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SYM · Symbotic Inc.
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SYM Symbotic (SYM) Insider Trading, Ownership & Congress Trades

Industrials · General industrial machinery & equipment, nec · CIK 0001837240
Quote by TradingView
Activist 13DForm 144 · 12
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
264
13F, latest reported quarter
Conversions, 180 days
11
Codes C/M, not in net · no price filed

What the filings say about SYM

Insiders, 180 days
-$571.1M net sold
9 sellers · 16% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$2.6M
12 notices
Activist stakes (13D), 180 days
1 filing
Largest: 7.9% of the class

Symbotic insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Symbotic Inc. insiders sold a net $571.1M of stock across 362 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
KRASNOW TODD
Director
SELL
2026-10-07 SECtraded 2026-10-05
1,753
$74.8K
-9.9%
Context
  • 96 earlier Form 4 trades (code P or S) here by this insider (96 sales), the last on Sep 8, 2026.
  • The trade is 709.7% of the 247 shares held after it.
  • 1 other insider sold within 30 days.
  • 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director KRASNOW TODD sold about $74.8K of SYM under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 264 funds added in the latest 13F quarter.
KRASNOW TODD
Director
SELL
2026-10-07 SECtraded 2026-10-05
247
$10.6K
-9.9%
Context
  • 96 earlier Form 4 trades (code P or S) here by this insider (96 sales), the last on Sep 8, 2026.
  • 1 other insider sold within 30 days.
  • 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director KRASNOW TODD sold about $10.6K of SYM under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 264 funds added in the latest 13F quarter.
KANE CHARLES
Director
SELL
2026-10-05 SECtraded 2026-10-01
1,100
$47.0K
-14.2%
Context
  • 24 earlier Form 4 trades (code P or S) here by this insider (24 sales), the last on Sep 1, 2026.
  • The trade is 1.2% of the 90,752 shares held after it.
  • 1 other insider sold within 30 days.
  • 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director KANE CHARLES sold about $47.0K of SYM under a 10b5-1 plan on Oct 1, 2026; 1 other insider sold within 30 days and 264 funds added in the latest 13F quarter.
KANE CHARLES
Director
SELL
2026-10-05 SECtraded 2026-10-01
900
$39.3K
-14.2%
Context
  • 24 earlier Form 4 trades (code P or S) here by this insider (24 sales), the last on Sep 1, 2026.
  • The trade is 1.0% of the 89,852 shares held after it.
  • 1 other insider sold within 30 days.
  • 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director KANE CHARLES sold about $39.3K of SYM under a 10b5-1 plan on Oct 1, 2026; 1 other insider sold within 30 days and 264 funds added in the latest 13F quarter.
KRASNOW TODD
Director
SELL
2026-09-10 SECtraded 2026-09-08
1,489
$64.7K
-10.0%
Context
  • 94 earlier Form 4 trades (code P or S) here by this insider (94 sales), the last on Aug 3, 2026.
  • The trade is 291.4% of the 511 shares held after it.
  • 2 other insiders sold within 30 days.
  • 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director KRASNOW TODD sold about $64.7K of SYM under a 10b5-1 plan on Sep 8, 2026; 2 other insiders sold within 30 days and 264 funds added in the latest 13F quarter.
362 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 357 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$571.1M over 180 days
-$674.3K over 90 days · -$281.8M of it by a 10%+ holder
below 98% of Industrials
Congress
no House purchase disclosed in the last 12 months
Funds
264 funds bought in last quarter
more than 69% of Industrials
Revenue
+25.7% year over year
more than 86% of Industrials
Margin
-0.8% net margin
below 68% of Industrials
Buybacks
no share repurchases reported
Short interest
15.5% of the float short (float per yahoo 2026-10-26) · 10.1 days to cover · settled 2026-09-30
The situation: each line is one rule over one dataset
Ronald M. Wright disclosed a 5%+ stake (7.9%) in the last six months.
What changed in the last 30 days
Oct 26Officer JAMES J KUFFNER JR. filed to sell $734.3K by Oct 26 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 26Officer BRIAN D ALEXANDER filed to sell $352.9K by Oct 26 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 26Officer MIRIAM ORT filed to sell $152.1K by Oct 26 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 26Officer MARIA G FREVE filed to sell $86.6K by Oct 26 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 1Director CHARLES KANE filed to sell $252.4K by Oct 1 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch SYM

