Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,596,599
+$9,550,843 QoQ
Shares Held
326,753
+1063.9% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#91
of 542 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cinctive Capital Management LP holds $54,726,039 across 10 Software - Infrastructure names. IOT ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | S |
SentinelOne, Inc.
|
1,001,199 | $16,990,347 | |
| 2 | RAMP |
LiveRamp Holdings, Inc.
|
319,963 | $12,043,407 | |
| 3 | IOT |
Samsara Inc.
This page
|
326,753 | $10,596,599 | |
| 4 | VRSN |
Verisign Inc/Ca
|
23,935 | $6,021,088 | |
| 5 | CPAY |
Corpay, Inc.
|
13,161 | $4,386,166 | |
| 6 | SAIL |
SailPoint, Inc.
|
91,245 | $1,335,826 | |
| 7 | MSFT |
Microsoft Corp
|
2,853 | $1,064,226 | |
| 8 | ORCL |
Oracle Corp
|
6,462 | $947,006 |
All Filings in IOT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,596,599 | 326,753 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $1,045,756 | 28,074 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,870,881 | 172,722 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $731,489 | 19,084 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,617,304 | 220,126 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $6,278,310 | 186,300 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $542,523 | 19,300 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||