Samsara Inc. Class AIOT

13F holders, Q2 2024 (June 30)
333holders +18
70new positions
49sold out
8famous investors
$33.79avg. 13F price*

At the end of Q2 2024, 333 institutions reported holding Samsara Inc. Class A (IOT) in their 13F filings, up 18 from Q1 2024. 70 opened new positions and 49 sold out. The largest holders were Baillie Gifford & Co. ($924.5M), General Catalyst Group Management, LLC ($886.2M) and Vanguard Group Inc. ($647.4M). 8 famous investors held it, including Gavin Baker (1.6% of Atreides Management's portfolio), Brad Gerstner (0.4% of Altimeter Capital Management's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Samsara Inc. Class A
CUSIP
79589L106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 315Q1 2024Q2 2024: 333Q2 2024Q3 2024: 387Q3 2024Q4 2024: 434Q4 2024Q1 2025: 447Q1 2025Q2 2025: 489Q2 2025Q3 2025: 516Q3 2025Q4 2025: 546Q4 2025Q1 2026: 544Q1 2026Q2 2026: 552Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions70$314.9M
Exits49$54.6M

All 13F filers, Q1 2024 → Q2 2024: 35,603,110 shares bought and 15,400,304 shares sold, net +20,202,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 333 holders

Baillie Gifford & Co. 0.72% Add +18.1% 27,433,212 $924.5M
General Catalyst Group Management, LLC 76.40% No change 26,297,056 $886.2M
Vanguard Group Inc. 0.01% Add +12.3% 19,210,930 $647.4M
T. Rowe Price Associates Inc. 0.07% Reduce -4.0% 16,941,610 $570.9M
Morgan Stanley 0.04% Add +2.1% 14,897,465 $502.0M
FMR LLC 0.02% Reduce -9.0% 10,285,778 $346.6M
BlackRock Inc. 0.01% Add +13.6% 8,180,778 $275.7M
1832 Asset Management L.P. 0.50% Add +6.6% 8,128,500 $273.9M
Sands Capital Management, LLC 0.75% Add +383.8% 7,612,221 $256.5M
a16z Capital Management, L.L.C. 11.49% No change 3,995,652 $134.7M
Westfield Capital Management Co. LP 0.56% Add +51.1% 3,367,979 $113.5M
Lmdagg, L.L.C. 100.00% No change 2,968,141 $100.0M
Amundi 0.04% Add +39.9% 2,653,970 $94.7M
Goldman Sachs Group Inc. 0.02% Add +5.2% 2,595,907 $87.5M
Artisan Partners Limited Partnership 0.12% New 2,406,880 $81.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +247.4% 2,400,038 $80.9M
Geode Capital Management, LLC 0.01% Add +11.8% 2,082,516 $70.0M
State Street Corp. 0.00% Add +23.8% 2,030,578 $68.4M
Summit Partners Public Asset Management, LLC 3.11% Add +30.0% 1,999,087 $67.4M
Invesco Ltd. 0.01% Reduce -53.9% 1,987,775 $67.0M
Alliancebernstein L.P. 0.02% Add +238.4% 1,650,970 $55.6M
Atreides Management 1.62% New 1,473,747 $49.7M
Legal & General Group Plc 0.01% Add +10.4% 1,207,611 $40.7M
First Trust Advisors LP 0.04% Reduce -39.1% 1,178,075 $39.7M
Charles Schwab Investment Management Inc. 0.01% Add +11.8% 1,178,051 $39.7M
TimesSquare Capital Management, LLC 0.61% Add +99.9% 1,145,121 $38.6M
Adage Capital Partners Gp, L.L.C. 0.06% Add +506.1% 1,000,000 $33.7M
Bank of New York Mellon Corp 0.01% Add +17.6% 877,485 $29.6M
