TIM
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Thornburg Investment Management’s Samsara IOT Stock Holding History

Thornburg Investment 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 		$1.14M Sell
35,873
-55,462
-61% -$1.69M 0.01% 137
2025
Q4 		$3.24M Buy
91,335
+4,161
+5% +$161K 0.04% 142
2025
Q3 		$3.25M Buy
87,174
+9,768
+13% +$363K 0.04% 141
2025
Q2 		$3.08M Buy
+77,406
New +$3.2M 0.04% 142

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Thornburg Investment Management's IOT Position: Q1 2026 in Review

Thornburg Investment Management reduced its Samsara (IOT) stake by 61% in Q1 2026, selling an estimated $1.69M and leaving 35,873 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #137.

Thornburg Investment Management first reported a position in IOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.25M in Q3 2025. 539 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Thornburg Investment Management held 35,873 shares of Samsara worth $1.14M as of Q1 2026.
  • Thornburg Investment Management sold 55,462 Samsara shares in Q1 2026, an estimated $1.69M.
  • Samsara made up 0.01% of Thornburg Investment Management's portfolio in Q1 2026, its #137 holding.
  • Thornburg Investment Management first reported a position in Samsara in Q2 2025 and has held it in 4 quarters since.
  • Thornburg Investment Management's Samsara position peaked at $3.25M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Thornburg Investment Management's 13F filing for Q1 2026, filed 12 May 2026.