Samsara Inc-cl A (IOT) — 13F Filings Explorer (Q2 2026)

IOT ranks #1048 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IOT is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 1.7% of that fund's own 13F portfolio.

IOT is a top-conviction position for Jordan Park Trust Co LLC — at 93.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IOT belongs to Baillie Gifford & Co, but the position matters far more to Jordan Park Trust Co LLC, who has 93.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Zevenbergen Capital Investments LLC has added to its IOT position for two straight quarters, increasing it by $5.1M to reach $28.0M today.

Mosley Wealth Management has trimmed its IOT position for two straight quarters, cutting it by $95.2K while still holding $14.1K.

IOT is up 4.4% today, and institutions have been net buyers of $1.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

IOT posted net income of $90.6M over the trailing twelve months, and currently trades at a P/E of 269.7.

• Profitable — net income of $90.6M over the trailing twelve months
• Revenue grew 38.4% year over year
• Net income improved year over year, from -$120.7M to $90.6M
• Generated $236.2M in positive operating cash flow
• Current ratio of 1.64x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.79x equity — within a conventional range