Is Samsara Inc. (IOT) A Good Stock To Buy Now?
Is IOT a good stock to buy? We came across a bullish thesis on Samsara Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IOT.
Samsara Inc. (IOT)
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Hedge Fund Popularity
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 | 724,043 | $22,944,923 | -17% | 0.66% |
| 2. | Bienville Capital Management Cullen Thompson | 556,864 | $17,647,020 | +82% | 3.21% |
| 3. | Proem Advisors Imran Khan | 182,000 | $5,767,580 | 0.34% | |
| 4. | Ravenswood Partners Ashraf Haque | 151,184 | $4,791,021 | 1.77% | |
| 5. | Walleye Capital Will England | 110,596 | $3,504,787 | +176% | 0.01% |
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 |
|---|---|---|---|---|---|---|
| $30.00 | 19,547 | $586,410.00 | 462,801 | 2026-05-01 | Filing | |
| $29.13 | 31 | $903.03 | 723,056 | 2026-04-30 | Filing | |
| $28.49 | 72,927 | $2,077,602.72 | 723,087 | 2026-04-30 | Filing | |
| $29.04 | 21,601 | $627,327.60 | 112,900 | 2026-04-29 | Filing | |
| $29.05 | 65,466 | $1,901,806.94 | 796,014 | 2026-04-29 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 57,523,792 | $1,822,928,968 | 1.86% | |
| 2. | 22,331,219 | $707,676,318 | 0.01% | |
| 3. | 16,911,791 | $535,934,657 | 0.03% | |
| 4. | 15,657,744 | $496,193,907 | 1.95% | |
| 5. | 14,843,245 | $470,382,434 | 0.01% |
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Samsara Inc. (NYSE:IOT) Q4 2026 Earnings Call Transcript
Mike Chang: [Presentation] Good afternoon and welcome to Samsara's Fourth Quarter Fiscal 2026 Earnings Call. I'm Mike Chang, Samsara's Senior Vice President of Finance.
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