SCHEDULE: BlackRock Discloses 4.9% Stake in Samsara Inc.

Sentiment:

Beneficial Ownership Disclosure


BlackRock, Inc. filed an amended Schedule 13G, reporting a 4.9% beneficial ownership in Samsara Inc. common stock as of September 30, 2025.

Summary

  • BlackRock, Inc. reported beneficial ownership of 17,024,212 shares of Samsara Inc. common stock as of September 30, 2025.
  • This aggregate ownership represents 4.9% of the class of securities.
  • BlackRock holds sole voting power over 15,739,998 shares and sole dispositive power over 17,024,212 shares.
  • The filing certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Samsara Inc.
  • While BlackRock Inc.'s aggregate beneficial ownership is 4.9%, Exhibit 99 identifies BlackRock Fund Managers Ltd, a subsidiary, as an entity that beneficially owns 5% or greater of Samsara Inc.'s outstanding shares.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of beneficial ownership by a large institutional investor, indicating a neutral sentiment. It does not contain positive or negative news about the issuer's performance or operations.

Positives

  • BlackRock, a major institutional investor, maintains a significant stake in Samsara Inc., indicating continued investment.
  • The filing explicitly states the stake is for ordinary course of business, not for control, suggesting stability in corporate governance.

Negatives

  • A discrepancy exists between Item 6 of the Schedule 13G, which states that no single person's interest exceeds five percent, and Exhibit 99, which explicitly identifies BlackRock Fund Managers Ltd as beneficially owning 5% or greater of the outstanding shares.

Risks

  • No specific risks related to Samsara Inc. are detailed in this ownership disclosure filing.

Future Outlook

NA

Management Comments

  • 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.

Industry Context

NA

Management Changes

RolePrevious PersonNew PersonEffective DateReason
Attorney-in-fact (for BlackRock, Inc.)Individuals under the revoked Power of Attorney dated April 30, 2023Eric Andruczyk, Richard Cundiff, R. Andrew Dickson, III, Spencer Fleming, Laura Hildner, David Maryles, Christopher Meade, Charles Park, James Raby, Daniel Riemer, David Rothenberg, Brenda Schulz2025-01-21Revocation of previous Power of Attorney and appointment of new attorneys-in-fact for SEC reporting compliance.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Power of Attorney UpdateBlackRock, Inc. executed a new Power of Attorney, revoking the prior one dated April 30, 2023. This new document appoints specific individuals as attorneys-in-fact for executing and filing various SEC compliance documents on behalf of BlackRock and its subsidiaries.2025-01-21Streamlines BlackRock's internal process for SEC reporting compliance, ensuring authorized individuals can act on its behalf for ownership and control-person reporting requirements.

Stakeholder Impact

  • Shareholders: Provides transparency regarding a significant institutional holder's stake, confirming BlackRock's continued investment in Samsara Inc.
  • Management: Confirms that BlackRock's stake is passive and not intended to influence control, providing stability.

Key Dates

DateDescription
2023-04-30Previous Power of Attorney date, which was revoked by BlackRock, Inc.
2025-01-21Date of execution for the new Power of Attorney by BlackRock, Inc.
2025-09-30Date of event which required the filing of this statement, reflecting the reported ownership.
2025-10-17Date of signature for the Schedule 13G filing by BlackRock, Inc.

Keywords

BlackRock, Samsara Inc., Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Investment Management

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