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John Overdeck’s Samsara IOT Stock Holding History

John Overdeck’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 		$1.62M Buy
+50,048
New +$1.55M ﹤0.01% 3185
2026
Q1 		– Sell
-102,852
Closed -$3.14M – 4746
2025
Q4 		$3.65M Buy
102,852
+77,305
+303% +$2.99M 0.01% 1979
2025
Q3 		$952K Sell
25,547
-62,399
-71% -$2.32M ﹤0.01% 2608
2025
Q2 		$3.5M Sell
87,946
-121,738
-58% -$5.03M 0.01% 1465
2025
Q1 		$8.04M Sell
209,684
-1,223,671
-85% -$57M 0.02% 857
2024
Q4 		$62.6M Buy
1,433,355
+491,550
+52% +$24.2M 0.14% 178
2024
Q3 		$45.3M Buy
941,805
+915,729
+3,512% +$37.1M 0.1% 252
2024
Q2 		$879K Sell
26,076
-1,344,524
-98% -$46.4M ﹤0.01% 2062
2024
Q1 		$51.8M Sell
1,370,600
-2,047,315
-60% -$69.7M 0.12% 210
2023
Q4 		$114M Buy
3,417,915
+110,957
+3% +$3.08M 0.26% 95
2023
Q3 		$83.4M Sell
3,306,958
-44,585
-1% -$1.18M 0.22% 127
2023
Q2 		$92.9M Buy
3,351,543
+2,080,676
+164% +$46.1M 0.23% 118
2023
Q1 		$25.1M Buy
1,270,867
+1,227,966
+2,862% +$19.5M 0.07% 313
2022
Q4 		$533K Buy
+42,901
New +$488K ﹤0.01% 1993

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

John Overdeck's IOT Position: Q2 2026 in Review

John Overdeck opened a new position in Samsara (IOT) in Q2 2026: 50,048 shares worth $1.62M. The stake represents ﹤0.01% of the portfolio and ranks #3185 among its holdings. This is a return to the name: John Overdeck previously reported a position in IOT as recently as Q4 2025.

John Overdeck first reported a position in IOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $114M in Q4 2023. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • John Overdeck held 50,048 shares of Samsara worth $1.62M as of Q2 2026.
  • Samsara was a new John Overdeck position in Q2 2026.
  • Samsara made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3185 holding.
  • John Overdeck first reported a position in Samsara in Q4 2022 and has held it in 14 quarters since.
  • John Overdeck's Samsara position peaked at $114M in Q4 2023.
  • 545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.