AO
IOT icon

Allen Operations’s Samsara IOT Stock Holding History

Allen Operations’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
Q1 		$1.14M Sell
36,020
-30,000
-45% -$916K 0.17% 29
2025
Q4 		$1.28M Buy
66,020
+30,000
+83% +$1.16M 0.16% 29
2025
Q3 		$1.34M Buy
36,020
+12,502
+53% +$464K 0.16% 28
2025
Q2 		$936K Buy
+23,518
New +$972K 0.13% 30

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allen Operations's IOT Position: Q1 2026 in Review

Allen Operations reduced its Samsara (IOT) stake by 45% in Q1 2026, selling an estimated $916K and leaving 36,020 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #29.

Allen Operations first reported a position in IOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q3 2025. 539 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Allen Operations held 36,020 shares of Samsara worth $1.14M as of Q1 2026.
  • Allen Operations sold 30,000 Samsara shares in Q1 2026, an estimated $916K.
  • Samsara made up 0.17% of Allen Operations's portfolio in Q1 2026, its #29 holding.
  • Allen Operations first reported a position in Samsara in Q2 2025 and has held it in 4 quarters since.
  • Allen Operations's Samsara position peaked at $1.34M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Allen Operations's 13F filing for Q1 2026, filed 7 May 2026.