SCHEDULE: Morgan Stanley Reports Reduced Stake in Samsara Inc.

Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amendment to their Schedule 13G, indicating they no longer beneficially own more than five percent of Samsara Inc.'s Class A common stock.

Summary

• Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amendment to their Schedule 13G filing for Samsara Inc.
• The filing indicates that as of March 31, 2026, neither Morgan Stanley nor Morgan Stanley Investment Management Inc. beneficially owns more than five percent of Samsara Inc.'s Class A common stock.
• Morgan Stanley previously reported shared voting power over 4,905,054 shares and shared dispositive power over 5,669,207 shares, representing 1.5% of the class.
• Morgan Stanley Investment Management Inc. previously reported shared voting power over 3,406,365 shares and shared dispositive power over 4,045,634 shares, representing 1.1% of the class.
• The filing is an amendment to reflect this change in ownership threshold.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports a change in reporting status for institutional investors rather than company performance or strategic shifts.

Negatives

• Morgan Stanley and its subsidiary have reduced their beneficial ownership stake in Samsara Inc. to below the 5% reporting threshold.

Future Outlook

The filing does not contain forward-looking statements or guidance regarding Samsara Inc.'s future performance. It solely reports a change in beneficial ownership by Morgan Stanley entities.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures for institutional investors crossing or falling below the 5% beneficial ownership threshold. This filing indicates a reduction in holdings by Morgan Stanley entities in Samsara Inc., a company operating in the IoT and enterprise software space.

Stakeholder Impact

• Shareholders may note the reduction in holdings by a significant institutional investor, which could be interpreted in various ways depending on market sentiment and other factors.

Key Dates

Keywords

Samsara Inc., Schedule 13G, Morgan Stanley, Morgan Stanley Investment Management Inc., Beneficial Ownership, Securities Filing, Class A common stock, SEC Filing