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[SCHEDULE 13D/A] Samsara Inc. SEC Filing

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(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13D/A

Andreessen Horowitz-related funds and principals reported conversions of multiple blocks of Samsara Inc. Class B common stock into Class A shares and pro rata in-kind distributions to partners and related entities. The filing reports that between September 8-9, 2025 the Reporting Persons converted a total of 16,276,565 Class B shares into Class A stock (shares issued subsequent to Sept. 2, 2025) and distributed the resulting Class A shares to partners and affiliates, with several small allocations to a16z Capital Management.

The filing discloses open-market sales by a16z Capital Management (33,331 shares) and by affiliated funds that received distributed shares: AH LSV I sold 503,000 shares and AH Parallel V sold 257,000 shares on September 9, 2025, at weighted-average prices in the $37.90–$39.70 range. As a result, the Reporting Persons ceased to be beneficial owners of more than 5% of Samsara Class A common stock as of September 8, 2025; Marc Andreessen and Benjamin Horowitz are each reported with ~1.2% beneficial ownership.

Fondi e soggetti collegati ad Andreessen Horowitz hanno comunicato la conversione di più blocchi di azioni ordinarie Classe B di Samsara Inc. in azioni Classe A e la distribuzione in natura pro rata ai partner e alle entità correlate. La segnalazione indica che tra l'8 e il 9 settembre 2025 i Soggetti Segnalanti hanno convertito un totale di 16.276.565 azioni Classe B in azioni Classe A (azioni emesse dopo il 2 settembre 2025) e hanno distribuito le azioni Classe A risultanti a partner e affiliati, con alcune piccole assegnazioni a16z Capital Management.

Il documento rivela vendite sul mercato aperto effettuate da a16z Capital Management (33.331 azioni) e da fondi affiliati che avevano ricevuto le azioni distribuite: AH LSV I ha venduto 503.000 azioni e AH Parallel V 257.000 azioni il 9 settembre 2025, a prezzi medi ponderati compresi tra circa $37,90 e $39,70. Di conseguenza, a partire dall'8 settembre 2025 i Soggetti Segnalanti non risultano più detentori benefici di oltre il 5% delle azioni Classe A di Samsara; Marc Andreessen e Benjamin Horowitz risultano ciascuno con una partecipazione benefica di circa l'1,2%.

Fondos y personas vinculadas a Andreessen Horowitz notificaron la conversión de varios bloques de acciones ordinarias Clase B de Samsara Inc. en acciones Clase A y la distribución in natura prorrata a socios y entidades relacionadas. El informe señala que entre el 8 y el 9 de septiembre de 2025 las Personas Informantes convirtieron un total de 16.276.565 acciones Clase B en acciones Clase A (acciones emitidas después del 2 de septiembre de 2025) y distribuyeron las acciones Clase A resultantes a socios y afiliados, con pequeñas asignaciones a16z Capital Management.

La presentación revela ventas en mercado abierto por parte de a16z Capital Management (33.331 acciones) y de fondos afiliados que recibieron las acciones distribuidas: AH LSV I vendió 503.000 acciones y AH Parallel V vendió 257.000 acciones el 9 de septiembre de 2025, a precios promedio ponderados en el rango de aproximadamente $37,90–$39,70. Como resultado, desde el 8 de septiembre de 2025 las Personas Informantes dejaron de ser propietarios beneficiarios de más del 5% de las acciones Clase A de Samsara; Marc Andreessen y Benjamin Horowitz figuran cada uno con aproximadamente un 1,2% de propiedad beneficiaria.

Andreessen Horowitz 관련 펀드 및 책임자들은 Samsara Inc.의 Class B 보통주 여러 블록을 Class A 주식으로 전환하고, 파트너 및 관련 법인에 비례 인액(현물) 분배를 보고했습니다. 신고서에 따르면 2025년 9월 8~9일 사이 보고 당사자들은 총 16,276,565주 Class B를 Class A로 전환(2025년 9월 2일 이후 발행된 주식)하고, 전환된 Class A 주식을 파트너 및 계열사에 분배했으며 일부 소량은 a16z Capital Management에 배정되었습니다.

