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。
2026 年第 1 季 13F 持有人
Samsara Inc. 在 2026/3/31 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
- 544
- 較 2025 年第 4 季 +8 家
- 持有股數
- 3.63 億
- 較 2025 年第 4 季 +6,973 萬 (+23.8%)
- 總市值
- $114.9 億
- 較 2025 年第 4 季 +$11.0 億 (+10.6%)
- 新進機構
- 106
- 另有 228 家加碼
- 清倉機構
- 98
- 另有 143 家減碼
另有 10 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 57,523,792 | $18.2 億 | 1.86% | +9,863,279+20.7% | 加碼 |
| Price T Rowe Associates Inc | 36,595,047 | $11.6 億 | 0.13% | +22,225,020+154.7% | 加碼 |
| FMR LLC | 23,774,108 | $7.53 億 | 0.04% | +7,578,434+46.8% | 加碼 |
| BlackRock, Inc. | 22,331,219 | $7.08 億 | 0.01% | −2,721,609−10.9% | 減碼 |
| Vanguard Portfolio Management LLC | 16,911,791 | $5.36 億 | 0.03% | +16,911,791 | 新進 |
| Sands Capital Management, LLC | 15,657,744 | $4.96 億 | 1.95% | −3,465,574−18.1% | 減碼 |
| Vanguard Capital Management LLC | 14,843,245 | $4.70 億 | 0.01% | +14,843,245 | 新進 |
| Brown Advisory Inc | 10,098,893 | $3.20 億 | 0.53% | −1,115,079−9.9% | 減碼 |
| Goldman Sachs Group Inc | 9,700,256 | $3.07 億 | 0.04% | −2,177,924−18.3% | 減碼 |
| Wellington Management Group LLP | 8,513,684 | $2.70 億 | 0.05% | +2,244,286+35.8% | 加碼 |
| Morgan Stanley | 8,417,014 | $2.67 億 | 0.02% | −10,651,348−55.9% | 減碼 |
| State Street Corp | 7,263,466 | $2.30 億 | 0.01% | +343,247+5.0% | 加碼 |
| Geode Capital Management, LLC | 6,579,008 | $2.08 億 | 0.01% | +382,305+6.2% | 加碼 |
| a16z Perennial Management, L.P. | 5,989,876 | $1.90 億 | 15.79% | +4,327,721+260.4% | 加碼 |
| Bamco Inc | 5,119,835 | $1.62 億 | 0.49% | +999,804+24.3% | 加碼 |
| Westfield Capital Management Co LP | 5,072,821 | $1.61 億 | 0.67% | +1,118,851+28.3% | 加碼 |
| 1832 Asset Management L.P. | 4,325,300 | $1.37 億 | 0.18% | +1,522,593+54.3% | 加碼 |
| Jordan Park Trust Co LLC | 3,833,929 | $1.21 億 | 92.73% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 3,544,157 | $1.12 億 | 0.02% | +273,494+8.4% | 加碼 |
| Jane Street Group, LLC | 3,350,326 | $1.06 億 | 0.11% | +3,336,596+24,301.5% | 加碼 |
| Spyglass Capital Management LLC | 2,946,646 | $9,338 萬 | 6.61% | +599,651+25.5% | 加碼 |
| Nordea Investment Management AB | 2,885,236 | $8,918 萬 | 0.08% | +418,004+16.9% | 加碼 |
| UBS Group AG | 2,794,487 | $8,856 萬 | 0.02% | +1,547,303+124.1% | 加碼 |
| Bank of America Corp | 2,710,202 | $8,589 萬 | 0.01% | +794,255+41.5% | 加碼 |
| Citadel Advisors LLC | 2,516,132 | $7,974 萬 | 0.06% | +1,433,924+132.5% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,237,723 | $7,091 萬 | 0.02% | +2,237,723 | 新進 |
| Northern Trust Corp | 2,159,710 | $6,844 萬 | 0.01% | +63,104+3.0% | 加碼 |
| Freestone Grove Partners LP | 2,157,361 | $6,837 萬 | 0.50% | +1,119,594+107.9% | 加碼 |
| Legal & General Group Plc | 2,137,844 | $6,775 萬 | 0.02% | +334,743+18.6% | 加碼 |
| American Century Companies Inc | 2,046,939 | $6,487 萬 | 0.03% | +485,832+31.1% | 加碼 |
