§ TECHNOLOGY
USD · TechnologyIOT
SAMSARA INC-CL A
USDSector · TechnologyBeta · 1.48
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 40.41HIGH 41.29LOW 40.3052W 23.38 — 48.41
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
331 increased/new, 174 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 10.73 | EPS (TTM) | -0.02 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BAILLIE GIFFORD & CO | 57.5M | 1.9% | +21% |
| Fidelity Management | 23.8M | 0.0% | +47% |
| BlackRock, Inc. | 22.3M | 0.0% | −11% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16.9M | n/a | n/a |
| SANDS CAPITAL MANAGEMENT, LLC | 15.7M | 1.9% | −18% |
| VANGUARD CAPITAL MANAGEMENT LLC | 14.8M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for IOT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER32.0% · 0 holders
OTHER30.1% · 407 holders
QUALITY / COMPOUNDER11.8% · 33 holders
GROWTH / MOMENTUM10.0% · 2 holders
DEALER / BANK7.1% · 44 holders
PASSIVE / INDEX6.6% · 10 holders
TACTICAL / MACRO0.9% · 4 holders
SYSTEMATIC / QUANT0.9% · 11 holders
INCOME / DEFENSIVE0.6% · 29 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IOT in the last 180 days.