Allspring Global Investments Holdings, LLC 0.05% New 874,302 $29.5M
Qube Research & Technologies Ltd 0.05% Add +6.9% 829,685 $28.0M
Altimeter Capital Management 0.41% New 815,660 $27.5M
Capital Fund Management S.A. 0.30% Add +62.0% 775,997 $26.2M
Blair William & Co. 0.08% Reduce -0.3% 742,855 $25.0M
Trexquant Investment LP 0.36% New 709,980 $23.9M
Jane Street Group, LLC 0.03% Add +16.5% 698,822 $23.6M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +11.5% 671,025 $22.6M
Northern Trust Corp. 0.00% Add +32.6% 658,409 $22.2M
Exchange Traded Concepts, LLC 0.54% Reduce -0.6% 623,886 $21.0M
Canada Pension Plan Investment Board 0.02% Add +19.3% 621,200 $20.9M
TD Asset Management Inc 0.02% Add +93.7% 620,212 $20.9M
Ameriprise Financial Inc. 0.01% Add +2491.8% 610,740 $20.6M
Swiss National Bank 0.01% Add +15.9% 597,200 $20.1M
Bank of America Corp. 0.00% Add +2.0% 562,605 $19.0M
Citadel Advisors 0.02% Add +18.4% 537,697 $18.1M
Comerica Bank 0.07% Add +208.0% 512,082 $17.3M
Man Group plc 0.04% Add +11.6% 481,052 $16.2M
Voloridge Investment Management, LLC 0.06% Reduce -74.6% 469,917 $15.8M
Millennium Management 0.01% Reduce -38.2% 449,630 $15.2M
Common Fund for Nonprofit Organizations 1.89% No change 406,838 $13.7M
Westwind Capital 3.19% Reduce -100.0% 6 $12.8M
Brighton Jones LLC 0.41% New 365,576 $12.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +0.0% 359,755 $12.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +62.8% 354,525 $11.9M
Baron Capital (BAMCO) 0.03% New 349,294 $11.8M
Two Sigma Advisers, LP 0.03% Reduce -83.3% 338,600 $11.4M
Deutsche Bank AG 0.01% Reduce -38.0% 337,150 $11.4M
Voya Investment Management LLC 0.01% Add +381.8% 319,092 $10.8M
Norges Bank 0.00% Add +1.4% 318,640 $10.7M
California State Teachers Retirement System 0.01% Add +43.8% 304,834 $10.3M
Dimensional Fund Advisors LP 0.00% Add +4.9% 301,705 $10.2M
Susquehanna International Group, LLP 0.02% Add +4687.6% 285,532 $9.6M
UBS Group AG 0.00% Add +49.2% 277,757 $9.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 276,825 $9.3M
Sei Investments Co. 0.01% New 255,926 $8.6M
Integrated Wealth Concepts LLC 0.11% Add +1.4% 233,776 $7.9M
Wealth Dimensions Group, Ltd. 2.18% Reduce -9.7% 226,698 $7.6M
Aptus Capital Advisors, LLC 0.14% No change 224,581 $7.6M
Squarepoint Ops LLC 0.03% Reduce -16.9% 209,225 $7.1M
Cercano Management LLC 0.19% New 206,885 $7.0M
Sora Investors LLC 1.24% New 200,000 $6.7M
Neuberger Berman Group LLC 0.01% New 193,108 $6.5M
Contravisory Investment Management, Inc. 1.44% Reduce -0.8% 192,418 $6.5M
PDT Partners, LLC 0.61% Add +2.6% 190,381 $6.4M
Agf Management Ltd. 0.04% Reduce -1.8% 188,140 $6.3M
State of Wisconsin Investment Board 0.02% Add +38.6% 186,780 $6.3M
Cinctive Capital Management LP 0.34% New 186,300 $6.3M
D. E. Shaw & Co. 0.01% Reduce -91.0% 173,541 $5.8M
AQR Capital Management 0.01% New 175,366 $5.8M
