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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 1,082,208 | $3,836 萬 | 0.03% | −1,387,291−56.2% | 減碼 |
| Catalytic Wealth RIA, LLC | 1,091,876 | $3,871 萬 | 1.42% | +71,474+7.0% | 加碼 |
| Bank of New York Mellon Corp | 1,098,898 | $3,896 萬 | 0.01% | +70,592+6.9% | 加碼 |
| Janus Henderson Group PLC | 1,160,784 | $4,115 萬 | 0.02% | +12,619+1.1% | 加碼 |
| Royal Bank of Canada | 1,228,832 | $4,356 萬 | 0.01% | −622,035−33.6% | 減碼 |
| Alyeska Investment Group, L.P. | 1,233,257 | $4,372 萬 | 0.12% | +1,233,257 | 新進 |
| UBS Group AG | 1,247,184 | $4,421 萬 | 0.01% | −244,898−16.4% | 減碼 |
| Cosmic Management, LLC | 1,255,944 | $4,452 萬 | 13.72% | +1,255,944 | 新進 |
| Deutsche Bank AG | 1,272,891 | $4,512 萬 | 0.01% | +181,311+16.6% | 加碼 |
| TimesSquare Capital Management, LLC | 1,320,028 | $4,679 萬 | 0.70% | −37,555−2.8% | 減碼 |
| Blair William & Co | 1,322,946 | $4,690 萬 | 0.13% | +536,165+68.1% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,544,499 | $5,475 萬 | 1.54% | −157,906−9.3% | 減碼 |
| American Century Companies Inc | 1,561,107 | $5,534 萬 | 0.03% | −225,683−12.6% | 減碼 |
| Bessemer Group Inc | 1,621,933 | $5,750 萬 | 0.09% | −106,389−6.2% | 減碼 |
| a16z Perennial Management, L.P. | 1,662,155 | $5,892 萬 | 4.67% | −176,137−9.6% | 減碼 |
| Soma Equity Partners LP | 1,681,389 | $5,961 萬 | 3.48% | +267,381+18.9% | 加碼 |
| PointState Capital LP | 1,737,068 | $6,158 萬 | 1.05% | +533,786+44.4% | 加碼 |
| Alliancebernstein L.P. | 1,770,861 | $6,278 萬 | 0.02% | +294,859+20.0% | 加碼 |
| Legal & General Group Plc | 1,803,101 | $6,392 萬 | 0.01% | +190,798+11.8% | 加碼 |
| Bank of America Corp | 1,915,947 | $6,792 萬 | 0.00% | +38,615+2.1% | 加碼 |
| UBS Asset Management Americas Inc | 1,917,216 | $6,797 萬 | 0.01% | −1,088,128−36.2% | 減碼 |
| General Catalyst Group Management, LLC | 2,000,000 | $7,090 萬 | 31.97% | −7,250,880−78.4% | 減碼 |
| Northern Trust Corp | 2,096,606 | $7,432 萬 | 0.01% | +315,569+17.7% | 加碼 |
| Spyglass Capital Management LLC | 2,346,995 | $8,320 萬 | 4.16% | +146,830+6.7% | 加碼 |
| Amundi | 2,160,851 | $8,443 萬 | 0.02% | +42,400+2.0% | 加碼 |
| Nordea Investment Management AB | 2,467,232 | $8,823 萬 | 0.08% | +389,751+18.8% | 加碼 |
| 1832 Asset Management L.P. | 2,802,707 | $9,936 萬 | 0.13% | +2,386,047+572.7% | 加碼 |
| Charles Schwab Investment Management Inc | 3,270,663 | $1.16 億 | 0.02% | +470,054+16.8% | 加碼 |
| Voya Investment Management LLC | 3,377,886 | $1.20 億 | 0.12% | +471,139+16.2% | 加碼 |
| Norges Bank | 3,594,216 | $1.27 億 | 0.01% | +3,594,216 | 新進 |
| Jordan Park Trust Co LLC | 3,833,929 | $1.36 億 | 93.10% | +1,346,628+54.1% | 加碼 |
| Westfield Capital Management Co LP | 3,953,970 | $1.40 億 | 0.58% | +152,183+4.0% | 加碼 |
| Squarepoint Ops LLC | 4,096,647 | $1.45 億 | 0.29% | −643,949−13.6% | 減碼 |
| Bamco Inc | 4,120,031 | $1.46 億 | 0.40% | +741,200+21.9% | 加碼 |
| Geode Capital Management, LLC | 6,196,703 | $2.19 億 | 0.01% | +935,855+17.8% | 加碼 |
| Wellington Management Group LLP | 6,269,398 | $2.22 億 | 0.04% | +3,088,299+97.1% | 加碼 |
| State Street Corp | 6,920,219 | $2.45 億 | 0.01% | +944,485+15.8% | 加碼 |
| Brown Advisory Inc | 11,213,972 | $3.98 億 | 0.55% | +3,322,023+42.1% | 加碼 |
| Goldman Sachs Group Inc | 11,878,180 | $4.21 億 | 0.06% | +4,401,150+58.9% | 加碼 |
| Price T Rowe Associates Inc | 14,370,027 | $5.09 億 | 0.05% | −2,821,243−16.4% | 減碼 |
| FMR LLC | 16,195,674 | $5.74 億 | 0.03% | +4,660,277+40.4% | 加碼 |
| Morgan Stanley | 19,068,362 | $6.76 億 | 0.04% | −2,790,887−12.8% | 減碼 |
| Sands Capital Management, LLC | 19,123,318 | $6.78 億 | 2.06% | −1,395,014−6.8% | 減碼 |
