Samsara Inc. (IOT) research
Samsara Inc.- Sector
- Technology
- Last price
- $38.05
- As of
Samsara Inc. (IOT): 2 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-09-08.
As of . Source: SEC EDGAR filings for IOT. Method and limitations.
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- highCONSENSUS_SELL
3 tracked funds reduced IOT this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
MILLENNIUM MANAGEMENT LLC cut 83% of IOT (2026Q2)
- highINSTITUTIONAL_EXIT
MILLENNIUM MANAGEMENT LLC cut 99% of IOT (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +183% to IOT (2026Q2)
- highINSTITUTIONAL_SURGE
TWO SIGMA INVESTMENTS, LP added +355% to IOT (2026Q2)
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Every signal on IOT, as it fires
You are seeing 5 of 28 signals recorded on IOT since 2026-05-29.
The five above landed across 2 days. The other 23 were recorded on 4 other days. 21 of the 28 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in IOT (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLCCUSIP 79589L106 · 2026Q2 | $6.8M | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 79589L106 · 2026Q2 | $1.6M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, IOT
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
IOT mentioned in Kresmion daily briefs
IOT against its peers
IOT's operating margin of -3.2% ranks in the 50th percentile of 24 Technology sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-07-31.
| Metric | IOT | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.6B USD | 1.7B USD | 50 | 24 |
| Gross margin | 76.7% | 76.8% | 42 | 17 |
| Operating margin | -3.2% | -2.4% | 50 | 24 |
| Net margin | -0.6% | -2.4% | 54 | 24 |
| Return on equity | -0.6% | -2.2% | 54 | 22 |
| P / E | n/a | 91.6x | n/a | 11 |
Peers (24): RBRK, CRCL, ZM, U, NTNX, MDB, OKTA, ZS, IONQ, DT, IREN, P, DOCN, TWLO, DOCU, HUT, AUR, HUBS, MANH, GWRE, CRWV, FROG, FIG, SAIL. Left out: GIB (period gap). Fiscal periods ending between 2025-12-31 and 2026-07-31. Every figure is one full fiscal year read from one annual filing (IOT: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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