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Jefferies Financial Group’s Samsara IOT Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-22,576
Closed -$800K – 1962
2025
Q4 		$800K Buy
22,576
+1,581
+8% +$61.2K ﹤0.01% 1171
2025
Q3 		$782K Buy
20,995
+322
+2% +$12K ﹤0.01% 949
2025
Q2 		$822K Sell
20,673
-92,183
-82% -$3.81M 0.01% 785
2025
Q1 		$4.33M Buy
112,856
+58,173
+106% +$2.71M 0.04% 335
2024
Q4 		$2.39M Sell
54,683
-45,537
-45% -$2.24M 0.01% 611
2024
Q3 		$4.82M Buy
+100,220
New +$4.06M 0.03% 325
2023
Q4 		– Sell
-4,000
Closed -$101K – 1841
2023
Q3 		$101K Sell
4,000
-43,600
-92% -$1.16M ﹤0.01% 1456
2023
Q2 		$1.32M Buy
+47,600
New +$1.06M 0.01% 813
2023
Q1 		– Sell
-15,900
Closed -$198K – 1793
2022
Q4 		$198K Buy
+15,900
New +$181K ﹤0.01% 1301

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Jefferies Financial Group's IOT Position: Q1 2026 in Review

Jefferies Financial Group sold out of Samsara (IOT) in Q1 2026, closing a stake of 22,576 shares — an estimated $800K sold.

Jefferies Financial Group first reported a position in IOT in Q4 2022 and held it in 9 quarters. The position peaked at $4.82M in Q3 2024. 544 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Jefferies Financial Group reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 22,576 Samsara shares in Q1 2026, an estimated $800K.
  • Jefferies Financial Group first reported a position in Samsara in Q4 2022 and held it in 9 quarters.
  • Jefferies Financial Group's Samsara position peaked at $4.82M in Q3 2024.
  • 544 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.