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Petrus Trust Company’s Samsara IOT Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-14,337
Closed -$570K – 343
2025
Q2 		$570K Buy
14,337
+2,382
+20% +$98.4K 0.06% 85
2025
Q1 		$458K Buy
11,955
+3,700
+45% +$172K 0.04% 234
2024
Q4 		$361K Sell
8,255
-2,145
-21% -$106K 0.03% 365
2024
Q3 		$500K Buy
+10,400
New +$422K 0.05% 217
2023
Q2 		– Sell
-11,873
Closed -$234K – 669
2023
Q1 		$234K Buy
+11,873
New +$188K 0.03% 414

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
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
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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Petrus Trust Company's IOT Position: Q3 2025 in Review

Petrus Trust Company sold out of Samsara (IOT) in Q3 2025, closing a stake of 14,337 shares — an estimated $570K sold.

Petrus Trust Company first reported a position in IOT in Q1 2023 and held it in 5 quarters. The position peaked at $570K in Q2 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • Petrus Trust Company reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 14,337 Samsara shares in Q3 2025, an estimated $570K.
  • Petrus Trust Company first reported a position in Samsara in Q1 2023 and held it in 5 quarters.
  • Petrus Trust Company's Samsara position peaked at $570K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.