Gotham Asset Management’s Samsara IOT Stock Holding History

Gotham Asset 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	$13.1M	Buy	404,840 +121,162	+43%	+$3.75M	0.03%	734
2026 Q1	$8.99M	Buy	283,678 +90,480	+47%	+$2.76M	0.03%	720
2025 Q4	$6.85M	Buy	193,198 +93,829	+94%	+$3.63M	0.03%	748
2025 Q3	$3.7M	Buy	+99,369	New	+$3.69M	0.02%	852
2024 Q4	–	Sell	-47,313	Closed	-$2.28M	–	1468
2024 Q3	$2.28M	Buy	47,313 +38,172	+418%	+$1.55M	0.02%	693
2024 Q2	$308K	Sell	9,141 -76,921	-89%	-$2.65M	﹤0.01%	1219
2024 Q1	$3.25M	Sell	86,062 -15,013	-15%	-$511K	0.05%	497
2023 Q4	$3.37M	Sell	101,075 -4,769	-5%	-$132K	0.06%	426
2023 Q3	$2.67M	Buy	105,844 +10,808	+11%	+$287K	0.06%	471
2023 Q2	$2.63M	Buy	95,036 +72,045	+313%	+$1.6M	0.06%	463
2023 Q1	$453K	Buy	+22,991	New	+$364K	0.01%	1003
2022 Q3	–	Sell	-10,901	Closed	-$122K	–	1213
2022 Q2	$122K	Buy	+10,901	New	+$132K	﹤0.01%	1072

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

Gotham Asset Management's IOT Position: Q2 2026 in Review

Gotham Asset Management increased its Samsara (IOT) stake by 43% in Q2 2026, buying an estimated $3.75M and bringing the position to 404,840 shares worth $13.1M. The position accounts for 0.03% of the portfolio, ranked #734.

Gotham Asset Management first reported a position in IOT in Q2 2022 and has held it in 12 quarters since. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Gotham Asset Management held 404,840 shares of Samsara worth $13.1M as of Q2 2026.
Gotham Asset Management bought 121,162 Samsara shares in Q2 2026, an estimated $3.75M.
Samsara made up 0.03% of Gotham Asset Management's portfolio in Q2 2026, its #734 holding.
Gotham Asset Management first reported a position in Samsara in Q2 2022 and has held it in 12 quarters since.
548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.