Monitor for any future conversion to Schedule 13D, which would signal activist intent. Baillie Gifford's continued accumulation is a vote of confidence but does not change near-term fundamentals.
Price Chart
Executive Summary
Baillie Gifford & Co. filed an amended Schedule 13G disclosing a 14.2% passive stake in Samsara Inc. as of September 30, 2026, representing 53,827,980 Class A common shares. This is an increase from the prior filing (14.16% / 53,827,980 shares), confirming continued passive accumulation by a major institutional holder.
Key Financial Metrics
Key Facts
- Baillie Gifford & Co. reported beneficial ownership of 53,827,980 Class A common shares of Samsara Inc.
- Stake represents 14.2% of shares outstanding as of September 30, 2026.
- Filing is a passive investment (Rule 13d-1(b)) — no activist intent.
- Prior filing (Feb 2026) showed 14.16% stake — slight increase in percentage.
Financial Impact
No material financial impact — passive stake increase by a large institutional investor.
Risk Factors
- Passive filing — no catalyst for near-term price movement.
- Large institutional holder could reduce stake without prior notice.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001088875-26-000073 |
| Document: 0001088875-26-000073-index.html | 0001088875-26-000073 |
| Document: 0001088875-26-000073.txt | 0001088875-26-000073 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | Insider Cluster | $43.78 | awaiting T+5 | — | $44.65 (−1.99%) |
Oct 21, 2026 5d ago | Institutional Cluster | $43.78 | awaiting T+5 | — | $44.65 (+1.99%) |
Oct 21, 2026 5d ago | SC 13G/A | $43.24 | awaiting T+5 | — | $44.65 (+3.26%) |
Oct 16, 2026 9d ago | Insider Cluster | $40.30 | awaiting T+5 | — | $44.65 (−10.79%) |
Oct 15, 2026 10d ago | Insider Cluster | $39.57 $44.92 | ▲ +13.52% | ▲ +13.95% | $44.65 (+12.84%) |
Oct 5, 2026 20d ago | Insider Cluster | $41.74 $41.27 | ▲ +1.13% | ▲ +0.99% | $44.65 (−6.97%) |
Oct 1, 2026 24d ago | Insider Cluster | $41.12 $41.55 | ▼ −1.05% | ▲ +0.11% | $44.65 (−8.58%) |
Sep 21, 2026 4w ago | Insider Cluster | $38.26 $37.97 | ▼ −0.76% | ▲ +0.43% | $44.65 (+16.70%) |
Sep 17, 2026 5w ago | Insider Cluster | $39.55 $37.96 | ▼ −4.02% | ▼ −5.29% | $44.65 (+12.90%) |
Aug 27, 2026 8w ago | Insider Cluster | $41.16 $40.20 | ▲ +2.33% | ▲ +2.44% | $44.65 (−8.48%) |
US Market Status
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