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 Q1	–	Sell	-200,000	Closed	-$7.09M	–	175
2025 Q4	$7.09M	Buy	200,000 +100,000	+100%	+$3.87M	0.15%	99
2025 Q3	$3.73M	Sell	100,000 -600,000	-86%	-$22.3M	0.08%	137
2025 Q2	$27.8M	Buy	+700,000	New	+$28.9M	0.7%	46
2025 Q1	–	Sell	-320,000	Closed	-$14M	–	172
2024 Q4	$14M	Buy	+320,000	New	+$15.7M	0.27%	95
2024 Q3	–	Sell	-120,000	Closed	-$4.04M	–	128
2024 Q2	$4.04M	Buy	+120,000	New	+$4.14M	0.15%	80
2023 Q4	–	Sell	-759,200	Closed	-$19.1M	–	165
2023 Q3	$19.1M	Buy	+759,200	New	+$20.1M	0.83%	43
2022 Q3	–	Sell	-100,000	Closed	-$1.12M	–	149
2022 Q2	$1.12M	Buy	+100,000	New	+$1.21M	0.05%	130

Other funds holding IOT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Partners Public Asset Management's IOT Position: Q1 2026 in Review

Summit Partners Public Asset Management reduced its Samsara (IOT) stake by 17% in Q1 2026, selling an estimated $7.82M and leaving 1,288,431 shares worth $40.8M. The position accounts for 1.1% of the portfolio, ranked #27.

Summit Partners Public Asset Management first reported a position in IOT in Q1 2022 and has held it in 17 quarters since. The position peaked at $77M in Q3 2024. 540 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Summit Partners Public Asset Management held 1,288,431 shares of Samsara worth $40.8M as of Q1 2026.
Summit Partners Public Asset Management sold 256,068 Samsara shares in Q1 2026, an estimated $7.82M.
Samsara made up 1.1% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #27 holding.
Summit Partners Public Asset Management first reported a position in Samsara in Q1 2022 and has held it in 17 quarters since.
Summit Partners Public Asset Management's Samsara position peaked at $77M in Q3 2024.
540 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.