IOT
Samsara Inc.
-0.55 (-1.35%)40.11USD924K成交股數23.7B市值250.7本益比(近四季)12.8股價營收比+29.9%營收年增(近四季)2026-12-03下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 107 · 84.2M · 5 |
| 其中 10b5-1 計畫賣出 | 107 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 240M |
| 近 180 天 淨額 | −240M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-17 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | C 轉換 | 305K | – | – | 1.3M | SEC |
| 2026-09-14 | 09-17 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | G 贈與 | 305K | – | – | 1.0M | SEC |
| 2026-09-10 | 09-14 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | F 繳稅扣股 | 3.7K | 38.65 | 141K | 156K | SEC |
| 2026-09-10 | 09-14 | Phillips Dominic | SEE REMARKS | F 繳稅扣股 | 8.3K | 38.65 | 322K | 820K | SEC |
| 2026-09-10 | 09-14 | Eltoukhy Adam | SEE REMARKS | F 繳稅扣股 | 9.6K | 38.65 | 371K | 406K | SEC |
| 2026-09-04 | 09-09 | Phillips Dominic | SEE REMARKS | S 公開市場賣出(10b5-1) | 17.9K | 44.25 | 793K | 1.0M | SEC |
| 2026-09-04 | 09-09 | Phillips Dominic | SEE REMARKS | S 公開市場賣出(10b5-1) | 11.7K | 44.25 | 518K | 836K | SEC |
| 2026-08-25 | 08-27 | Eltoukhy Adam | SEE REMARKS | S 公開市場賣出(10b5-1) | 6.9K | 39.82 | 274K | 425K | SEC |
| 2026-08-20 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 34.6K | 39.44 | 1.4M | 1.1M | SEC |
| 2026-08-20 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 100 | 40.08 | 4K | 936K | SEC |
| 2026-08-20 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 35.3K | 39.43 | 1.4M | 936K | SEC |
| 2026-08-19 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 49.6K | 39.61 | 2.0M | 998K | SEC |
| 2026-08-19 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 15.8K | 40.18 | 633K | 272K | SEC |
| 2026-08-19 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 48.3K | 39.59 | 1.9M | 1.2M | SEC |
| 2026-08-19 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 27.1K | 40.38 | 1.1M | 971K | SEC |
| 2026-08-19 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 641 | 40.66 | 26K | 271K | SEC |
| 2026-08-19 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 28.7K | 40.37 | 1.2M | 1.2M | SEC |
| 2026-08-19 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 445 | 40.70 | 18K | 271K | SEC |
| 2026-08-19 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 15.9K | 40.18 | 639K | 272K | SEC |
| 2026-08-18 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 2.6K | 40.49 | 105K | 287K | SEC |
| 2026-08-18 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 85.0K | 39.91 | 3.4M | 1.1M | SEC |
| 2026-08-18 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 3.2K | 40.45 | 129K | 287K | SEC |
| 2026-08-18 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 26.4K | 39.94 | 1.1M | 290K | SEC |
| 2026-08-18 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 25.7K | 39.93 | 1.0M | 291K | SEC |
| 2026-08-18 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 900 | 40.60 | 37K | 62.2K | SEC |
| 2026-08-18 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 3.2K | 40.45 | 129K | 62.2K | SEC |
| 2026-08-18 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 10.9K | 40.44 | 443K | 1.0M | SEC |
| 2026-08-18 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 7.4K | 39.97 | 296K | 65.4K | SEC |
| 2026-08-18 | 08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 9.7K | 40.07 | 389K | 63.1K | SEC |
| 2026-08-18 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 9.0K | 40.48 | 363K | 1.2M | SEC |
| 2026-08-18 | 08-20 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 87.4K | 39.92 | 3.5M | 1.3M | SEC |
| 2026-08-18 | 08-19 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | S 公開市場賣出(10b5-1) | 989 | 39.50 | 39K | 159K | SEC |
| 2026-08-17 | 08-19 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | S 公開市場賣出(10b5-1) | 2.6K | 39.31 | 103K | 160K | SEC |
| 2026-08-06 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 400 | 38.27 | 15K | 1.1M | SEC |