Walleye Capital LLC 0.06% Add +317.5% 166,387 $5.6M
CI Investments Inc. 0.02% Add +18237.4% 161,736 $5.5M
iA Global Asset Management Inc. 0.10% New 156,700 $5.3M
Barclays PLC 0.00% Add +39.9% 156,534 $5.3M
Engineers Gate Manager LP 0.12% Reduce -5.8% 155,707 $5.2M
SpiderRock Advisors, LLC 0.13% No change 148,000 $5.0M
Creative Planning 0.01% Add +16.1% 147,457 $5.0M
Teachers Retirement System of the State of Kentucky 0.04% No change 146,789 $4.9M
JPMorgan Chase & Co. 0.00% Add +27.3% 144,771 $4.9M
Mariner, LLC 0.01% New 141,329 $4.8M
Board of Trustees of The Leland Stanford Junior University 0.31% No change 135,860 $4.6M
Asset Management One Co., Ltd. 0.02% Add +107.8% 133,486 $4.5M
Catalyst Private Wealth, LLC 2.13% No change 119,602 $4.0M
Slow Capital, Inc. 0.64% Add +14.4% 116,935 $3.9M
Andra AP-fonden 0.07% Add +51.2% 114,900 $3.9M
Ensign Peak Advisors, Inc 0.01% Add +486.8% 114,432 $3.9M
ExodusPoint Capital Management, LP 0.04% Add +568.1% 111,218 $3.7M
Royal Fund Management, LLC 0.49% Add +3.1% 107,900 $3.6M
Harbor Capital Advisors, Inc. 0.27% Reduce -21.2% 106,529 $3.6M
LPL Financial LLC 0.00% Add +3.6% 100,999 $3.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.77% New 95,570 $3.2M
Alps Advisors Inc. 0.02% Add +6.2% 95,081 $3.2M
Aviva PLC 0.01% New 94,994 $3.2M
Lord, Abbett & Co. LLC 0.01% Reduce -91.6% 93,107 $3.1M
Snowden Capital Advisors LLC 0.09% Add +10.1% 91,533 $3.1M
TrueMark Investments, LLC 0.97% No change 84,192 $2.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -26.3% 76,173 $2.6M
Pictet Asset Management Holding SA 0.00% Add +27.3% 73,942 $2.5M
Citigroup Inc. 0.00% Add +90.1% 71,027 $2.4M
Danske Bank A/S 0.01% Reduce -13.7% 70,000 $2.4M
Mn Services Vermogensbeheer B.V. 0.02% No change 69,500 $2.3M
Carnegie Investment Counsel 0.07% New 63,063 $2.1M
Hanson & Doremus Investment Management 0.36% Add +230.2% 62,961 $2.1M
Raymond James & Associates 0.00% Reduce -52.7% 61,613 $2.1M
GLOBALT Investments LLC / GA 0.08% Reduce -3.9% 60,710 $2.0M
Victory Capital Management Inc. 0.00% Add +8.1% 60,238 $2.0M
Andar Capital Management HK Ltd 2.81% New 60,000 $2.0M
Cerity Partners LLC 0.01% Reduce -3.9% 59,870 $2.0M
Resona Asset Management Co.,Ltd. 0.01% Add +7.9% 59,470 $2.0M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -3.5% 58,110 $2.0M
Nomura Asset Management Co. Ltd. 0.01% Add +21.6% 56,390 $1.9M
HSBC Holdings PLC 0.00% Add +46.4% 56,231 $1.9M
Allianz Asset Management GmbH 0.00% Add +67.2% 55,743 $1.9M
Arizona State Retirement System 0.01% Add +17.6% 55,657 $1.9M
Korea Investment CORP 0.00% Add +63.2% 52,937 $1.8M
Wells Fargo & Company 0.00% Reduce -63.7% 49,453 $1.7M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +0.0% 47,495 $1.6M
Tidal Investments LLC 0.02% New 47,014 $1.6M
EPIQ Capital Group, LLC 0.55% Add +14.6% 46,092 $1.6M
WINTON GROUP Ltd 0.10% New 45,585 $1.5M
