OP Asset Management’s Samsara IOT Stock Holding History

OP Asset Management’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	$1.25M	Buy	38,478 +1,720	+5%	+$53.3K	0.01%	564
2026 Q1	$1.16M	Sell	36,758 -98	-0.3%	-$2.99K	0.01%	587
2025 Q4	$1.31M	Buy	36,856 +7,172	+24%	+$278K	0.02%	543
2025 Q3	$1.11M	Hold	29,684	–	–	0.01%	588
2025 Q2	$1.18M	Buy	29,684 +5,193	+21%	+$215K	0.02%	581
2025 Q1	$939K	Buy	+24,491	New	+$1.14M	0.02%	608

Other funds holding IOT

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

JPT

Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

OP Asset Management's IOT Position: Q2 2026 in Review

OP Asset Management increased its Samsara (IOT) stake by 4.7% in Q2 2026, buying an estimated $53.3K and bringing the position to 38,478 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #564.

OP Asset Management first reported a position in IOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 168 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

OP Asset Management held 38,478 shares of Samsara worth $1.25M as of Q2 2026.
OP Asset Management bought 1,720 Samsara shares in Q2 2026, an estimated $53.3K.
Samsara made up 0.01% of OP Asset Management's portfolio in Q2 2026, its #564 holding.
OP Asset Management first reported a position in Samsara in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Samsara position peaked at $1.31M in Q4 2025.
168 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.