Westwind Capital
IOT icon

Westwind Capital’s Samsara IOT Stock Holding History

Westwind Capital’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
Q3 		$64K Buy
+1,676
New +$64.2K 0.02% 86
2026
Q2 		– Sell
-16,451
Closed -$521K – 89
2026
Q1 		$521K Sell
16,451
-494,370
-97% -$15.1M 0.13% 34
2025
Q4 		$18.1M Sell
510,821
-14,866
-3% -$575K 3.7% 12
2025
Q3 		$19.6M Buy
525,687
+5,097
+1% +$189K 4.09% 10
2025
Q2 		$20.7M Buy
520,590
+8,129
+2% +$336K 4.23% 11
2025
Q1 		$19.6M Buy
512,461
+135,994
+36% +$6.33M 4.89% 8
2024
Q4 		$16.4M Sell
376,467
-1,169
-0.3% -$57.5K 3.59% 12
2024
Q3 		$18.2M Buy
377,636
+377,630
+6,293,833% +$15.3M 4.41% 11
2024
Q2 		$12.8M Sell
6
-244,744
-100% -$8.44M 3.19% 15
2024
Q1 		$9.25M Buy
244,750
+12,720
+5% +$433K 2.34% 17
2023
Q4 		$7.74M Buy
232,030
+3,120
+1% +$86.6K 2.11% 18
2023
Q3 		$5.77M Buy
+228,910
New +$6.07M 1.78% 18

Other funds holding IOT

Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loftus Peak
Loftus Peak Sydney, Australia $781M AUM
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Westwind Capital's IOT Position: Q3 2026 in Review

Westwind Capital opened a new position in Samsara (IOT) in Q3 2026: 1,676 shares worth $64K. The stake represents 0.02% of the portfolio and ranks #86 among its holdings. This is a return to the name: Westwind Capital previously reported a position in IOT as recently as Q1 2026.

Westwind Capital first reported a position in IOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.7M in Q2 2025. 193 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Westwind Capital held 1,676 shares of Samsara worth $64K as of Q3 2026.
  • Samsara was a new Westwind Capital position in Q3 2026.
  • Samsara made up 0.02% of Westwind Capital's portfolio in Q3 2026, its #86 holding.
  • Westwind Capital first reported a position in Samsara in Q3 2023 and has held it in 12 quarters since.
  • Westwind Capital's Samsara position peaked at $20.7M in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.