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 |
|---|---|---|---|---|---|
| Cosmic Management, LLC | 1,255,944 | $3,980 萬 | 17.39% | 00.0% | 不變 |
| Royal Bank of Canada | 1,256,067 | $3,981 萬 | 0.01% | +27,235+2.2% | 加碼 |
| Millennium Management LLC | 1,261,165 | $3,997 萬 | 0.03% | +1,247,810+9,343.4% | 加碼 |
| TimesSquare Capital Management, LLC | 1,280,972 | $4,059 萬 | 0.69% | −39,056−3.0% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,288,431 | $4,083 萬 | 1.89% | −256,068−16.6% | 減碼 |
| Deutsche Bank AG | 1,439,703 | $4,562 萬 | 0.02% | +166,812+13.1% | 加碼 |
| First Trust Advisors LP | 1,494,291 | $4,735 萬 | 0.03% | +584,854+64.3% | 加碼 |
| Squarepoint Ops LLC | 1,589,344 | $5,037 萬 | 0.11% | −2,507,303−61.2% | 減碼 |
| Raymond James Financial Inc | 1,651,873 | $5,091 萬 | 0.02% | +1,369,425+484.8% | 加碼 |
| Bessemer Group Inc | 1,675,509 | $5,310 萬 | 0.08% | +53,576+3.3% | 加碼 |
| UBS Asset Management Americas Inc | 1,726,295 | $5,471 萬 | 0.01% | −190,921−10.0% | 減碼 |
| Voya Investment Management LLC | 1,922,959 | $6,094 萬 | 0.06% | −1,454,927−43.1% | 減碼 |
| Alliancebernstein L.P. | 1,764,096 | $6,254 萬 | 0.02% | −6,765−0.4% | 減碼 |
| General Catalyst Group Management, LLC | 2,000,000 | $6,338 萬 | 34.53% | 00.0% | 不變 |
| American Century Companies Inc | 2,046,939 | $6,487 萬 | 0.03% | +485,832+31.1% | 加碼 |
| Legal & General Group Plc | 2,137,844 | $6,775 萬 | 0.02% | +334,743+18.6% | 加碼 |
| Freestone Grove Partners LP | 2,157,361 | $6,837 萬 | 0.50% | +1,119,594+107.9% | 加碼 |
| Northern Trust Corp | 2,159,710 | $6,844 萬 | 0.01% | +63,104+3.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,237,723 | $7,091 萬 | 0.02% | +2,237,723 | 新進 |
| Citadel Advisors LLC | 2,516,132 | $7,974 萬 | 0.06% | +1,433,924+132.5% | 加碼 |
| Bank of America Corp | 2,710,202 | $8,589 萬 | 0.01% | +794,255+41.5% | 加碼 |
| UBS Group AG | 2,794,487 | $8,856 萬 | 0.02% | +1,547,303+124.1% | 加碼 |
| Nordea Investment Management AB | 2,885,236 | $8,918 萬 | 0.08% | +418,004+16.9% | 加碼 |
| Spyglass Capital Management LLC | 2,946,646 | $9,338 萬 | 6.61% | +599,651+25.5% | 加碼 |
| Jane Street Group, LLC | 3,350,326 | $1.06 億 | 0.11% | +3,336,596+24,301.5% | 加碼 |
| Charles Schwab Investment Management Inc | 3,544,157 | $1.12 億 | 0.02% | +273,494+8.4% | 加碼 |
| Jordan Park Trust Co LLC | 3,833,929 | $1.21 億 | 92.73% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 4,325,300 | $1.37 億 | 0.18% | +1,522,593+54.3% | 加碼 |
| Westfield Capital Management Co LP | 5,072,821 | $1.61 億 | 0.67% | +1,118,851+28.3% | 加碼 |
| Bamco Inc | 5,119,835 | $1.62 億 | 0.49% | +999,804+24.3% | 加碼 |
| a16z Perennial Management, L.P. | 5,989,876 | $1.90 億 | 15.79% | +4,327,721+260.4% | 加碼 |
| Geode Capital Management, LLC | 6,579,008 | $2.08 億 | 0.01% | +382,305+6.2% | 加碼 |
| State Street Corp | 7,263,466 | $2.30 億 | 0.01% | +343,247+5.0% | 加碼 |
| Morgan Stanley | 8,417,014 | $2.67 億 | 0.02% | −10,651,348−55.9% | 減碼 |
| Wellington Management Group LLP | 8,513,684 | $2.70 億 | 0.05% | +2,244,286+35.8% | 加碼 |
| Goldman Sachs Group Inc | 9,700,256 | $3.07 億 | 0.04% | −2,177,924−18.3% | 減碼 |
| Brown Advisory Inc | 10,098,893 | $3.20 億 | 0.53% | −1,115,079−9.9% | 減碼 |
| Vanguard Capital Management LLC | 14,843,245 | $4.70 億 | 0.01% | +14,843,245 | 新進 |
| Sands Capital Management, LLC | 15,657,744 | $4.96 億 | 1.95% | −3,465,574−18.1% | 減碼 |
| Vanguard Portfolio Management LLC | 16,911,791 | $5.36 億 | 0.03% | +16,911,791 | 新進 |
| BlackRock, Inc. | 22,331,219 | $7.08 億 | 0.01% | −2,721,609−10.9% | 減碼 |
| FMR LLC | 23,774,108 | $7.53 億 | 0.04% | +7,578,434+46.8% | 加碼 |
| Price T Rowe Associates Inc | 36,595,047 | $11.6 億 | 0.13% | +22,225,020+154.7% | 加碼 |
