The cluster is entirely active managers with no passive/index fund participation, strengthening the signal. However, 13F data is 45+ days stale — monitor for any insider buying (Form 4) or earnings catalysts to confirm the thesis is still active.
Executive Summary
Four institutional asset managers increased their Samsara (IOT) positions in Q3 2026, with total buying of $3.1M versus negligible selling of $15K, indicating a bullish conviction cluster. The largest moves came from Assetmark (adding $1.4M) and Sumitomo Mitsui DS (adding $749K), while Vontobel Holding doubled its stake. The sole seller, TD Waterhouse Canada, trimmed a tiny position. Given the 45-day reporting lag, the cluster may have already been unwound, but the strong same-direction signal from active managers is notable.
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.1M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vontobel Holding | DOUBLED | +239.7% | $993.0K | $745.0K |
| Pensiondanmark Pensionsforsikringsaktieselskab | ADD | +29.2% | $495.0K | $169.0K |
| Sumitomo Mitsui Ds Asset Management Company | ADD | +54.2% | $1.7M | $749.0K |
| Assetmark | ADD | +67.5% | $2.9M | $1.4M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -41.6% | $46.0K | -$15.0K |
Key Facts
- 4 institutions accumulated $3.1M in new IOT positions in Q3 2026
- 1 institution sold $15K, a negligible amount
- Vontobel Holding doubled its stake (+239.7% shares)
- Assetmark added the largest dollar amount: $1.4M
- All buyers are active asset managers, not passive index funds
Financial Impact
4 institutions accumulated $3.1M in new positions while 1 reduced holdings by $15K, for net buying of approximately $3.1M
Risk Factors
- 13F data is stale by 45+ days; positions may have been unwound since quarter-end
- Small absolute dollar amounts ($6.1M total holdings) relative to IOT's market cap limit price impact
- No activist or insider buying to corroborate the institutional thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-IOT-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Insider Cluster | $43.78 | awaiting T+20 | — | — |
Oct 21, 2026 5d ago | Institutional Cluster | $43.78 | awaiting T+20 | — | — |
Oct 21, 2026 5d ago | SC 13G/A | $43.24 | awaiting T+20 | — | — |
Oct 16, 2026 10d ago | Insider Cluster | $40.30 | awaiting T+20 | — | — |
Oct 15, 2026 11d ago | Insider Cluster | $39.57 | awaiting T+20 | — | — |
Oct 5, 2026 21d ago | Insider Cluster | $41.74 | awaiting T+20 | — | — |
Oct 1, 2026 25d ago | Insider Cluster | $41.12 | awaiting T+20 | — | — |
Sep 21, 2026 5w ago | Insider Cluster | $38.26 $42.39 | ▲ +10.79% | ▲ +11.35% | — |
Sep 17, 2026 5w ago | Insider Cluster | $39.55 $39.57 | ▲ +0.05% | ▼ −0.15% | — |
Aug 27, 2026 8w ago | Insider Cluster | $41.16 $37.96 | ▲ +7.77% | ▲ +8.28% | — |
US Market Status
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