Geode Capital Management
IOT icon

Geode Capital Management’s Samsara IOT Stock Holding History

Geode Capital 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 		$220M Buy
6,811,232
+232,224
+4% +$7.19M 0.01% 759
2026
Q1 		$208M Buy
6,579,008
+382,305
+6% +$11.7M 0.01% 726
2025
Q4 		$219M Buy
6,196,703
+935,855
+18% +$36.2M 0.01% 684
2025
Q3 		$195M Buy
5,260,848
+383,594
+8% +$14.2M 0.01% 710
2025
Q2 		$193M Buy
4,877,254
+1,931,870
+66% +$79.8M 0.01% 680
2025
Q1 		$113M Buy
2,945,384
+574,313
+24% +$26.7M 0.01% 916
2024
Q4 		$103M Buy
2,371,071
+91,688
+4% +$4.51M 0.01% 977
2024
Q3 		$109M Buy
2,279,383
+196,867
+9% +$7.98M 0.01% 930
2024
Q2 		$70M Buy
2,082,516
+220,430
+12% +$7.6M 0.01% 1141
2024
Q1 		$70.2M Buy
1,862,086
+189,084
+11% +$6.43M 0.01% 1142
2023
Q4 		$55.9M Buy
1,673,002
+183,670
+12% +$5.1M 0.01% 1275
2023
Q3 		$37.6M Buy
1,489,332
+308,830
+26% +$8.19M ﹤0.01% 1414
2023
Q2 		$32.7M Buy
1,180,502
+144,418
+14% +$3.2M ﹤0.01% 1528
2023
Q1 		$20.4M Buy
1,036,084
+157,527
+18% +$2.5M ﹤0.01% 1788
2022
Q4 		$10.9M Buy
878,557
+192,774
+28% +$2.19M ﹤0.01% 2207
2022
Q3 		$8.28M Buy
685,783
+81,566
+13% +$1.16M ﹤0.01% 2369
2022
Q2 		$6.75M Buy
604,217
+273,118
+82% +$3.3M ﹤0.01% 2523
2022
Q1 		$5.3M Buy
+331,099
New +$6.31M ﹤0.01% 2766

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

Geode Capital Management's IOT Position: Q2 2026 in Review

Geode Capital Management increased its Samsara (IOT) stake by 3.5% in Q2 2026, buying an estimated $7.19M and bringing the position to 6,811,232 shares worth $220M. The position accounts for 0.01% of the portfolio, ranked #759.

Geode Capital Management first reported a position in IOT in Q1 2022 and has held it in 18 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Geode Capital Management held 6,811,232 shares of Samsara worth $220M as of Q2 2026.
  • Geode Capital Management bought 232,224 Samsara shares in Q2 2026, an estimated $7.19M.
  • Samsara made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #759 holding.
  • Geode Capital Management first reported a position in Samsara in Q1 2022 and has held it in 18 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.