Paloma Partners’s Samsara IOT Stock Holding History

Paloma Partners’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
2023 Q3	–	Sell	-30,000	Closed	-$831K	–	814
2023 Q2	$831K	Buy	+30,000	New	+$665K	0.03%	400

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paloma Partners's IOT Position: Q3 2025 in Review

Paloma Partners sold out of Samsara (IOT) in Q3 2025, closing a stake of 66,274 shares — an estimated $2.64M sold.

Paloma Partners first reported a position in IOT in Q2 2023 and held it in 4 quarters. The position peaked at $2.64M in Q2 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

Paloma Partners reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
Paloma Partners sold 66,274 Samsara shares in Q3 2025, an estimated $2.64M.
Paloma Partners first reported a position in Samsara in Q2 2023 and held it in 4 quarters.
Paloma Partners's Samsara position peaked at $2.64M in Q2 2025.
516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Paloma Partners's 13F filing for Q3 2025, filed 14 Nov 2025.