신고서에는 a16z Capital Management(33,331주)와 분배받은 주식을 보유한 계열 펀드들의 장내 매도가 공개되어 있습니다: AH LSV I는 503,000주, AH Parallel V는 257,000주를 2025년 9월 9일에 매도했으며 가중평균 가격은 약 $37.90–$39.70 범위였습니다. 그 결과 보고 당사자들은 2025년 9월 8일부로 Samsara Class A 보통주의 5% 초과 수혜적 소유주가 아니게 되었고, Marc Andreessen과 Benjamin Horowitz는 각각 약 1.2%의 수혜적 소유권을 보유한 것으로 보고되었습니다.

Des fonds et responsables liés à Andreessen Horowitz ont déclaré la conversion de plusieurs blocs d'actions ordinaires de classe B de Samsara Inc. en actions de classe A et la distribution in natura pro rata aux partenaires et entités affiliées. Le dépôt indique que, entre le 8 et le 9 septembre 2025, les personnes déclarantes ont converti au total 16 276 565 actions de classe B en actions de classe A (actions émises après le 2 septembre 2025) et ont distribué les actions de classe A résultantes à des partenaires et affiliés, avec quelques petites allocations à a16z Capital Management.

Le document révèle des ventes sur le marché ouvert par a16z Capital Management (33 331 actions) et par des fonds affiliés ayant reçu des actions distribuées : AH LSV I a vendu 503 000 actions et AH Parallel V a vendu 257 000 actions le 9 septembre 2025, à des prix moyens pondérés situés entre environ 37,90 $ et 39,70 $. En conséquence, à compter du 8 septembre 2025, les personnes déclarantes n'étaient plus propriétaires bénéficiaires de plus de 5 % des actions de classe A de Samsara ; Marc Andreessen et Benjamin Horowitz sont chacun déclarés détenir environ 1,2 % en propriété bénéficiaire.

An Andreessen Horowitz angegliederte Fonds und Personen meldeten die Umwandlung mehrerer Blöcke von Samsara Inc. Class‑B‑Stammaktien in Class‑A‑Aktien sowie anteilige Sachverteilungen an Partner und verbundene Einheiten. Die Einreichung berichtet, dass die meldenden Personen zwischen dem 8. und 9. September 2025 insgesamt 16.276.565 Class‑B‑Aktien in Class‑A‑Aktien umgewandelt haben (Aktien ausgegeben nach dem 2. September 2025) und die daraus resultierenden Class‑A‑Aktien an Partner und Tochtergesellschaften verteilt haben, mit einigen kleinen Zuweisungen an a16z Capital Management.

Die Meldung nennt Offenmarktverkäufe durch a16z Capital Management (33.331 Aktien) sowie durch verbundene Fonds, die verteilte Aktien erhalten hatten: AH LSV I verkaufte 503.000 Aktien und AH Parallel V verkaufte 257.000 Aktien am 9. September 2025 zu gewichteten Durchschnittspreisen im Bereich von etwa $37,90–$39,70. Infolgedessen waren die meldenden Personen ab dem 8. September 2025 nicht mehr wirtschaftliche Eigentümer von mehr als 5 % der Samsara Class‑A‑Stammaktien; Marc Andreessen und Benjamin Horowitz werden jeweils mit etwa 1,2 % wirtschaftlichem Eigentum ausgewiesen.

Positive
  • Detailed disclosure of conversions, pro rata in-kind distributions and open-market sales including exact share counts and weighted-average prices
  • Transparency commitment by a16z Capital Management, AH LSV I and AH Parallel V to provide full breakdowns of number of shares sold at each price on request
  • Clear mapping of voting and dispositive powers across Andreessen Horowitz entities, aiding investor understanding of control relationships
Negative
  • Significant share sales following the distributions (503,000 shares by AH LSV I; 257,000 shares by AH Parallel V; 33,331 shares by a16z Capital Management) that increased supply into the market
  • Collective ownership fell below 5% as of September 8, 2025, removing the Reporting Persons from the >5% beneficial owner category

Insights

TL;DR: Large conversions and immediate distributions led to several hundred-thousand-share open-market sales, reducing the group below 5% ownership.

