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	–	Sell	-300,000	Closed	-$9.51M	–	191
2026 Q1	$9.51M	Buy	+300,000	New	+$9.16M	0.26%	93
2025 Q1	–	Sell	-870,000	Closed	-$38M	–	173
2024 Q4	$38M	Buy	870,000 +770,000	+770%	+$37.9M	0.73%	50
2024 Q3	$4.81M	Buy	+100,000	New	+$4.05M	0.15%	92
2024 Q1	–	Sell	-500,000	Closed	-$16.7M	–	154
2023 Q4	$16.7M	Buy	+500,000	New	+$13.9M	0.69%	58
2023 Q3	–	Sell	-334,900	Closed	-$9.28M	–	153
2023 Q2	$9.28M	Buy	334,900 +269,900	+415%	+$5.98M	0.34%	82
2023 Q1	$1.28M	Buy	+65,000	New	+$1.03M	0.05%	99

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

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. 552 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.
552 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.