Back to BAMCO INC /NY/ BAMCO INC /NY/

IOTIOT
Showing 8 of 9 quarters

Position history for BAMCO INC /NY/BAMCO INC /NY/'s holdings in SAMSARA INC

Yes. BAMCO holds 7,881,752 shares of IOT (Samsara), worth $255.6M, as of its Q2 2026 13F filing. It increased the position by 2,761,917 shares (+54.0%) from Q1 2026. BAMCO has held IOT since Q2 2024, across 9 quarterly 13F filings. IOT is 0.4% of BAMCO's reported 13F portfolio.

Current Value

$255.6M

Current Shares

7.9M

Total Value Change

+$223.5M

Total Shares Change

+7.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.9M
+54.0%
$255.6M0.4%$32.43
52
2026-Q1
Increased
5.1M
+24.3%
$162.2M0.5%$28.94
44
2025-Q4
Increased
4.1M
+21.9%
$146.1M0.4%$35.98
44
2025-Q3
Increased
3.4M
+23.7%
$125.9M0.3%$37.22
44
2025-Q2
Increased
2.7M
+148.6%
$108.7M0.3%$39.60
58
2025-Q1
Increased
1.1M
+62.4%
$42.1M0.1%$38.93
50
2024-Q4
Increased
676,568
+1.4%
$29.6M0.1%$43.91
29
2024-Q3
Increased
667,125
+91.0%
$32.1M0.1%$47.52
46

Other major holders of IOT: BAILLIE GIFFORD & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used