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
-67,700
Closed -$2.4M – 4132
2025
Q4 		$2.4M Buy
+67,700
New +$2.62M ﹤0.01% 2362
2025
Q3 		– Sell
-4,300
Closed -$171K – 2500
2025
Q2 		$171K Hold
4,300
– – ﹤0.01% 2009
2025
Q1 		$165K Sell
4,300
-22,800
-84% -$1.06M ﹤0.01% 1850
2024
Q4 		$1.18M Sell
27,100
-8,600
-24% -$423K ﹤0.01% 1423
2024
Q3 		$1.72M Buy
35,700
+17,600
+97% +$713K ﹤0.01% 1251
2024
Q2 		$610K Sell
18,100
-1,000
-5% -$34.5K ﹤0.01% 1391
2024
Q1 		$722K Sell
19,100
-14,300
-43% -$487K ﹤0.01% 1546
2023
Q4 		$1.11M Hold
33,400
– – ﹤0.01% 1373
2023
Q3 		$842K Buy
+33,400
New +$886K ﹤0.01% 1379

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.