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Machina Capital’s Samsara IOT Stock Holding History

Machina Capital’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 		$221K Buy
+6,822
New +$211K 0.04% 354
2026
Q1 		– Sell
-21,114
Closed -$748K – 405
2025
Q4 		$748K Buy
21,114
+1,200
+6% +$46.4K 0.14% 206
2025
Q3 		$742K Buy
+19,914
New +$740K 0.13% 201

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

Machina Capital's IOT Position: Q2 2026 in Review

Machina Capital opened a new position in Samsara (IOT) in Q2 2026: 6,822 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #354 among its holdings. This is a return to the name: Machina Capital previously reported a position in IOT as recently as Q4 2025.

Machina Capital first reported a position in IOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $748K in Q4 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Machina Capital held 6,822 shares of Samsara worth $221K as of Q2 2026.
  • Samsara was a new Machina Capital position in Q2 2026.
  • Samsara made up 0.04% of Machina Capital's portfolio in Q2 2026, its #354 holding.
  • Machina Capital first reported a position in Samsara in Q3 2025 and has held it in 3 quarters since.
  • Machina Capital's Samsara position peaked at $748K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.