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SYM Symbotic Inc.

Industrials, filed as SYMBOTIC INC (CLASS A COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 0.2%
  • $36M
  • 1 add

In 2026 Q2 Cathie Wood added to Symbotic.

Who owns this now

Largest portfolio weights among holders, up to 0.2% (Cathie Wood, Ark Investment Management). Not free-float ownership.

  1. Cathie Wood Add 0.23%

Who owns SYM

Sorted by value, long equity only, as of 2026 Q2.

History
Cathie Wood, Ark Investment Management 0.23% Add +1.9% 796,749 $36M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SYM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SYM insider trades
  • None no insider bought on the open market
  • $942M sold by 4 insiders outside a trading plan
  • $8.4M sold by 5 insiders under 10b5-1 plans
  1. Todd Krasnow Director
    Planned sale
    $85K 2,000 shares at $42.72 100% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  2. Charles Kane Director
    Planned sale
    $86K 2,000 shares at $43.17 2.2% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  3. Todd Krasnow Director
    Planned sale
    $87K 2,000 shares at $43.57 100% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  4. Charles Kane Director
    Planned sale
    $78K 2,000 shares at $39.00 2.2% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  5. Todd Krasnow Director
    Planned sale
    $91K 2,000 shares at $45.27 100% of stake
    Traded Aug 3 Filed Aug 5
    ↗
  6. Charles Kane Director
    Planned sale
    $86K 2,000 shares at $43.21 2.2% of stake
    Traded Aug 3 Filed Aug 5
    ↗
  7. William M Boyd III Chief Strategy Officer
    Planned sale
    $377K 9,194 shares at $41.04 14% of stake
    Traded Jul 27 Filed Jul 27
    ↗
  8. Todd Krasnow Director
    Planned sale
    $260K 5,367 shares at $48.36
    Traded May 21–Jul 6 Filed Jul 8
    ↗
  9. William M Boyd III Chief Strategy Officer
    Planned sale
    $231K 5,115 shares at $45.15 8.2% of stake
    Traded Jul 1 Filed Jul 6
    ↗
  10. Charles Kane Director
    Planned sale
    $90K 2,000 shares at $44.90 2.2% of stake
    Traded Jul 1 Filed Jul 6
    ↗
  11. Todd Krasnow Director
    Planned sale
    $95K 2,000 shares at $47.30 100% of stake
    Traded Jun 1 Filed Jun 3
    ↗
  12. Charles Kane Director
    Planned sale
    $92K 2,000 shares at $45.99 2.2% of stake
    Traded Jun 1 Filed Jun 3
    ↗
  13. SVF Sponsor III (DE) LLC Insider, +1 joint filer
    Sale
    $282M 5,590,000 shares at $50.42 100% of stake
    Traded May 27 Filed May 29
    ↗
  14. Todd Krasnow Director
    Sale
    $1.4M 26,633 shares at $53.31
    Traded May 22 Filed May 27
    ↗

Also filed in the last 12 months, not counted as buying or selling: 55 other transactions, 36 option exercises, 16 sales to cover taxes, 7 gifts, and 1 stock grant.

Congress

No member of Congress reported trading SYM in the last three years. 1 member listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
SCHEDULE 13D/A — Filing Doc
8-K 2.02,5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13D — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.18B $1.79B $2.25B
Gross profit $189.74M $245.67M $422.61M
Gross margin * 16.1% 13.7% 18.8%
Net income -$23.87M -$13.49M -$16.94M
Net margin * -2.0% -0.8% -0.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.992B $1.36B $1.89B
Total non-current assets * $58.92M $223.02M $510.87M
Total assets $1.05B $1.58B $2.4B
Total current liabilities $1.03B $1.02B $1.73B
Total non-current liabilities * $27.97M $171.28M $188.56M
Total equity $0.082M $197.23M $221.32M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $230.79M -$58.08M $866.94M
Cash from investing -$299.46M $156.48M -$350.74M
Cash from financing -$24.1M $371.04M $0.668M
Net change in cash -$92.54M $469.44M $516.84M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.