Marshall Wace
IOT icon

Marshall Wace’s Samsara IOT Stock Holding History

Marshall Wace’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 		$11.4M Buy
352,760
+229,408
+186% +$7.1M 0.01% 982
2026
Q1 		$3.91M Sell
123,352
-436,277
-78% -$13.3M ﹤0.01% 1419
2025
Q4 		$19.8M Buy
559,629
+164,762
+42% +$6.38M 0.02% 631
2025
Q3 		$14.7M Buy
394,867
+326,007
+473% +$12.1M 0.01% 777
2025
Q2 		$2.74M Buy
68,860
+40,450
+142% +$1.67M ﹤0.01% 1421
2025
Q1 		$1.09M Sell
28,410
-252,838
-90% -$11.8M ﹤0.01% 1746
2024
Q4 		$12.3M Buy
+281,248
New +$13.8M 0.01% 724
2024
Q3 		– Sell
-40,121
Closed -$1.35M – 2725
2024
Q2 		$1.35M Sell
40,121
-22,479
-36% -$775K ﹤0.01% 1551
2024
Q1 		$2.37M Buy
62,600
+16,052
+34% +$546K ﹤0.01% 1282
2023
Q4 		$1.55M Buy
+46,548
New +$1.29M ﹤0.01% 1325
2023
Q3 		– Sell
-487,730
Closed -$13.5M – 2437
2023
Q2 		$13.5M Buy
487,730
+362,634
+290% +$8.04M 0.03% 618
2023
Q1 		$2.47M Sell
125,096
-414,026
-77% -$6.56M 0.01% 1338
2022
Q4 		$6.7M Buy
539,122
+423,477
+366% +$4.82M 0.02% 1019
2022
Q3 		$1.4M Buy
+115,645
New +$1.64M ﹤0.01% 2240
2022
Q2 		– Sell
-29,406
Closed -$472K – 3637
2022
Q1 		$472K Sell
29,406
-127,371
-81% -$2.43M ﹤0.01% 2800
2021
Q4 		$4.41M Buy
+156,777
New +$4.08M 0.01% 1456

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

Marshall Wace's IOT Position: Q2 2026 in Review

Marshall Wace increased its Samsara (IOT) stake by 186% in Q2 2026, buying an estimated $7.1M and bringing the position to 352,760 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #982.

Marshall Wace first reported a position in IOT in Q4 2021 and has held it in 16 quarters since. The position peaked at $19.8M in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Marshall Wace held 352,760 shares of Samsara worth $11.4M as of Q2 2026.
  • Marshall Wace bought 229,408 Samsara shares in Q2 2026, an estimated $7.1M.
  • Samsara made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #982 holding.
  • Marshall Wace first reported a position in Samsara in Q4 2021 and has held it in 16 quarters since.
  • Marshall Wace's Samsara position peaked at $19.8M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.