IOT SAMSARA INC

Ownership history in Royal Fund Management, LLC  ·  13 quarters on record

AI Ownership Summary

Royal Fund Management, LLC reported SAMSARA INC (IOT) in 13 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.43% in 2025 Q3. The latest visible filing shows IOT at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Royal Fund Management, LLC's position in SAMSARA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IOT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Royal Fund Management, LLC held IOT — position size vs. price
% of Fund (quarterly)    IOT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 13 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23,500 -73,157 -75.7% 0.08% $833K 2026-02-14 (Est.) $27.32
2025 Q3 ADDED 96,657 +95,918 +12979.4% 0.43% $3.6M 2025-10-29 $39.32
2025 Q3 REDUCED 739 -96,176 -99.2% 0.07% $572K 2025-10-29 $39.32
2025 Q2 ADDED 96,915 +21,615 +28.7% 0.38% $3.9M 2025-08-13 $33.00
2025 Q2 REDUCED 75,300 -700 -0.9% 0.30% $3.0M 2025-08-13 $33.00
2025 Q1 REDUCED 76,000 -19,500 -20.4% 0.32% $2.9M 2025-05-14 $47.74
2025 Q1 ADDED 95,500 +78,800 +471.9% 0.41% $3.7M 2025-05-14 $47.74
2024 Q4 REDUCED 16,700 -1,500 -8.2% 0.07% $730K 2025-01-16 $45.82
2024 Q3 REDUCED 18,200 -67,000 -78.6% 0.05% $876K 2024-10-08 $47.26
2024 Q2 REDUCED 85,200 -22,700 -21.0% 0.23% $2.9M 2024-07-18 $35.35
2024 Q2 ADDED 107,900 +21,700 +25.2% 0.29% $3.6M 2024-07-18 $35.35
2024 Q1 REDUCED 86,200 -18,500 -17.7% 0.32% $3.3M 2024-04-11 $32.40
2024 Q1 INITIATED 104,700 0.39% $4.0M 2024-04-11 $32.40

FAQ About Royal Fund Management, LLC and IOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Royal Fund Management, LLC reported owning IOT?

Royal Fund Management, LLC reported IOT across 13 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported IOT position in Royal Fund Management, LLC's portfolio?

The largest reported portfolio weight for IOT was 0.43% in 2025 Q3.

What is the latest reported IOT position on this page?

The most recent filing on this page is 2025 Q4, when Royal Fund Management, LLC reported 23,500 shares, equal to 0.08% of portfolio, with an estimated market value of $833K.

What does the chart on this IOT ownership page compare?

The chart compares Royal Fund Management, LLC's quarterly IOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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