[SCHEDULE 13G] Samsara Inc. SEC Filing

Rhea-AI Filing Summary

Morgan Stanley and Morgan Stanley Investment Management (together “Morgan Stanley”) filed a Schedule 13G disclosing beneficial ownership of 15,342,764 Class A shares of Samsara Inc. (IOT), equal to 5.1 % of outstanding shares as of 30 June 2025 (CUSIP 79589L106). The filing shows 0 shares with sole voting or dispositive power; authority is entirely shared—13.39 m votes and 15.34 m dispositive. Morgan Stanley is classified as a parent holding company/control person (HC, CO) and its investment arm as an investment adviser (IA, CO), both organized in Delaware.

The securities were acquired and held in the ordinary course of business, with no intent to change or influence control of the issuer. Signatures were executed on 6 Aug 2025 by authorized signatories Chris O’Hara and Deidre A. Downes. No purchase price, transaction timing, or strategic commentary was provided.

Positive

• Morgan Stanley’s 5.1 % passive stake places a well-known institutional investor in Samsara’s top holder list, potentially enhancing credibility and secondary-market liquidity.

Negative

• None.

Insights

Securities Analyst

TL;DR: Morgan Stanley’s passive 5.1 % stake makes it a reportable insider but signals no activist intent; market impact likely modest.

Context: Schedule 13G filings are informational, indicating passive ownership above the 5 % threshold. Morgan Stanley’s 15.34 m-share position converts the bank into a significant institutional holder for Samsara.
Implications: 1) Larger institutional base can improve liquidity and broaden research coverage. 2) Because voting and dispositive powers are shared, decisions will be made across multiple Morgan Stanley units, reducing the likelihood of coordinated activism. 3) The filing does not cap future sales; stake size could create supply pressure if the bank later exits.
Materiality: Ownership of >5 % is noteworthy but, without control ambitions, is generally neutral for valuation.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Samsara Inc.

(Name of Issuer)

Class A Common Stock

(Title of Class of Securities)

79589L106

(CUSIP Number)

06/30/2025

(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)

SCHEDULE 13G

CUSIP No. 79589L106

1

Names of Reporting Persons

Morgan Stanley

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 13,389,280.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 15,342,764.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

15,342,764.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.1 %

12

Type of Reporting Person (See Instructions)

HC, CO

SCHEDULE 13G

CUSIP No. 79589L106

1

Names of Reporting Persons

Morgan Stanley Investment Management Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 13,214,559.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 15,099,743.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

15,099,743.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.0 %

12

Type of Reporting Person (See Instructions)

IA, CO

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Samsara Inc.
(b)	Address of issuer's principal executive offices: 1 DE HARO STREET, SAN FRANCISCO, CA, 94107
Item 2.
(a)	Name of person filing: 1: Morgan Stanley 2: Morgan Stanley Investment Management Inc.
(b)	Address or principal business office or, if none, residence: 1: 1585 Broadway, New York, NY 10036 ;2: 1585 Broadway, New York, NY 10036
(c)	Citizenship: 1: Delaware 2: Delaware
(d)	Title of class of securities: Class A Common Stock
(e)	CUSIP No.: 79589L106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s).
(b)	Percent of class: 5.1 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s).
	(ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s).
	(iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s).
	(iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s).
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit 99.2
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Morgan Stanley

Signature:	Chris O'Hara
Name/Title:	Authorized Signatory, Morgan Stanley
Date:	08/06/2025

Morgan Stanley Investment Management Inc.

Signature:	Deidre A. Downes
Name/Title:	Authorized Signatory, Morgan Stanley Investment Management Inc.
Date:	08/06/2025

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

How many Samsara (IOT) shares does Morgan Stanley report owning?

The Schedule 13G lists 15,342,764 Class A shares beneficially owned.

What percentage of Samsara’s Class A stock is held by Morgan Stanley?

Morgan Stanley reports ownership of approximately 5.1 % of the class.

Does Morgan Stanley have sole voting power over its IOT shares?

No. The filing shows 0 shares with sole voting power; all 13.39 m voting shares are held with shared authority.

Why did Morgan Stanley file a Schedule 13G instead of a 13D?

The firm certified the position is held passively in the ordinary course, with no intent to influence control, qualifying for the 13G format.

When was the ownership threshold crossed and when was the filing signed?

The event date is 30 June 2025; signatures were dated 6 August 2025.

How are the reporting entities classified under SEC rules?

Morgan Stanley is a parent holding company/control person (HC, CO); its investment arm is an investment adviser (IA, CO).