Point72 Asset Management
IOT icon

Point72 Asset Management’s Samsara IOT Stock Holding History

Point72 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
Q1 		– Sell
-96,400
Closed -$3.42M – 4131
2025
Q4 		$3.42M Buy
+96,400
New +$3.73M ﹤0.01% 2110
2025
Q3 		– Sell
-32,700
Closed -$1.3M – 2499
2025
Q2 		$1.3M Hold
32,700
– – ﹤0.01% 1464
2025
Q1 		$1.25M Hold
32,700
– – ﹤0.01% 1378
2024
Q4 		$1.43M Sell
32,700
-20,400
-38% -$1M ﹤0.01% 1369
2024
Q3 		$2.56M Buy
53,100
+32,700
+160% +$1.33M 0.01% 1094
2024
Q2 		$687K Buy
20,400
+1,000
+5% +$34.5K ﹤0.01% 1363
2024
Q1 		$733K Sell
19,400
-8,400
-30% -$286K ﹤0.01% 1539
2023
Q4 		$928K Hold
27,800
– – ﹤0.01% 1416
2023
Q3 		$701K Buy
+27,800
New +$738K ﹤0.01% 1439

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Point72 Asset Management's IOT Position: Q1 2026 in Review

Point72 Asset Management increased its Samsara (IOT) stake by 42% in Q1 2026, buying an estimated $6.49M and bringing the position to 723,136 shares worth $22.9M. The position accounts for 0.03% of the portfolio, ranked #727.

Point72 Asset Management first reported a position in IOT in Q4 2021 and has held it in 6 quarters since. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Point72 Asset Management held 723,136 shares of Samsara worth $22.9M as of Q1 2026.
  • Point72 Asset Management bought 212,450 Samsara shares in Q1 2026, an estimated $6.49M.
  • Samsara made up 0.03% of Point72 Asset Management's portfolio in Q1 2026, its #727 holding.
  • Point72 Asset Management first reported a position in Samsara in Q4 2021 and has held it in 6 quarters since.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.