Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SAMSARA INC (IOT)

543 + 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
↑ +23
Streak
9Q ▲
Buyers last Q
61%

Smart Money Signals — IOT

Based on 507 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added IOT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
507 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 — +24% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+24% 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.
🟢

More buyers than sellers — 61% buying

336 buying215 selling
Last quarter: 336 funds were net buyers (94 opened a brand new position + 242 added to an existing one). Only 215 were sellers (144 trimmed + 71 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 71 → 107 → 103 → 94. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 32% long-term, 32% new

■ 32% conviction (2yr+) ■ 35% medium ■ 32% new
Of the 507 current holders: 164 (32%) held >2 years, 179 held 1–2 years, and 164 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.
📈

Growing discovery — still being found

99 → 71 → 107 → 103 → 94 new funds/Q
New funds entering each quarter: 71 → 107 → 103 → 94. A growing number of institutions are discovering IOT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 37% new entrants

■ 39% veterans ■ 24% 1-2yr ■ 37% new
Of 543 current holders: 213 (39%) held 2+ years, 131 held 1–2 years, 199 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
43 of 507 holders are among the 100 largest funds by AUM, controlling 42% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

76 top-rated funds 4 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IOT
2026 Q1 Stats Unlock in 19 days 543 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 543 522 4.02%
13F Shares 332M 315M 5.44%
Total Value $11.27B $11.11B 1.44%
New Positions 95 103 -8
Increased Positions 277 245 +32
Closed Positions 75 83 -8
Reduced Positions 197 207 -10
Total Calls 19 23 -17.39%
Total Puts 21 21 -
PUT/CALL Ratio 1.11 0.91 Neutral

Statistics: IOT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

543 + investors

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

Top 25 institutional holders of IOT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jordan Park Trust Co LLC 92.73% 3,833,929 $121.5M
2 HAMILTON LANE ADVISORS LLC 1.84% 81,133 $2.6M
3 CATALYST PRIVATE WEALTH, LLC 1.77% 103,194 $3.3M
4 ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.66% 724,043 $22.9M
5 Slow Capital, Inc. 0.60% 144,903 $4.6M
6 Paragon Capital Management Ltd 0.56% 83,389 $2.6M
7 KIECKHEFER GROUP LLC 0.46% 30,900 $979K
8 Signature Wealth Management Group 0.42% 34,673 $1.1M
9 Runnymede Capital Advisors, Inc. 0.41% 15,200 $482K
10 Redwood Wealth Management Group, LLC 0.40% 29,300 $929K
11 Impact Investors, Inc 0.30% 13,546 $429K
12 TrueMark Investments, LLC 0.28% 44,724 $1.4M
13 Hanson & Doremus Investment Management 0.27% 74,157 $2K
14 EXCHANGE TRADED CONCEPTS, LLC 0.18% 807,729 $25.6M
15 Oak Thistle LLC 0.18% 57,635 $1.8M
16 Inspire Investing, LLC 0.17% 66,520 $2.1M
17 Seelaus Asset Management LLC 0.17% 7,374 $234K
18 Legal Advantage Investments, Inc. 0.16% 10,000 $317K
19 OVERSEA-CHINESE BANKING Corp Ltd 0.15% 180,533 $5.7M
20 SmartHarvest Portfolios, LLC 0.13% 9,591 $304K
21 Westwind Capital 0.13% 16,451 —
22 Bayforest Capital Ltd 0.12% 3,308 $105K
23 USS Investment Management Ltd 0.11% 890,725 $28.2M
24 Harbour Capital Advisors, LLC 0.11% 17,420 $558K
25 iA Global Asset Management Inc. 0.09% 198,170 $6K
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?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added IOT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IOT?

More buyers than sellers — 61% buying: Last quarter: 336 funds were net buyers (94 opened a brand new position + 242 added to an existing one). Only 215 were sellers (144 trimmed + 71 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IOT holders?

Elite ownership — 42% AUM from top-100 funds: 43 of 507 holders are among the 100 largest funds by AUM, controlling 42% 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 — 32% long-term, 32% new: Of the 507 current holders: 164 (32%) held >2 years, 179 held 1–2 years, and 164 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.

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.