Zevenbergen Capital Investments’s Samsara IOT Stock Holding History

Zevenbergen Capital Investments’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	$28M	Sell	734,237 -97,976	-12%	-$3.76M	0.64%	39
2026 Q2	$27M	Buy	832,213 +108,170	+15%	+$3.35M	0.62%	39
2026 Q1	$22.9M	Sell	724,043 -139,508	-16%	-$4.26M	0.66%	36
2025 Q4	$30.6M	Sell	863,551 -134,478	-13%	-$5.2M	0.68%	39
2025 Q3	$37.2M	Buy	998,029 +43,238	+5%	+$1.61M	0.72%	37
2025 Q2	$38M	Buy	954,791 +366,982	+62%	+$15.2M	0.74%	32
2025 Q1	$22.5M	Buy	587,809 +173,984	+42%	+$8.1M	0.55%	38
2024 Q4	$18.1M	Buy	+413,825	New	+$20.4M	0.37%	43

Other funds holding IOT

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Zevenbergen Capital Investments's IOT Position: Q3 2026 in Review

Zevenbergen Capital Investments reduced its Samsara (IOT) stake by 12% in Q3 2026, selling an estimated $3.76M and leaving 734,237 shares worth $28M. The position accounts for 0.64% of the portfolio, ranked #39.

Zevenbergen Capital Investments first reported a position in IOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $38M in Q2 2025. 18 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

Zevenbergen Capital Investments held 734,237 shares of Samsara worth $28M as of Q3 2026.
Zevenbergen Capital Investments sold 97,976 Samsara shares in Q3 2026, an estimated $3.76M.
Samsara made up 0.64% of Zevenbergen Capital Investments's portfolio in Q3 2026, its #39 holding.
Zevenbergen Capital Investments first reported a position in Samsara in Q4 2024 and has held it in 8 quarters since.
Zevenbergen Capital Investments's Samsara position peaked at $38M in Q2 2025.
18 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

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