Guru Ownership Trend
Guru Analysis for Samsara Inc. (IOT)
Samsara Inc. (IOT), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $516.42 M.
Top institutional holders include Frank Sands and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $92.81 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 143.8%. Conversely, Frank Sands reduced exposure by 18.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Samsara Inc. (IOT)
Major holders include Frank Sands ($496.19 M), Steven Cohen ($22.92 M), Cliff Asness ($14.32 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 17.12 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $92.81 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited IOT. The total reported sell value was $110.86 M.
Yes, 0 managers opened new positions in IOT, and 3 increased their existing holdings. The total reported buy value was $18.04 M.