The filing documents a coordinated conversion of Class B to Class A shares followed by pro rata in-kind distributions to limited partners and related entities, producing sizable sell pressure when recipients sold in the open market on September 9, 2025. Notable executed sales include 503,000 shares by AH LSV I and 257,000 shares by AH Parallel V; a16z Capital Management sold 33,331 shares. Weighted-average sale prices reported range roughly from $37.90 to $39.70 per share while the prior-day NYSE close cited was $41.53. These transactions materially reduced the Reporting Persons' collective stake so they ceased to hold more than 5% of the class. For investors this filing explains a near-term supply increase from insider-related distributions and subsequent market sales, disclosed with specific volumes and price ranges.

TL;DR: The filing is a routine, transparent disclosure of ownership conversion, distribution and related sales by affiliated funds and principals.

The amendment clarifies identity and voting/dispositive powers across multiple Andreessen Horowitz vehicles and confirms that distributions were made pro rata and without consideration. The filing includes undertakings to provide detailed price-level sale information to the issuer, shareholders or SEC staff, and cites related governance documents (investors' rights and indemnification agreements) by reference. The discursive mapping of which entities hold voting/dispositive power is consistent with standard venture-fund reporting and helps stakeholders trace post-conversion ownership and control dynamics. The reduction below 5% is material for certain disclosure thresholds but appears to reflect pass-through partner allocations rather than a governance change by the principals themselves.

Fondi e soggetti collegati ad Andreessen Horowitz hanno comunicato la conversione di più blocchi di azioni ordinarie Classe B di Samsara Inc. in azioni Classe A e la distribuzione in natura pro rata ai partner e alle entità correlate. La segnalazione indica che tra l'8 e il 9 settembre 2025 i Soggetti Segnalanti hanno convertito un totale di 16.276.565 azioni Classe B in azioni Classe A (azioni emesse dopo il 2 settembre 2025) e hanno distribuito le azioni Classe A risultanti a partner e affiliati, con alcune piccole assegnazioni a16z Capital Management.

Il documento rivela vendite sul mercato aperto effettuate da a16z Capital Management (33.331 azioni) e da fondi affiliati che avevano ricevuto le azioni distribuite: AH LSV I ha venduto 503.000 azioni e AH Parallel V 257.000 azioni il 9 settembre 2025, a prezzi medi ponderati compresi tra circa $37,90 e $39,70. Di conseguenza, a partire dall'8 settembre 2025 i Soggetti Segnalanti non risultano più detentori benefici di oltre il 5% delle azioni Classe A di Samsara; Marc Andreessen e Benjamin Horowitz risultano ciascuno con una partecipazione benefica di circa l'1,2%.

Fondos y personas vinculadas a Andreessen Horowitz notificaron la conversión de varios bloques de acciones ordinarias Clase B de Samsara Inc. en acciones Clase A y la distribución in natura prorrata a socios y entidades relacionadas. El informe señala que entre el 8 y el 9 de septiembre de 2025 las Personas Informantes convirtieron un total de 16.276.565 acciones Clase B en acciones Clase A (acciones emitidas después del 2 de septiembre de 2025) y distribuyeron las acciones Clase A resultantes a socios y afiliados, con pequeñas asignaciones a16z Capital Management.

La presentación revela ventas en mercado abierto por parte de a16z Capital Management (33.331 acciones) y de fondos afiliados que recibieron las acciones distribuidas: AH LSV I vendió 503.000 acciones y AH Parallel V vendió 257.000 acciones el 9 de septiembre de 2025, a precios promedio ponderados en el rango de aproximadamente $37,90–$39,70. Como resultado, desde el 8 de septiembre de 2025 las Personas Informantes dejaron de ser propietarios beneficiarios de más del 5% de las acciones Clase A de Samsara; Marc Andreessen y Benjamin Horowitz figuran cada uno con aproximadamente un 1,2% de propiedad beneficiaria.

Andreessen Horowitz 관련 펀드 및 책임자들은 Samsara Inc.의 Class B 보통주 여러 블록을 Class A 주식으로 전환하고, 파트너 및 관련 법인에 비례 인액(현물) 분배를 보고했습니다. 신고서에 따르면 2025년 9월 8~9일 사이 보고 당사자들은 총 16,276,565주 Class B를 Class A로 전환(2025년 9월 2일 이후 발행된 주식)하고, 전환된 Class A 주식을 파트너 및 계열사에 분배했으며 일부 소량은 a16z Capital Management에 배정되었습니다.

