Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Samsara Inc (IOT)

536 + 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
↑ +2
Streak
10Q ▲
Buyers last Q
57%

Smart Money Signals — IOT

Based on 541 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
541 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 — +22% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+22% 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

338 buying253 selling
Last quarter: 338 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 — ~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 541 current holders: 191 (35%) held >2 years, 175 held 1–2 years, and 175 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 +10%, value -9%

Value
-8%
Shares
+9%
Last quarter: funds added +10% 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 569 current holders: 214 (38%) held 2+ years, 140 held 1–2 years, 215 (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
63 of 538 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.

Institutional Sentiment Summary — IOT

In 2026 Q1, 338 hedge funds were net buyers of IOT (106 opened a new position, 232 added to an existing one), while 253 reduced or exited (149 trimmed, 104 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in IOT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 541.

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 Q2 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 June 30, 2026 · 46d ago
IOT
+22.7%
XLK
-0.3%

IOT outperformed XLK by +23.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
IOT
+0.0%
XLK
+0.0%

Since the filing became public, IOT outperformed XLK by +0.0% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 7 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: IOT
2026 Q2 Stats Unlock in 4 days 536 + 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 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

Statistics: IOT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 93.02% 4,112,232 $133.4M
2 a16z Perennial Management, L.P. 14.01% 5,344,484 $173.3M
3 Cosmic Management, LLC 10.66% 1,255,944 $40.7M
4 Daventry Group, LP 6.91% 282,249 $9.2M
5 Spyglass Capital Management LLC 5.42% 3,085,655 $100.1M
6 Octahedron Capital Management L.P. 4.57% 275,200 $8.9M
7 Caden Capital Partners, LP 3.65% 9,356 $303K
8 Abu Dhabi Investment Council Co P.J.S.C 2.76% 608,542 $19.7M
9 Sands Capital Alternatives, LLC 2.73% 515,658 $16.7M
10 Evolutionary Tree Capital Management, LLC 2.12% 34,736 $1.1M
11 TFJ Management, LLC 2.04% 129,786 $4.2M
12 Hamilton Lane Advisors LLC 1.77% 81,133 $2.6M
13 Baillie Gifford & Co 1.66% 56,358,374 $1.83B
14 Catalyst Private Wealth, LLC 1.57% 100,271 $3.3M
15 Glynn Capital Management LLC 1.57% 175,678 $5.7M
16 GC Wealth Management RIA, LLC 1.47% 788,365 $25.6M
17 Capital Investment Services of America, Inc. 1.39% 438,155 $14.2M
18 Sands Capital Management, LLC 1.37% 11,348,732 $368.0M
19 Expect Equity LLC 1.32% 63,071 $2.0M
20 Wealth Dimensions Group, Ltd. 0.93% 160,011 $5.2M
21 one8zero8, LLC 0.87% 135,350 $4.4M
22 Westfield Capital Management Co LP 0.62% 5,836,459 $189.3M
23 Zevenbergen Capital Investments LLC 0.62% 832,213 $27.0M
24 Freestone Grove Partners LP 0.60% 2,871,558 $93.1M
25 Panoramic Capital, LLC 0.56% 40,000 $1.3M
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 — 10 quarters in a row: For 10 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?

Slight buying edge — 57% buying: Last quarter: 338 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 — 42% AUM from top-100 funds: 63 of 538 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 541 current holders: 191 (35%) held >2 years, 175 held 1–2 years, and 175 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 +22.7% vs -0.3% 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.

Full history →