Obsidian Cio, LLC 0.36% Reduce -20.7% 44,811 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +113.0% 44,498 $1.5M
Thrivent Financial for Lutherans 0.00% Add +12.2% 43,755 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -18.5% 41,826 $1.4M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.02% — 41,300 $1.4M
Marshall Wace, LLP 0.00% Reduce -35.9% 40,121 $1.4M
Handelsbanken Fonder AB 0.01% Add +45.1% 39,900 $1.3M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +9.3% 38,853 $1.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +89.0% 38,789 $1.3M
Bantamac Capital, LLC 0.78% Reduce -23.2% 38,774 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -43.2% 38,155 $1.3M
Corient Private Wealth LP 0.00% Reduce -6.6% 37,657 $1.3M
Magnetar Financial LLC 0.03% New 36,788 $1.2M
Cim, LLC 0.18% New 31,120 $1.2M
Calamos Advisors LLC 0.01% Reduce -63.0% 35,427 $1.2M
Royal Bank of Canada 0.00% Add +15.3% 35,191 $1.2M
Rhumbline Advisers 0.00% Add +16.3% 35,171 $1.2M
Employees Retirement System of Texas 0.01% No change 34,720 $1.2M
IFM Investors Pty Ltd 0.01% No change 33,541 $1.1M
SVB Wealth LLC 0.03% No change 32,010 $1.1M
DNB Asset Management AS 0.00% No change 29,535 $995K
Envestnet Asset Management Inc. 0.00% Add +18.3% 27,928 $941K
Wolverine Trading, LLC 0.01% Add +4.6% 27,094 $913K
Versor Investments LP 0.16% New 26,400 $890K
Arkadios Wealth Advisors 0.06% Add +3.9% 26,350 $888K
Mission Wealth Management, LP 0.02% Reduce -9.9% 26,223 $884K
Two Sigma Investments, LP 0.00% Reduce -98.1% 26,076 $879K
Capstone Wealth Management Group, LLC 0.57% Add +17.4% 26,050 $878K
Fortitude Advisory Group L.L.C. 0.52% Add +11.4% 25,974 $875K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -40.1% 23,100 $866K
Caisse de depot et placement du Quebec 0.00% New 25,700 $866K
IMC-Chicago, LLC 0.03% Reduce -10.6% 25,309 $853K
Illinois Municipal Retirement Fund 0.01% No change 25,263 $851K
Russell Investments Group, Ltd. 0.00% Reduce -80.9% 25,155 $848K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +41.8% 24,256 $817K
Nissay Asset Management Corp. /Japan 0.01% Add +26.3% 24,217 $816K
Brandywine Managers, LLC 0.84% No change 23,578 $795K
Commonwealth Equity Services, LLC 0.00% Reduce -1.9% 23,474 $791K
Penserra Capital Management LLC 0.01% Reduce -79.0% 23,409 $789K
Rakuten Securities, Inc. 0.34% Reduce -75.7% 23,408 $789K
Plato Investment Management Ltd 0.07% Add +220.2% 23,240 $783K
Stifel Financial Corp. 0.00% Add +230.9% 23,212 $782K
Ritholtz Wealth Management 0.03% Reduce -2.6% 22,730 $766K
Storebrand Asset Management As 0.00% Add +100.7% 22,522 $759K
APG Asset Management N.V. 0.00% New 23,700 $745K
HighTower Advisors, LLC 0.00% Reduce -4.1% 21,113 $713K
Twin Tree Management, LP 0.02% New 21,061 $710K
DekaBank Deutsche Girozentrale 0.00% Add +116.1% 20,316 $700K
Centiva Capital, LP 0.03% Reduce -53.6% 20,515 $691K