신고서에는 a16z Capital Management(33,331주)와 분배받은 주식을 보유한 계열 펀드들의 장내 매도가 공개되어 있습니다: AH LSV I는 503,000주, AH Parallel V는 257,000주를 2025년 9월 9일에 매도했으며 가중평균 가격은 약 $37.90–$39.70 범위였습니다. 그 결과 보고 당사자들은 2025년 9월 8일부로 Samsara Class A 보통주의 5% 초과 수혜적 소유주가 아니게 되었고, Marc Andreessen과 Benjamin Horowitz는 각각 약 1.2%의 수혜적 소유권을 보유한 것으로 보고되었습니다.

Des fonds et responsables liés à Andreessen Horowitz ont déclaré la conversion de plusieurs blocs d'actions ordinaires de classe B de Samsara Inc. en actions de classe A et la distribution in natura pro rata aux partenaires et entités affiliées. Le dépôt indique que, entre le 8 et le 9 septembre 2025, les personnes déclarantes ont converti au total 16 276 565 actions de classe B en actions de classe A (actions émises après le 2 septembre 2025) et ont distribué les actions de classe A résultantes à des partenaires et affiliés, avec quelques petites allocations à a16z Capital Management.

Le document révèle des ventes sur le marché ouvert par a16z Capital Management (33 331 actions) et par des fonds affiliés ayant reçu des actions distribuées : AH LSV I a vendu 503 000 actions et AH Parallel V a vendu 257 000 actions le 9 septembre 2025, à des prix moyens pondérés situés entre environ 37,90 $ et 39,70 $. En conséquence, à compter du 8 septembre 2025, les personnes déclarantes n'étaient plus propriétaires bénéficiaires de plus de 5 % des actions de classe A de Samsara ; Marc Andreessen et Benjamin Horowitz sont chacun déclarés détenir environ 1,2 % en propriété bénéficiaire.

An Andreessen Horowitz angegliederte Fonds und Personen meldeten die Umwandlung mehrerer Blöcke von Samsara Inc. Class‑B‑Stammaktien in Class‑A‑Aktien sowie anteilige Sachverteilungen an Partner und verbundene Einheiten. Die Einreichung berichtet, dass die meldenden Personen zwischen dem 8. und 9. September 2025 insgesamt 16.276.565 Class‑B‑Aktien in Class‑A‑Aktien umgewandelt haben (Aktien ausgegeben nach dem 2. September 2025) und die daraus resultierenden Class‑A‑Aktien an Partner und Tochtergesellschaften verteilt haben, mit einigen kleinen Zuweisungen an a16z Capital Management.

Die Meldung nennt Offenmarktverkäufe durch a16z Capital Management (33.331 Aktien) sowie durch verbundene Fonds, die verteilte Aktien erhalten hatten: AH LSV I verkaufte 503.000 Aktien und AH Parallel V verkaufte 257.000 Aktien am 9. September 2025 zu gewichteten Durchschnittspreisen im Bereich von etwa $37,90–$39,70. Infolgedessen waren die meldenden Personen ab dem 8. September 2025 nicht mehr wirtschaftliche Eigentümer von mehr als 5 % der Samsara Class‑A‑Stammaktien; Marc Andreessen und Benjamin Horowitz werden jeweils mit etwa 1,2 % wirtschaftlichem Eigentum ausgewiesen.






If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).






