What is the 13F Pro Quality Score for IOT?

13F Pro ranks Samsara Inc. (IOT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View IOT's current score at https://13fpro.ai/company/IOT (free sign-up required for the full ranking).

Which hedge funds own the most IOT stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of IOT include BAILLIE GIFFORD & CO, PRICE T ROWE ASSOCIATES /MD/, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/IOT as soon as new 13F filings post.

Where does 13F Pro source IOT data?

All Samsara Inc. fundamentals and ownership data come directly from SEC EDGAR. Samsara Inc. files with the SEC under CIK 1642896. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is IOT in?

Samsara Inc. (IOT) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives IOT's revenue?

Per Samsara Inc.'s latest 10-Q filed with the SEC on 2026-09-08, the biggest revenue drivers are: Subscription revenue ($499.8M, +30% YoY); Other revenue ($8.7M, +14% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/IOT.

What are IOT's largest expenses?

Samsara Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($217.8M, +25% YoY); Research and development ($102.6M, +20% YoY); Cost of revenue ($115.9M, +28% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2027 (quarter ended August 1, 2026).

How often is IOT research updated on 13F Pro?

IOT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Samsara Inc.(IOT)Stock Analysis

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SEC EDGAR: CIK 1642896 IOT stock profile & AI dashboard →

13F Pro Quality Score

68.6/100

Rank #311 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

89.1/100

Profitability

63.1/100

Balance Sheet

63.3/100

Earnings Quality

81.6/100

Free Cash Flow

63.3/100

Institutional Flow

90.9/100

Revenue Scale

61.7/100

Dilution Risk

9.1/100

Email me the moment this company reports earnings

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Why IOT Scores 69/100

exact factor attribution · 2026-09-11

IOT's composite is driven by revenue growth and earnings quality, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.8 pts

89th pct

Earnings quality

+3.2 pts

82th pct

Institutional flow

+2.0 pts

91th pct

Free cash flow

+2.0 pts

63th pct

Profitability

+2.0 pts

63th pct

Scale

+1.8 pts

62th pct

Capital efficiency

+1.3 pts

63th pct

Earnings growth

+0.6 pts

62th pct

Shareholder dilution

-2.0 pts

9th pct

Latest change (2026-09-08): 66 → 66 · ↓ Institutional flow 81→69

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

IOT Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Samsara Inc. (IOT), a Technology sector company. 13F Pro's AI-powered ranking engine scores IOT at 68.6/100 on a 32-signal composite quality model, placing it at rank #311 of 2,961 stocks — the top 25% of the AI-ranked universe. IOT scores in the top quartile across institutional flow (90.9), revenue growth (89.1), earnings quality (81.6). Shareholder dilution risk is elevated at 9.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Samsara Inc. reports quarterly revenue of $508.4M, net income of $16.2M, an operating margin of 1.0%. Top institutional holders of IOT by reported 13-F value include BAILLIE GIFFORD, PRICE T ROWE ASSOCIATES, FMR, based on the most recent SEC filings. IOT trades on the NYSE exchange and files with the SEC under CIK 1642896. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IOT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Samsara Inc. directly from SEC EDGAR. Samsara Inc.'s 13F Pro composite quality score has ranged between 35 and 69 since 2023, currently 68.6 — an improving long-term trajectory across 60 quarterly and live scoring snapshots.

What's Driving IOT's Business? Latest 10-Q Breakdown

✓ 26/26 datapoints verified

AI-extracted from Samsara Inc.'s 10-Q filed 2026-09-08 — Q2 FY2027 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Samsara achieved $508.4M in Q2 revenue (+30% YoY), swung to $16.2M net income from $16.8M loss, with ARR reaching $2.1B and 3,605 customers over $100K ARR.

Biggest Revenue Drivers

Subscription revenue$499.8M+30% YoY

Growth in new customers and increased purchases by existing customers

Other revenue$8.7M+14% YoY

Sale of replacement gateways, sensors, cameras, shipping, and professional services

Biggest Revenue Drivers

Total revenue: $508.4M+30% YoY

Subscription revenue$499.8M+30% YoY

Growth in new customers and increased purchases by existing customers

Other revenue$8.7M+14% YoY

Sale of replacement gateways, sensors, cameras, shipping, and professional services

Largest Expense Items

Sales and marketing$217.8M+25% YoY

Increased headcount, sales commissions, and marketing spend for demand generation

Research and development$102.6M+20% YoY

Software subscription costs, AI tooling investments, and platform development infrastructure

Cost of revenue$115.9M+28% YoY

Cloud and cellular costs, connected device amortization, and employee-related costs

General and administrative$67.4M-1% YoY

Executive, finance, legal, and human resources functions

Margins: Gross margin held flat at 77% for Q2, indicating cost of revenue growth matched revenue growth. Operating income improved to $4.9M from operating loss of $26.6M YoY, driven by revenue growth and operating leverage, partially offset by investments in R&D and sales expansion.

