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
-18,900
Closed -$670K – 3192
2025
Q4 		$670K Sell
18,900
-8,100
-30% -$314K ﹤0.01% 2381
2025
Q3 		$1.01M Buy
+27,000
New +$1M ﹤0.01% 2112
2025
Q1 		– Sell
-20,600
Closed -$900K – 3032
2024
Q4 		$900K Sell
20,600
-16,600
-45% -$817K ﹤0.01% 1984
2024
Q3 		$1.79M Buy
+37,200
New +$1.51M ﹤0.01% 1717

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

Balyasny Asset Management's IOT Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Samsara (IOT) in Q1 2026: 521,431 shares worth $16.5M. The stake represents 0.02% of the portfolio and ranks #771 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in IOT as recently as Q3 2025.

Balyasny Asset Management first reported a position in IOT in Q2 2022 and has held it in 10 quarters since. The position peaked at $28.6M in Q2 2025. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Balyasny Asset Management held 521,431 shares of Samsara worth $16.5M as of Q1 2026.
  • Samsara was a new Balyasny Asset Management position in Q1 2026.
  • Samsara made up 0.02% of Balyasny Asset Management's portfolio in Q1 2026, its #771 holding.
  • Balyasny Asset Management first reported a position in Samsara in Q2 2022 and has held it in 10 quarters since.
  • Balyasny Asset Management's Samsara position peaked at $28.6M in Q2 2025.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.