Bayesian Capital Management’s Samsara IOT Stock Holding History

Bayesian Capital 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	-6,700	Closed	-$238K	–	182
2025 Q4	$238K	Sell	6,700 -53,052	-89%	-$2.05M	0.54%	73
2025 Q3	$2.23M	Buy	+59,752	New	+$2.22M	0.45%	59
2024 Q4	–	Sell	-45,245	Closed	-$2.18M	–	834
2024 Q3	$2.18M	Buy	+45,245	New	+$1.83M	0.26%	116
2024 Q2	–	Sell	-23,900	Closed	-$903K	–	915
2024 Q1	$903K	Sell	23,900 -79,700	-77%	-$2.71M	0.09%	309
2023 Q4	$3.46M	Buy	103,600 +41,500	+67%	+$1.15M	0.37%	59
2023 Q3	$1.57M	Sell	62,100 -58,100	-48%	-$1.54M	0.18%	138
2023 Q2	$3.33M	Buy	120,200 +68,700	+133%	+$1.52M	0.36%	51
2023 Q1	$1.02M	Buy	51,500 +33,300	+183%	+$528K	0.13%	233
2022 Q4	$226K	Buy	+18,200	New	+$207K	0.03%	564
2022 Q3	–	Sell	-28,000	Closed	-$313K	–	855
2022 Q2	$313K	Buy	28,000 +10,800	+63%	+$130K	0.06%	466
2022 Q1	$276K	Buy	+17,200	New	+$328K	0.04%	549

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Bayesian Capital Management's IOT Position: Q1 2026 in Review

Bayesian Capital Management sold out of Samsara (IOT) in Q1 2026, closing a stake of 6,700 shares — an estimated $238K sold.

Bayesian Capital Management first reported a position in IOT in Q1 2022 and held it in 11 quarters. The position peaked at $3.46M in Q4 2023. 544 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Bayesian Capital Management reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
Bayesian Capital Management sold 6,700 Samsara shares in Q1 2026, an estimated $238K.
Bayesian Capital Management first reported a position in Samsara in Q1 2022 and held it in 11 quarters.
Bayesian Capital Management's Samsara position peaked at $3.46M in Q4 2023.
544 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

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