Soma Equity Partners’s Samsara IOT Stock Holding History

Soma Equity Partners’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	-1,681,389	Closed	-$59.6M	–	24
2025 Q4	$59.6M	Buy	1,681,389 +267,381	+19%	+$10.3M	3.28%	15
2025 Q3	$52.7M	Buy	+1,414,008	New	+$52.5M	2.64%	15
2022 Q1	–	Sell	-1,538,071	Closed	-$43.2M	–	19
2021 Q4	$43.2M	Buy	+1,538,071	New	+$40.1M	1.31%	17

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Soma Equity Partners's IOT Position: Q1 2026 in Review

Soma Equity Partners sold out of Samsara (IOT) in Q1 2026, closing a stake of 1,681,389 shares — an estimated $59.6M sold.

Soma Equity Partners first reported a position in IOT in Q4 2021 and held it in 3 quarters. The position peaked at $59.6M in Q4 2025. 543 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Soma Equity Partners reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
Soma Equity Partners sold 1,681,389 Samsara shares in Q1 2026, an estimated $59.6M.
Soma Equity Partners first reported a position in Samsara in Q4 2021 and held it in 3 quarters.
Soma Equity Partners's Samsara position peaked at $59.6M in Q4 2025.
543 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Soma Equity Partners's 13F filing for Q1 2026, filed 15 May 2026.