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 Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $463.28 M.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $159.9 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 42.7%. Conversely, Frank Sands reduced exposure by 27.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Samsara Inc. (IOT)
Major holders include Frank Sands ($368.04 M), Cliff Asness ($13.61 M), Joel Greenblatt ($13.13 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 12.18 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $159.9 M, with 1 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 $163.82 M.
Yes, 0 managers opened new positions in IOT, and 1 increased their existing holdings. The total reported buy value was $3.93 M.