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Vishria Bird Financial Group’s Samsara IOT Stock Holding History

Vishria Bird Financial Group’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
Q3 		$936K Buy
25,122
+9,570
+62% +$355K 0.18% 46
2025
Q2 		$619K Buy
15,552
+7,515
+94% +$311K 0.21% 49
2025
Q1 		$308K Hold
8,037
– – 0.1% 71
2024
Q4 		$351K Buy
8,037
+3,477
+76% +$171K 0.12% 66
2024
Q3 		$219K Buy
+4,560
New +$185K 0.08% 79

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
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

Vishria Bird Financial Group's IOT Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Samsara (IOT) stake by 62% in Q3 2025, buying an estimated $355K and bringing the position to 25,122 shares worth $936K. The position accounts for 0.18% of the portfolio, ranked #46.

Vishria Bird Financial Group first reported a position in IOT in Q3 2024 and has held it in 5 quarters since. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • Vishria Bird Financial Group held 25,122 shares of Samsara worth $936K as of Q3 2025.
  • Vishria Bird Financial Group bought 9,570 Samsara shares in Q3 2025, an estimated $355K.
  • Samsara made up 0.18% of Vishria Bird Financial Group's portfolio in Q3 2025, its #46 holding.
  • Vishria Bird Financial Group first reported a position in Samsara in Q3 2024 and has held it in 5 quarters since.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.