STOCK TITAN

Morgan Stanley reports 1.5% stake in Samsara (NYSE: IOT) amid 13G/A amendment

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Samsara Inc. Schedule 13G/A: Morgan Stanley reports beneficial ownership of 5,669,207 shares, representing 1.5% of Class A common stock; Morgan Stanley Investment Management Inc. reports 4,045,634 shares, representing 1.1%.

The filing states both filers have ceased to be beneficial owners of more than five percent of the class as of the date hereof and includes joint filing and Item 7 exhibits.

Positive

  • None.

Negative

  • None.

Insights

Passive institutional positions reported below 5% for Samsara Class A.

The filing lists 5,669,207 shares (1.5%) for Morgan Stanley and 4,045,634 shares (1.1%) for Morgan Stanley Investment Management Inc., showing reported shared voting and dispositive powers.

These positions are presented as passive holdings under Schedule 13G/A with joint filing exhibits; cash‑flow treatment and disposition plans are not stated in the excerpt.

CUSIP 79589L106 Class A common stock identifier
Morgan Stanley shared dispositive power 5,669,207 shares reported on Schedule 13G/A
Morgan Stanley percent of class 1.5% Class A common stock
Morgan Stanley Investment Mgmt shared dispositive power 4,045,634 shares reported on Schedule 13G/A
Morgan Stanley Investment Mgmt percent of class 1.1% Class A common stock
Beneficial ownership regulatory
"this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Shared dispositive power regulatory
"Shared Dispositive Power 5,669,207.00"
Schedule 13G/A regulatory
"SCHEDULE 13G/A (Amendment No. 1 )"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Joint Filing Agreement regulatory
"Exhibit 99.1 Joint Filing Agreement"





79589L106

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.


SCHEDULE 13G




Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley Investment Management Inc. has ceased to be the beneficial owner of more than five percent of the class of securities.


SCHEDULE 13G



Morgan Stanley
Signature:Claire Gordon
Name/Title:Authorized Signatory, Morgan Stanley
Date:05/12/2026
Morgan Stanley Investment Management Inc.
Signature:Deidre A. Downes
Name/Title:Authorized Signatory, Morgan Stanley Investment Management Inc.
Date:05/12/2026
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).

FAQ

What stake does Morgan Stanley report in Samsara (IOT)?

Morgan Stanley reports beneficial ownership of 5,669,207 shares, representing 1.5% of Samsara Class A common stock. The filing shows shared voting and dispositive powers tied to that holding and is submitted as an amended Schedule 13G/A.

What stake does Morgan Stanley Investment Management report in Samsara (IOT)?

Morgan Stanley Investment Management Inc. reports beneficial ownership of 4,045,634 shares, representing 1.1% of Class A common stock. The filing lists shared voting and dispositive powers and is part of a joint filing with Morgan Stanley.

Does the filing say Morgan Stanley remains a >5% holder of Samsara (IOT)?

No. The filing states that, as of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities. A similar statement appears for Morgan Stanley Investment Management Inc.

What exhibits accompany this Schedule 13G/A for Samsara (IOT)?

The filing lists Exhibit 99.1 (Joint Filing Agreement) and Exhibit 99.2 (Item 7 information identifying relevant subsidiaries). These exhibits support the joint filing and identification of reporting units referenced in the Schedule 13G/A.