SCHEDULE 13G/A: Morgan Stanley Reduces Stake in Samsara Inc. Below 5% Threshold

Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amended Schedule 13G indicating they are no longer beneficial owners of more than five percent of Samsara Inc.'s Class A Common Stock.

Summary

• Morgan Stanley and Morgan Stanley Investment Management Inc. filed an Amendment No. 6 to Schedule 13G for Samsara Inc.'s Class A Common Stock.
• The filing indicates that as of March 31, 2025, both Morgan Stanley and Morgan Stanley Investment Management Inc. have ceased to be beneficial owners of more than five percent of Samsara Inc.'s Class A Common Stock.
• Morgan Stanley's aggregate beneficial ownership is 10,908,670 shares, representing 3.6% of the class.
• Morgan Stanley Investment Management Inc.'s aggregate beneficial ownership is 10,709,544 shares, also representing 3.6% of the class.
• Morgan Stanley holds shared voting power over 9,818,810 shares and shared dispositive power over 10,908,670 shares.
• Morgan Stanley Investment Management Inc. holds shared voting power over 9,683,027 shares and shared dispositive power over 10,709,544 shares.
• 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 compliance filing reporting a change in beneficial ownership. While a reduction in a significant institutional stake could be viewed with slight caution, the filing itself is neutral in tone and provides no direct positive or negative commentary on the issuer's performance or outlook.

Negatives

• A significant institutional investor, Morgan Stanley, and its subsidiary have reduced their beneficial ownership in Samsara Inc. below the 5% threshold, which could be interpreted by some as a decrease in conviction or a portfolio rebalancing.

Future Outlook

NA

Industry Context

This filing reflects a change in institutional ownership for Samsara Inc., a company operating in the connected operations cloud sector. Changes in significant institutional holdings can sometimes signal shifts in investor sentiment or portfolio strategies within the broader technology or SaaS industry, though this specific filing does not provide direct commentary on industry trends.

Stakeholder Impact

• Shareholders: The reduction in stake by a major institutional investor like Morgan Stanley could influence investor perception and potentially share price, as it signals a change in a significant institutional holding.

Key Dates

Keywords

Samsara Inc., Morgan Stanley, Morgan Stanley Investment Management Inc., Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Ownership, SEC Filing