Samsara
IOT
543 hedge funds and large institutions have $11.5B invested in Samsara in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 228 increasing their positions, 143 reducing their positions, and 100 closing their positions.
82% more call options, than puts
Call options by funds: $179M | Put options by funds: $98.4M
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
59% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 143
6.35% more ownership
Funds ownership: 92.06% → 98.42% (+6.4%)
5% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 100
1% less funds holding
Funds holding: 546 → 543 (-3)
2% less capital invested
Capital invested by funds: $11.7B → $11.5B (-$208M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$679M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$301M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$231M |
| 4 |
APM
a16z Perennial Management
Menlo Park,
California
|
+$132M |
| 5 |
Jane Street
New York
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$325M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
-$106M |
| 3 |
BlackRock
New York
|
-$83.1M |
| 4 |
Squarepoint
New York
|
-$76.6M |
| 5 |
Goldman Sachs
New York
|
-$66.5M |
IOT Hedge Fund Activity: Q1 2026 in Review
543 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q1 2026, worth a combined $11.5B — down 1.8% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new IOT positions and 100 closed out — a net gain of 5 holders — while 228 added to existing stakes and 143 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $679M. The largest seller was Morgan Stanley, cutting an estimated $325M.
- 543 institutional investors held Samsara (IOT) as of Q1 2026, down from 546 in Q4 2025.
- Funds reported $11.5B of Samsara stock for Q1 2026, down 1.8% quarter-over-quarter.
- 105 funds opened new Samsara positions in Q1 2026 and 100 closed out, a net change of +5 holders.
- The largest Samsara buyer in Q1 2026 was T. Rowe Price Associates, an estimated $679M added.
- The largest Samsara seller in Q1 2026 was Morgan Stanley, an estimated $325M sold.
Based on aggregated 13F filings for Q1 2026.