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-41.2%12M
-41%-16%+10%+35%2025-102025-122026-022026-042026-062026-082026-10 2026-05-27 · SVF Sponsor III (DE) LLC sold $281.8M2026-05-27 · SB Global Advisers Ltd sold $281.8M2025-12-08 · SVF II SPAC Investment 3 (DE) LLC sold $186.2M2025-12-08 · SB INVESTMENT ADVISERS (US) INC. sold $186.2M2026-01-26 · Kuffner James sold $4.6M2026-02-11 · Ford Rollin L. sold $2.2M2026-04-24 · Alexander Brian Daniel sold $2.2M2026-05-11 · KRASNOW TODD sold $1.3M2026-02-11 · Ford Rollin L. sold $1.2M2026-04-24 · Kuffner James sold $1.2M2026-07-27 · Martins Izilda P sold $1.1M2026-05-22 · KRASNOW TODD sold $1.1M2026-01-05 · Boyd William M III sold $1.0M2026-07-24 · Kuffner James sold $766.7K2025-11-26 · Kuffner James sold $678.7K2025-11-03 · Boyd William M III sold $449.7K2026-01-26 · Freve Maria G sold $400.0K2026-07-24 · Alexander Brian Daniel sold $368.0K2026-05-22 · KRASNOW TODD sold $363.7K2025-11-28 · Saintil Merline sold $324.1K2025-11-28 · Saintil Merline sold $316.1K2025-11-03 · Boyd William M III sold $237.5K2026-04-27 · Boyd William M III sold $237.0K2026-07-27 · Boyd William M III sold $232.5K2026-07-01 · Boyd William M III sold $231.0K2026-01-28 · Freve Maria G sold $229.8K2026-01-02 · Boyd William M III sold $213.4K2026-02-25 · Kuffner James sold $208.5K2026-05-26 · Kuffner James sold $207.5K2026-05-21 · KRASNOW TODD sold $171.7K2025-11-03 · Boyd William M III sold $167.6K2026-08-24 · Kuffner James sold $160.4K2026-01-28 · Freve Maria G sold $160.3K2026-04-27 · Boyd William M III sold $158.1K2026-03-11 · Saintil Merline sold $158.1K2026-01-05 · KRASNOW TODD sold $149.2K2026-04-27 · Boyd William M III sold $145.0K2026-07-27 · Boyd William M III sold $144.9K2026-04-24 · Freve Maria G sold $140.3K2026-04-28 · Freve Maria G sold $130.7K2025-11-04 · KRASNOW TODD sold $127.6K2025-11-28 · Saintil Merline sold $122.2K2026-05-19 · Ronald M. Wright filed a 5%+ stake (7.9%)2026-05-19 · The Goose Pond Trust filed a 5%+ stake (7.9%)2026-10-26 · BRIAN D ALEXANDER filed to sell $352.9K2026-10-26 · MICHAEL D DUNN filed to sell $75.8K2026-10-26 · MARIA G FREVE filed to sell $86.6K2026-10-26 · JAMES J KUFFNER JR. filed to sell $734.3K2026-10-26 · MIRIAM ORT filed to sell $152.1K2026-10-01 · CHARLES KANE filed to sell $252.4K2026-09-08 · Todd Krasnow filed to sell $259.8K2026-08-26 · MICHAEL DUNN filed to sell $235.5K2026-08-24 · MICHAEL D DUNN filed to sell $161.7K2026-08-24 · JAMES J KUFFNER JR. filed to sell $160.4K2026-08-12 · MICHAEL DUNN filed to sell $62.4K2026-07-29 · MICHAEL DUNN filed to sell $87.3K2026-07-28 · COREY DUFRESNE filed to sell $381.5K2026-07-28 · MIRIAM ORT filed to sell $159.6K2026-07-27 · WILLIAM BOYD III filed to sell $369.1K2026-07-24 · BRIAN D ALEXANDER filed to sell $368.0K2026-07-24 · MICHAEL D DUNN filed to sell $79.4K2026-07-24 · MARIA G FREVE filed to sell $90.4K2026-07-24 · JAMES J KUFFNER JR. filed to sell $766.7K2026-07-01 · CHARLES KANE filed to sell $269.7K
Insider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns SYM: institutional holders (13F)

