Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Samsara Inc (IOT)

535 + Investors. Track Smart Money conviction in IOT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — IOT

Based on 538 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
538 hedge funds hold IOT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+94 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

336 buying253 selling
Last quarter: 336 funds bought or added vs 253 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~105 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 111 → 106 → 101 → 105. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 32% new

■ 36% conviction (2yr+) ■ 32% medium ■ 32% new
Of the 538 current holders: 191 (36%) held >2 years, 174 held 1–2 years, and 173 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +9%, value -9%

Value
-9%
Shares
+9%
Last quarter: funds added +9% more shares while total portfolio value only changed -9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~105 new funds/quarter

76 → 111 → 106 → 101 → 105 new funds/Q
New funds entering each quarter: 111 → 106 → 101 → 105. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 38% new entrants

■ 38% veterans ■ 25% 1-2yr ■ 38% new
Of 566 current holders: 213 (38%) held 2+ years, 140 held 1–2 years, 213 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
61 of 535 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IOT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IOT

In 2026 Q1, 336 hedge funds were net buyers of IOT (105 opened a new position, 231 added to an existing one), while 253 reduced or exited (148 trimmed, 105 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 53% of total institutional value in IOT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 538.

Hedge Fund Ownership: IOT

How many hedge funds hold IOT — quarterly history vs. share price
Quarterly hedge fund ownership of IOT vs. share price

Market Analysis: IOT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IOT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Samsara Inc (IOT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IOT has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
IOT
-0.3%
XLK
+44.0%

IOT outperformed XLK by -44.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IOT
+6.9%
XLK
+8.6%

Since the filing became public, IOT outperformed XLK by -1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 7 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: IOT
535 + Investors

Track Smart Money conviction in IOT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 535 538 -0.56%
13F Shares 369M 339M 8.95%
Total Value $10.40B $11.49B -9.48%
New Positions 103 101 +2
Increased Positions 220 238 -18
Closed Positions 106 74 +32
Reduced Positions 141 144 -3
Total Calls 16 19 -15.79%
Total Puts 15 21 -28.57%
PUT/CALL Ratio 0.94 1.11 Neutral

Statistics: IOT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

535 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IOT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IOT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jordan Park Trust Co LLC 92.73% 3,833,929 $121.5M
2 General Catalyst Group Management, LLC 34.53% 2,000,000 $63.4M
3 Cosmic Management, LLC 17.39% 1,255,944 $39.8M
4 a16z Perennial Management, L.P. 15.76% 5,989,876 $189.8M
5 Daventry Group, LP 7.37% 204,248 $6.5M
6 Spyglass Capital Management LLC 7.03% 2,946,646 $93.4M
7 Glynn Capital Management LLC 4.92% 324,795 $10.3M
8 Sands Capital Alternatives, LLC 4.22% 560,287 $17.8M
9 Octahedron Capital Management L.P. 3.87% 167,779 $5.3M
10 Caden Capital Partners, LP 3.65% 9,356 $296K
11 Bienville Capital Management, LLC 3.21% 556,864 $17.6M
12 TFJ Management, LLC 2.91% 129,786 $4.1M
13 Evolutionary Tree Capital Management, LLC 2.52% 42,298 $1.3M
14 Light Street Capital Management, LLC 2.28% 384,000 $12.2M
15 Sands Capital Management, LLC 1.95% 15,657,744 $496.2M
16 Baillie Gifford & Co 1.86% 57,523,792 $1.82B
17 Hamilton Lane Advisors LLC 1.84% 81,133 $2.6M
18 Catalyst Private Wealth, LLC 1.77% 103,194 $3.3M
19 Ravenswood Partners LP 1.77% 151,184 $4.8M
20 Summit Partners Public Asset Management, LLC 1.10% 1,288,431 $40.8M
21 GC Wealth Management RIA, LLC 1.05% 799,203 $25.3M
22 Wealth Dimensions Group, Ltd. 0.99% 159,266 $5.0M
23 Westfield Capital Management Co LP 0.67% 5,072,821 $160.8M
24 Zevenbergen Capital Investments LLC 0.66% 724,043 $22.9M
25 Susquehanna Fundamental Investments, LLC 0.64% 535,752 $17.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Samsara Inc (IOT)

What does the Smart Money Trend signal show for IOT?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IOT?

Slight buying edge — 57% buying: Last quarter: 336 funds bought or added vs 253 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IOT holders?

Elite ownership — 53% AUM from top-100 funds: 61 of 535 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in IOT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IOT?

Mixed — 36% long-term, 32% new: Of the 538 current holders: 191 (36%) held >2 years, 174 held 1–2 years, and 173 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Samsara Inc (IOT) following the 2026 Q1 hedge fund 13F filings?

As of today, IOT has moved +6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), IOT has gained -0.3% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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