Sands Capital Management
IOT icon

Sands Capital Management’s Samsara IOT Stock Holding History

Sands Capital 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 		$368M Sell
11,348,732
-4,309,012
-28% -$133M 1.37% 30
2026
Q1 		$496M Sell
15,657,744
-3,465,574
-18% -$106M 1.95% 19
2025
Q4 		$678M Sell
19,123,318
-1,395,014
-7% -$54M 2.06% 23
2025
Q3 		$764M Buy
20,518,332
+1,242,122
+6% +$46.1M 2.11% 20
2025
Q2 		$767M Buy
19,276,210
+2,833,049
+17% +$117M 2.2% 18
2025
Q1 		$630M Buy
16,443,161
+6,073,397
+59% +$283M 2.14% 18
2024
Q4 		$453M Buy
10,369,764
+2,154,027
+26% +$106M 1.34% 26
2024
Q3 		$395M Buy
8,215,737
+603,516
+8% +$24.5M 1.2% 27
2024
Q2 		$257M Buy
7,612,221
+6,038,941
+384% +$208M 0.75% 33
2024
Q1 		$59.5M Sell
1,573,280
-6,596
-0.4% -$224K 0.17% 57
2023
Q4 		$52.7M Buy
1,579,876
+69,171
+5% +$1.92M 0.16% 55
2023
Q3 		$38.1M Sell
1,510,705
-186,615
-11% -$4.95M 0.13% 58
2023
Q2 		$47M Sell
1,697,320
-21,315
-1% -$473K 0.15% 57
2023
Q1 		$33.9M Sell
1,718,635
-18,830
-1% -$298K 0.11% 59
2022
Q4 		$21.6M Sell
1,737,465
-190
-0% -$2.16K 0.08% 60
2022
Q3 		$21M Sell
1,737,655
-3,433
-0.2% -$48.6K 0.08% 61
2022
Q2 		$19.4M Buy
1,741,088
+1,999
+0.1% +$24.1K 0.07% 62
2022
Q1 		$27.9M Buy
1,739,089
+377,864
+28% +$7.21M 0.06% 61
2021
Q4 		$38.3M Buy
+1,361,225
New +$35.5M 0.07% 63

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management's IOT Position: Q2 2026 in Review

Sands Capital Management reduced its Samsara (IOT) stake by 28% in Q2 2026, selling an estimated $133M and leaving 11,348,732 shares worth $368M. The position accounts for 1.37% of the portfolio, ranked #30.

Sands Capital Management first reported a position in IOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $767M in Q2 2025. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Sands Capital Management held 11,348,732 shares of Samsara worth $368M as of Q2 2026.
  • Sands Capital Management sold 4,309,012 Samsara shares in Q2 2026, an estimated $133M.
  • Samsara made up 1.37% of Sands Capital Management's portfolio in Q2 2026, its #30 holding.
  • Sands Capital Management first reported a position in Samsara in Q4 2021 and has held it in 19 quarters since.
  • Sands Capital Management's Samsara position peaked at $767M in Q2 2025.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Sands Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.