Samsara (IOT): Does a Fourth Straight Profitable Quarter Ensures its Entry into the Index?
Samsara Inc. (NYSE:IOT) sells software and sensors that help businesses track their vehicles, equipment, and workers in real time.
Samsara Inc. (IOT)
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Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 734,237 | $27,996,457 | -12% | 0.64% |
| 2. | Motley Fool Asset Management Bryan Hinmon | 10,959 | $417,867 | -34% | 0.02% |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 0 | $0 | 0% | |
| 4. | 0 | $0 | 0% | ||
| 5. | Bayforest Capital Theodoros Tsagaris | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.00 | 2,000,000 | $46,000,000.00 | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 2,000,000 | $46,000,000.00 | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $41.47 | 17,909 | $742,605.64 | 1,006,530 | 2026-11-02 | Filing | |
| $41.47 | 11,710 | $485,561.01 | 742,052 | 2026-11-02 | Filing | |
| $41.82 | 17,136 | $716,649.80 | 461,835 | 2026-10-29 | Filing | |
| $41.39 | 23,739 | $982,609.44 | 478,971 | 2026-10-29 | Filing | |
| $43.70 | 2,990 | $130,650.44 | 135,200 | 2026-10-28 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 53,827,980 | $2,052,460,877 | 1.94% | |
| 2. | 6,748,620 | $256,591,635 | 0.01% | |
| 3. | 4,363,391 | $168,950,500 | 0.13% | |
| 4. | 4,112,232 | $156,799,407 | 93.75% | |
| 5. | 2,660,574 | $101,447,687 | 0.1% |
News See All
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Samsara (IOT): 12 Analysts Raised Price Targets, But Some Still Want a Better Entry Point
On September 3, 2026, Samsara Inc. (NYSE:IOT) reported second-quarter fiscal 2027 results.
Samsara (IOT)’s Growth Momentum Meets Valuation Test. Can Samsara Justify the New Price Target?
The latest results indicate that Samsara Inc. (NYSE:IOT)’s growth engine remains solid. That prompted BNP Paribas Exane to raise its price target on Samsara to $55 from $40 on September 4.
Samsara (IOT) Crosses $2B, But Growth Comes With A Hardware Tax
On September 3, Samsara (NASDAQ:IOT) told investors it had crossed $2.1 billion in annual recurring revenue, growing 30% year over year, while quarterly revenue reached $508.4 million at the same growth...
Samsara Stock (IOT) Soars Over 14% on Strong Q2 Results
Samsara stock rallied over 14% on Friday following the company’s Fiscal Q2 2027 earnings report.
Options Volatility and Implied Earnings Moves This Week, August 31 – September 03, 2026
This week, several major companies will be reporting earnings. Among them are Nio (NIO), Snowflake (SNOW), Palo Alto Networks (PANW), Dell Technolo...
The Week That Was, The Week Ahead: Macro and Markets, August 30
U.S. stocks finished Friday lower after Federal Reserve Chair Kevin Warsh warned that inflation remains too high and suggested interest rate hikes ...
How Samsara’s (IOT) Operating Leverage Unlocks Margin Expansion
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here.
Samsara (IOT) Maintains 30% Growth as Margins Improve and AI Risks Stay Low
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here.
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