Position in IOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,564,635
+$6,447,433 QoQ
Shares Held
449,110
+75.3% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#79
of 542 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 89%
Shared 1%
None 10%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Pathstone Holdings, LLC holds $912,335,305 across 51 Software - Infrastructure names. IOT ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,699,477 | $633,938,908 | |
| 2 | ORCL |
Oracle Corp
|
346,468 | $50,774,884 | |
| 3 | PANW |
Palo Alto Networks Inc
|
96,638 | $32,955,489 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
126,060 | $24,050,356 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
165,892 | $19,354,618 | |
| 6 | IOT |
Samsara Inc.
This page
|
449,110 | $14,564,635 | |
| 7 | NET |
Cloudflare, Inc.
|
49,258 | $12,082,001 | |
| 8 | FFIV |
F5, Inc.
|
27,251 | $11,335,324 |
All Filings in IOT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,564,635 | 449,110 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $8,117,202 | 256,144 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,898,977 | 251,029 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,892,231 | 211,872 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,298,536 | 133,196 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,722,647 | 97,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $747,972 | 17,120 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $460,700 | 9,574 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $276,507 | 8,205 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||