Samsara Inc.
IOT- 交易所
- NYSE
- 產業
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001642896
近 90 天,Samsara Inc. 內部人申報 0 筆公開市場買進、20 筆賣出;2026 年第 2 季末有 553 家機構在 13F 申報持有,市值合計 $128.0 億;沒有大師持有。
2025 年第 3 季 13F 持有人
Samsara Inc. 在 2025/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 517
- 較 2025 年第 2 季 +32 家
- 持有股數
- 3.14 億
- 較 2025 年第 2 季 +1,510 萬 (+5.0%)
- 總市值
- $117.1 億
- 較 2025 年第 2 季 −$1.84 億 (−1.5%)
- 新進機構
- 110
- 另有 209 家加碼
- 清倉機構
- 78
- 另有 147 家減碼
另有 5 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 IOT 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 553 | $128.0 億 |
| 2026 年第 1 季 | 544 | $114.9 億 |
| 2025 年第 4 季 | 546 | $116.9 億 |
| 2025 年第 3 季 | 517 | $117.1 億 |
| 2025 年第 2 季 | 490 | $120.3 億 |
| 2025 年第 1 季 | 447 | $101.0 億 |
| 2024 年第 4 季 | 435 | $107.0 億 |
| 2024 年第 3 季 | 387 | $108.8 億 |
| 2024 年第 2 季 | 333 | $69.2 億 |
| 2024 年第 1 季 | 316 | $70.0 億 |
| 2023 年第 4 季 | 254 | $60.4 億 |
| 2023 年第 3 季 | 208 | $43.3 億 |
| 2023 年第 2 季 | 217 | $44.8 億 |
| 2023 年第 1 季 | 174 | $29.1 億 |
| 2022 年第 4 季 | 155 | $15.9 億 |
| 2022 年第 3 季 | 134 | $16.3 億 |
| 2022 年第 2 季 | 104 | $13.2 億 |
| 2022 年第 1 季 | 81 | $16.1 億 |
| 2021 年第 4 季 | 79 | $28.1 億 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 3 季持有機構
每家機構持有 Samsara Inc. 的股數、市值與佔組合比重;股數變化跟 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 41,451,960 | $15.4 億 | 1.14% | −2,441,778−5.6% | 減碼 |
| Vanguard Group Inc | 29,716,700 | $11.1 億 | 0.02% | +1,913,474+6.9% | 加碼 |
| BlackRock, Inc. | 22,058,340 | $8.22 億 | 0.01% | +1,260,962+6.1% | 加碼 |
| Morgan Stanley | 21,859,249 | $8.14 億 | 0.05% | +4,862,088+28.6% | 加碼 |
| Sands Capital Management, LLC | 20,518,332 | $7.64 億 | 2.11% | +1,242,122+6.4% | 加碼 |
| Price T Rowe Associates Inc | 17,191,270 | $6.40 億 | 0.07% | −3,487,364−16.9% | 減碼 |
| FMR LLC | 11,535,397 | $4.30 億 | 0.02% | +1,228,575+11.9% | 加碼 |
| General Catalyst Group Management, LLC | 9,250,880 | $3.45 億 | 11.34% | −2,730,451−22.8% | 減碼 |
| Brown Advisory Inc | 7,891,949 | $2.94 億 | 0.38% | +7,891,949 | 新進 |
| Goldman Sachs Group Inc | 7,477,030 | $2.79 億 | 0.04% | +816,596+12.3% | 加碼 |
| State Street Corp | 5,975,734 | $2.23 億 | 0.01% | +363,778+6.5% | 加碼 |
| Geode Capital Management, LLC | 5,260,848 | $1.95 億 | 0.01% | +383,594+7.9% | 加碼 |
| Squarepoint Ops LLC | 4,740,596 | $1.77 億 | 0.38% | +4,636,597+4,458.3% | 加碼 |
| Westfield Capital Management Co LP | 3,801,787 | $1.42 億 | 0.59% | +252,681+7.1% | 加碼 |
| Artisan Partners Limited Partnership | 3,688,535 | $1.37 億 | 0.20% | −275,765−7.0% | 減碼 |
| Bamco Inc | 3,378,831 | $1.26 億 | 0.33% | +647,402+23.7% | 加碼 |
| Wellington Management Group LLP | 3,181,099 | $1.18 億 | 0.02% | +2,494,368+363.2% | 加碼 |
| UBS Asset Management Americas Inc | 3,005,344 | $1.12 億 | 0.02% | −986,137−24.7% | 減碼 |
| Voya Investment Management LLC | 2,906,747 | $1.08 億 | 0.11% | +1,143,758+64.9% | 加碼 |
| Charles Schwab Investment Management Inc | 2,800,609 | $1.04 億 | 0.02% | +217,460+8.4% | 加碼 |
| Jordan Park Trust Co LLC | 2,487,301 | $9,265 萬 | 89.96% | 00.0% | 不變 |
| Citadel Advisors LLC | 2,469,499 | $9,199 萬 | 0.07% | +116,613+5.0% | 加碼 |
| Amundi | 2,118,451 | $8,491 萬 | 0.03% | −206,411−8.9% | 減碼 |
