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 2 季 13F 持有人
Samsara Inc. 在 2026/6/30 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
- 553
- 較 2026 年第 1 季 +16 家
- 持有股數
- 3.95 億
- 較 2026 年第 1 季 +3,343 萬 (+9.2%)
- 總市值
- $128.0 億
- 較 2026 年第 1 季 +$13.5 億 (+11.8%)
- 新進機構
- 97
- 另有 222 家加碼
- 清倉機構
- 81
- 另有 166 家減碼
另有 7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Amundi | 1,091,454 | $3,540 萬 | 0.01% | −46,332−4.1% | 減碼 |
| Bank of New York Mellon Corp | 1,100,906 | $3,570 萬 | 0.01% | −8,099−0.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,117,277 | $3,623 萬 | 0.08% | −7,390−0.7% | 減碼 |
| Nuveen, LLC | 1,216,448 | $3,945 萬 | 0.01% | +331,198+37.4% | 加碼 |
| Royal Bank of Canada | 1,232,095 | $3,996 萬 | 0.01% | −23,972−1.9% | 減碼 |
| Cosmic Management, LLC | 1,255,944 | $4,073 萬 | 10.66% | 00.0% | 不變 |
| TimesSquare Capital Management, LLC | 1,280,808 | $4,154 萬 | 0.61% | −1640.0% | 減碼 |
| Squarepoint Ops LLC | 1,342,982 | $4,355 萬 | 0.08% | −246,362−15.5% | 減碼 |
| SEI Investments Co | 1,373,666 | $4,455 萬 | 0.04% | +249,634+22.2% | 加碼 |
| 1832 Asset Management L.P. | 1,452,200 | $4,709 萬 | 0.06% | −2,873,100−66.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,462,935 | $4,744 萬 | 0.02% | +208,678+16.6% | 加碼 |
| Raymond James Financial Inc | 1,578,933 | $5,120 萬 | 0.01% | −72,940−4.4% | 減碼 |
| Daiwa Securities Group Inc. | 1,605,218 | $5,206 萬 | 0.12% | +1,574,818+5,180.3% | 加碼 |
| Bessemer Group Inc | 1,648,627 | $5,346 萬 | 0.07% | −26,882−1.6% | 減碼 |
| Deutsche Bank AG | 1,823,910 | $5,915 萬 | 0.02% | +384,207+26.7% | 加碼 |
| UBS Asset Management Americas Inc | 1,948,568 | $6,319 萬 | 0.01% | +222,273+12.9% | 加碼 |
| Jane Street Group, LLC | 1,987,516 | $6,446 萬 | 0.04% | −1,362,810−40.7% | 減碼 |
| Pictet Asset Management Holding SA | 2,111,876 | $6,849 萬 | 0.07% | +1,980,558+1,508.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,123,519 | $6,887 萬 | 0.04% | +1,345,682+173.0% | 加碼 |
| JPMorgan Chase & Co | 2,154,377 | $6,964 萬 | 0.00% | +1,896,748+736.2% | 加碼 |
| Voya Investment Management LLC | 2,206,368 | $7,155 萬 | 0.06% | +283,409+14.7% | 加碼 |
| Alliancebernstein L.P. | 2,268,495 | $7,189 萬 | 0.03% | +504,399+28.6% | 加碼 |
| American Century Companies Inc | 2,222,823 | $7,209 萬 | 0.03% | +175,884+8.6% | 加碼 |
| Atreides Management, LP | 2,308,649 | $7,487 萬 | 0.67% | +2,308,649 | 新進 |
| Bank of America Corp | 2,318,639 | $7,519 萬 | 0.00% | −391,563−14.4% | 減碼 |
| Vanguard Fiduciary Trust Co | 2,363,413 | $7,665 萬 | 0.02% | +125,690+5.6% | 加碼 |
| Northern Trust Corp | 2,421,470 | $7,853 萬 | 0.01% | +261,760+12.1% | 加碼 |
| Norges Bank | 2,542,640 | $8,246 萬 | 0.01% | +2,542,640 | 新進 |
| Legal & General Group Plc | 2,652,752 | $8,603 萬 | 0.02% | +514,908+24.1% | 加碼 |
| Freestone Grove Partners LP | 2,871,558 | $9,312 萬 | 0.61% | +714,197+33.1% | 加碼 |
| Balyasny Asset Management LLC | 3,083,647 | $1.00 億 | 0.18% | +2,562,216+491.4% | 加碼 |
| Spyglass Capital Management LLC | 3,085,655 | $1.00 億 | 5.42% | +139,009+4.7% | 加碼 |
| Nordea Investment Management AB | 3,183,452 | $1.01 億 | 0.08% | +298,216+10.3% | 加碼 |
| Charles Schwab Investment Management Inc | 3,657,279 | $1.19 億 | 0.02% | +113,122+3.2% | 加碼 |
| Jordan Park Trust Co LLC | 4,112,232 | $1.33 億 | 93.02% | +278,303+7.3% | 加碼 |
| UBS Group AG | 4,556,406 | $1.48 億 | 0.02% | +1,761,919+63.0% | 加碼 |
| a16z Perennial Management, L.P. | 5,344,484 | $1.73 億 | 14.02% | −645,392−10.8% | 減碼 |
| Westfield Capital Management Co LP | 5,836,459 | $1.89 億 | 0.62% | +763,638+15.1% | 加碼 |
| Geode Capital Management, LLC | 6,811,232 | $2.20 億 | 0.01% | +232,224+3.5% | 加碼 |
| Brown Advisory Inc | 7,109,824 | $2.31 億 | 0.36% | −2,989,069−29.6% | 減碼 |
| Bamco Inc | 7,881,752 | $2.56 億 | 0.38% | +2,761,917+53.9% | 加碼 |
| State Street Corp | 7,981,248 | $2.59 億 | 0.01% | +717,782+9.9% | 加碼 |
| Wellington Management Group LLP | 9,327,606 | $3.02 億 | 0.05% | +813,922+9.6% | 加碼 |
