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Summit Partners Public Asset Management’s Samsara IOT Stock Holding History

Summit Partners Public 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
Q2 		$6.89M Sell
212,431
-1,076,000
-84% -$33.3M 0.12% 121
2026
Q1 		$40.8M Sell
1,288,431
-256,068
-17% -$7.82M 1.1% 27
2025
Q4 		$54.8M Sell
1,544,499
-157,906
-9% -$6.11M 1.14% 31
2025
Q3 		$63.4M Buy
1,702,405
+540,420
+47% +$20.1M 1.32% 26
2025
Q2 		$46.2M Sell
1,161,985
-369,884
-24% -$15.3M 1.17% 26
2025
Q1 		$58.7M Buy
1,531,869
+114,257
+8% +$5.32M 1.51% 15
2024
Q4 		$61.9M Sell
1,417,612
-182,873
-11% -$9M 1.18% 23
2024
Q3 		$77M Sell
1,600,485
-398,602
-20% -$16.2M 2.38% 11
2024
Q2 		$67.4M Buy
1,999,087
+461,045
+30% +$15.9M 2.57% 9
2024
Q1 		$58.1M Sell
1,538,042
-28,723
-2% -$977K 2% 10
2023
Q4 		$52.3M Buy
1,566,765
+147,150
+10% +$4.09M 2.17% 6
2023
Q3 		$35.8M Sell
1,419,615
-50,170
-3% -$1.33M 1.56% 17
2023
Q2 		$40.7M Sell
1,469,785
-1,241,355
-46% -$27.5M 1.51% 18
2023
Q1 		$53.5M Buy
2,711,140
+623,743
+30% +$9.89M 2.2% 10
2022
Q4 		$25.9M Buy
2,087,397
+730,990
+54% +$8.32M 1.64% 24
2022
Q3 		$16.4M Buy
1,356,407
+45,553
+3% +$645K 0.84% 41
2022
Q2 		$14.6M Sell
1,310,854
-800,181
-38% -$9.65M 0.66% 50
2022
Q1 		$33.8M Buy
+2,111,035
New +$40.3M 1.2% 26

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

Summit Partners Public Asset Management's IOT Position: Q2 2026 in Review

Summit Partners Public Asset Management reduced its Samsara (IOT) stake by 84% in Q2 2026, selling an estimated $33.3M and leaving 212,431 shares worth $6.89M. The position accounts for 0.12% of the portfolio, ranked #121.

Summit Partners Public Asset Management first reported a position in IOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $77M in Q3 2024. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Summit Partners Public Asset Management held 212,431 shares of Samsara worth $6.89M as of Q2 2026.
  • Summit Partners Public Asset Management sold 1,076,000 Samsara shares in Q2 2026, an estimated $33.3M.
  • Samsara made up 0.12% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #121 holding.
  • Summit Partners Public Asset Management first reported a position in Samsara in Q1 2022 and has held it in 18 quarters since.
  • Summit Partners Public Asset Management's Samsara position peaked at $77M in Q3 2024.
  • 545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.