| BlackRock, Inc. | 25,052,828 | $8.88 億 | 0.02% | +2,994,488+13.6% | 加碼 |
| Vanguard Group Inc | 33,134,549 | $11.7 億 | 0.02% | +3,417,849+11.5% | 加碼 |
| Baillie Gifford & Co | 47,660,513 | $16.9 億 | 1.40% | +6,208,553+15.0% | 加碼 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −3,688,535−100.0% | 清倉 |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −1,095,722−100.0% | 清倉 |
| Atreides Management, LP | 0 | $0 | 0.00% | −711,215−100.0% | 清倉 |
| SVB Capital Management, LLC | 0 | $0 | 0.00% | −556,582−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −403,585−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −354,814−100.0% | 清倉 |
| Conrad N. Hilton Foundation | 0 | $0 | 0.00% | −234,542−100.0% | 清倉 |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −145,408−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −142,850−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −135,379−100.0% | 清倉 |
| UNC Management Company, Inc. | 0 | $0 | 0.00% | −98,160−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −97,654−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −85,900−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −73,836−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −65,778−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −63,265−100.0% | 清倉 |
| Delta Global Management LP | 0 | $0 | 0.00% | −62,375−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −51,144−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −43,950−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −37,788−100.0% | 清倉 |
| Fountainhead AM, LLC | 0 | $0 | 0.00% | −34,570−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −33,907−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −31,008−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −30,141−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −28,074−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −26,936−100.0% | 清倉 |
| Lexington Partners L.P. | 0 | $0 | 0.00% | −23,454−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −15,998−100.0% | 清倉 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −12,135−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,445−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −10,693−100.0% | 清倉 |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −10,288−100.0% | 清倉 |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −10,200−100.0% | 清倉 |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −9,802−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −9,766−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −9,745−100.0% | 清倉 |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −9,715−100.0% | 清倉 |
| Legal Advantage Investments, Inc. | 0 | $0 | 0.00% | −9,700−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,186−100.0% | 清倉 |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −8,739−100.0% | 清倉 |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −7,650−100.0% | 清倉 |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −6,877−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −6,381−100.0% | 清倉 |
| Johns Hopkins University | 0 | $0 | 0.00% | −5,830−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,477−100.0% | 清倉 |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −4,277−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −2,436−100.0% | 清倉 |
| Family Legacy Financial Solutions, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,169−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −386−100.0% | 清倉 |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Groupe la Francaise | 0 | $0 | 0.00% | −235−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −40−100.0% | 清倉 |