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Joel Greenblatt’s Samsara IOT Stock Holding History

Joel Greenblatt’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
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

Joel Greenblatt's IOT Position: Q2 2026 in Review

Joel Greenblatt 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.

Joel Greenblatt first reported a position in IOT in Q2 2022 and has held it in 12 quarters since. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Joel Greenblatt held 404,840 shares of Samsara worth $13.1M as of Q2 2026.
  • Joel Greenblatt bought 121,162 Samsara shares in Q2 2026, an estimated $3.75M.
  • Samsara made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #734 holding.
  • Joel Greenblatt first reported a position in Samsara in Q2 2022 and has held it in 12 quarters since.
  • 545 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.