CX Institutional’s Samsara IOT Stock Holding History

CX Institutional’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	$80K	Buy	2,096 +115	+6%	+$4.41K	﹤0.01%	923
2026 Q2	$64K	Buy	+1,981	New	+$61.3K	﹤0.01%	943

Other funds holding IOT

Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Loftus Peak Pty Ltd Sydney, Australia $781M AUM

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

CX Institutional's IOT Position: Q3 2026 in Review

CX Institutional increased its Samsara (IOT) stake by 5.8% in Q3 2026, buying an estimated $4.41K and bringing the position to 2,096 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

CX Institutional first reported a position in IOT in Q2 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

CX Institutional held 2,096 shares of Samsara worth $80K as of Q3 2026.
CX Institutional bought 115 Samsara shares in Q3 2026, an estimated $4.41K.
Samsara made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #923 holding.
CX Institutional first reported a position in Samsara in Q2 2026 and has held it in 2 quarters since.
120 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.