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Sands Capital Ventures’s Samsara IOT Stock Holding History

Sands Capital Ventures’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 		$16.7M Sell
515,658
-44,629
-8% -$1.38M 2.73% 12
2026
Q1 		$17.8M Buy
560,287
+94,097
+20% +$2.87M 4.22% 7
2025
Q4 		$16.5M Sell
466,190
-132,724
-22% -$5.14M 3.19% 7
2025
Q3 		$22.3M Buy
598,914
+160,429
+37% +$5.96M 4.89% 6
2025
Q2 		$17.4M Buy
438,485
+185,053
+73% +$7.65M 3.43% 8
2025
Q1 		$9.71M Buy
253,432
+54,742
+28% +$2.55M 2.38% 9
2024
Q4 		$8.68M Buy
198,690
+195,518
+6,164% +$9.62M 1.89% 11
2024
Q3 		$153K Sell
3,172
-1,067
-25% -$43.2K 0.04% 17
2024
Q2 		$143K Buy
4,239
+669
+19% +$23.1K 0.05% 16
2024
Q1 		$135K Hold
3,570
– – 0.03% 17
2023
Q4 		$119K Sell
3,570
-931,167
-100% -$25.9M 0.03% 19
2023
Q3 		$23.6M Sell
934,737
-608,710
-39% -$16.1M 6.97% 6
2023
Q2 		$42.8M Sell
1,543,447
-751,329
-33% -$16.7M 12.65% 4
2023
Q1 		$45.3M Buy
2,294,776
+1,962,256
+590% +$31.1M 11.18% 3
2022
Q4 		$4.13M Buy
332,520
+6,520
+2% +$74.2K 1.13% 12
2022
Q3 		$3.94M Hold
326,000
– – 1.14% 14
2022
Q2 		$3.64M Hold
326,000
– – 1% 15
2022
Q1 		$5.22M Hold
326,000
– – 1.09% 12
2021
Q4 		$9.16M Buy
+326,000
New +$8.49M 1.36% 9

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Sands Capital Ventures reduced its Samsara (IOT) stake by 8% in Q2 2026, selling an estimated $1.38M and leaving 515,658 shares worth $16.7M. The position accounts for 2.73% of the portfolio, ranked #12.

Sands Capital Ventures first reported a position in IOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $45.3M in Q1 2023. 514 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Sands Capital Ventures held 515,658 shares of Samsara worth $16.7M as of Q2 2026.
  • Sands Capital Ventures sold 44,629 Samsara shares in Q2 2026, an estimated $1.38M.
  • Samsara made up 2.73% of Sands Capital Ventures's portfolio in Q2 2026, its #12 holding.
  • Sands Capital Ventures first reported a position in Samsara in Q4 2021 and has held it in 19 quarters since.
  • Sands Capital Ventures's Samsara position peaked at $45.3M in Q1 2023.
  • 514 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

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