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Delta Global Management’s Samsara IOT Stock Holding History

Delta Global 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
Q2 		$273K Buy
+8,406
New +$260K 0.03% 128
2025
Q4 		– Sell
-62,375
Closed -$2.32M – 193
2025
Q3 		$2.32M Buy
+62,375
New +$2.32M 0.17% 143

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

Delta Global Management's IOT Position: Q2 2026 in Review

Delta Global Management opened a new position in Samsara (IOT) in Q2 2026: 8,406 shares worth $273K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings. This is a return to the name: Delta Global Management previously reported a position in IOT as recently as Q3 2025.

Delta Global Management first reported a position in IOT in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.32M in Q3 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Delta Global Management held 8,406 shares of Samsara worth $273K as of Q2 2026.
  • Samsara was a new Delta Global Management position in Q2 2026.
  • Samsara made up 0.03% of Delta Global Management's portfolio in Q2 2026, its #128 holding.
  • Delta Global Management first reported a position in Samsara in Q3 2025 and has held it in 2 quarters since.
  • Delta Global Management's Samsara position peaked at $2.32M in Q3 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Delta Global Management's 13F filing for Q2 2026, filed 13 Aug 2026.