| Spyglass Capital Management LLC | 2,200,165 | $8,196 萬 | 4.37% | +2,200,165 | 新進 |
| Nordea Investment Management AB | 2,077,481 | $7,517 萬 | 0.07% | +2,054,763+9,044.6% | 加碼 |
| Bank of America Corp | 1,877,332 | $6,993 萬 | 0.01% | +431,828+29.9% | 加碼 |
| Royal Bank of Canada | 1,850,867 | $6,894 萬 | 0.01% | +820,360+79.6% | 加碼 |
| a16z Perennial Management, L.P. | 1,838,292 | $6,848 萬 | 5.43% | +321,465+21.2% | 加碼 |
| Millennium Management LLC | 1,814,345 | $6,758 萬 | 0.05% | −387,370−17.6% | 減碼 |
| American Century Companies Inc | 1,786,790 | $6,656 萬 | 0.03% | +214,793+13.7% | 加碼 |
| Northern Trust Corp | 1,781,037 | $6,634 萬 | 0.01% | +64,001+3.7% | 加碼 |
| Bessemer Group Inc | 1,728,322 | $6,438 萬 | 0.10% | +286,193+19.8% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,702,405 | $6,341 萬 | 2.07% | +540,420+46.5% | 加碼 |
| JPMorgan Chase & Co | 1,664,688 | $6,201 萬 | 0.00% | +284,174+20.6% | 加碼 |
| Legal & General Group Plc | 1,612,303 | $6,006 萬 | 0.01% | +269,626+20.1% | 加碼 |
| UBS Group AG | 1,492,082 | $5,558 萬 | 0.01% | −2,293,940−60.6% | 減碼 |
| Alliancebernstein L.P. | 1,476,002 | $5,498 萬 | 0.02% | −98,928−6.3% | 減碼 |
| Soma Equity Partners LP | 1,414,008 | $5,267 萬 | 2.64% | +1,414,008 | 新進 |
| Freestone Grove Partners LP | 1,401,983 | $5,222 萬 | 0.39% | +1,140,227+435.6% | 加碼 |
| TimesSquare Capital Management, LLC | 1,357,583 | $5,057 萬 | 0.72% | −73,826−5.2% | 減碼 |
| PointState Capital LP | 1,203,282 | $4,482 萬 | 0.80% | +1,203,282 | 新進 |
| Allspring Global Investments Holdings, LLC | 1,135,533 | $4,330 萬 | 0.07% | −875,166−43.5% | 減碼 |
| Janus Henderson Group PLC | 1,148,165 | $4,277 萬 | 0.02% | +271,902+31.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 1,095,722 | $4,082 萬 | 8.07% | +17,313+1.6% | 加碼 |
| Deutsche Bank AG | 1,091,580 | $4,066 萬 | 0.01% | +370,936+51.5% | 加碼 |
| Bank of New York Mellon Corp | 1,028,306 | $3,830 萬 | 0.01% | −167,903−14.0% | 減碼 |
| Catalytic Wealth RIA, LLC | 1,020,402 | $3,801 萬 | 1.25% | +1,006,677+7,334.6% | 加碼 |
| Zevenbergen Capital Investments LLC | 998,029 | $3,718 萬 | 0.72% | +43,238+4.5% | 加碼 |
| First Trust Advisors LP | 951,085 | $3,543 萬 | 0.03% | +419,164+78.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 937,362 | $3,492 萬 | 0.08% | −159,856−14.6% | 減碼 |
| Jennison Associates LLC | 892,263 | $3,324 萬 | 0.02% | −5,162,478−85.3% | 減碼 |
| Federated Hermes, Inc. | 862,024 | $3,211 萬 | 0.06% | +3,758+0.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 841,912 | $3,136 萬 | 0.02% | −1,932,012−69.6% | 減碼 |
| Swiss National Bank | 817,200 | $3,044 萬 | 0.02% | −44,700−5.2% | 減碼 |
| Blair William & Co | 786,781 | $2,931 萬 | 0.08% | −7,327−0.9% | 減碼 |
| Ieq Capital, LLC | 784,791 | $2,923 萬 | 0.09% | +53,820+7.4% | 加碼 |
| Comerica Bank | 775,439 | $2,889 萬 | 0.11% | +178,014+29.8% | 加碼 |
| Lmdagg, L.L.C. | 773,194 | $2,880 萬 | 38.55% | 00.0% | 不變 |
| SEI Investments Co | 723,207 | $2,694 萬 | 0.03% | +100,058+16.1% | 加碼 |
| KBC Group NV | 716,633 | $2,669 萬 | 0.06% | +613,340+593.8% | 加碼 |
| Creative Planning | 715,750 | $2,666 萬 | 0.02% | +565,009+374.8% | 加碼 |
| Atreides Management, LP | 711,215 | $2,649 萬 | 0.69% | +711,215 | 新進 |
