Disciplined Growth Investors’s PowerFleet Inc AIOT Stock Holding History

Disciplined Growth Investors’s Portfolio AIOT Stock Details AIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.5M	Sell	7,316,172 -602,762	-8%	-$2.52M	0.46%	43
2025 Q4	$42.1M	Buy	7,918,934 +567,036	+8%	+$2.9M	0.81%	36
2025 Q3	$38.5M	Sell	7,351,898 -697,160	-9%	-$3.22M	0.7%	37
2025 Q2	$34.7M	Sell	8,049,058 -51,879	-0.6%	-$256K	0.66%	39
2025 Q1	$44.5M	Sell	8,100,937 -286,914	-3%	-$1.84M	0.92%	33
2024 Q4	$55.9M	Sell	8,387,851 -525,857	-6%	-$3.16M	1.06%	32
2024 Q3	$44.6M	Buy	8,913,708 +433,322	+5%	+$2.06M	0.84%	36
2024 Q2	$38.8M	Buy	8,480,386 +6,983,298	+466%	+$33.1M	0.73%	36
2024 Q1	$7.99M	Buy	+1,497,088	New	+$5.07M	0.15%	55

Other funds holding AIOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Disciplined Growth Investors's AIOT Position: Q1 2026 in Review

Disciplined Growth Investors reduced its PowerFleet Inc (AIOT) stake by 7.6% in Q1 2026, selling an estimated $2.52M and leaving 7,316,172 shares worth $22.5M. The position accounts for 0.46% of the portfolio, ranked #43.

Disciplined Growth Investors first reported a position in AIOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $55.9M in Q4 2024. 194 funds tracked by Wall St. Rank hold AIOT as of Q1 2026.

Disciplined Growth Investors held 7,316,172 shares of PowerFleet Inc worth $22.5M as of Q1 2026.
Disciplined Growth Investors sold 602,762 PowerFleet Inc shares in Q1 2026, an estimated $2.52M.
PowerFleet Inc made up 0.46% of Disciplined Growth Investors's portfolio in Q1 2026, its #43 holding.
Disciplined Growth Investors first reported a position in PowerFleet Inc in Q1 2024 and has held it in 9 quarters since.
Disciplined Growth Investors's PowerFleet Inc position peaked at $55.9M in Q4 2024.
194 funds tracked by Wall St. Rank held PowerFleet Inc as of Q1 2026.

Based on Disciplined Growth Investors's 13F filing for Q1 2026, filed 15 May 2026.