Follow-The-Filings

Security · featured owners

IOT Samsara Inc.

COM CL A Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 4.6%
  • $339M
  • 1 new 2 add 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 4.6% (Ram Parameswaran - Octahe...) · not free-float ownership

  1. Ram Parameswaran add 4.6%
  2. Gavin Baker new 0.52%
  3. Ron Baron add 0.38%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.38% Add +53.9% 7,881,752 $256M history
Gavin Baker - Atreides Management 2026 Q2 0.52% New 0.52% 2,308,649 $75M history
Ram Parameswaran - Octahedron Capital Management 2026 Q2 4.6% Add +64.0% 275,200 $9M history
Glen Kacher - Light Street Capital Management exited 2026 Q2 last 2026 Q1 2.3% Exit −2.28 pp 384,000 $12M history

3 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 4 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.07 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 25 shown

Filed Form Detail Links
4 Period Aug 18, 2026 · 2 forms Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 4, 2026 · 2 forms Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jul 27, 2026 Filing Doc
4 Period Jul 22, 2026 · 6 forms Filing Doc
4 Period Jul 21, 2026 · 2 forms Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jul 7, 2026 · 2 forms Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 29, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 16, 2026 · 2 forms Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $652.54M $937.38M $1.25B $1.62B
Gross profit $469.89M $690.35M $950.88M $1.24B
Gross margin * 72.0% 73.6% 76.1% 76.7%
Net income -$247.42M -$286.73M -$154.91M -$9.12M
Net margin * -37.9% -30.6% -12.4% -0.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $957.54M $886.96M $1.15B $1.51B
Total non-current assets * $659.47M $847.89M $879.15M $1.03B
Total assets $1.62B $1.73B $2.02B $2.54B
Total current liabilities $442.16M $591.82M $761.35M $917.04M
Total non-current liabilities * $236.83M $227.88M $193.76M $203.19M
Total equity $938.02M $915.15M $1.07B $1.42B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$103.02M -$11.82M $131.66M $236.21M
Cash from investing -$631.85M -$78.69M -$66.62M -$189.53M
Cash from financing $14.21M $21M $27.1M $29.93M
Net change in cash -$720.54M -$69.03M $91.06M $79.05M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders