Joel Greenblatt's IOT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 193,198 shares of Samsara Inc. (IOT) worth $6.85 M, representing 0.03% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IOT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 99,369 shares. Largest reduction occurred in Q2 2024, reducing 76,921 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Samsara (IOT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Samsara (IOT) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +93,829 | Add 94.42% | 193,198 | $35.45 |
| Q3 2025 | +99,369 | New Buy | 99,369 | $37.25 |
| Q4 2024 | -47,313 | Sold Out | 0 | $0.00 |
| Q3 2024 | +38,172 | Add 417.59% | 47,313 | $48.12 |
| Q2 2024 | -76,921 | Reduce 89.38% | 9,141 | $33.70 |
| Q1 2024 | -15,013 | Reduce 14.85% | 86,062 | $37.79 |
| Q4 2023 | -4,769 | Reduce 4.51% | 101,075 | $33.38 |
| Q3 2023 | +10,808 | Add 11.37% | 105,844 | $25.21 |
| Q2 2023 | +72,045 | Add 313.36% | 95,036 | $27.71 |
| Q1 2023 | +22,991 | New Buy | 22,991 | $19.72 |
| Q3 2022 | -10,901 | Sold Out | 0 | $0.00 |
| Q2 2022 | +10,901 | New Buy | 10,901 | $11.19 |
Joel Greenblatt's Samsara Investment FAQs
Joel Greenblatt first purchased Samsara Inc. (IOT) in Q2 2022, acquiring 10,901 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Samsara Inc. (IOT) for 12 quarters since Q2 2022.
Joel Greenblatt's largest addition to Samsara Inc. (IOT) was in Q3 2025, adding 99,369 shares worth $3.7 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 193,198 shares of Samsara Inc. (IOT), valued at approximately $6.85 M.
As of the Q4 2025 filing, Samsara Inc. (IOT) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Samsara Inc. (IOT) was 193,198 shares, as reported at the end of Q4 2025.