EIM
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Essex Investment Management’s Samsara IOT Stock Holding History

Essex Investment 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
Q1 		$1.05M Sell
33,164
-3,818
-10% -$117K 0.17% 139
2025
Q4 		$1.31M Buy
36,982
+6,619
+22% +$256K 0.2% 134
2025
Q3 		$1.13M Buy
30,363
+18,785
+162% +$698K 0.17% 138
2025
Q2 		$461K Buy
+11,578
New +$478K 0.08% 163

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essex Investment Management's IOT Position: Q1 2026 in Review

Essex Investment Management reduced its Samsara (IOT) stake by 10% in Q1 2026, selling an estimated $117K and leaving 33,164 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #139.

Essex Investment Management first reported a position in IOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 540 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Essex Investment Management held 33,164 shares of Samsara worth $1.05M as of Q1 2026.
  • Essex Investment Management sold 3,818 Samsara shares in Q1 2026, an estimated $117K.
  • Samsara made up 0.17% of Essex Investment Management's portfolio in Q1 2026, its #139 holding.
  • Essex Investment Management first reported a position in Samsara in Q2 2025 and has held it in 4 quarters since.
  • Essex Investment Management's Samsara position peaked at $1.31M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.