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IOT Samsara Inc.

Information Technology, filed as SAMSARA INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 1

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

In 2026 Q2 Gavin Baker opened a position in Samsara, Ram Parameswaran and Ron Baron added, and Glen Kacher sold out.

Who owns this now

Largest portfolio weights among holders, up to 4.6% (Ram Parameswaran, Octahedron Capital Management). Not free-float ownership.

  1. Ram Parameswaran Add 4.6%
  2. Gavin Baker New 0.52%
  3. Ron Baron Add 0.38%

Who owns IOT

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.38% Add +53.9% 7,881,752 $256M History
Gavin Baker, Atreides Management 0.52% New 0.52% 2,308,649 $75M History
Ram Parameswaran, Octahedron Capital Management 4.6%, was 3.9% Add +64.0% 275,200 $8.9M History
Glen Kacher, Light Street Capital Management exited 2026 Q2 Last 2026 Q1 2.3% Exit −2.28% 384,000 $12M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IOT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IOT insider trades
  • None no insider bought on the open market
  • $75.6M sold by 1 insider outside a trading plan
  • $338M sold by 6 insiders under 10b5-1 plans
  1. Benjamin Louis Kirchhoff Chief Accounting Officer
    Planned sale
    $31K 770 shares at $39.79 0.5% of stake
    Traded Oct 19 Filed Oct 21
    ↗
  2. Benjamin Louis Kirchhoff Chief Accounting Officer
    Planned sale
    $87K 2,165 shares at $40.40 1.4% of stake
    Traded Oct 15 Filed Oct 16
    ↗
  3. Sanjit Biswas CEO
    Planned sale
    $11M 263,900 shares at $41.68 28% of stake
    Traded Oct 13–15 Filed Oct 15
    ↗
  4. John Bicket See Remarks
    Planned sale
    $11M 263,900 shares at $41.68 26% of stake
    Traded Oct 13–15 Filed Oct 15
    ↗
  5. Dominic Phillips See Remarks
    Planned sale
    $1.2M 29,972 shares at $38.97
    Traded Oct 1 Filed Oct 5
    ↗
  6. Sanjit Biswas CEO
    Planned sale
    $10M 263,900 shares at $38.03 23% of stake
    Traded Sep 29–Oct 1 Filed Oct 1
    ↗
  7. John Bicket See Remarks
    Planned sale
    $10M 263,900 shares at $38.03 21% of stake
    Traded Sep 29–Oct 1 Filed Oct 1
    ↗
  8. Adam Eltoukhy See Remarks
    Planned sale
    $285K 7,306 shares at $39.07 1.9% of stake
    Traded Sep 25 Filed Sep 29
    ↗
  9. Benjamin Louis Kirchhoff Chief Accounting Officer
    Planned sale
    $31K 770 shares at $40.42 0.5% of stake
    Traded Sep 18 Filed Sep 21
    ↗
  10. Benjamin Louis Kirchhoff Chief Accounting Officer
    Planned sale
    $92K 2,165 shares at $42.55 1.4% of stake
    Traded Sep 15 Filed Sep 17
    ↗
  11. Jonathan Chadwick Director
    Planned sale
    $421K 10,000 shares at $42.09 16% of stake
    Traded Sep 15 Filed Sep 17
    ↗
  12. Dominic Phillips See Remarks
    Planned sale
    $1.3M 29,619 shares at $44.25
    Traded Sep 4 Filed Sep 9
    ↗
  13. Adam Eltoukhy See Remarks
    Planned sale
    $274K 6,876 shares at $39.82 1.6% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  14. Sanjit Biswas CEO
    Planned sale
    $10.5M 263,900 shares at $39.89 22% of stake
    Traded Aug 18–20 Filed Aug 20
    ↗
  15. John Bicket See Remarks
    Planned sale
    $10.5M 263,900 shares at $39.90 19% of stake
    Traded Aug 18–20 Filed Aug 20
    ↗

Also filed in the last 12 months, not counted as buying or selling: 18 conversions, 17 share withholdings for taxes, 17 stock grants, 8 gifts, and 5 sales to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $0.653B $0.937B $1.25B $1.62B
Gross profit $0.47B $0.69B $0.951B $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 $0.958B $0.887B $1.15B $1.51B
Total non-current assets * $0.659B $0.848B $0.879B $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 $0.938B $0.915B $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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.