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TimesSquare Capital Management’s Samsara IOT Stock Holding History

TimesSquare Capital 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 		$41.5M Sell
1,280,808
-164
-0% -$5.08K 0.61% 61
2026
Q1 		$40.6M Sell
1,280,972
-39,056
-3% -$1.19M 0.69% 53
2025
Q4 		$46.8M Sell
1,320,028
-37,555
-3% -$1.45M 0.7% 56
2025
Q3 		$50.6M Sell
1,357,583
-73,826
-5% -$2.74M 0.72% 49
2025
Q2 		$56.9M Buy
1,431,409
+574,078
+67% +$23.7M 0.82% 47
2025
Q1 		$32.9M Buy
857,331
+136,385
+19% +$6.35M 0.53% 77
2024
Q4 		$31.5M Sell
720,946
-150,615
-17% -$7.41M 0.46% 93
2024
Q3 		$41.9M Sell
871,561
-273,560
-24% -$11.1M 0.63% 64
2024
Q2 		$38.6M Buy
1,145,121
+572,380
+100% +$19.7M 0.61% 63
2024
Q1 		$21.6M Sell
572,741
-38,340
-6% -$1.3M 0.31% 112
2023
Q4 		$20.4M Sell
611,081
-22,520
-4% -$625K 0.3% 113
2023
Q3 		$16M Sell
633,601
-159,294
-20% -$4.23M 0.25% 127
2023
Q2 		$22M Sell
792,895
-428,255
-35% -$9.49M 0.32% 123
2023
Q1 		$24.1M Sell
1,221,150
-402,500
-25% -$6.38M 0.35% 113
2022
Q4 		$20.2M Sell
1,623,650
-115,150
-7% -$1.31M 0.29% 132
2022
Q3 		$21M Sell
1,738,800
-94,700
-5% -$1.34M 0.29% 137
2022
Q2 		$20.5M Sell
1,833,500
-42,100
-2% -$508K 0.29% 136
2022
Q1 		$30M Buy
1,875,600
+1,012,900
+117% +$19.3M 0.34% 125
2021
Q4 		$24.3M Buy
+862,700
New +$22.5M 0.21% 158

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

TimesSquare Capital Management's IOT Position: Q2 2026 in Review

TimesSquare Capital Management reduced its Samsara (IOT) stake by 0.01% in Q2 2026, selling an estimated $5.08K and leaving 1,280,808 shares worth $41.5M. The position accounts for 0.61% of the portfolio, ranked #61.

TimesSquare Capital Management first reported a position in IOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $56.9M in Q2 2025. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • TimesSquare Capital Management held 1,280,808 shares of Samsara worth $41.5M as of Q2 2026.
  • TimesSquare Capital Management sold 164 Samsara shares in Q2 2026, an estimated $5.08K.
  • Samsara made up 0.61% of TimesSquare Capital Management's portfolio in Q2 2026, its #61 holding.
  • TimesSquare Capital Management first reported a position in Samsara in Q4 2021 and has held it in 19 quarters since.
  • TimesSquare Capital Management's Samsara position peaked at $56.9M in Q2 2025.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on TimesSquare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.