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David Shaw’s Samsara IOT Stock Holding History

David Shaw’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 		– Sell
-174,087
Closed -$5.52M – 5041
2026
Q1 		$5.52M Buy
174,087
+163,730
+1,581% +$5M ﹤0.01% 2099
2025
Q4 		$367K Sell
10,357
-6,010
-37% -$233K ﹤0.01% 4065
2025
Q3 		$610K Sell
16,367
-18,934
-54% -$703K ﹤0.01% 3757
2025
Q2 		$1.4M Sell
35,301
-6,534
-16% -$270K ﹤0.01% 2999
2025
Q1 		$1.6M Sell
41,835
-39,770
-49% -$1.85M ﹤0.01% 2767
2024
Q4 		$3.57M Sell
81,605
-258,449
-76% -$12.7M ﹤0.01% 2260
2024
Q3 		$16.4M Buy
340,054
+166,513
+96% +$6.75M 0.01% 1111
2024
Q2 		$5.85M Sell
173,541
-1,746,488
-91% -$60.2M 0.01% 1732
2024
Q1 		$72.6M Sell
1,920,029
-1,129,770
-37% -$38.4M 0.06% 354
2023
Q4 		$102M Buy
3,049,799
+549,766
+22% +$15.3M 0.09% 270
2023
Q3 		$63M Sell
2,500,033
-753,123
-23% -$20M 0.07% 352
2023
Q2 		$90.1M Buy
3,253,156
+1,178,953
+57% +$26.1M 0.09% 255
2023
Q1 		$40.9M Buy
2,074,203
+976,603
+89% +$15.5M 0.04% 511
2022
Q4 		$13.6M Buy
1,097,600
+991,853
+938% +$11.3M 0.02% 1173
2022
Q3 		$1.28M Buy
105,747
+70,370
+199% +$997K ﹤0.01% 3404
2022
Q2 		$395K Sell
35,377
-56,349
-61% -$680K ﹤0.01% 4232
2022
Q1 		$1.47M Buy
+91,726
New +$1.75M ﹤0.01% 3591

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

David Shaw's IOT Position: Q2 2026 in Review

David Shaw sold out of Samsara (IOT) in Q2 2026, closing a stake of 174,087 shares — an estimated $5.52M sold.

David Shaw first reported a position in IOT in Q1 2022 and held it in 17 quarters. The position peaked at $102M in Q4 2023. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • David Shaw reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 174,087 Samsara shares in Q2 2026, an estimated $5.52M.
  • David Shaw first reported a position in Samsara in Q1 2022 and held it in 17 quarters.
  • David Shaw's Samsara position peaked at $102M in Q4 2023.
  • 545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.