Samsara Inc. (IOT)
NYSE · Software & IT Services · Services-Computer Integrated Systems Design
- Price
- $39.08
- Day
- +2.14%
- Market cap
- $23.08B
- P/E
- 254.8
Close 2026-09-23.
The company
Overview Samsara is on a mission to increase the safety, efficiency, and sustainability of the operations that power the global economy. To realize this vision, we pioneered the Connected Operations Platform, which is an open platform that connects the people, assets, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. Organizations across industries in construction, transportation, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others are the backbone of the global economy. They operate high-value assets, coordinate large field workforces, manage complex logistics and distributed sites, and face safety, environmental, and other regulatory requirements. We estimate that these industries represent over 40% of the global GDP. Yet historically, these industries have been underserved by technology, relying on manual processes and siloed legacy systems that lack cloud connectivity. Without a unified digital foundation, physical operations businesses struggle to access and utilize the real-time data required for operational visibility or actionable insights. We are solving the problem of opaque operations and disconnected systems. By leveraging recent advancements in artificial intelligence (“AI”), IoT connectivity, cloud computing, and video imagery, we enable the digital transformation of physical operations.
From Item 1: Overview.
By product & service
- Subscription and Circulation — 98%
- Product and Service Other — 2%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- BAILLIE GIFFORD & CO — $1.01B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $574.79M
- BAILLIE GIFFORD & CO — $509.35M
- VANGUARD CAPITAL MANAGEMENT LLC — $502.38M
- FMR LLC — $466.16M
- SANDS CAPITAL MANAGEMENT, LLC — $368.04M
- BlackRock, Inc. — $318.89M
- BlackRock, Inc. — $300.28M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Kirchhoff Benjamin Louis (CHIEF ACCOUNTING OFFICER) sold 770 shares at $40.42 on 2026-09-18
- Kirchhoff Benjamin Louis (CHIEF ACCOUNTING OFFICER) sold 2,165 shares at $42.55 on 2026-09-15
- Chadwick Jonathan (Director) sold 7,900 shares at $41.91 on 2026-09-15
- Chadwick Jonathan (Director) sold 2,100 shares at $42.76 on 2026-09-15
- Phillips Dominic (SEE REMARKS) sold 11,710 shares at $44.25 on 2026-09-04
- Phillips Dominic (SEE REMARKS) sold 17,909 shares at $44.25 on 2026-09-04
Recent filings
- 4 — 2026-09-21
- 144 — 2026-09-18
- 4 — 2026-09-17
- 4 — 2026-09-17
- 4 — 2026-09-17
- 4 — 2026-09-17
- 4 — 2026-09-17
- 4 — 2026-09-16
- 144 — 2026-09-15
- 144 — 2026-09-15