[SCHEDULE 13G] Samsara Inc. SEC Filing

Rhea-AI Filing Summary

Schedule 13G filed for Samsara Inc. (IOT) — reporting person: Baillie Gifford & Co.

Per the filing dated 06/30/2025 (file signed 08/08/2025), Baillie Gifford reports beneficial ownership of 43,893,738 ordinary shares, representing 14.64% of the class. The filer reports sole voting power for 23,877,428 shares and sole dispositive power for 43,893,738 shares. Shares are held by Baillie Gifford and/or its investment adviser subsidiaries on behalf of advisory clients. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

• Issuer address: 1 DE HARO STREET, SAN FRANCISCO, CA 94107
• Reporting person address: Calton Square, 1 Greenside Row, Edinburgh EH1 3AN, Scotland
• Signature: Grant Meikle, Manager, dated 08/08/2025

Positive

• Material institutional stake: Baillie Gifford beneficially owns 43,893,738 shares (14.64%) of Samsara ordinary shares.
• Clear voting/dispositive authority: Reports sole voting power for 23,877,428 shares and sole dispositive power for 43,893,738 shares.

Negative

• None.

Insights

Securities Analyst

TL;DR: Baillie Gifford discloses a material 14.64% stake in Samsara, held for advisory clients with sole dispositive control.

This Schedule 13G reports a significant passive stake: 43,893,738 shares (14.64%), with sole dispositive power and partial sole voting power (23,877,428 shares). As an investment adviser filing under Rule 13d-1(b), the filing indicates the stake is held in the ordinary course of business and not intended to change control. For investors, the holding size is material and may influence liquidity and shareholder composition, but the filer disclaims intent to influence control.

Corporate Governance Expert

TL;DR: A 14.64% institutional holding is material to governance dynamics, though filer disclaims activist intent.

Baillie Gifford reports sole dispositive authority over 43,893,738 shares and sole voting power over 23,877,428 shares. The filing explicitly states the securities are not held to change or influence control. From a governance perspective, this concentration is substantial and warrants monitoring of any future amendments or additional filings that would indicate changes in intent or coordination with other holders.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Samsara Inc.

(Name of Issuer)

Ordinary Shares

(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

BAILLIE GIFFORD & CO

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

UNITED KINGDOM

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 23,877,428.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 43,893,738.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

43,893,738.00

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)

14.6 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Samsara Inc.
(b)	Address of issuer's principal executive offices: 1 DE HARO STREET, SAN FRANCISCO, CALIFORNIA, 94107
Item 2.
(a)	Name of person filing: Baillie Gifford & Co
(b)	Address or principal business office or, if none, residence: Calton Square 1 Greenside Row Edinburgh EH1 3AN Scotland UK
(c)	Citizenship: Scotland
(d)	Title of class of securities: Ordinary Shares
(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).
	Investment Adviser
Item 4.	Ownership
(a)	Amount beneficially owned: 43,893,738.00
(b)	Percent of class: 14.64 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 23,877,428
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 43,893,738.00
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Securities reported on this Schedule 13G as being beneficially owned by Baillie Gifford & Co. are held by Baillie Gifford & Co. and/or one or more of its investment adviser subsidiaries, which may include Baillie Gifford Overseas Limited, on behalf of investment advisory clients, which may include investment companies registered under the Investment Company Act, employee benefit plans, pension funds or other institutional clients.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
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. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above 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.

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.

BAILLIE GIFFORD & CO

Signature:	Grant Meikle
Name/Title:	Manager
Date:	08/08/2025

FAQ

What stake did Baillie Gifford disclose in Samsara (IOT)?

Baillie Gifford disclosed beneficial ownership of 43,893,738 shares, equal to 14.64% of Samsara ordinary shares.

How much voting power does Baillie Gifford report for Samsara (IOT)?

The filing reports sole voting power for 23,877,428 shares and shared voting power: 0.

Does the Schedule 13G state Baillie Gifford intends to influence control of Samsara (IOT)?

No. The certifying statement states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

When was the Schedule 13G for Samsara (IOT) signed?

The filing is dated for the event 06/30/2025 and was signed by Grant Meikle, Manager on 08/08/2025.

Where are the issuer and reporting person located in the filing?

Issuer principal office: 1 DE HARO STREET, SAN FRANCISCO, CA 94107. Reporting person: Calton Square, 1 Greenside Row, Edinburgh EH1 3AN, Scotland.