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Cinctive Capital Management’s Samsara IOT Stock Holding History

Cinctive 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
Q2 		$10.6M Buy
+326,753
New +$10.1M 0.39% 73
2025
Q4 		– Sell
-28,074
Closed -$1.05M – 451
2025
Q3 		$1.05M Sell
28,074
-144,648
-84% -$5.37M 0.05% 302
2025
Q2 		$6.87M Buy
172,722
+153,638
+805% +$6.35M 0.36% 91
2025
Q1 		$731K Sell
19,084
-201,042
-91% -$9.36M 0.06% 236
2024
Q4 		$9.62M Buy
+220,126
New +$10.8M 0.49% 59
2024
Q3 		– Sell
-186,300
Closed -$6.28M – 445
2024
Q2 		$6.28M Buy
+186,300
New +$6.43M 0.3% 115
2022
Q1 		– Sell
-19,300
Closed -$543K – 591
2021
Q4 		$543K Buy
+19,300
New +$503K 0.02% 449

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cinctive Capital Management's IOT Position: Q2 2026 in Review

Cinctive Capital Management opened a new position in Samsara (IOT) in Q2 2026: 326,753 shares worth $10.6M. The stake represents 0.39% of the portfolio and ranks #73 among its holdings. This is a return to the name: Cinctive Capital Management previously reported a position in IOT as recently as Q3 2025.

Cinctive Capital Management first reported a position in IOT in Q4 2021 and has held it in 7 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Cinctive Capital Management held 326,753 shares of Samsara worth $10.6M as of Q2 2026.
  • Samsara was a new Cinctive Capital Management position in Q2 2026.
  • Samsara made up 0.39% of Cinctive Capital Management's portfolio in Q2 2026, its #73 holding.
  • Cinctive Capital Management first reported a position in Samsara in Q4 2021 and has held it in 7 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

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