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Brad Gerstner’s Samsara IOT Stock Holding History

Brad Gerstner’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
-2,990,578
Closed -$119M – 25
2025
Q2 		$119M Buy
+2,990,578
New +$124M 1.72% 15
2025
Q1 		– Sell
-1,458,148
Closed -$63.7M – 26
2024
Q4 		$63.7M Buy
1,458,148
+5,215
+0.4% +$257K 1.15% 18
2024
Q3 		$69.9M Buy
1,452,933
+637,273
+78% +$25.8M 1.04% 15
2024
Q2 		$27.5M Buy
+815,660
New +$28.1M 0.41% 16
2022
Q1 		– Sell
-800,000
Closed -$22.5M – 24
2021
Q4 		$22.5M Buy
+800,000
New +$20.8M 0.21% 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 $1.9T AUM 41.92% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 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

Brad Gerstner's IOT Position: Q3 2025 in Review

Brad Gerstner sold out of Samsara (IOT) in Q3 2025, closing a stake of 2,990,578 shares — an estimated $119M sold.

Brad Gerstner first reported a position in IOT in Q4 2021 and held it in 5 quarters. The position peaked at $119M in Q2 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • Brad Gerstner reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
  • Brad Gerstner sold 2,990,578 Samsara shares in Q3 2025, an estimated $119M.
  • Brad Gerstner first reported a position in Samsara in Q4 2021 and held it in 5 quarters.
  • Brad Gerstner's Samsara position peaked at $119M in Q2 2025.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Altimeter Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.