Two Sigma Securities’s Samsara IOT Stock Holding History

Two Sigma Securities’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
2024 Q4	–	Sell	-31,300	Closed	-$1.51M	–	2394
2024 Q3	$1.51M	Sell	31,300 -39,800	-56%	-$1.61M	0.03%	671
2024 Q2	$2.4M	Buy	71,100 +25,400	+56%	+$876K	0.03%	635
2024 Q1	$1.73M	Buy	45,700 +16,400	+56%	+$558K	0.02%	838
2023 Q4	$978K	Buy	29,300 +18,800	+179%	+$522K	0.01%	1060
2023 Q3	$265K	Sell	10,500 -31,300	-75%	-$830K	﹤0.01%	2060
2023 Q2	$1.16M	Buy	+41,800	New	+$927K	0.02%	881

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Two Sigma Securities's IOT Position: Q2 2025 in Review

Two Sigma Securities sold out of Samsara (IOT) in Q2 2025, closing a stake of 7,948 shares — an estimated $305K sold.

Two Sigma Securities first reported a position in IOT in Q2 2023 and held it in 5 quarters. The position peaked at $2.41M in Q3 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

Two Sigma Securities reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
Two Sigma Securities sold 7,948 Samsara shares in Q2 2025, an estimated $305K.
Two Sigma Securities first reported a position in Samsara in Q2 2023 and held it in 5 quarters.
Two Sigma Securities's Samsara position peaked at $2.41M in Q3 2024.
489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Two Sigma Securities's 13F filing for Q2 2025, filed 14 Aug 2025.