Twin Tree Management’s Samsara IOT Stock Holding History

Twin Tree 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	$3.35M	Sell	105,800 -77,200	-42%	-$2.36M	0.07%	316
2025 Q4	$6.49M	Buy	183,000 +112,500	+160%	+$4.35M	0.06%	421
2025 Q3	$2.63M	Sell	70,500 -871,200	-93%	-$32.4M	0.01%	966
2025 Q2	$37.5M	Sell	941,700 -226,400	-19%	-$9.36M	0.07%	279
2025 Q1	$44.8M	Buy	1,168,100 +906,200	+346%	+$42.2M	0.08%	199
2024 Q4	$11.4M	Sell	261,900 -35,500	-12%	-$1.75M	0.02%	643
2024 Q3	$14.3M	Buy	297,400 +159,900	+116%	+$6.48M	0.03%	520
2024 Q2	$4.63M	Sell	137,500 -302,800	-69%	-$10.4M	0.01%	782
2024 Q1	$16.6M	Sell	440,300 -121,500	-22%	-$4.13M	0.04%	453
2023 Q4	$18.8M	Buy	561,800 +173,000	+44%	+$4.8M	0.04%	494
2023 Q3	$9.8M	Buy	+388,800	New	+$10.3M	0.02%	522
2023 Q2	–	Sell	-6,400	Closed	-$126K	–	1380
2023 Q1	$126K	Buy	+6,400	New	+$101K	﹤0.01%	1137

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 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

Twin Tree Management's IOT Position: Q1 2026 in Review

Twin Tree Management increased its Samsara (IOT) stake by 3,533% in Q1 2026, buying an estimated $1.94M and bringing the position to 65,174 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #470.

Twin Tree Management first reported a position in IOT in Q2 2023 and has held it in 6 quarters since. The position peaked at $6.05M in Q1 2025. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Twin Tree Management held 65,174 shares of Samsara worth $2.07M as of Q1 2026.
Twin Tree Management bought 63,380 Samsara shares in Q1 2026, an estimated $1.94M.
Samsara made up 0.04% of Twin Tree Management's portfolio in Q1 2026, its #470 holding.
Twin Tree Management first reported a position in Samsara in Q2 2023 and has held it in 6 quarters since.
Twin Tree Management's Samsara position peaked at $6.05M in Q1 2025.
538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.