Expect Equity LLC’s Samsara IOT Stock Holding History

Expect Equity LLC’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	$2.05M	Hold	63,071	–	–	1.32%	38
2026 Q1	$2M	Buy	63,071 +15,225	+32%	+$465K	1.55%	33
2025 Q4	$1.7M	Buy	+47,846	New	+$1.85M	1.4%	35

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Expect Equity LLC's IOT Position: Q2 2026 in Review

Expect Equity LLC held its Samsara (IOT) position steady in Q2 2026 at 63,071 shares worth $2.05M. The position accounts for 1.32% of the portfolio, ranked #38.

Expect Equity LLC first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Expect Equity LLC held 63,071 shares of Samsara worth $2.05M as of Q2 2026.
Expect Equity LLC left its Samsara share count unchanged in Q2 2026.
Samsara made up 1.32% of Expect Equity LLC's portfolio in Q2 2026, its #38 holding.
Expect Equity LLC first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.