Glen Kacher’s Samsara IOT Stock Holding History

Glen Kacher’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	–	Sell	-384,000	Closed	-$12.2M	–	31
2026 Q1	$12.2M	Buy	+384,000	New	+$11.7M	2.28%	16
2022 Q2	–	Sell	-1,848,402	Closed	-$29.6M	–	35
2022 Q1	$29.6M	Buy	+1,848,402	New	+$35.2M	1.92%	22

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Glen Kacher's IOT Position: Q2 2026 in Review

Glen Kacher sold out of Samsara (IOT) in Q2 2026, closing a stake of 384,000 shares — an estimated $12.2M sold.

Glen Kacher first reported a position in IOT in Q1 2022 and held it in 2 quarters. The position peaked at $29.6M in Q1 2022. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Glen Kacher reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
Glen Kacher sold 384,000 Samsara shares in Q2 2026, an estimated $12.2M.
Glen Kacher first reported a position in Samsara in Q1 2022 and held it in 2 quarters.
Glen Kacher's Samsara position peaked at $29.6M in Q1 2022.
545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Light Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.