Harbour Capital Advisors, LLC 0.16% Add +132.9% 19,735 $688K
Toronto Dominion Bank 0.00% Add +20.9% 19,844 $669K
Public Employees Retirement Association of Colorado 0.00% Reduce -0.2% 19,788 $667K
Morse Asset Management, Inc 0.16% Reduce -14.7% 19,765 $666K
Sigma Planning Corp 0.02% Reduce -11.7% 18,888 $637K
Elo Mutual Pension Insurance Co 0.01% Add +20.2% 18,591 $627K
Tower Research Capital LLC (TRC) 0.01% Add +2156.7% 18,573 $626K
Fort Washington Investment Advisors Inc. 0.00% No change 18,210 $614K
Quadrature Capital Ltd 0.01% Reduce -39.8% 17,539 $592K
Cetera Investment Advisers 0.00% Add +5.7% 17,474 $589K
Capstone Investment Advisors, LLC 0.03% Reduce -8.6% 17,419 $587K
Lazard Asset Management LLC 0.00% Add +53.5% 17,352 $584K
Knollwood Investment Advisory, LLC 0.06% New 16,300 $549K
Octahedron Capital Management L.P. 0.55% New 16,250 $548K
Vanguard Capital Wealth Advisors 0.37% New 16,100 $543K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.5% 16,132 $538K
Gulf International Bank (UK) Ltd 0.01% Reduce -32.6% 15,986 $538K
Bank of Montreal 0.00% New 15,908 $537K
Wealth Enhancement Advisory Services, LLC 0.00% Add +165.3% 15,848 $534K
Lombard Odier Asset Management (USA) Corp 0.23% New 15,574 $525K
Perigon Wealth Management, LLC 0.01% Add +0.0% 15,228 $513K
Baader Bank Aktiengesellschaft 0.04% New 15,000 $506K
Staley Capital Advisers Inc. 0.02% No change 15,000 $506K
Osaic Holdings, Inc. 0.00% Reduce -73.7% 14,927 $503K
Elevate Wealth Advisory, Inc. 0.41% Add +19.0% 14,891 $502K
Concentrum Wealth Management 0.21% Add +37.1% 14,775 $498K
Nordea Investment Management AB 0.00% Add +80.7% 14,444 $486K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +0.4% 14,343 $483K
Daiwa Securities Group Inc. 0.00% Add +15.7% 14,000 $472K
Prosperity Financial Group, Inc. 0.30% Add +11.3% 13,980 $471K
AustralianSuper Pty Ltd 0.00% New 13,943 $470K
Canal Insurance CO 0.12% New 13,618 $459K
MBB Public Markets I LLC 0.01% Add +107.9% 13,266 $447K
Graham Capital Management, L.P. 0.03% Reduce -38.5% 13,221 $446K
Legacy Capital Group California, Inc. 0.16% Add +0.8% 13,182 $444K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.8% 12,564 $423K
RFG Advisory, LLC 0.01% Add +41.5% 12,486 $421K
Stonegate Investment Group, LLC 0.01% Add +79.6% 12,300 $415K
Verition Fund Management LLC 0.00% Add +73.9% 12,274 $414K
Avior Wealth Management, LLC 0.02% Add +10347.9% 12,224 $412K
Acadian Asset Management LLC 0.00% Reduce -51.1% 11,972 $402K
KBC Group NV 0.00% Reduce -47.1% 11,887 $401K
PNC Financial Services Group, Inc. 0.00% Reduce -27.4% 11,335 $382K
Motley Fool Asset Management LLC 0.02% Add +26.9% 10,671 $372K
Cibc World Markets Corp. 0.00% Add +55.1% 10,925 $368K
Wealth Effects LLC 0.13% Add +37.9% 10,550 $356K
DCF Advisers, LLC 0.18% No change 10,000 $337K
Independent Financial Group, LLC 0.01% New 9,916 $334K