| 2026-08-06 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 57.3K | 37.89 | 2.2M | 1.3M | SEC |
| 2026-08-06 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 56.7K | 37.89 | 2.1M | 1.1M | SEC |
| 2026-08-05 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 1.4K | 39.37 | 54K | 316K | SEC |
| 2026-08-05 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 16.3K | 38.57 | 628K | 318K | SEC |
| 2026-08-05 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 3.9K | 39.31 | 153K | 1.2M | SEC |
| 2026-08-05 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 65.8K | 38.60 | 2.5M | 1.2M | SEC |
| 2026-08-05 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 65.8K | 38.61 | 2.5M | 1.4M | SEC |
| 2026-08-05 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 960 | 39.37 | 38K | 316K | SEC |
| 2026-08-05 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 16.7K | 38.58 | 643K | 317K | SEC |
| 2026-08-05 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 3.6K | 39.31 | 143K | 1.4M | SEC |
| 2026-08-04 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 9.0K | 38.17 | 342K | 72.8K | SEC |
| 2026-08-04 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 3.6K | 37.61 | 136K | 1.5M | SEC |
| 2026-08-04 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 25.5K | 38.42 | 981K | 334K | SEC |
| 2026-08-04 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 2.1K | 37.76 | 79K | 360K | SEC |
| 2026-08-04 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 1.6K | 37.68 | 62K | 81.8K | SEC |
| 2026-08-04 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 77.6K | 38.40 | 3.0M | 1.3M | SEC |
| 2026-08-04 | 08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 3.6K | 37.61 | 137K | 1.3M | SEC |
| 2026-08-04 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 2.3K | 37.78 | 88K | 359K | SEC |
| 2026-08-04 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 25.4K | 38.42 | 974K | 334K | SEC |
| 2026-08-04 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 9.2K | 38.15 | 351K | 72.8K | SEC |
| 2026-08-04 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 1.4K | 37.65 | 53K | 82.0K | SEC |
| 2026-08-04 | 08-06 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 77.7K | 38.40 | 3.0M | 1.5M | SEC |
| 2026-08-03 | 08-05 | Phillips Dominic | SEE REMARKS | S 公開市場賣出(10b5-1) | 600 | 38.40 | 23K | 836K | SEC |
| 2026-08-03 | 08-05 | Phillips Dominic | SEE REMARKS | S 公開市場賣出(10b5-1) | 905 | 38.37 | 35K | 1.0M | SEC |
| 2026-08-03 | 08-05 | Phillips Dominic | SEE REMARKS | S 公開市場賣出(10b5-1) | 11.1K | 37.58 | 418K | 837K | SEC |
| 2026-08-03 | 08-05 | Phillips Dominic | SEE REMARKS | S 公開市場賣出(10b5-1) | 17.0K | 37.58 | 639K | 1.0M | SEC |
| 2026-07-28 | 07-29 | Eltoukhy Adam | SEE REMARKS | S 公開市場賣出(10b5-1) | 3.7K | 37.00 | 135K | 425K | SEC |
| 2026-07-27 | 07-29 | Eltoukhy Adam | SEE REMARKS | S 公開市場賣出(10b5-1) | 1.4K | 35.73 | 51K | 425K | SEC |
| 2026-07-27 | 07-29 | Eltoukhy Adam | SEE REMARKS | S 公開市場賣出(10b5-1) | 2.2K | 34.44 | 76K | 427K | SEC |
| 2026-07-22 | 07-24 | Andreessen Marc L | Director | A 獲配股票 | 7.8K | – | – | 7.8K | SEC |
| 2026-07-22 | 07-24 | Bluedorn Todd M | Director | A 獲配股票 | 7.8K | – | – | 36.6K | SEC |
| 2026-07-22 | 07-24 | Henry Alyssa | Director | A 獲配股票 | 7.8K | – | – | 28.2K | SEC |
| 2026-07-22 | 07-24 | Chadwick Jonathan | Director | A 獲配股票 | 7.8K | – | – | 51.7K | SEC |
| 2026-07-22 | 07-24 | LIVERMORE ANN M | Director | A 獲配股票 | 7.8K | – | – | 245K | SEC |
| 2026-07-22 | 07-24 | Steele Gary | Director | A 獲配股票 | 7.8K | – | – | 21.9K | SEC |
| 2026-07-22 | 07-23 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 7.9K | 34.79 | 276K | 1.6M | SEC |
| 2026-07-22 | 07-23 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 53.4K | 33.74 | 1.8M | 1.6M | SEC |
| 2026-07-22 | 07-23 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 53.4K | 33.74 | 1.8M | 1.4M | SEC |
| 2026-07-22 | 07-23 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 7.8K | 34.81 | 273K | 1.4M | SEC |
