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 4 季 13F 持有人
Samsara Inc. 在 2025/12/31 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
- 546
- 較 2025 年第 3 季 +43 家
- 持有股數
- 3.30 億
- 較 2025 年第 3 季 +1,702 萬 (+5.4%)
- 總市值
- $116.9 億
- 較 2025 年第 3 季 +$4,019 萬 (+0.3%)
- 新進機構
- 103
- 另有 249 家加碼
- 清倉機構
- 60
- 另有 142 家減碼
另有 14 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 47,660,513 | $16.9 億 | 1.40% | +6,208,553+15.0% | 加碼 |
| Vanguard Group Inc | 33,134,549 | $11.7 億 | 0.02% | +3,417,849+11.5% | 加碼 |
| BlackRock, Inc. | 25,052,828 | $8.88 億 | 0.02% | +2,994,488+13.6% | 加碼 |
| Sands Capital Management, LLC | 19,123,318 | $6.78 億 | 2.06% | −1,395,014−6.8% | 減碼 |
| Morgan Stanley | 19,068,362 | $6.76 億 | 0.04% | −2,790,887−12.8% | 減碼 |
| FMR LLC | 16,195,674 | $5.74 億 | 0.03% | +4,660,277+40.4% | 加碼 |
| Price T Rowe Associates Inc | 14,370,027 | $5.09 億 | 0.05% | −2,821,243−16.4% | 減碼 |
| Goldman Sachs Group Inc | 11,878,180 | $4.21 億 | 0.06% | +4,401,150+58.9% | 加碼 |
| Brown Advisory Inc | 11,213,972 | $3.98 億 | 0.55% | +3,322,023+42.1% | 加碼 |
| State Street Corp | 6,920,219 | $2.45 億 | 0.01% | +944,485+15.8% | 加碼 |
| Wellington Management Group LLP | 6,269,398 | $2.22 億 | 0.04% | +3,088,299+97.1% | 加碼 |
| Geode Capital Management, LLC | 6,196,703 | $2.19 億 | 0.01% | +935,855+17.8% | 加碼 |
| Bamco Inc | 4,120,031 | $1.46 億 | 0.40% | +741,200+21.9% | 加碼 |
| Squarepoint Ops LLC | 4,096,647 | $1.45 億 | 0.29% | −643,949−13.6% | 減碼 |
| Westfield Capital Management Co LP | 3,953,970 | $1.40 億 | 0.58% | +152,183+4.0% | 加碼 |
| Jordan Park Trust Co LLC | 3,833,929 | $1.36 億 | 93.10% | +1,346,628+54.1% | 加碼 |
| Norges Bank | 3,594,216 | $1.27 億 | 0.01% | +3,594,216 | 新進 |
| Voya Investment Management LLC | 3,377,886 | $1.20 億 | 0.12% | +471,139+16.2% | 加碼 |
| Charles Schwab Investment Management Inc | 3,270,663 | $1.16 億 | 0.02% | +470,054+16.8% | 加碼 |
| 1832 Asset Management L.P. | 2,802,707 | $9,936 萬 | 0.13% | +2,386,047+572.7% | 加碼 |
| Nordea Investment Management AB | 2,467,232 | $8,823 萬 | 0.08% | +389,751+18.8% | 加碼 |
| Amundi | 2,160,851 | $8,443 萬 | 0.02% | +42,400+2.0% | 加碼 |
| Spyglass Capital Management LLC | 2,346,995 | $8,320 萬 | 4.16% | +146,830+6.7% | 加碼 |
| Northern Trust Corp | 2,096,606 | $7,432 萬 | 0.01% | +315,569+17.7% | 加碼 |
| General Catalyst Group Management, LLC | 2,000,000 | $7,090 萬 | 31.97% | −7,250,880−78.4% | 減碼 |
| UBS Asset Management Americas Inc | 1,917,216 | $6,797 萬 | 0.01% | −1,088,128−36.2% | 減碼 |
| Bank of America Corp | 1,915,947 | $6,792 萬 | 0.00% | +38,615+2.1% | 加碼 |
| Legal & General Group Plc | 1,803,101 | $6,392 萬 | 0.01% | +190,798+11.8% | 加碼 |
| Alliancebernstein L.P. | 1,770,861 | $6,278 萬 | 0.02% | +294,859+20.0% | 加碼 |
| PointState Capital LP | 1,737,068 | $6,158 萬 | 1.05% | +533,786+44.4% | 加碼 |
| Soma Equity Partners LP | 1,681,389 | $5,961 萬 | 3.48% | +267,381+18.9% | 加碼 |
