Westfield Capital Management
IOT icon

Westfield Capital Management’s Samsara IOT Stock Holding History

Westfield 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 		$189M Buy
5,836,459
+763,638
+15% +$23.6M 0.62% 41
2026
Q1 		$161M Buy
5,072,821
+1,118,851
+28% +$34.2M 0.67% 30
2025
Q4 		$140M Buy
3,953,970
+152,183
+4% +$5.89M 0.58% 38
2025
Q3 		$142M Buy
3,801,787
+252,681
+7% +$9.38M 0.59% 43
2025
Q2 		$141M Buy
3,549,106
+25,716
+0.7% +$1.06M 0.59% 38
2025
Q1 		$135M Sell
3,523,390
-80,186
-2% -$3.73M 0.66% 40
2024
Q4 		$157M Buy
3,603,576
+96,895
+3% +$4.77M 0.69% 38
2024
Q3 		$169M Buy
3,506,681
+138,702
+4% +$5.62M 0.76% 26
2024
Q2 		$114M Buy
3,367,979
+1,139,220
+51% +$39.3M 0.56% 50
2024
Q1 		$84.2M Buy
2,228,759
+243,170
+12% +$8.27M 0.44% 79
2023
Q4 		$66.3M Buy
1,985,589
+372,073
+23% +$10.3M 0.39% 97
2023
Q3 		$40.7M Buy
1,613,516
+327,030
+25% +$8.68M 0.28% 133
2023
Q2 		$35.6M Sell
1,286,486
-319,470
-20% -$7.08M 0.23% 143
2023
Q1 		$31.7M Sell
1,605,956
-945,045
-37% -$15M 0.22% 146
2022
Q4 		$31.7M Buy
2,551,001
+12,859
+0.5% +$146K 0.24% 138
2022
Q3 		$30.6M Sell
2,538,142
-56,378
-2% -$799K 0.24% 149
2022
Q2 		$29M Buy
2,594,520
+836,194
+48% +$10.1M 0.23% 145
2022
Q1 		$28.2M Buy
1,758,326
+1,028,640
+141% +$19.6M 0.18% 152
2021
Q4 		$20.5M Buy
+729,686
New +$19M 0.12% 169

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

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

Westfield Capital Management increased its Samsara (IOT) stake by 15% in Q2 2026, buying an estimated $23.6M and bringing the position to 5,836,459 shares worth $189M. The position accounts for 0.62% of the portfolio, ranked #41.

Westfield Capital Management first reported a position in IOT in Q4 2021 and has held it in 19 quarters since. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Westfield Capital Management held 5,836,459 shares of Samsara worth $189M as of Q2 2026.
  • Westfield Capital Management bought 763,638 Samsara shares in Q2 2026, an estimated $23.6M.
  • Samsara made up 0.62% of Westfield Capital Management's portfolio in Q2 2026, its #41 holding.
  • Westfield Capital Management first reported a position in Samsara in Q4 2021 and has held it in 19 quarters since.
  • 545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.