| General Catalyst Group Management, LLC | 2,000,000 | $6,338 萬 | 34.53% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,764,096 | $6,254 萬 | 0.02% | −6,765−0.4% | 減碼 |
| Voya Investment Management LLC | 1,922,959 | $6,094 萬 | 0.06% | −1,454,927−43.1% | 減碼 |
| UBS Asset Management Americas Inc | 1,726,295 | $5,471 萬 | 0.01% | −190,921−10.0% | 減碼 |
| Bessemer Group Inc | 1,675,509 | $5,310 萬 | 0.08% | +53,576+3.3% | 加碼 |
| Raymond James Financial Inc | 1,651,873 | $5,091 萬 | 0.02% | +1,369,425+484.8% | 加碼 |
| Squarepoint Ops LLC | 1,589,344 | $5,037 萬 | 0.11% | −2,507,303−61.2% | 減碼 |
| First Trust Advisors LP | 1,494,291 | $4,735 萬 | 0.03% | +584,854+64.3% | 加碼 |
| Deutsche Bank AG | 1,439,703 | $4,562 萬 | 0.02% | +166,812+13.1% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,288,431 | $4,083 萬 | 1.89% | −256,068−16.6% | 減碼 |
| TimesSquare Capital Management, LLC | 1,280,972 | $4,059 萬 | 0.69% | −39,056−3.0% | 減碼 |
| Millennium Management LLC | 1,261,165 | $3,997 萬 | 0.03% | +1,247,810+9,343.4% | 加碼 |
| Royal Bank of Canada | 1,256,067 | $3,981 萬 | 0.01% | +27,235+2.2% | 加碼 |
| Cosmic Management, LLC | 1,255,944 | $3,980 萬 | 17.39% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 1,254,257 | $3,975 萬 | 0.02% | +546,082+77.1% | 加碼 |
| Amundi | 1,137,786 | $3,606 萬 | 0.01% | −1,023,065−47.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,124,667 | $3,564 萬 | 0.09% | +144,815+14.8% | 加碼 |
| SEI Investments Co | 1,124,032 | $3,562 萬 | 0.03% | +228,894+25.6% | 加碼 |
| Bank of New York Mellon Corp | 1,109,005 | $3,514 萬 | 0.01% | +10,107+0.9% | 加碼 |
| Janus Henderson Group PLC | 1,081,597 | $3,428 萬 | 0.02% | −79,187−6.8% | 減碼 |
| Swiss National Bank | 1,015,800 | $3,219 萬 | 0.02% | +62,800+6.6% | 加碼 |
| Invesco Ltd. | 930,680 | $2,949 萬 | 0.00% | +41,390+4.7% | 加碼 |
| USS Investment Management Ltd | 890,725 | $2,823 萬 | 0.12% | +890,725 | 新進 |
| Envestnet Asset Management Inc | 887,723 | $2,813 萬 | 0.01% | +134,549+17.9% | 加碼 |
| Nuveen, LLC | 885,250 | $2,805 萬 | 0.01% | +262,367+42.1% | 加碼 |
| Exchange Traded Concepts, LLC | 807,729 | $2,560 萬 | 0.20% | +253,863+45.8% | 加碼 |
| Catalytic Wealth RIA, LLC | 799,203 | $2,533 萬 | 1.05% | −292,673−26.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 777,837 | $2,465 萬 | 0.02% | +523,328+205.6% | 加碼 |
| Jennison Associates LLC | 747,898 | $2,370 萬 | 0.02% | −245,458−24.7% | 減碼 |
| Zevenbergen Capital Investments LLC | 724,043 | $2,294 萬 | 0.66% | −139,508−16.2% | 減碼 |
| Point72 Asset Management, L.P. | 723,136 | $2,292 萬 | 0.04% | +212,450+41.6% | 加碼 |
| Dimensional Fund Advisors LP | 652,219 | $2,066 萬 | 0.00% | −14,361−2.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 636,600 | $2,017 萬 | 0.01% | +5,109+0.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 593,620 | $1,881 萬 | 0.04% | +593,620 | 新進 |
| Quantinno Capital Management LP | 575,858 | $1,825 萬 | 0.03% | +186,573+47.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 575,000 | $1,822 萬 | 0.03% | +315,000+121.2% | 加碼 |
