Baker Avenue Asset Management’s Samsara IOT Stock Holding History

Baker Avenue Asset 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	$3.25M	Buy	100,253 +39,527	+65%	+$1.22M	0.06%	188
2026 Q1	$1.92M	Buy	+60,726	New	+$1.85M	0.04%	216
2025 Q3	–	Sell	-109,089	Closed	-$4.34M	–	646
2025 Q2	$4.34M	Buy	109,089 +70,173	+180%	+$2.9M	0.12%	126
2025 Q1	$1.49M	Buy	+38,916	New	+$1.81M	0.05%	216

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baker Avenue Asset Management's IOT Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Samsara (IOT) stake by 65% in Q2 2026, buying an estimated $1.22M and bringing the position to 100,253 shares worth $3.25M. The position accounts for 0.06% of the portfolio, ranked #188.

Baker Avenue Asset Management first reported a position in IOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.34M in Q2 2025. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Baker Avenue Asset Management held 100,253 shares of Samsara worth $3.25M as of Q2 2026.
Baker Avenue Asset Management bought 39,527 Samsara shares in Q2 2026, an estimated $1.22M.
Samsara made up 0.06% of Baker Avenue Asset Management's portfolio in Q2 2026, its #188 holding.
Baker Avenue Asset Management first reported a position in Samsara in Q1 2025 and has held it in 4 quarters since.
Baker Avenue Asset Management's Samsara position peaked at $4.34M in Q2 2025.
551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.