CMF
IOT icon

Counterpoint Mutual Funds’s Samsara IOT Stock Holding History

Counterpoint Mutual Funds’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
Q1 		– Sell
-6,304
Closed -$275K – 350
2024
Q4 		$275K Buy
+6,304
New +$310K 0.03% 265
2023
Q2 		– Sell
-5,853
Closed -$115K – 392
2023
Q1 		$115K Buy
+5,853
New +$92.8K 0.1% 73

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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Counterpoint Mutual Funds's IOT Position: Q1 2025 in Review

Counterpoint Mutual Funds sold out of Samsara (IOT) in Q1 2025, closing a stake of 6,304 shares — an estimated $275K sold.

Counterpoint Mutual Funds first reported a position in IOT in Q1 2023 and held it in 2 quarters. The position peaked at $275K in Q4 2024. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

  • Counterpoint Mutual Funds reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 6,304 Samsara shares in Q1 2025, an estimated $275K.
  • Counterpoint Mutual Funds first reported a position in Samsara in Q1 2023 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Samsara position peaked at $275K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2025, filed 12 Feb 2026.