Two Sigma Advisers
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Two Sigma Advisers’s Samsara IOT Stock Holding History

Two Sigma Advisers’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
2025
Q4 		– Sell
-85,900
Closed -$3.2M – 2475
2025
Q3 		$3.2M Buy
85,900
+67,200
+359% +$2.5M 0.01% 920
2025
Q2 		$744K Sell
18,700
-446,600
-96% -$18.5M ﹤0.01% 1575
2025
Q1 		$17.8M Sell
465,300
-842,100
-64% -$39.2M 0.04% 359
2024
Q4 		$57.1M Buy
1,307,400
+620,300
+90% +$30.5M 0.13% 156
2024
Q3 		$33.1M Buy
687,100
+348,500
+103% +$14.1M 0.08% 221
2024
Q2 		$11.4M Sell
338,600
-1,689,400
-83% -$58.3M 0.03% 500
2024
Q1 		$76.6M Sell
2,028,000
-1,222,800
-38% -$41.6M 0.18% 129
2023
Q4 		$109M Sell
3,250,800
-174,300
-5% -$4.84M 0.25% 94
2023
Q3 		$86.3M Buy
3,425,100
+320,700
+10% +$8.51M 0.22% 108
2023
Q2 		$86M Buy
3,104,400
+2,904,000
+1,449% +$64.4M 0.22% 117
2023
Q1 		$3.95M Buy
+200,400
New +$3.18M 0.01% 919

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers's IOT Position: Q4 2025 in Review

Two Sigma Advisers sold out of Samsara (IOT) in Q4 2025, closing a stake of 85,900 shares — an estimated $3.2M sold.

Two Sigma Advisers first reported a position in IOT in Q1 2023 and held it in 11 quarters. The position peaked at $109M in Q4 2023. 546 funds tracked by Wall St. Rank hold IOT as of Q4 2025.

  • Two Sigma Advisers reported no remaining Samsara position as of Q4 2025 after selling out during the quarter.
  • Two Sigma Advisers sold 85,900 Samsara shares in Q4 2025, an estimated $3.2M.
  • Two Sigma Advisers first reported a position in Samsara in Q1 2023 and held it in 11 quarters.
  • Two Sigma Advisers's Samsara position peaked at $109M in Q4 2023.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q4 2025.

Based on Two Sigma Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.