SEI Investments’s Samsara IOT Stock Holding History

SEI Investments’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 Q3	$50.5M	Sell	1,323,873 -49,793	-4%	-$1.91M	0.04%	414
2026 Q2	$44.5M	Buy	1,373,666 +249,634	+22%	+$7.73M	0.04%	467
2026 Q1	$35.6M	Buy	1,124,032 +228,894	+26%	+$6.99M	0.03%	544
2025 Q4	$31.7M	Buy	895,138 +171,931	+24%	+$6.65M	0.03%	549
2025 Q3	$26.9M	Buy	723,207 +100,058	+16%	+$3.72M	0.03%	589
2025 Q2	$24.8M	Buy	623,149 +51,850	+9%	+$2.14M	0.03%	611
2025 Q1	$21.9M	Buy	571,299 +349,763	+158%	+$16.3M	0.03%	636
2024 Q4	$9.7M	Sell	221,536 -133,190	-38%	-$6.55M	0.01%	998
2024 Q3	$17.1M	Buy	354,726 +98,800	+39%	+$4M	0.02%	745
2024 Q2	$8.62M	Buy	+255,926	New	+$8.83M	0.01%	992
2023 Q3	–	Sell	-12,168	Closed	-$337K	–	2651
2023 Q2	$337K	Buy	+12,168	New	+$270K	﹤0.01%	2295

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SEI Investments's IOT Position: Q3 2026 in Review

SEI Investments reduced its Samsara (IOT) stake by 3.6% in Q3 2026, selling an estimated $1.91M and leaving 1,323,873 shares worth $50.5M. The position accounts for 0.04% of the portfolio, ranked #414.

SEI Investments first reported a position in IOT in Q2 2023 and has held it in 11 quarters since. 345 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

SEI Investments held 1,323,873 shares of Samsara worth $50.5M as of Q3 2026.
SEI Investments sold 49,793 Samsara shares in Q3 2026, an estimated $1.91M.
Samsara made up 0.04% of SEI Investments's portfolio in Q3 2026, its #414 holding.
SEI Investments first reported a position in Samsara in Q2 2023 and has held it in 11 quarters since.
345 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.