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Jeff Yass’s Samsara IOT Stock Holding History

Jeff Yass’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 		$27.8M Sell
856,200
-182,300
-18% -$5.65M ﹤0.01% 2103
2026
Q1 		$32.9M Sell
1,038,500
-226,400
-18% -$6.91M ﹤0.01% 1644
2025
Q4 		$44.8M Buy
1,264,900
+128,800
+11% +$4.99M 0.01% 1452
2025
Q3 		$42.3M Buy
1,136,100
+155,600
+16% +$5.78M ﹤0.01% 1469
2025
Q2 		$39M Buy
980,500
+384,800
+65% +$15.9M 0.01% 1357
2025
Q1 		$22.8M Sell
595,700
-128,400
-18% -$5.98M ﹤0.01% 1629
2024
Q4 		$31.6M Buy
724,100
+283,300
+64% +$13.9M ﹤0.01% 1474
2024
Q3 		$21.2M Sell
440,800
-46,700
-10% -$1.89M ﹤0.01% 1776
2024
Q2 		$16.4M Sell
487,500
-282,600
-37% -$9.75M ﹤0.01% 1935
2024
Q1 		$29.1M Buy
770,100
+59,300
+8% +$2.02M 0.01% 1435
2023
Q4 		$23.7M Sell
710,800
-204,800
-22% -$5.69M ﹤0.01% 1629
2023
Q3 		$23.1M Sell
915,600
-103,800
-10% -$2.75M ﹤0.01% 1604
2023
Q2 		$28.2M Buy
1,019,400
+764,200
+299% +$16.9M 0.01% 1411
2023
Q1 		$5.03M Buy
255,200
+166,500
+188% +$2.64M ﹤0.01% 3462
2022
Q4 		$1.1M Sell
88,700
-125,600
-59% -$1.43M ﹤0.01% 5960
2022
Q3 		$2.59M Buy
214,300
+187,500
+700% +$2.66M ﹤0.01% 4386
2022
Q2 		$299K Buy
26,800
+3,800
+17% +$45.8K ﹤0.01% 9574
2022
Q1 		$368K Buy
+23,000
New +$439K ﹤0.01% 9744

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

Jeff Yass's IOT Position: Q2 2026 in Review

Jeff Yass increased its Samsara (IOT) stake by 7,851% in Q2 2026, buying an estimated $25.5M and bringing the position to 834,840 shares worth $27.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Jeff Yass first reported a position in IOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $37.8M in Q1 2025. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Jeff Yass held 834,840 shares of Samsara worth $27.1M as of Q2 2026.
  • Jeff Yass bought 824,340 Samsara shares in Q2 2026, an estimated $25.5M.
  • Samsara made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2130 holding.
  • Jeff Yass first reported a position in Samsara in Q4 2021 and has held it in 17 quarters since.
  • Jeff Yass's Samsara position peaked at $37.8M in Q1 2025.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.