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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $638.21 M.
Top institutional holders include Frank Sands and Steven Cohen.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $42.58 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 610.1%. Conversely, Cliff Asness reduced exposure by 62.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Samsara Inc. (IOT)
Major holders include Frank Sands ($677.92 M), Steven Cohen ($18.1 M), Joel Greenblatt ($6.85 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 20.04 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $42.58 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited IOT. The total reported sell value was $61.75 M.
Yes, 1 managers opened new positions in IOT, and 3 increased their existing holdings. The total reported buy value was $19.17 M.