Samsara
548 hedge funds and large institutions have $12.8B invested in Samsara in 2026 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 221 increasing their positions, 165 reducing their positions, and 81 closing their positions.
95% more call options, than puts
Call options by funds: $206M | Put options by funds: $106M
34% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 165
17% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 81
11% more capital invested
Capital invested by funds: $11.5B → $12.8B (+$1.32B)
7.51% more ownership
Funds ownership: 98.42% → 105.93% (+7.5%)
1% more funds holding
Funds holding: 543 → 548 (+5)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$375M |
| 2 |
Morgan Stanley
New York
|
+$122M |
| 3 |
BAMCO Inc
New York
|
+$85.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$81.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$79.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
-$133M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$92.6M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$89M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$77.9M |
| 5 |
GCGM
General Catalyst Group Management
Cambridge,
Massachusetts
|
-$63.4M |
IOT Hedge Fund Activity: Q2 2026 in Review
548 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q2 2026, worth a combined $12.8B — up 11% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new IOT positions and 81 closed out — a net gain of 14 holders — while 221 added to existing stakes and 165 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $375M. The largest seller was Sands Capital Management, cutting an estimated $133M.
- 548 institutional investors held Samsara (IOT) as of Q2 2026, up from 543 in Q1 2026.
- Funds reported $12.8B of Samsara stock for Q2 2026, up 11% quarter-over-quarter.
- 95 funds opened new Samsara positions in Q2 2026 and 81 closed out, a net change of +14 holders.
- The largest Samsara buyer in Q2 2026 was T. Rowe Price Associates, an estimated $375M added.
- The largest Samsara seller in Q2 2026 was Sands Capital Management, an estimated $133M sold.
Based on aggregated 13F filings for Q2 2026.