L3VLUP
ProSign in

SYM in the 13F filings

Symbotic Inc · CUSIP 87151X101

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 30 Jul 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 3 listed it in both
Shares listed
13,974,706
combined, among listed positions
Reported value
$543m
combined, at the quarter end

Among the 95 comparable managers: 3 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -245,989.

Managers listing SYM in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Baillie Gifford & Co13,440,113$522m0.39%Trimmed-266,3526 Aug 2025 (the filing on sec.gov)
ARK Investment Management LLC445,498$17m0.13%Added+52,20530 Jul 2025 (the filing on sec.gov)
Winton Group Ltd35,184$1.4m0.07%Newnew14 Aug 2025 (the filing on sec.gov)
PDT Partners LLC33,908$1.3m0.07%Trimmed-87,02914 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC20,003$777kunder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

035810Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SYM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20231$12mn.a.n.a.
Q3 20232$26mn.a.n.a.
Q4 20233$81m30
Q1 20242$427m21
Q2 20242$375m20
Q3 20242$357m21
Q4 20243$335m21
Q1 20253$287m21
Q2 20255$543m32
Q3 20257$782m43
Q4 20259$938m1910
Q1 20266$757m1514
Q2 20266$704m1910

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SYM and GE →SYM and LRCX →SYM and GEV →Choose a stock to compare with SYM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SYM, latest filings →Back to the 13F Explorer →