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O'Shaughnessy Asset Management’s Samsara IOT Stock Holding History

O'Shaughnessy 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 		$298K Buy
+9,202
New +$285K ﹤0.01% 1834
2026
Q1 		– Sell
-14,242
Closed -$505K – 2746
2025
Q4 		$505K Buy
14,242
+1,522
+12% +$58.9K ﹤0.01% 1501
2025
Q3 		$474K Buy
12,720
+4,932
+63% +$183K ﹤0.01% 1519
2025
Q2 		$310K Sell
7,788
-10,586
-58% -$437K ﹤0.01% 1612
2025
Q1 		$704K Buy
18,374
+5,487
+43% +$256K 0.01% 1156
2024
Q4 		$563K Buy
12,887
+1,308
+11% +$64.3K ﹤0.01% 1232
2024
Q3 		$585K Buy
+11,579
New +$469K 0.01% 1158

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

O'Shaughnessy Asset Management's IOT Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Samsara (IOT) in Q2 2026: 9,202 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #1834 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in IOT as recently as Q4 2025.

O'Shaughnessy Asset Management first reported a position in IOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $704K in Q1 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • O'Shaughnessy Asset Management held 9,202 shares of Samsara worth $298K as of Q2 2026.
  • Samsara was a new O'Shaughnessy Asset Management position in Q2 2026.
  • Samsara made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1834 holding.
  • O'Shaughnessy Asset Management first reported a position in Samsara in Q3 2024 and has held it in 7 quarters since.
  • O'Shaughnessy Asset Management's Samsara position peaked at $704K in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.