Samsara Inc (IOT) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Samsara Inc (IOT) following the 2026 Q2 hedge fund 13F filings?

As of today, IOT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IOT gained +20.8% vs -0.9% 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.

Samsara Inc (IOT)

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

Smart Money Signals — IOT

Based on 539 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

539 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

+95 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

337 buying254 selling

Last quarter: 337 funds bought or added vs 254 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 — ~106 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 112 → 106 → 101 → 106. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 32% new

■ 35% conviction (2yr+) ■ 32% medium ■ 32% new

Of the 539 current holders: 191 (35%) held >2 years, 174 held 1–2 years, and 174 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%

+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 — ~106 new funds/quarter

76 → 112 → 106 → 101 → 106 new funds/Q

New funds entering each quarter: 112 → 106 → 101 → 106. 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 567 current holders: 213 (38%) held 2+ years, 140 held 1–2 years, 214 (38%) 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

62 of 536 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.

4.0

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	536	539	-0.56%
13F Shares	369M	339M	8.97%
Total Value	$10.40B	$11.49B	-9.47%
New Positions	106	101	+5
Increased Positions	220	238	-18
Closed Positions	106	74	+32
Reduced Positions	142	145	-3
Total Calls	16	19	-15.79%
Total Puts	15	21	-28.57%
PUT/CALL Ratio	0.94	1.11	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

536

539

-0.56%

13F Shares

369M

339M

8.97%

Total Value

$10.40B

$11.49B

-9.47%

New Positions

106

101

Increased Positions

220

238

-18

Closed Positions

106

+32

Reduced Positions

142

145

-3

Total Calls

-15.79%

Total Puts

-28.57%

PUT/CALL Ratio

0.94

1.11

Neutral

Institutional Holders (2026 Q1)

536 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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: 337 funds bought or added vs 254 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 — 42% AUM from top-100 funds: 62 of 536 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 — 35% long-term, 32% new: Of the 539 current holders: 191 (35%) held >2 years, 174 held 1–2 years, and 174 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 Q2 hedge fund 13F filings?

As of today, IOT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IOT has gained +20.8% vs -0.9% 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.

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Samsara Inc (IOT)

Smart Money Signals — IOT

No change last quarter

At the ownership peak (100% of max)

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

Slight buying edge — 57% buying

Steady new buyers — ~106 new funds per quarter

Mixed — 35% long-term, 32% new

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

Steady discovery — ~106 new funds/quarter

Mixed cohorts — 38% veterans, 38% new entrants

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — IOT

Hedge Fund Ownership: IOT

Market Analysis: IOT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IOT

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

Hedge Fund Positioning: IOT

Statistics: IOT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Samsara Inc (IOT)

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