| Baillie Gifford & Co | 57,523,792 | $18.2 億 | 1.86% | +9,863,279+20.7% | 加碼 |
| PointState Capital LP | 0 | $0 | 0.00% | −1,737,068−100.0% | 清倉 |
| Soma Equity Partners LP | 0 | $0 | 0.00% | −1,681,389−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,233,257−100.0% | 清倉 |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −531,310−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −383,365−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −286,693−100.0% | 清倉 |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −279,247−100.0% | 清倉 |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −186,640−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −145,800−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −134,992−100.0% | 清倉 |
| Massachusetts Institute of Technology | 0 | $0 | 0.00% | −107,455−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −102,852−100.0% | 清倉 |
| Covea Finance | 0 | $0 | 0.00% | −91,600−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −89,308−100.0% | 清倉 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −87,289−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −82,009−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −77,523−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −60,490−100.0% | 清倉 |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −54,495−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −45,240−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −44,814−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −44,714−100.0% | 清倉 |
| First Bank & Trust | 0 | $0 | 0.00% | −40,446−100.0% | 清倉 |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −39,821−100.0% | 清倉 |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −39,816−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −34,891−100.0% | 清倉 |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Summit Financial, LLC | 0 | $0 | 0.00% | −29,487−100.0% | 清倉 |
| Capstone Capital Management Ltd | 0 | $0 | 0.00% | −27,623−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −27,380−100.0% | 清倉 |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −27,138−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −26,773−100.0% | 清倉 |
| FirstWave Capital Management LLC | 0 | $0 | 0.00% | −25,714−100.0% | 清倉 |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −25,215−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −22,576−100.0% | 清倉 |
| Windmill Hill Asset Management Ltd | 0 | $0 | 0.00% | −22,456−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −22,444−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −21,114−100.0% | 清倉 |
| Capelight Capital Asset Management LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −18,433−100.0% | 清倉 |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −18,402−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,654−100.0% | 清倉 |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −16,843−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,668−100.0% | 清倉 |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −16,600−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −16,457−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −16,008−100.0% | 清倉 |
| Staley Capital Advisers Inc | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −14,900−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −14,869−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,812−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −14,242−100.0% | 清倉 |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −13,601−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −13,043−100.0% | 清倉 |
| Advisor OS, LLC | 0 | $0 | 0.00% | −11,924−100.0% | 清倉 |