Watch Items from the Filing

ARR $2.1B (+30% YoY) with 3,605 customers over $100K ARR (+30 YoY); RPO $4.3B with $1.8B expected over next 12 months indicates strong customer demand but concentration risk if large customers churn.
Supply chain exposure: Dependency on limited joint design manufacturers; Taiwan tensions, memory/storage component shortage driven by AI infrastructure, and tariff policies could increase device costs and disrupt delivery.
$30.3M arbitration award from Motive dispute recognized in Q2 2026 as non-recurring gain; future legal costs and outcomes uncertain; no customer concentration above 10% of revenue.
Cloud hosting commitment: $900M in non-cancelable cloud infrastructure purchases through July 2031 under new agreement represents material fixed obligation.
AI-related risks: Significant R&D investments in AI/agents, token-based pricing exposure, regulatory uncertainty (EU AI Act up to 7% of revenue fines), and potential misuse of internal tools by employees or AI agents.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$508.4M

Net Income

Q2 2026

$16.2M

Free Cash Flow

Q2 2026

$64.7M

Operating Margin

Q2 2026

1.0%

ROIC

Q2 2026

1.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+29.6% YoY

$1.62BFY 2026

FY23 $652.5MFY24 $937.4MFY25 $1.25BFY26 $1.62B

Net Income

+94.1% YoY

$-9.1MFY 2026

FY23 $-247.4MFY24 $-286.7MFY25 $-154.9MFY26 $-9.1M

Operating Income

+72.3% YoY

$-52.6MFY 2026

FY23 $-259.5MFY24 $-323.3MFY25 $-190.0MFY26 $-52.6M

EPS (Diluted)

+92.9% YoY

$-0.02FY 2026

FY23 $-0.48FY24 $-0.54FY25 $-0.28FY26 $-0.02

Total Assets

+25.5% YoY

$2.54BFY 2026

FY23 $1.62BFY24 $1.73BFY25 $2.02BFY26 $2.54B

Op. Cash Flow

+79.4% YoY

$236.2MFY 2026

FY23 $-103.0MFY24 $-11.8MFY25 $131.7MFY26 $236.2M

Free Cash Flow

+86.1% YoY

$207.4MFY 2026

FY23 $-136.3MFY24 $-22.8MFY25 $111.5MFY26 $207.4M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$1.62B +29.6%	$1.25B +33.3%	$937.4M +43.7%	$652.5M +52.3%	$428.3M +71.4%	$249.9M
Net Income	$-9.1M +94.1%	$-154.9M +46.0%	$-286.7M -15.9%	$-247.4M +30.3%	$-355.0M -68.9%	$-210.2M
Operating Income	$-52.6M +72.3%	$-190.0M +41.2%	$-323.3M -24.6%	$-259.5M +26.7%	$-353.8M -68.9%	$-209.5M
EPS (Diluted)	$-0.02 +92.9%	$-0.28 +48.1%	$-0.54 -12.5%	$-0.48 +62.5%	$-1.28 -39.1%	$-0.92
Total Assets	$2.54B +25.5%	$2.02B +16.7%	$1.73B +7.3%	$1.62B +3.1%	$1.57B	—
Operating Cash Flow	$236.2M +79.4%	$131.7M +1214.3%	$-11.8M +88.5%	$-103.0M +39.9%	$-171.5M +0.2%	$-171.8M
Free Cash Flow	$207.4M +86.1%	$111.5M +589.6%	$-22.8M +83.3%	$-136.3M +28.6%	$-190.8M +6.4%	$-203.9M

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Available Research

13F Pro tracks comprehensive data for Samsara Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of IOT

BAILLIE GIFFORD & CO
$1.8B56,358,374 sh
PRICE T ROWE ASSOCIATES INC /MD/
$1.6B48,692,589 sh
FMR LLC
$856.4M26,406,588 sh
BlackRock, Inc.
$772.0M23,805,185 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$574.8M17,724,063 sh
VANGUARD CAPITAL MANAGEMENT LLC
$502.4M15,491,321 sh
MORGAN STANLEY
$400.5M12,348,309 sh
SANDS CAPITAL MANAGEMENT, LLC
$368.0M11,348,732 sh
GOLDMAN SACHS GROUP INC
$328.2M10,121,320 sh
WELLINGTON MANAGEMENT GROUP LLP
$302.5M9,327,606 sh

Fund	Value	Shares
BAILLIE GIFFORD & CO	$1.8B	56,358,374
PRICE T ROWE ASSOCIATES INC /MD/	$1.6B	48,692,589
FMR LLC	$856.4M	26,406,588
BlackRock, Inc.	$772.0M	23,805,185
VANGUARD PORTFOLIO MANAGEMENT LLC	$574.8M	17,724,063
VANGUARD CAPITAL MANAGEMENT LLC	$502.4M	15,491,321
MORGAN STANLEY	$400.5M	12,348,309
SANDS CAPITAL MANAGEMENT, LLC	$368.0M	11,348,732
GOLDMAN SACHS GROUP INC	$328.2M	10,121,320
WELLINGTON MANAGEMENT GROUP LLP	$302.5M	9,327,606

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Is IOT a good stock to buy?

13F Pro's AI-powered analysis of Samsara Inc. (IOT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IOT are available on the IOT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. IOT is classified as a large company.

Which hedge funds own IOT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IOT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Samsara Inc.'s investment landscape.