| a16z Perennial Management, L.P. | 1,662,155 | $5,892 萬 | 4.67% | −176,137−9.6% | 減碼 |
| Bessemer Group Inc | 1,621,933 | $5,750 萬 | 0.09% | −106,389−6.2% | 減碼 |
| American Century Companies Inc | 1,561,107 | $5,534 萬 | 0.03% | −225,683−12.6% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,544,499 | $5,475 萬 | 1.54% | −157,906−9.3% | 減碼 |
| Blair William & Co | 1,322,946 | $4,690 萬 | 0.13% | +536,165+68.1% | 加碼 |
| TimesSquare Capital Management, LLC | 1,320,028 | $4,679 萬 | 0.70% | −37,555−2.8% | 減碼 |
| Deutsche Bank AG | 1,272,891 | $4,512 萬 | 0.01% | +181,311+16.6% | 加碼 |
| Cosmic Management, LLC | 1,255,944 | $4,452 萬 | 13.72% | +1,255,944 | 新進 |
| UBS Group AG | 1,247,184 | $4,421 萬 | 0.01% | −244,898−16.4% | 減碼 |
| Alyeska Investment Group, L.P. | 1,233,257 | $4,372 萬 | 0.12% | +1,233,257 | 新進 |
| Royal Bank of Canada | 1,228,832 | $4,356 萬 | 0.01% | −622,035−33.6% | 減碼 |
| Janus Henderson Group PLC | 1,160,784 | $4,115 萬 | 0.02% | +12,619+1.1% | 加碼 |
| Bank of New York Mellon Corp | 1,098,898 | $3,896 萬 | 0.01% | +70,592+6.9% | 加碼 |
| Catalytic Wealth RIA, LLC | 1,091,876 | $3,871 萬 | 1.42% | +71,474+7.0% | 加碼 |
| Citadel Advisors LLC | 1,082,208 | $3,836 萬 | 0.03% | −1,387,291−56.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,089,261 | $3,695 萬 | 0.06% | −46,272−4.1% | 減碼 |
| Freestone Grove Partners LP | 1,037,767 | $3,679 萬 | 0.27% | −364,216−26.0% | 減碼 |
| Jennison Associates LLC | 993,356 | $3,521 萬 | 0.02% | +101,093+11.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 979,852 | $3,474 萬 | 0.08% | +42,490+4.5% | 加碼 |
| Canada Pension Plan Investment Board | 973,700 | $3,452 萬 | 0.02% | +319,900+48.9% | 加碼 |
| Swiss National Bank | 953,000 | $3,378 萬 | 0.02% | +135,800+16.6% | 加碼 |
| First Trust Advisors LP | 909,437 | $3,224 萬 | 0.02% | −41,648−4.4% | 減碼 |
| SEI Investments Co | 895,138 | $3,173 萬 | 0.03% | +171,931+23.8% | 加碼 |
| Invesco Ltd. | 889,290 | $3,153 萬 | 0.00% | +537,966+153.1% | 加碼 |
| Zevenbergen Capital Investments LLC | 863,551 | $3,061 萬 | 0.68% | −134,478−13.5% | 減碼 |
| Federated Hermes, Inc. | 801,679 | $2,842 萬 | 0.05% | −60,345−7.0% | 減碼 |
| Envestnet Asset Management Inc | 753,174 | $2,670 萬 | 0.01% | +243,620+47.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 708,175 | $2,510 萬 | 0.01% | −133,737−15.9% | 減碼 |
| Dimensional Fund Advisors LP | 666,580 | $2,363 萬 | 0.00% | +36,988+5.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 631,491 | $2,239 萬 | 0.01% | +75,018+13.5% | 加碼 |
| Nuveen, LLC | 622,883 | $2,208 萬 | 0.01% | +88,649+16.6% | 加碼 |
| Marshall Wace, LLP | 559,629 | $1,984 萬 | 0.02% | +164,762+41.7% | 加碼 |
| Ieq Capital, LLC | 559,399 | $1,983 萬 | 0.06% | −225,392−28.7% | 減碼 |
| Exchange Traded Concepts, LLC | 553,866 | $1,963 萬 | 0.16% | +42,470+8.3% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 531,310 | $1,883 萬 | 0.78% | +531,310 | 新進 |