| Canada Pension Plan Investment Board | 653,800 | $2,435 萬 | 0.02% | +1,700+0.3% | 加碼 |
| Dimensional Fund Advisors LP | 629,592 | $2,345 萬 | 0.01% | +159,819+34.0% | 加碼 |
| Sands Capital Ventures, LLC | 598,914 | $2,231 萬 | 4.89% | +160,429+36.6% | 加碼 |
| SVB Capital Management, LLC | 556,582 | $2,073 萬 | 65.31% | +175,411+46.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 556,473 | $2,073 萬 | 0.01% | +7,451+1.4% | 加碼 |
| Ci Investments Inc. | 541,575 | $2,017 萬 | 0.07% | −3,087−0.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 535,140 | $1,993 萬 | 0.28% | +535,140 | 新進 |
| Nuveen, LLC | 534,234 | $1,990 萬 | 0.01% | +115,412+27.6% | 加碼 |
| Spence Asset Management | 525,687 | $1,958 萬 | 4.09% | +5,097+1.0% | 加碼 |
| Exchange Traded Concepts, LLC | 511,396 | $1,905 萬 | 0.18% | +107,570+26.6% | 加碼 |
| Envestnet Asset Management Inc | 509,554 | $1,898 萬 | 0.01% | +437,382+606.0% | 加碼 |
| AQR Capital Management LLC | 503,080 | $1,861 萬 | 0.01% | −183,966−26.8% | 減碼 |
| Man Group plc | 480,454 | $1,790 萬 | 0.03% | −171,896−26.4% | 減碼 |
| Rhumbline Advisers | 450,542 | $1,678 萬 | 0.01% | −3,973−0.9% | 減碼 |
| Victory Capital Management Inc | 435,486 | $1,622 萬 | 0.01% | +26,422+6.5% | 加碼 |
| Citigroup Inc | 417,705 | $1,556 萬 | 0.01% | +87,540+26.5% | 加碼 |
| 1832 Asset Management L.P. | 416,660 | $1,552 萬 | 0.03% | −512,199−55.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 413,449 | $1,540 萬 | 0.01% | +1320.0% | 加碼 |
| California State Teachers Retirement System | 410,603 | $1,529 萬 | 0.02% | −16,469−3.9% | 減碼 |
| Worldquant Millennium Advisors LLC | 403,585 | $1,503 萬 | 0.06% | +354,173+716.8% | 加碼 |
| Marshall Wace, LLP | 394,867 | $1,471 萬 | 0.02% | +326,007+473.4% | 加碼 |
| Bienville Capital Management, LLC | 394,200 | $1,468 萬 | 2.80% | +394,200 | 新進 |
| California Public Employees Retirement System | 365,280 | $1,361 萬 | 0.01% | −68,607−15.8% | 減碼 |
| Russell Investments Group, Ltd. | 363,981 | $1,356 萬 | 0.02% | −12,553−3.3% | 減碼 |
| Engineers Gate Manager LP | 361,419 | $1,346 萬 | 0.15% | −96,343−21.0% | 減碼 |
| Quantinno Capital Management LP | 355,584 | $1,325 萬 | 0.04% | +123,107+53.0% | 加碼 |
| Aquatic Capital Management LLC | 354,814 | $1,322 萬 | 0.25% | +354,814 | 新進 |
| Invesco Ltd. | 351,324 | $1,309 萬 | 0.00% | −3,461,332−90.8% | 減碼 |
| Ensign Peak Advisors, Inc | 340,045 | $1,267 萬 | 0.02% | +149,895+78.8% | 加碼 |
| La Banque Postale Asset Management SA | 313,987 | $1,170 萬 | 0.14% | +38,235+13.9% | 加碼 |
| Capital Fund Management S.A. | 313,929 | $1,169 萬 | 0.12% | −62,515−16.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 309,864 | $1,154 萬 | 0.02% | −21,561−6.5% | 減碼 |
| Wells Fargo & Company | 299,817 | $1,117 萬 | 0.00% | +43,862+17.1% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 298,753 | $1,113 萬 | 0.18% | +298,753 | 新進 |
| Ameriprise Financial Inc | 297,748 | $1,109 萬 | 0.00% | +117,117+64.8% | 加碼 |
| STRS Ohio | 295,124 | $1,099 萬 | 0.04% | +92,240+45.5% | 加碼 |
| Neuberger Berman Group LLC | 273,635 | $1,019 萬 | 0.01% | +42,202+18.2% | 加碼 |
| Glynn Capital Management LLC | 253,793 | $945.4 萬 | 2.98% | +253,793 | 新進 |