Frank Sands's IOT Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 19.12 M shares of Samsara Inc. (IOT) worth $677.92 M, representing 2.06% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Frank Sands has maintained a strategic position in IOT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 6.07 M shares. Largest reduction occurred in Q4 2025, reducing 1.4 M shares.
Analysis based on 13F filings available since 2013 Q2
Frank Sands's Samsara (IOT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Samsara (IOT) Trades by Frank Sands
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.4 M | Reduce 6.80% | 19.12 M | $35.45 |
| Q3 2025 | +1.24 M | Add 6.44% | 20.52 M | $37.25 |
| Q2 2025 | +2.83 M | Add 17.23% | 19.28 M | $39.78 |
| Q1 2025 | +6.07 M | Add 58.57% | 16.44 M | $38.33 |
| Q4 2024 | +2.15 M | Add 26.22% | 10.37 M | $43.69 |
| Q3 2024 | +603,516 | Add 7.93% | 8.22 M | $48.12 |
| Q2 2024 | +6.04 M | Add 383.84% | 7.61 M | $33.70 |
| Q1 2024 | -6,596 | Reduce 0.42% | 1.57 M | $37.79 |
| Q4 2023 | +69,171 | Add 4.58% | 1.58 M | $33.38 |
| Q3 2023 | -186,615 | Reduce 10.99% | 1.51 M | $25.21 |
| Q2 2023 | -21,315 | Reduce 1.24% | 1.7 M | $27.71 |
| Q1 2023 | -18,830 | Reduce 1.08% | 1.72 M | $19.72 |
| Q4 2022 | -190 | Reduce 0.01% | 1.74 M | $0.01 |
| Q3 2022 | -3,433 | Reduce 0.20% | 1.74 M | $12.07 |
| Q2 2022 | +1,999 | Add 0.11% | 1.74 M | $11.17 |
| Q1 2022 | +377,864 | Add 27.76% | 1.74 M | $16.02 |
| Q4 2021 | +1.36 M | New Buy | 1.36 M | $28.11 |
Frank Sands's Samsara Investment FAQs
Frank Sands first purchased Samsara Inc. (IOT) in Q4 2021, acquiring 1,361,225 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands has held Samsara Inc. (IOT) for 17 quarters since Q4 2021.
Frank Sands's largest addition to Samsara Inc. (IOT) was in Q1 2025, adding 16,443,161 shares worth $630.27 M.
According to the latest 13F filing for Q4 2025, Frank Sands's firm, Sands Capital Management, LLC, owns 19,123,318 shares of Samsara Inc. (IOT), valued at approximately $677.92 M.
As of the Q4 2025 filing, Samsara Inc. (IOT) represents approximately 2.06% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings.
Frank Sands's peak holding in Samsara Inc. (IOT) was 20,518,332 shares, as reported at the end of Q3 2025.