Balyasny Asset Management
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Balyasny Asset Management’s Samsara IOT Stock Holding History

Balyasny 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
Q1 		– Sell
-58,400
Closed -$2.07M – 3191
2025
Q4 		$2.07M Sell
58,400
-19,300
-25% -$747K ﹤0.01% 1841
2025
Q3 		$2.89M Buy
+77,700
New +$2.89M ﹤0.01% 1631
2025
Q2 		– Sell
-19,900
Closed -$763K – 3076
2025
Q1 		$763K Sell
19,900
-57,100
-74% -$2.66M ﹤0.01% 2113
2024
Q4 		$3.36M Buy
77,000
+58,000
+305% +$2.85M 0.01% 1459
2024
Q3 		$914K Buy
+19,000
New +$770K ﹤0.01% 2010

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

Balyasny Asset Management's IOT Position: Q2 2026 in Review

Balyasny Asset Management increased its Samsara (IOT) stake by 491% in Q2 2026, buying an estimated $79.3M and bringing the position to 3,083,647 shares worth $100M. The position accounts for 0.12% of the portfolio, ranked #189.

Balyasny Asset Management first reported a position in IOT in Q2 2022 and has held it in 11 quarters since. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Balyasny Asset Management held 3,083,647 shares of Samsara worth $100M as of Q2 2026.
  • Balyasny Asset Management bought 2,562,216 Samsara shares in Q2 2026, an estimated $79.3M.
  • Samsara made up 0.12% of Balyasny Asset Management's portfolio in Q2 2026, its #189 holding.
  • Balyasny Asset Management first reported a position in Samsara in Q2 2022 and has held it in 11 quarters since.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.