$IOT

$43.40 -$1.25 (2.8%) Live

$IOT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 584.1M shares outstanding

Who owns IOT?

By type of holder

Institutions 67.3% Insiders 0.0% Everyone else 32.7%

Concentration Top 10 holders own 40.4%

Baillie Gifford & Co 9.7% · Price T Rowe Associates Inc /MD/ 8.3%

Institutional ownership

67.3%

+5.3 pts vs last qtr

Institutional holders

547

+5 vs last qtr

Net shares bought

+31.2M

by institutions in Q2 2026

New / sold out

97 / 92

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Price T Rowe Associates Inc /MD/ +12.1M
Morgan Stanley +3.9M

Biggest sellers in Q2 2026

Sands Capital Management, LLC −4.3M
Brown Advisory Inc −3.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$483M

52 notices from 11 people

Shares covered

13.6M

2.33% of the company

Arranged in advance

81%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Bicket John Officer 10b5-1 $189M
Biswas Sanjit Officer 10b5-1 $188M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2026

+139.7%

+19.10% a year

Each share's claim on the business

−58.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$66K vs $1.26B

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years74% 1–3 years16% Under 1 year10%

Quarterly turnover

12.3%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting IOT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BG Baillie Gifford & Co	56.4M	9.65%	−1.2M (−2.0%)	2023	1.7%
Shares held by quarter Peak holding57.5M (Q1'26) Change over 8 quarters+22.5M Share of the company9.650% Baillie Gifford & Co's full portfolio →
PT Price T Rowe Associates Inc /MD/	48.7M	8.34%	+12.1M (+33.1%)	2022	0.2%
Shares held by quarter Peak holding48.7M (Q2'26) Change over 8 quarters+32.2M Share of the company8.340% Price T Rowe Associates Inc /MD/'s full portfolio →

Baillie Gifford & Co

56.4M

% of company

9.65%

Change vs last qtr

−1.2M (−2.0%)

Held since

2023

Price T Rowe Associates Inc /MD/

48.7M

% of company

8.34%

Change vs last qtr

+12.1M (+33.1%)

Held since

2022

28 more super investors behind a free account

See every manager holding Samsara Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IOT on Form N-PORT; together they hold 24.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$344M	10.6M	1.81%	0.01%	June 30, 2026
VS Vanguard Small-Cap Index Fund Vanguard Index Funds	$248M	7.7M	1.31%	0.13%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$344M

% of company

1.81%

% of the fund

0.01%

As of

June 30, 2026

Vanguard Small-Cap Index Fund

Vanguard Index Funds

Position value

$248M

% of company

1.31%

% of the fund

0.13%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Samsara Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GC General Catalyst Group Management Holdings GP, LLC 5%+ holder 13D · 4.0%	12.0M	2.05%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company2.050% Disclosed stake13D · 4.0% View the 13D/G filing →
GC General Catalyst Group Management Holdings, L.P. 5%+ holder 13D · 4.0%	12.0M	2.05%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company2.050% Disclosed stake13D · 4.0% View the 13D/G filing →

General Catalyst Group Management Holdings GP, LLC

5%+ holder13D · 4.0%

12.0M

% of company

2.05%

Change vs last qtr

—

Held since

—

General Catalyst Group Management Holdings, L.P.

5%+ holder13D · 4.0%

12.0M

% of company

2.05%

Change vs last qtr

—

Held since

—

9 more holders behind a free account

See every insider and 5%+ holder of Samsara Inc..

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