| 2026-07-22 | 07-23 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 50 | 35.54 | 2K | 1.6M | SEC |
| 2026-07-21 | 07-23 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | S 公開市場賣出(10b5-1) | 111K | 36.43 | 4.1M | 1.4M | SEC |
| 2026-07-21 | 07-23 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 1.7K | 38.24 | 65K | 362K | SEC |
| 2026-07-21 | 07-23 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 10.2K | 37.65 | 386K | 363K | SEC |
| 2026-07-21 | 07-23 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 33.4K | 36.48 | 1.2M | 374K | SEC |
| 2026-07-21 | 07-23 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 10.6K | 37.79 | 401K | 83.4K | SEC |
| 2026-07-21 | 07-23 | Bicket John | SEE REMARKS | S 公開市場賣出(10b5-1) | 5.1K | 38.25 | 196K | 1.6M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 56.4M | 1.8B | 新進 | 新進 |
| FMR LLC | 26.4M | 856M | 新進 | 新進 |
| BlackRock, Inc. | 23.8M | 772M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17.7M | 575M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 15.5M | 502M | 新進 | 新進 |
| MORGAN STANLEY | 12.3M | 400M | 新進 | 新進 |
| SANDS CAPITAL MANAGEMENT, LLC | 11.3M | 368M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 10.1M | 328M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 9.3M | 302M | 新進 | 新進 |
| STATE STREET CORP | 8.0M | 259M | 新進 | 新進 |
| BAMCO INC /NY/ | 7.9M | 256M | 新進 | 新進 |
| BROWN ADVISORY INC | 7.1M | 231M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 6.8M | 220M | 新進 | 新進 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 5.8M | 189M | 新進 | 新進 |
| a16z Perennial Management, L.P. | 5.3M | 173M | 新進 | 新進 |
| UBS Group AG | 4.6M | 148M | 新進 | 新進 |
| Jordan Park Trust Co LLC | 4.1M | 133M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.7M | 119M | 新進 | 新進 |
| NORDEA INVESTMENT MANAGEMENT AB | 3.2M | 101M | 新進 | 新進 |
| Spyglass Capital Management LLC | 3.1M | 100M | 新進 | 新進 |
| Balyasny Asset Management L.P. | 3.1M | 100M | 新進 | 新進 |
| Freestone Grove Partners LP | 2.9M | 93.1M | 新進 | 新進 |
| Legal & General Group Plc | 2.7M | 86.0M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 2.5M | 82.5M | 新進 | 新進 |
| NORTHERN TRUST CORP | 2.4M | 78.5M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 549 +6 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 549 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 395M · 66.9% |
| 合計季末市值 | 11.1B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 28.9M |
|---|---|
| 與上期比 | +0.5% |
| 佔流通股數 | 4.89% |
| 日均成交量 | 4.9M |
| 回補天數 | 5.9 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 28.9M | +0.5% | 4.89% | 4.9M | 5.9 |
| 2026-08-14 | 28.7M | -20.1% | 4.86% | 4.8M | 6.0 |
| 2026-07-31 | 35.9M | -10.0% | 6.08% | 6.0M | 6.0 |
| 2026-07-15 | 39.9M | -5.3% | 6.76% | 5.1M | 7.8 |
| 2026-06-30 | 42.2M | +0.6% | 7.14% | 6.2M | 6.8 |
| 2026-06-15 | 41.9M | +1.5% | 7.10% | 9.0M | 4.7 |
| 2026-05-29 | 41.3M | +4.4% | 6.99% | 5.3M | 7.8 |
| 2026-05-15 | 39.5M | +10.6% | 6.69% | 4.7M | 8.5 |
| 2026-04-30 | 35.7M | +7.0% | 6.05% | 5.8M | 6.1 |
| 2026-04-15 | 33.4M | +1.3% | 5.65% | 6.2M | 5.4 |
| 2026-03-31 | 32.9M | +11.9% | 5.58% | 6.0M | 5.5 |
| 2026-03-13 | 29.4M | -1.1% | 4.99% | 12.2M | 2.4 |
| 2026-02-27 | 29.8M | -7.6% | 5.04% | 7.3M | 4.1 |
| 2026-02-13 | 32.2M | +14.4% | 5.46% | 11.7M | 2.8 |
| 2026-01-30 | 28.2M | +22.9% | 4.77% | 7.7M | 3.7 |
| 2026-01-15 | 22.9M | -2.5% | 3.88% | 7.0M | 3.3 |
| 2025-12-31 | 23.5M | +3.1% | 3.98% | 4.8M | 4.9 |
| 2025-12-15 | 22.8M | -4.6% | 3.86% | 8.2M | 2.8 |
| 2025-11-28 | 23.9M | +3.1% | 4.05% | 4.2M | 5.7 |
| 2025-11-14 | 23.2M | +13.7% | 3.93% | 4.1M | 5.6 |
| 2025-10-31 | 20.4M | -5.6% | 3.45% | 2.9M | 6.9 |
| 2025-10-15 | 21.6M | +0.6% | 3.66% | 5.4M | 4.0 |
| 2025-09-30 | 21.5M | +1.4% | 3.64% | 5.9M | 3.7 |
| 2025-09-15 | 21.2M | -3.4% | 3.59% | 9.7M | 2.2 |
| 2025-08-29 | 21.9M | +2.4% | 3.71% | 4.6M | 4.8 |
| 2025-08-15 | 21.4M | +8.8% | 3.63% | 5.2M | 4.1 |