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/research/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, FMR, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/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.

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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13F Pro Quality Score

61.3/100

Rank #814 of 2,879 stocksTOP 50%

View Technology peers →

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

Revenue Growth

88.4/100

Profitability

56.9/100

Balance Sheet

39.5/100

Earnings Quality

30.0/100

Free Cash Flow

70.0/100

Institutional Flow

98.4/100

Revenue Scale

59.3/100

Dilution Risk

9.4/100

IOT Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Samsara Inc. (IOT), a Technology sector company. 13F Pro's AI-powered ranking engine scores IOT at 61.3/100 on a 32-signal composite quality model, placing it at rank #814 of 2,879 stocks — the top half of the AI-ranked universe. IOT scores in the top quartile across institutional flow (98.4), revenue growth (88.4). Areas of concern include earnings quality (30.0) and balance sheet strength (39.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Samsara Inc. reports quarterly revenue of $478.8M, net income of $44.5M, an operating margin of 1.5%. Top institutional holders of IOT by reported 13-F value include BAILLIE GIFFORD & CO, FMR, BlackRock,, 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 8 and 82 since 2023, currently 61.3 — an improving long-term trajectory across 48 quarterly and live scoring snapshots.

Revenue

Q1 2027

$478.8M

Net Income

Q1 2027

$44.5M

Free Cash Flow

Q1 2027

$73.2M

Operating Margin

Q1 2027

1.5%

ROIC

Q1 2027

0.5%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+43.7% YoY

$937.4MFY 2024

FY21 $249.9MFY22 $428.3MFY23 $652.5MFY24 $937.4M

Net Income

-15.9% YoY

$-286.7MFY 2024

FY21 $-210.2MFY22 $-355.0MFY23 $-247.4MFY24 $-286.7M

Operating Income

-24.6% YoY

$-323.3MFY 2024

FY21 $-209.5MFY22 $-353.8MFY23 $-259.5MFY24 $-323.3M

EPS (Diluted)

-12.5% YoY

$-0.54FY 2024

FY21 $-0.92FY22 $-1.28FY23 $-0.48FY24 $-0.54

Total Assets

+7.3% YoY

$1.73BFY 2024

FY21 —FY22 $1.57BFY23 $1.62BFY24 $1.73B

Op. Cash Flow

+88.5% YoY

$-11.8MFY 2024

FY21 $-171.8MFY22 $-171.5MFY23 $-103.0MFY24 $-11.8M

Metric	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$937.4M +43.7%	$652.5M +52.3%	$428.3M +71.4%	$249.9M	—
Net Income	$-286.7M -15.9%	$-247.4M +30.3%	$-355.0M -68.9%	$-210.2M	—
Operating Income	$-323.3M -24.6%	$-259.5M +26.7%	$-353.8M -68.9%	$-209.5M	—
EPS (Diluted)	$-0.54 -12.5%	$-0.48 +62.5%	$-1.28 -39.1%	$-0.92	—
Total Assets	$1.73B +7.3%	$1.62B +3.1%	$1.57B	—	—
Operating Cash Flow	$-11.8M +88.5%	$-103.0M +39.9%	$-171.5M +0.2%	$-171.8M	—

AI Insight: IOT Financial Trends

Samsara swung to profitability in Q2 2026 as 30% YoY revenue growth finally drove operating leverage; net income of $45M marks first sustained black ink.

• Revenue grew 30% YoY from Q2 2025 ($367M) to Q2 2026 ($479M); compound quarterly growth of ~9% over eight quarters.

• Net income improved sharply from $-22M (Q2 2025) to $45M (Q2 2026); company achieved profitability in last two quarters after losses through Q3 2025.

• Operating cash flow expanded from $53M (Q2 2025) to $81M (Q2 2026), demonstrating improving cash conversion alongside profitability inflection.

⚠ Operating margin remains marginal at 1.5% (Q2 2026); profitability is fresh and narrow relative to revenue scale.

⚠ Equity base grew 34% over two years ($965M to $1.51B); monitor debt-free capital structure sustainability as leverage temptation may rise.

AI Insight: IOT Ratio Trends

Samsara swung to profitability in Q1 2026 after 18 months of losses, with operating margin reaching 2.0% and net margin 5.0%.

• Operating margin improved 600bp from -6.8% in Q3 2025 to 2.0% in Q1 2026, marking first positive quarter since Q4 2024.

• Net profit margin accelerated to 5.0% in Q1 2026 from 1.9% in Q4 2025, with ROE reaching 6.2% annualized.

• ROIC remains near breakeven at 2.5% in Q1 2026, but has recovered 27pp from -24.1% trough in Q3 2024.

⚠ Q2 2026 operating margin deteriorated to 1.5% despite higher net margin at 9.3%, suggesting seasonality or cost spikes.

⚠ ROIC momentum stalled in Q2 2026 at 1.9% versus 2.5% in Q1, indicating capital efficiency gains may not be sustainable.

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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
$1.8B57,523,792 sh
FMR LLC
$753.4M23,774,108 sh
BlackRock, Inc.
$707.7M22,331,219 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$535.9M16,911,791 sh
SANDS CAPITAL MANAGEMENT, LLC
$496.2M15,657,744 sh
VANGUARD CAPITAL MANAGEMENT LLC
$470.4M14,843,245 sh
BROWN ADVISORY INC
$320.0M10,098,893 sh
GOLDMAN SACHS GROUP INC
$307.4M9,700,256 sh
WELLINGTON MANAGEMENT GROUP LLP
$269.8M8,513,684 sh
MORGAN STANLEY
$266.7M8,417,014 sh

Fund	Value	Shares
BAILLIE GIFFORD & CO	$1.8B	57,523,792
FMR LLC	$753.4M	23,774,108
BlackRock, Inc.	$707.7M	22,331,219
VANGUARD PORTFOLIO MANAGEMENT LLC	$535.9M	16,911,791
SANDS CAPITAL MANAGEMENT, LLC	$496.2M	15,657,744
VANGUARD CAPITAL MANAGEMENT LLC	$470.4M	14,843,245
BROWN ADVISORY INC	$320.0M	10,098,893
GOLDMAN SACHS GROUP INC	$307.4M	9,700,256
WELLINGTON MANAGEMENT GROUP LLP	$269.8M	8,513,684
MORGAN STANLEY	$266.7M	8,417,014

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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.

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.