Asahi Life Asset Management Co., LTD. 0.23% New 9,890 $333K
Janney Capital Management LLC 0.02% Reduce -0.9% 9,895 $333K
Xponance LLC 0.00% Add +26.2% 9,738 $328K
Cresset Asset Management, LLC 0.00% Add +9.9% 9,729 $328K
Parallax Volatility Advisers, L.P. 0.01% Add +28.4% 9,601 $324K
EntryPoint Capital, LLC 0.15% Add +945.1% 9,552 $322K
XTX Topco Ltd 0.03% Reduce -23.6% 9,385 $316K
Adero Partners, LLC 0.02% Add +0.0% 9,170 $309K
Gotham Asset Management 0.00% Reduce -89.4% 9,141 $308K
Private Advisor Group, LLC 0.00% Add +19.4% 9,077 $306K
American Century Companies Inc. 0.00% Add +2.6% 8,948 $302K
Captrust Financial Advisors 0.00% New 8,777 $296K
Assenagon Asset Management S.A. 0.00% New 8,697 $293K
Janus Henderson Group PLC 0.00% New 8,448 $285K
Pitcairn Co. 0.02% New 8,350 $281K
Pathstone Holdings, LLC 0.00% New 8,205 $277K
Spire Wealth Management 0.01% New 8,200 $276K
Focus Partners Wealth 0.00% No change 7,918 $267K
Cambridge Investment Research Advisors, Inc. 0.00% Add +30.1% 7,901 $266K
Kestra Advisory Services, LLC 0.00% New 7,582 $256K
Wellington Management Group LLP 0.00% Add +12.8% 7,571 $255K
Raymond James Financial Services Advisors, Inc. 0.00% New 7,545 $254K
Spinnaker Investment Group, LLC 0.07% Reduce -1.0% 7,220 $243K
Williams Jones Wealth Management, LLC. 0.00% Add +12.9% 7,197 $243K
Juncture Wealth Strategies, LLC 0.10% Reduce -6.5% 7,190 $242K
Benjamin F. Edwards & Company, Inc. 0.00% Add +85.7% 7,030 $237K
GTS Securities LLC 0.00% New 6,816 $230K
Walleye Trading LLC 0.00% New 6,598 $222K
NewEdge Wealth, LLC 0.00% Add +13.9% 6,428 $217K
Empowered Funds, LLC 0.00% Add +8.8% 6,287 $212K
Coldstream Capital Management Inc. 0.01% No change 6,182 $208K
McAdam, LLC 0.01% New 6,075 $205K
OMERS ADMINISTRATION Corp 0.00% Reduce -92.2% 5,982 $202K
CSS LLC 0.04% New 5,931 $200K
Caption Management, LLC 0.02% New 5,139 $173K
Credit Agricole S A 0.00% New 5,100 $172K
Macquarie Group Ltd. 0.00% No change 4,407 $149K
Sands Capital Alternatives, LLC 0.05% Add +18.7% 4,239 $143K
AlphaQuest LLC 0.02% New 4,030 $136K
Federation des caisses Desjardins du Quebec 0.00% Add +248.6% 3,835 $129K
Fred Alger Management, LLC 0.00% Add +76.3% 3,474 $117K
Vestcor Inc 0.00% No change 3,220 $109K
Advisors Asset Management, Inc. 0.00% Reduce -2.1% 3,177 $107K
Swedbank AB 0.00% New 3,106 $105K
US Bancorp \de 0.00% Reduce -5.5% 3,084 $104K
TFC Financial Management, Inc. 0.02% No change 3,000 $101K
Rakuten Investment Management, Inc. 0.00% Add +87.2% 2,787 $91K
Montag A & Associates Inc. 0.00% No change 2,634 $89K
a16z Perennial Management, L.P. 0.01% No change 2,566 $86K
Principal Securities, Inc. 0.00% Reduce -12.8% 1,996 $67K
Clearstead Advisors, LLC 0.00% New 1,935 $65K
Ramirez Asset Management, Inc. 0.01% No change 1,900 $64K
Ulland Investment Advisors, LLC 0.05% Reduce -5.0% 1,890 $64K
Ostrum Asset Management 0.00% Reduce -7.3% 1,651 $56K
