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Oak Ridge Investments’s Samsara IOT Stock Holding History

Oak Ridge Investments’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
2025
Q4 		– Sell
-10,288
Closed -$383K – 188
2025
Q3 		$383K Buy
10,288
+52
+0.5% +$1.93K 0.02% 158
2025
Q2 		$407K Buy
10,236
+34
+0.3% +$1.41K 0.03% 153
2025
Q1 		$391K Sell
10,202
-250
-2% -$11.6K 0.03% 147
2024
Q4 		$457K Buy
+10,452
New +$514K 0.04% 148

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Oak Ridge Investments's IOT Position: Q4 2025 in Review

Oak Ridge Investments sold out of Samsara (IOT) in Q4 2025, closing a stake of 10,288 shares — an estimated $383K sold.

Oak Ridge Investments first reported a position in IOT in Q4 2024 and held it in 4 quarters. The position peaked at $457K in Q4 2024. 546 funds tracked by Wall St. Rank hold IOT as of Q4 2025.

  • Oak Ridge Investments reported no remaining Samsara position as of Q4 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 10,288 Samsara shares in Q4 2025, an estimated $383K.
  • Oak Ridge Investments first reported a position in Samsara in Q4 2024 and held it in 4 quarters.
  • Oak Ridge Investments's Samsara position peaked at $457K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q4 2025.

Based on Oak Ridge Investments's 13F filing for Q4 2025, filed 23 Jan 2026.