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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
Q1 		– Sell
-137,200
Closed -$4.86M – 4774
2025
Q4 		$4.86M Sell
137,200
-28,200
-17% -$1.09M ﹤0.01% 2322
2025
Q3 		$6.16M Buy
165,400
+11,400
+7% +$423K ﹤0.01% 2031
2025
Q2 		$6.13M Buy
154,000
+11,900
+8% +$492K ﹤0.01% 1871
2025
Q1 		$5.45M Buy
142,100
+83,500
+142% +$3.89M ﹤0.01% 1823
2024
Q4 		$2.56M Buy
58,600
+3,900
+7% +$192K ﹤0.01% 2535
2024
Q3 		$2.63M Buy
54,700
+42,100
+334% +$1.71M ﹤0.01% 2480
2024
Q2 		$425K Sell
12,600
-27,400
-69% -$945K ﹤0.01% 3728
2024
Q1 		$1.51M Buy
+40,000
New +$1.36M ﹤0.01% 2821

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.