New York State Common Retirement Fund 0.00% No change 1,455 $49K
Redwood Wealth Management Group, LLC 0.04% New 1,450 $49K
Central Pacific Bank - Trust Division 0.01% Add +140.1% 1,419 $48K
Nemes Rush Group LLC 0.01% New 1,325 $45K
Private Trust Co. NA 0.00% No change 1,300 $44K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.4% 1,181 $40K
Global Retirement Partners, LLC 0.00% New 1,175 $40K
National Bank of Canada 0.00% New 1,100 $38K
Farther Finance Advisors, LLC 0.00% Add +1666.7% 1,060 $37K
Resources Management Corp. /CT/ 0.00% Add +104.0% 961 $32K
Paloma Partners Management Co 0.00% New 859 $29K
Parallel Advisors, LLC 0.00% Add +12.0% 749 $25K
Coppell Advisory Solutions LLC 0.00% — 635 $21K
Continuum Advisory, LLC 0.00% Reduce -9.6% 632 $21K
UMB Bank, n.a. 0.00% New 605 $20K
Leonteq Securities AG 0.00% Add +56.0% 593 $20K
Signaturefd, LLC 0.00% No change 535 $18K
West Tower Group, LLC 0.05% Reduce -50.0% 500 $17K
IFP Advisors, Inc 0.00% Reduce -80.1% 489 $16K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 400 $13K
International Assets Investment Management, LLC 0.00% New 375 $13K
Cwm, LLC 0.00% Add +3.7% 334 $11K
NFSG Corp 0.00% No change 325 $11K
Silicon Valley Capital Partners 0.00% New 324 $11K
Global Wealth Strategies & Associates 0.00% No change 300 $10K
CIBC Private Wealth Group LLC 0.00% Reduce -3.3% 267 $10K
SYSTM Wealth Solutions LLC 0.00% No change 171 $6K
Bell Investment Advisors, Inc 0.00% Reduce -0.8% 126 $4K
NewEdge Advisors, LLC 0.00% Reduce -65.8% 108 $4K
Harbour Investments, Inc. 0.00% No change 100 $3K
Ancora Advisors LLC 0.00% No change 100 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 100 $3K
Fifth Third Bancorp 0.00% Add +13.6% 67 $2K
Nvwm, LLC 0.00% Reduce -99.6% 65 $2K
Rothschild Investment LLC 0.00% No change 60 $2K
Anfield Capital Management, LLC 0.00% New 59 $2K
Stone House Investment Management, LLC 0.00% No change 55 $2K
Allworth Financial LP 0.00% Reduce -40.5% 50 $2K
GAMMA Investing LLC 0.00% No change 50 $2K
TD Waterhouse Canada Inc. 0.00% New 48 $2K
Natixis 0.00% New 35 $1K
CVA Family Office, LLC 0.00% New 33 $1K
EverSource Wealth Advisors, LLC 0.00% Add +500.0% 24 $919
Rise Advisors, LLC 0.00% No change 25 $843
JFS Wealth Advisors, LLC 0.00% No change 24 $809
Blue Trust, Inc. 0.00% New 20 $756
Riggs Asset Managment Co. Inc. 0.00% New 16 $540
Berkshire Capital Holdings Inc. 0.00% No change 10 $337
DiNuzzo Private Wealth, Inc. 0.00% Reduce -100.0% 8 $270
Larson Financial Group LLC 0.00% No change 7 $236
SJS Investment Consulting Inc. 0.00% No change 6 $203
GPS Wealth Strategies Group, LLC 0.00% No change 5 $169
Planning Capital Management Corp 0.00% New 3 $102
True Wealth Design, LLC 0.00% Add +50.0% 3 $102

"% of holder's portfolio" is IOT's weight in each manager's 13F, not the share of Samsara Inc. Class A the manager owns.