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Congress Asset Management’s Samsara IOT Stock Holding History

Congress 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
2026
Q3 		$32.2M Buy
844,722
+28,507
+3% +$1.09M 0.21% 121
2026
Q2 		$26.5M Buy
+816,215
New +$25.3M 0.16% 138

Other funds holding IOT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Congress Asset Management's IOT Position: Q3 2026 in Review

Congress Asset Management increased its Samsara (IOT) stake by 3.5% in Q3 2026, buying an estimated $1.09M and bringing the position to 844,722 shares worth $32.2M. The position accounts for 0.21% of the portfolio, ranked #121.

Congress Asset Management first reported a position in IOT in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Congress Asset Management held 844,722 shares of Samsara worth $32.2M as of Q3 2026.
  • Congress Asset Management bought 28,507 Samsara shares in Q3 2026, an estimated $1.09M.
  • Samsara made up 0.21% of Congress Asset Management's portfolio in Q3 2026, its #121 holding.
  • Congress Asset Management first reported a position in Samsara in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.