| Russell Investments Group, Ltd. | 562,139 | $1,781 萬 | 0.02% | +82,938+17.3% | 加碼 |
| Sands Capital Ventures, LLC | 560,287 | $1,776 萬 | 4.22% | +94,097+20.2% | 加碼 |
| Bienville Capital Management, LLC | 556,864 | $1,765 萬 | 3.35% | +250,034+81.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 535,752 | $1,698 萬 | 0.64% | +535,752 | 新進 |
| Balyasny Asset Management LLC | 521,431 | $1,652 萬 | 0.03% | +521,431 | 新進 |
| TD Asset Management Inc | 519,851 | $1,647 萬 | 0.01% | +323,314+164.5% | 加碼 |
| Rhumbline Advisers | 504,852 | $1,600 萬 | 0.01% | +23,826+5.0% | 加碼 |
| California State Teachers Retirement System | 487,854 | $1,546 萬 | 0.02% | −4,606−0.9% | 減碼 |
| Ieq Capital, LLC | 466,757 | $1,479 萬 | 0.07% | −92,642−16.6% | 減碼 |
| Canada Pension Plan Investment Board | 455,400 | $1,443 萬 | 0.01% | −518,300−53.2% | 減碼 |
| AQR Capital Management LLC | 458,162 | $1,432 萬 | 0.01% | +270,250+143.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 441,023 | $1,398 萬 | 0.01% | −31,765−6.7% | 減碼 |
| California Public Employees Retirement System | 393,690 | $1,248 萬 | 0.01% | −24,795−5.9% | 減碼 |
| Light Street Capital Management, LLC | 384,000 | $1,217 萬 | 2.45% | +384,000 | 新進 |
| Vident Advisory, LLC | 380,253 | $1,205 萬 | 0.10% | +97,296+34.4% | 加碼 |
| Victory Capital Management Inc | 364,734 | $1,156 萬 | 0.01% | −96,994−21.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 366,964 | $1,155 萬 | 0.02% | +64,311+21.2% | 加碼 |
| Federated Hermes, Inc. | 339,493 | $1,076 萬 | 0.02% | −462,186−57.7% | 減碼 |
| Woodline Partners LP | 334,241 | $1,059 萬 | 0.04% | +98,104+41.5% | 加碼 |
| Glynn Capital Management LLC | 324,795 | $1,029 萬 | 4.92% | +106,728+48.9% | 加碼 |
| Citigroup Inc | 317,450 | $1,006 萬 | 0.01% | −10,462−3.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 286,483 | $924.2 萬 | 0.02% | −8,978−3.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 283,944 | $899.8 萬 | 0.07% | +2,400+0.9% | 加碼 |
| Gotham Asset Management, LLC | 283,678 | $899.0 萬 | 0.03% | +90,480+46.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 266,823 | $845.6 萬 | 0.02% | +28,523+12.0% | 加碼 |
| LMR Partners LLP | 263,188 | $834.0 萬 | 0.08% | +50,000+23.5% | 加碼 |
| Pathstone Holdings, LLC | 256,144 | $811.7 萬 | 0.03% | +5,115+2.0% | 加碼 |
| LPL Financial LLC | 254,195 | $805.5 萬 | 0.00% | −54,428−17.6% | 減碼 |
| JPMorgan Chase & Co | 257,629 | $789.4 萬 | 0.00% | −50,785−16.5% | 減碼 |
| Resources Investment Advisors, LLC. | 243,956 | $773.1 萬 | 0.08% | +33,422+15.9% | 加碼 |
| Integrated Wealth Concepts LLC | 233,691 | $740.6 萬 | 0.06% | +6,150+2.7% | 加碼 |
| Wells Fargo & Company | 229,527 | $727.4 萬 | 0.00% | +21,920+10.6% | 加碼 |
| Aquatic Capital Management LLC | 225,789 | $715.5 萬 | 0.21% | +225,789 | 新進 |
| Aptus Capital Advisors, LLC | 224,371 | $711.0 萬 | 0.06% | +734+0.3% | 加碼 |