Samsara Inc. (NYSE:IOT) Q4 2025 Earnings Call Transcript
Operator: Good afternoon and welcome to Samsara's Fourth Quarter Fiscal 2025 Earnings Call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations.
Samsara Inc. (IOT)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,143,855 | $181,045,025 | +108% | 0.14% |
| 2. | Altimeter Capital Management Brad Gerstner | 1,458,148 | $63,706,486 | +1% | 1.14% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 1,307,400 | $57,120,306 | +91% | 0.13% |
| 4. | AQR Capital Management Cliff Asness | 1,042,934 | $45,565,786 | +55% | 0.05% |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 900,000 | $39,321,000 | -17% | 0.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.00 | 2,000,000 | Large Shareholder | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | Large Shareholder | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | Large Shareholder | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 2,000,000 | Large Shareholder, Director | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | Large Shareholder, Director | 3,995,652 | 2021-12-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.34 | 13,934 | 755,001 | 2025-03-10 | Filing | ||
| $33.63 | 6,867 | 768,935 | 2025-03-10 | Filing | ||
| $35.48 | 24 | 177,494 | 2025-03-10 | Filing | ||
| $34.51 | 496 | 177,518 | 2025-03-10 | Filing | ||
| $33.49 | 421 | 178,014 | 2025-03-10 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 32,929,387 | $1,438,684,919 | 1.16% | |
| 2. | 22,227,144 | $971,104,038 | 0.06% | |
| 3. | 20,978,589 | $916,554,553 | 0.01% | |
| 4. | 17,442,233 | $762,051,160 | 66.77% | |
| 5. | 14,743,175 | $644,129,305 | 0.03% |
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