Baillie Gifford & Co
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Baillie Gifford & Co’s Samsara IOT Stock Holding History

Baillie Gifford & Co’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 		$1.83B Sell
56,358,374
-1,165,418
-2% -$36.1M 1.66% 12
2026
Q1 		$1.82B Buy
57,523,792
+9,863,279
+21% +$301M 1.86% 14
2025
Q4 		$1.69B Buy
47,660,513
+6,208,553
+15% +$240M 1.4% 17
2025
Q3 		$1.54B Sell
41,451,960
-2,441,778
-6% -$90.7M 1.14% 19
2025
Q2 		$1.75B Buy
43,893,738
+8,616,250
+24% +$356M 1.3% 19
2025
Q1 		$1.35B Buy
35,277,488
+2,348,101
+7% +$109M 1.18% 21
2024
Q4 		$1.44B Sell
32,929,387
-915,003
-3% -$45M 1.11% 24
2024
Q3 		$1.63B Buy
33,844,390
+6,411,178
+23% +$260M 1.22% 20
2024
Q2 		$924M Buy
27,433,212
+4,207,974
+18% +$145M 0.72% 36
2024
Q1 		$878M Buy
23,225,238
+827,848
+4% +$28.2M 0.68% 36
2023
Q4 		$748M Sell
22,397,390
-188,798
-0.8% -$5.24M 0.59% 43
2023
Q3 		$569M Buy
22,586,188
+1,166,989
+5% +$31M 0.52% 48
2023
Q2 		$594M Buy
21,419,199
+2,606,137
+14% +$57.8M 0.5% 47
2023
Q1 		$371M Buy
+18,813,062
New +$298M 0.33% 70

Other funds holding IOT

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co's IOT Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Samsara (IOT) stake by 2% in Q2 2026, selling an estimated $36.1M and leaving 56,358,374 shares worth $1.83B. The position accounts for 1.66% of the portfolio, ranked #12.

Baillie Gifford & Co first reported a position in IOT in Q1 2023 and has held it in 14 quarters since. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Baillie Gifford & Co held 56,358,374 shares of Samsara worth $1.83B as of Q2 2026.
  • Baillie Gifford & Co sold 1,165,418 Samsara shares in Q2 2026, an estimated $36.1M.
  • Samsara made up 1.66% of Baillie Gifford & Co's portfolio in Q2 2026, its #12 holding.
  • Baillie Gifford & Co first reported a position in Samsara in Q1 2023 and has held it in 14 quarters since.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.