| Goldman Sachs Group Inc | 10,121,320 | $3.28 億 | 0.03% | +421,064+4.3% | 加碼 |
| Sands Capital Management, LLC | 11,348,732 | $3.68 億 | 1.37% | −4,309,012−27.5% | 減碼 |
| Morgan Stanley | 12,348,309 | $4.00 億 | 0.02% | +3,931,295+46.7% | 加碼 |
| Vanguard Capital Management LLC | 15,491,321 | $5.02 億 | 0.01% | +648,076+4.4% | 加碼 |
| Vanguard Portfolio Management LLC | 17,724,063 | $5.75 億 | 0.03% | +812,272+4.8% | 加碼 |
| BlackRock, Inc. | 23,805,185 | $7.72 億 | 0.01% | +1,473,966+6.6% | 加碼 |
| FMR LLC | 26,406,588 | $8.56 億 | 0.04% | +2,632,480+11.1% | 加碼 |
| Price T Rowe Associates Inc | 48,692,589 | $15.8 億 | 0.16% | +12,097,542+33.1% | 加碼 |
| Baillie Gifford & Co | 56,358,374 | $18.3 億 | 1.66% | −1,165,418−2.0% | 減碼 |
| Action Point Financial Planning, LLC | 99 | – | – | +99 | 新進 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,516,132−100.0% | 清倉 |
| General Catalyst Group Management, LLC | 0 | $0 | 0.00% | −2,000,000−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −723,136−100.0% | 清倉 |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −556,864−100.0% | 清倉 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −384,000−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −225,789−100.0% | 清倉 |
| Proem Advisors LLC | 0 | $0 | 0.00% | −182,000−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −174,087−100.0% | 清倉 |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −169,512−100.0% | 清倉 |
| Ravenswood Partners LP | 0 | $0 | 0.00% | −151,184−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −134,645−100.0% | 清倉 |
| Tredje AP-fonden | 0 | $0 | 0.00% | −115,219−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −65,174−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −57,635−100.0% | 清倉 |
| Kultura Capital Management LP | 0 | $0 | 0.00% | −54,400−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −54,359−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −52,229−100.0% | 清倉 |
| Lazard Freres Gestion S.A.S. | 0 | $0 | 0.00% | −51,170−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −50,415−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −41,732−100.0% | 清倉 |
| Allen Operations LLC | 0 | $0 | 0.00% | −36,020−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −29,300−100.0% | 清倉 |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −28,056−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −24,037−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −21,150−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −21,031−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −18,270−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,660−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −17,112−100.0% | 清倉 |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −16,725−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −16,556−100.0% | 清倉 |
| Spence Asset Management | 0 | $0 | 0.00% | −16,451−100.0% | 清倉 |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −16,300−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −14,485−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −14,185−100.0% | 清倉 |
| Hershey Trust Co | 0 | $0 | 0.00% | −13,432−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −13,348−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,721−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −9,887−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,714−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,400−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −8,251−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −8,228−100.0% | 清倉 |
| Sigma Planning Corp | 0 | $0 | 0.00% | −7,993−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,308−100.0% | 清倉 |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −6,923−100.0% | 清倉 |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −7,081−100.0% | 清倉 |