IOT Samsara Inc.

NYSE
$38.38

Samsara Inc. (IOT) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+9.09
18 buyers / 15 sellers
MIXED
Funds compared
33
funds with comparable IOT positions
23 current holders · 25 prior-quarter holders
Net share change
+1.55M
+6.70M added, -5.15M cut
Position activity
8 new 10 increased 5 reduced 10 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Atreides Management Long/Short Growth New +2.31M $74.9M 0.7% 70
CITADEL ADVISORS LLC Quant Sold Out -2.52M -100.0% $81.6M 0.0% 64
Point72 Asset Management, L.P. Sold Out -723.1K -100.0% $23.5M 0.0% 64
D. E. Shaw & Co., Inc. Quant Sold Out -174.1K -100.0% $5.6M 0.0% 60
TWO SIGMA INVESTMENTS, LP Quant New +50.0K $1.6M 0.0% 59
Balyasny Asset Management L.P. Increased +2.56M +491.4% $83.1M 0.2% 58
Cinctive Capital Management Long/Short Quant New +326.8K $10.6M 0.4% 56
Magnetar Capital Event Quant Sold Out -7.3K -100.0% $237.0K 0.0% 54
Jain Global Long/Short Quant New +144.9K $4.7M 0.1% 54
Verition Fund Management Event Long/Short New +13.2K $427.9K 0.0% 54

Most significant buyers

By move score, not size.

  • Atreides Management New · +2.31M
  • TWO SIGMA INVESTMENTS, LP New · +50.0K
  • Balyasny Asset Management L.P. Increased · +2.56M
  • Cinctive Capital Management New · +326.8K
  • Jain Global New · +144.9K

Most significant sellers

By move score, not size.

  • CITADEL ADVISORS LLC Sold Out · -2.52M
  • Point72 Asset Management, L.P. Sold Out · -723.1K
  • D. E. Shaw & Co., Inc. Sold Out · -174.1K
  • Magnetar Capital Sold Out · -7.3K
  • Capital Fund Management Sold Out · -21.2K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Atreides Management 1 2.3M 0 +2.31M 0.7% New 70
CITADEL ADVISORS LLC 1 0 2.5M -2.52M -100.0% 0.0% Sold Out 64
Point72 Asset Management, L.P. 1 0 723.1K -723.1K -100.0% 0.0% Sold Out 64
D. E. Shaw & Co., Inc. 1 0 174.1K -174.1K -100.0% 0.0% Sold Out 60
TWO SIGMA INVESTMENTS, LP 2 50.0K 0 +50.0K 0.0% New 59
Balyasny Asset Management L.P. 2 3.1M 521.4K +2.56M +491.4% 0.2% Increased 58
Cinctive Capital Management 3 326.8K 0 +326.8K 0.4% New 56
Magnetar Capital 2 0 7.3K -7.3K -100.0% 0.0% Sold Out 54
Jain Global 3 144.9K 0 +144.9K 0.1% New 54
Verition Fund Management 2 13.2K 0 +13.2K 0.0% New 54
Capital Fund Management 3 0 21.2K -21.2K -100.0% 0.0% Sold Out 53
Quadrature Capital 3 15.0K 0 +15.0K 0.0% New 53
Woodline Partners LP 2 847.4K 334.2K +513.2K +153.5% 0.1% Increased 52
MARSHALL WACE, LLP 2 352.8K 123.4K +229.4K +186.0% 0.0% Increased 52
MILLENNIUM MANAGEMENT LLC 2 208.2K 1.3M -1.05M -83.5% 0.0% Reduced 51
Aquatic Capital Management 4 0 225.8K -225.8K -100.0% 0.0% Sold Out 51
Voleon Capital Management 3 0 21.0K -21.0K -100.0% 0.0% Sold Out 51
CenterBook Partners 4 0 41.7K -41.7K -100.0% 0.0% Sold Out 51
Y-Intercept 4 58.2K 0 +58.2K 0.0% New 50
Boothbay Fund Management 4 0 9.7K -9.7K -100.0% 0.0% Sold Out 49
Winton Group 4 0 9.4K -9.4K -100.0% 0.0% Sold Out 48
Engineers Gate 4 20.7K 0 +20.7K 0.0% New 48
Lighthouse Investment Partners 3 34.2K 10.8K +23.3K +215.2% 0.0% Increased 45
Graham Capital Management 3 32.7K 17.3K +15.4K +88.6% 0.0% Increased 41
Man Group 3 90.7K 55.4K +35.2K +63.6% 0.0% Increased 39
Brevan Howard Capital Management 3 12.2K 6.7K +5.5K +81.4% 0.0% Increased 39
Gotham Asset Management, LLC 2 404.8K 283.7K +121.2K +42.7% 0.0% Increased 36
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 777.8K 575.0K +202.8K +35.3% 0.0% Increased 36
Walleye Capital 3 53.5K 110.6K -57.1K -51.6% 0.0% Reduced 35
Squarepoint Ops LLC 2 1.3M 1.6M -246.4K -15.5% 0.1% Reduced 30
LMR Partners 3 320.8K 263.2K +57.6K +21.9% 0.1% Increased 30
Capula Management 2 65.0K 74.3K -9.3K -12.5% 0.0% Reduced 28
AQR Capital Management 3 422.0K 458.2K -36.2K -7.9% 0.0% Reduced 24

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.