BAM
IOT icon

Bosun Asset Management’s Samsara IOT Stock Holding History

Bosun 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
2025
Q3 		– Sell
-20,860
Closed -$830K – 124
2025
Q2 		$830K Sell
20,860
-2,972
-12% -$123K 0.25% 87
2025
Q1 		$913K Sell
23,832
-5,598
-19% -$261K 0.39% 62
2024
Q4 		$1.29M Sell
29,430
-2,342
-7% -$115K 0.56% 54
2024
Q3 		$1.53M Sell
31,772
-7,002
-18% -$284K 0.73% 29
2024
Q2 		$1.31M Sell
38,774
-11,734
-23% -$405K 0.77% 37
2024
Q1 		$1.91M Buy
+50,508
New +$1.72M 1.09% 17

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bosun Asset Management's IOT Position: Q3 2025 in Review

Bosun Asset Management sold out of Samsara (IOT) in Q3 2025, closing a stake of 20,860 shares — an estimated $830K sold.

Bosun Asset Management first reported a position in IOT in Q1 2024 and held it in 6 quarters. The position peaked at $1.91M in Q1 2024. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • Bosun Asset Management reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
  • Bosun Asset Management sold 20,860 Samsara shares in Q3 2025, an estimated $830K.
  • Bosun Asset Management first reported a position in Samsara in Q1 2024 and held it in 6 quarters.
  • Bosun Asset Management's Samsara position peaked at $1.91M in Q1 2024.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Bosun Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.