John Overdeck’s Samsara IOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-11,000
Closed -$349K 5236
2026
Q1
$349K Buy
+11,000
New +$336K ﹤0.01% 3973

Other funds holding IOT

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.