Caden Capital Partners’s Samsara IOT Stock Holding History

Caden Capital Partners’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 Q2	$303K	Hold	9,356	–	–	3.65%	1
2026 Q1	$296K	Buy	9,356 +6,613	+241%	+$202K	3.65%	2
2025 Q4	$97.2K	Sell	2,743 -147,257	-98%	-$5.7M	0.22%	30
2025 Q3	$5.59M	Sell	150,000 -172,039	-53%	-$6.39M	2.26%	9
2025 Q2	$12.8M	Sell	322,039 -25,668	-7%	-$1.06M	4.26%	10
2025 Q1	$13.3M	Buy	+347,707	New	+$16.2M	4.11%	9
2023 Q2	–	Sell	-75,000	Closed	-$1.48M	–	15
2023 Q1	$1.48M	Sell	75,000 -25,000	-25%	-$396K	0.44%	12
2022 Q4	$1.24M	Buy	+100,000	New	+$1.14M	0.44%	13

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Caden Capital Partners's IOT Position: Q2 2026 in Review

Caden Capital Partners held its Samsara (IOT) position steady in Q2 2026 at 9,356 shares worth $303K. The position accounts for 3.65% of the portfolio, ranked #1.

Caden Capital Partners first reported a position in IOT in Q4 2022 and has held it in 8 quarters since. The position peaked at $13.3M in Q1 2025. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Caden Capital Partners held 9,356 shares of Samsara worth $303K as of Q2 2026.
Caden Capital Partners left its Samsara share count unchanged in Q2 2026.
Samsara made up 3.65% of Caden Capital Partners's portfolio in Q2 2026, its #1 holding.
Caden Capital Partners first reported a position in Samsara in Q4 2022 and has held it in 8 quarters since.
Caden Capital Partners's Samsara position peaked at $13.3M in Q1 2025.
545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Caden Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.