| Spence Asset Management | 510,821 | $1,811 萬 | 3.70% | −14,866−2.8% | 減碼 |
| Point72 Asset Management, L.P. | 510,686 | $1,810 萬 | 0.03% | +438,770+610.1% | 加碼 |
| California State Teachers Retirement System | 492,460 | $1,746 萬 | 0.02% | +81,857+19.9% | 加碼 |
| Rhumbline Advisers | 481,026 | $1,705 萬 | 0.01% | +30,484+6.8% | 加碼 |
| Russell Investments Group, Ltd. | 479,201 | $1,699 萬 | 0.02% | +115,220+31.7% | 加碼 |
| Sands Capital Ventures, LLC | 466,190 | $1,653 萬 | 3.19% | −132,724−22.2% | 減碼 |
| Victory Capital Management Inc | 461,728 | $1,637 萬 | 0.01% | +26,242+6.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 472,788 | $1,604 萬 | 0.01% | +59,339+14.4% | 加碼 |
| California Public Employees Retirement System | 418,485 | $1,484 萬 | 0.01% | +53,205+14.6% | 加碼 |
| Quantinno Capital Management LP | 389,285 | $1,380 萬 | 0.03% | +33,701+9.5% | 加碼 |
| ExodusPoint Capital Management, LP | 383,365 | $1,359 萬 | 0.15% | +383,365 | 新進 |
| Citigroup Inc | 327,912 | $1,162 萬 | 0.01% | −89,793−21.5% | 減碼 |
| Twinbeech Capital LP | 318,325 | $1,128 萬 | 0.80% | +318,325 | 新進 |
| LPL Financial LLC | 308,623 | $1,094 萬 | 0.00% | +119,136+62.9% | 加碼 |
| JPMorgan Chase & Co | 308,414 | $1,093 萬 | 0.00% | −1,356,274−81.5% | 減碼 |
| Bienville Capital Management, LLC | 306,830 | $1,088 萬 | 1.73% | −87,370−22.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 302,653 | $1,076 萬 | 0.02% | −7,211−2.3% | 減碼 |
| Ensign Peak Advisors, Inc | 296,951 | $1,053 萬 | 0.02% | −43,094−12.7% | 減碼 |
| Capital Fund Management S.A. | 294,850 | $1,045 萬 | 0.10% | −19,079−6.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 295,461 | $1,033 萬 | 0.01% | +277,162+1,514.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 286,693 | $1,016 萬 | 0.16% | −12,060−4.0% | 減碼 |
| Vident Advisory, LLC | 282,957 | $1,003 萬 | 0.09% | +160,209+130.5% | 加碼 |
| Raymond James Financial Inc | 282,448 | $1,001 萬 | 0.00% | +112,590+66.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 281,544 | $998.1 萬 | 0.07% | +52,500+22.9% | 加碼 |
| La Banque Postale Asset Management SA | 279,247 | $989.9 萬 | 0.11% | −34,740−11.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 260,000 | $921.7 萬 | 0.01% | +150,000+136.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 254,509 | $902.2 萬 | 0.01% | +155,414+156.8% | 加碼 |
| Pathstone Holdings, LLC | 251,029 | $889.9 萬 | 0.03% | +39,157+18.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 238,300 | $844.8 萬 | 0.01% | +69,804+41.4% | 加碼 |
| Woodline Partners LP | 236,137 | $837.1 萬 | 0.03% | +236,137 | 新進 |
| Captrust Financial Advisors | 230,448 | $816.9 萬 | 0.02% | +206,863+877.1% | 加碼 |
| Creative Planning | 229,889 | $815.0 萬 | 0.01% | −485,861−67.9% | 減碼 |
| Storebrand Asset Management AS | 228,834 | $811.2 萬 | 0.02% | +30,313+15.3% | 加碼 |
| Integrated Wealth Concepts LLC | 227,541 | $806.6 萬 | 0.10% | −6,715−2.9% | 減碼 |