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AGF Management’s Samsara IOT Stock Holding History

AGF Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23M Buy
+99,652
New +$3.09M 0.01% 343
2025
Q4 		– Sell
-142,850
Closed -$5.32M – 671
2025
Q3 		$5.32M Sell
142,850
-281,523
-66% -$10.5M 0.02% 274
2025
Q2 		$16.9M Buy
424,373
+25,199
+6% +$1.04M 0.08% 166
2025
Q1 		$15.3M Buy
399,174
+37,747
+10% +$1.76M 0.08% 161
2024
Q4 		$15.8M Buy
361,427
+61,451
+20% +$3.02M 0.08% 165
2024
Q3 		$14.4M Buy
299,976
+111,836
+59% +$4.53M 0.07% 181
2024
Q2 		$6.34M Sell
188,140
-3,491
-2% -$120K 0.04% 242
2024
Q1 		$7.24M Sell
191,631
-1,595
-0.8% -$54.3K 0.04% 244
2023
Q4 		$6.45M Buy
+193,226
New +$5.37M 0.04% 244

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AGF Management's IOT Position: Q2 2026 in Review

AGF Management opened a new position in Samsara (IOT) in Q2 2026: 99,652 shares worth $3.23M. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: AGF Management previously reported a position in IOT as recently as Q3 2025.

AGF Management first reported a position in IOT in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.9M in Q2 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • AGF Management held 99,652 shares of Samsara worth $3.23M as of Q2 2026.
  • Samsara was a new AGF Management position in Q2 2026.
  • Samsara made up 0.01% of AGF Management's portfolio in Q2 2026, its #343 holding.
  • AGF Management first reported a position in Samsara in Q4 2023 and has held it in 9 quarters since.
  • AGF Management's Samsara position peaked at $16.9M in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.