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SCHEDULE 13D


Andreessen Horowitz Fund IV, L.P.
Signature:/s/ Phil Hathaway
Name/Title:By AH Equity Partners IV, L.L.C., Its General Partner, By Phil Hathaway, Chief Operating Officer (See Note 1)
Date:09/10/2025
AH Equity Partners IV, L.L.C.
Signature:/s/ Phil Hathaway
Name/Title:By Phil Hathaway, Chief Operating Officer
Date:09/10/2025
AH Parallel Fund IV, L.P.
Signature:/s/ Phil Hathaway
Name/Title:By AH Equity Partners IV (Parallel), L.L.C., Its General Partner, By Phil Hathaway, Chief Operating Officer (See Note 2)
Date:09/10/2025
AH Equity Partners IV (Parallel), L.L.C.
Signature:/s/ Phil Hathaway
Name/Title:By Phil Hathaway, Chief Operating Officer
Date:09/10/2025
AH Parallel Fund V, L.P.
Signature:/s/ Phil Hathaway
Name/Title:By AH Equity Partners V (Parallel), L.L.C., Its General Partner, By Phil Hathaway, Chief Operating Officer (See Note 3)
Date:09/10/2025
AH Equity Partners V (Parallel), L.L.C.
Signature:/s/ Phil Hathaway
Name/Title:By Phil Hathaway, Chief Operating Officer
Date:09/10/2025
Andreessen Horowitz LSV Fund I, L.P.
Signature:/s/ Phil Hathaway
Name/Title:By AH Equity Partners LSV I, L.L.C., Its General Partner, By Phil Hathaway, Chief Operating Officer (See Note 4)
Date:09/10/2025
AH Equity Partners LSV I, L.L.C.
Signature:/s/ Phil Hathaway
Name/Title:By Phil Hathaway, Chief Operating Officer
Date:09/10/2025
Andreessen Horowitz LSV Fund III, L.P.
Signature:/s/ Phil Hathaway
Name/Title:By AH Equity Partners LSV III, L.L.C., Its General Partner, By Phil Hathaway, Chief Operating Officer (See Note 5)
Date:09/10/2025
AH Equity Partners LSV III, L.L.C.
Signature:/s/ Phil Hathaway
Name/Title:By Phil Hathaway, Chief Operating Officer
Date:09/10/2025
Marc L. Andreessen
Signature:/s/ Phil Hathaway
Name/Title:Phil Hathaway, Attorney-in-Fact for Marc Andreessen
Date:09/10/2025
Benjamin A. Horowitz
Signature:/s/ Phil Hathaway
Name/Title:Phil Hathaway, Attorney-in-Fact for Benjamin Horowitz
Date:09/10/2025
Comments accompanying signature:
Note 1 Andreessen Horowitz Fund IV, L.P. for itself and as nominee for Andreessen Horowitz Fund IV-A, L.P., Andreessen Horowitz Fund IV-B, L.P. and Andreessen Horowitz Fund IVQ, L.P. Note 2 AH Parallel Fund IV, L.P. for itself and as nominee for AH Parallel Fund IV-A, L.P., AH Parallel Fund IV-B L.P. and AH Parallel Fund IV-Q, L.P. Note 3 AH Parallel Fund V, L.P. for itself and as nominee for AH Parallel Fund V-A, L.P., AH Parallel Fund V-B L.P. and AH Parallel Fund V-Q, L.P. Note 4 Andreessen Horowitz LSV Fund I, L.P. for itself and as nominee for Andreessen Horowitz LSV Fund I-B, L.P. and Andreessen Horowitz LSV Fund I-Q, L.P. Note 5 Andreessen Horowitz LSV Fund III, L.P. for itself and as nominee for Andreessen Horowitz LSV Fund III-B, L.P. and AH 2022 Annual Fund, L.P.

FAQ

What did the Schedule 13D/A for Samsara (IOT) report?

The filing reports conversions of Class B into Class A shares, pro rata in-kind distributions to partners, and related open-market sales by affiliated funds on September 8-9, 2025.

How many shares did Andreessen Horowitz-related entities convert and distribute?

The amendment states 16,276,565 Class A shares were issued subsequent to Sept. 2, 2025 upon conversion of Class B shares by the Reporting Persons, with specific conversion blocks detailed in Item 3.

Which affiliated funds executed open-market sales and how many shares were sold?

a16z Capital Management sold 33,331 shares; AH LSV I sold 503,000 shares; AH Parallel V sold 257,000 shares on September 9, 2025, across multiple transactions.

At what prices were the shares sold?

Weighted-average prices reported were approximately $37.90, $38.78 and $39.67 per share across different tranches; the NYSE closing price on Sept. 8, 2025 cited was $41.53.

Did the Reporting Persons remain above the 5% beneficial ownership threshold after these transactions?

No. The filing states the Reporting Persons ceased to be beneficial owners of more than five percent of the common stock on September 8, 2025.
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