Samsara Inc.: which funds bought and sold

Institutions that bought and sold Samsara shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 306 institutions that filed 13F reports for both quarters added to or opened positions in Samsara, and 245 cut or closed them. Together they added a net 30.2M shares, +8.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 14.6M shares (+7.9%); index fund managers were net buyers of 4.3M shares (+5.6%). 86 opened a new position and 82 sold out entirely.

Bought, Q2 2026 306 institutions, 86 of them new holders Sold, Q2 2026 245 institutions, 82 of them sold out

Net change, all compared +30.2M shares (+8.4%)

Net change, active managers +14.6M shares (+7.9%), 36 bought, 28 sold

Buyers versus sellers

institutions compared, 616

306 bought 65 245 sold

Active managers and hedge funds 36 bought · 28 sold · +14.6M

Index fund managers 9 bought · 2 sold · +4.3M

Other institutions 261 bought · 215 sold · +11.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+12.1M +33.1%	48.7M	$1.6B
Morgan Stanley	+3.9M +46.7%	12.3M	$400M
BAMCO Inc Active manager	+2.8M +53.9%	7.9M	$256M
FMR LLC Active manager	+2.6M +11.1%	26.4M	$856M
Balyasny Asset Management L.P. Hedge fund	+2.6M +491.4%	3.1M	$100M
Atreides Management, LP Hedge fund	+2.3M New position	2.3M	$74.9M
Pictet Asset Management Holding SA	+2.0M +1508.2%	2.1M	$68.5M
Jpmorgan Chase & Co	+1.9M +736.2%	2.2M	$69.6M
UBS Group AG	+1.8M +63.0%	4.6M	$148M
Daiwa Securities Group Inc.	+1.6M +5180.3%	1.6M	$52.1M
Blackrock, Inc. Index funds	+1.5M +6.6%	23.8M	$772M
BNP Paribas Financial Markets	+1.3M +173.0%	2.1M	$68.9M
Susquehanna International Group, LLP	+824K +7850.9%	835K	$27.1M
Congress Asset Management Co Active manager	+816K New position	816K	$26.5M
Wellington Management Group LLP Active manager	+814K +9.6%	9.3M	$302M
Vanguard Portfolio Management LLC Index funds	+812K +4.8%	17.7M	$575M
Westfield Capital Management Co LP Active manager	+764K +15.1%	5.8M	$189M
State Street Corp Index funds	+718K +9.9%	8.0M	$259M
Freestone Grove Partners LP Hedge fund	+714K +33.1%	2.9M	$93.1M
Vanguard Capital Management LLC Index funds	+648K +4.4%	15.5M	$502M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+12.1M +33.1%	48.7M	$1.6B
BAMCO Inc Active manager	+2.8M +53.9%	7.9M	$256M
FMR LLC Active manager	+2.6M +11.1%	26.4M	$856M
Balyasny Asset Management L.P. Hedge fund	+2.6M +491.4%	3.1M	$100M
Atreides Management, LP Hedge fund	+2.3M New position	2.3M	$74.9M
Congress Asset Management Co Active manager	+816K New position	816K	$26.5M
Wellington Management Group LLP Active manager	+814K +9.6%	9.3M	$302M
Westfield Capital Management Co LP Active manager	+764K +15.1%	5.8M	$189M
Freestone Grove Partners LP Hedge fund	+714K +33.1%	2.9M	$93.1M
Woodline Partners LP Hedge fund	+513K +153.5%	847K	$27.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Sands Capital Management, LLC Active manager	−4.3M −27.5%	11.3M	$368M
Brown Advisory Inc Active manager	−3.0M −29.6%	7.1M	$231M
1832 Asset Management L.P.	−2.9M −66.4%	1.5M	$47.1M
Citadel Advisors LLC Hedge fund	−2.5M Sold out	0	—
General Catalyst Group Management, LLC	−2.0M Sold out	0	—
Jane Street Group, LLC	−1.4M −40.7%	2.0M	$64.5M
Baillie Gifford & Co Active manager	−1.2M −2.0%	56.4M	$1.8B
Summit Partners Public Asset Management, LLC	−1.1M −83.5%	212K	$6.9M
Millennium Management LLC Hedge fund	−1.1M −83.5%	208K	$6.8M
Point72 Asset Management, L.P. Hedge fund	−723K Sold out	0	—
A16Z Perennial Management, L.P.	−645K −10.8%	5.3M	$173M
Bienville Capital Management, LLC	−557K Sold out	0	—
First Trust Advisors LP	−468K −31.3%	1.0M	$33.3M
Bank Of America Corp	−392K −14.4%	2.3M	$75.2M
Light Street Capital Management, LLC Hedge fund	−384K Sold out	0	—
Federated Hermes, Inc. Active manager	−339K −99.9%	205	$6,648
Squarepoint Ops LLC Hedge fund	−246K −15.5%	1.3M	$43.6M
Aquatic Capital Management LLC	−226K Sold out	0	—
Pensiondanmark Pensionsforsikringsaktieselskab	−191K −95.0%	10K	$326,246
Proem Advisors LLC	−182K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Sands Capital Management, LLC Active manager	−4.3M −27.5%	11.3M	$368M
Brown Advisory Inc Active manager	−3.0M −29.6%	7.1M	$231M
Citadel Advisors LLC Hedge fund	−2.5M Sold out	0	—
Baillie Gifford & Co Active manager	−1.2M −2.0%	56.4M	$1.8B
Millennium Management LLC Hedge fund	−1.1M −83.5%	208K	$6.8M
Point72 Asset Management, L.P. Hedge fund	−723K Sold out	0	—
Light Street Capital Management, LLC Hedge fund	−384K Sold out	0	—
Federated Hermes, Inc. Active manager	−339K −99.9%	205	$6,648
Squarepoint Ops LLC Hedge fund	−246K −15.5%	1.3M	$43.6M
D. E. Shaw & Co., Inc. Hedge fund	−174K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Atreides Management, LPHedge fund	2.3M	$74.9M
Congress Asset Management CoActive manager	816K	$26.5M
Capital Investment Services Of America, Inc.	438K	$14.2M
Cinctive Capital Management LPHedge fund	327K	$10.6M
Mirova	298K	$9.7M
Kornitzer Capital Management Inc	177K	$5.7M
Lakewood Capital Management, LPHedge fund	175K	$5.7M
Jain Global LLCHedge fund	145K	$4.7M
AGF Management Ltd	100K	$3.2M
Axxcess Wealth Management, LLC	85K	$2.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Citadel Advisors LLCHedge fund	2.5M	$79.7M
General Catalyst Group Management, LLC	2.0M	$63.4M
Point72 Asset Management, L.P.Hedge fund	723K	$22.9M
Bienville Capital Management, LLC	557K	$17.6M
Light Street Capital Management, LLCHedge fund	384K	$12.2M
Aquatic Capital Management LLC	226K	$7.2M
Proem Advisors LLC	182K	$5.8M
D. E. Shaw & Co., Inc.Hedge fund	174K	$5.5M
Pfa Pension, Forsikringsaktieselskab	170K	$5.4M
Ravenswood Partners LP	151K	$4.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 542
Ten largest holders: 58.8%
Index fund managers: 20.5%
Active managers and hedge funds: 50.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	36	28	11	13	+14.6M	+7.9%
Index fund managers	9	2	0	0	+4.3M	+5.6%
Other institutions	261	215	75	69	+11.3M	+11.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Samsara.

Only managers that filed a holdings report for both quarters are compared (616 here). 17 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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