SAMSARA INC

$IOT
Smart money positioned

13 of the Top-200 alpha managers hold $IOT as of the latest 13F snapshot.

13F holders
536
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

13 holders · Q1 2026

$IOT is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.46%, with an average of 0.06% of portfolio. Largest holder: Kieckhefer Group LLC at 0.46%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 536 · Source: 13F-HR
01
Parthenon LLC
1.86% of portfolio
61,803,884 sh
02
Brown Advisory Inc.
0.61% of portfolio
28,427,007 sh
03
Exor N.V.
0.02% of portfolio
18,815,860 sh
04
Amazon Com Inc.
1.95% of portfolio
15,657,744 sh
05
Savoie Capital LLC
17.25% of portfolio
11,979,752 sh
06
Equitable Holdings, Inc.
0.55% of portfolio
10,098,893 sh
07
Brightline Capital Management, LLC
0.01% of portfolio
8,981,700 sh
08
Axa S.a.
0.01% of portfolio
7,263,466 sh
09
State Street
0.01% of portfolio
6,920,219 sh
10
Gardner Russo & Quinn LLC
0.05% of portfolio
5,494,400 sh
See all 536 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 5 filers
04 Feb 2026
Biswas Sanjit
▼ SOLD
33,804
$25.22
S
04 Feb 2026
Biswas Sanjit
▼ SOLD
174,277
$25.19
S
03 Feb 2026
Biswas Sanjit
▼ SOLD
11,496
$25.23
S
03 Feb 2026
Biswas Sanjit
▼ SOLD
10,600
$25.25
S
03 Feb 2026
Biswas Sanjit
▼ SOLD
33,723
$25.22
S
04 Feb 2026
Bicket John
▼ SOLD
33,930
$25.22
S
04 Feb 2026
Bicket John
▼ SOLD
174,606
$25.19
S
03 Feb 2026
Bicket John
▼ SOLD
11,370
$25.23
S
03 Feb 2026
Bicket John
▼ SOLD
10,600
$25.25
S
03 Feb 2026
Bicket John
▼ SOLD
100
$26.11
S
03 Feb 2026
Bicket John
▼ SOLD
33,294
$25.22
S
20 Jan 2026
Biswas Sanjit
▼ SOLD
2,560
$33.20
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IOT in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:52 UTC.