SCHEDULE 13G/A: Morgan Stanley Discloses 7.6% Stake in Samsara Inc. Class A Common Stock
Beneficial Ownership Report
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have disclosed a combined beneficial ownership of 7.6% of Samsara Inc.'s Class A Common Stock as of December 31, 2024.
Summary
- Morgan Stanley and its wholly-owned subsidiary, Morgan Stanley Investment Management Inc., have filed an Amendment No. 5 to Schedule 13G, disclosing their beneficial ownership in Samsara Inc.'s Class A Common Stock.
- As of December 31, 2024, Morgan Stanley beneficially owns an aggregate of 20,518,749 shares, representing 7.6% of the Class A Common Stock.
- Morgan Stanley holds shared voting power over 18,410,172 shares and shared dispositive power over 20,518,749 shares.
- Morgan Stanley Investment Management Inc. beneficially owns an aggregate of 20,366,789 shares, also representing 7.6% of the Class A Common Stock.
- Morgan Stanley Investment Management Inc. holds shared voting power over 18,317,854 shares and shared dispositive power over 20,366,789 shares.
- The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Samsara Inc.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain positive or negative operational or financial news, but rather a regulatory update on an investment firm's holdings.
Future Outlook
NA
Industry Context
This filing reflects a significant institutional investment firm's stake in Samsara Inc., a company operating in the connected operations cloud sector. Such disclosures are standard for large asset managers and indicate their portfolio positions, which can be a signal of confidence or strategic allocation within the technology and industrial IoT sectors.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant institutional ownership, which can influence market perception and trading activity. A large stake by a prominent firm like Morgan Stanley may be viewed positively by other investors.
Key Dates
| Date | Description |
|---|---|
| 2024-12-31 | Date of event which requires the filing of this statement, reflecting the beneficial ownership position. |
| 2025-01-16 | Date of the Joint Filing Agreement between Morgan Stanley and Morgan Stanley Investment Management Inc. |
| 2025-02-04 | Signature date for Morgan Stanley and Morgan Stanley Investment Management Inc. on the Schedule 13G filing. |
Keywords
Samsara Inc., Morgan Stanley, Morgan Stanley Investment Management Inc., Class A Common Stock, Beneficial Ownership, Schedule 13G, SEC Filing, Institutional Ownership, Equity Stake, Investment Management
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