6 |
| 2026-09-29 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | Sold | 158,402 | $6.0M ×6 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 176 | $514.3M | 13,426,413 | 35 | 63 | 37 | 0.1% |
| Q2 2026 | 565 | $13.1B | 395,554,460 | 93 | 216 | 163 | 2.4% |
| Q1 2026 | 552 | $11.8B | 362,683,605 | 97 | 220 | 140 | 2.4% |
| Q4 2025 | 553 | $12.1B | 330,142,090 | 73 | 249 | 138 | 3.2% |
| Q3 2025 | 526 | $12.1B | 314,172,573 | 106 | 197 | 142 | 3.4% |
| Q2 2025 | 501 | $12.5B | 302,212,139 | 106 | 200 | 126 | 4.0% |
| Q1 2025 | 459 | $10.5B | 264,617,939 | 71 | 201 | 111 | 3.6% |
| Q4 2024 | 446 | $11.2B | 244,327,213 | 81 | 162 | 98 | 4.3% |
| Q3 2024 | 400 | $11.3B | 226,842,479 | 99 | 146 | 96 | 3.7% |
| Q2 2024 | 341 | $7.2B | 205,131,468 | 68 | 132 | 77 | 3.4% |
| Q1 2024 | 327 | $8.4B | 216,151,204 | 113 | 91 | 69 | 3.2% |
| Q4 2023 | 264 | $6.9B | 199,161,407 | 68 | 78 | 61 | 3.6% |
| Q3 2023 | 215 | $4.6B | 173,673,877 | 45 | 73 | 65 | 4.2% |
| Q2 2023 | 223 | $4.7B | 163,438,987 | 77 | 70 | 50 | 3.2% |
| Q1 2023 | 180 | $3.1B | 153,051,863 | 54 | 60 | 42 | 2.2% |
| Q4 2022 | 155 | $1.6B | 125,150,213 | 48 | 47 | 32 | 1.7% |
| Q3 2022 | 131 | $95.2B | 7,883,071,088 | 42 | 46 | 23 | 0.0% |
| Q2 2022 | 104 | $12.6B | 1,123,345,274 | 40 | 30 | 17 | 0.1% |
| Q1 2022 | 84 | $7.0B | 435,308,767 | 39 | 26 | 14 | 0.1% |
| Q4 2021 | 79 | $2.7B | 96,518,443 | 76 | 0 | 0 | 0.0% |