13F holdings, latest reported quarter
SOFTBANK GROUP CORP.
39,825,312 sh
$1.8B
Walmart Inc.
15,000,000 sh
$674.2M
BAILLIE GIFFORD & CO
12,263,759 sh
$551.3M
VANGUARD PORTFOLIO MANAGEMENT LLC
4,295,652 sh
$193.1M
MORGAN STANLEY
3,867,532 sh
$173.8M

Congress trades in SYM

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
Ronald M. Wright
Activist 13D · 2026-05-19
7.9%
The Goose Pond Trust
Activist 13D · 2026-05-19
7.9%

SYM planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
BRIAN D ALEXANDER
Filed 2026-10-26
$352.9K
MICHAEL D DUNN
Filed 2026-10-26
$75.8K
MARIA G FREVE
Filed 2026-10-26
$86.6K
JAMES J KUFFNER JR.
Filed 2026-10-26
$734.3K
MIRIAM ORT
Filed 2026-10-26
$152.1K

SYM mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Moonvest ETF
$2.7M position · as of 2026-07-31
3.9%
Billionaires Club ETF
$318.6K position · as of 2026-05-31
2.6%
AlphaCentric Robotics and Automation Fund
$674.2K position · as of 2026-06-30
2.5%
Abacus FCF Real Assets Leaders ETF
$1.9M position · as of 2026-07-31
2.0%
TCW Artificial Intelligence ETF
$2.3M position · as of 2026-07-31
1.9%
Discovery Portfolio
$13.5M position · as of 2026-06-30
1.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$0
$0
$14.5M
+432%
+108%
2024
$0
$0
$4.2M
+160%
+63%
2023
$0
$0
$4.4M
+241%
+8%
2022
$0
$0
$8.5M
+8%
-20%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows a net $571.1M sold by insiders over 180 days, 264 funds added last quarter, $2.6M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
AXONTMOROKPKOHOFLXXPELLIIITRIWABSNASXIPOWL

SYM financials

Revenue growth
+25.7%
XBRL, annual
Net margin
-0.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.6B
four quarters, 2025-06-29 to 2026-06-27
Net margin, TTM
+0.3%
net income over revenue, 2025-06-29 to 2026-06-27
Free cash flow, TTM
$847.0M
operating cash flow minus capex, 2025-06-29 to 2026-06-27
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+1.8%
TTM net income over average of 2025-06-28 and 2026-06-27
Return on assets
+0.3%
TTM net income over average of 2025-06-28 and 2026-06-27
Return on invested capital
n/a
effective tax rate -1%, not meaningful
Return on capital employed
-0.0%
operating income (EBIT proxy) over average of 2025-06-28 and 2026-06-27 minus current liabilities
P/E, trailing
947.50x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-29 to 2026-06-27
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-092024-092023-092023-06
Revenue$2.2B$1.8B$1.2Bn/a
Gross profit$422.6M$245.7M$189.7Mn/a
Operating income-$115.0M-$116.7M-$223.2Mn/a
Net income-$16.9M-$13.5M-$23.9M-$13.7M
EPS (diluted)-0.16-0.14-0.37n/a
Operating cash flow$866.9M-$58.1M$230.8Mn/a
Cash$1.2B$727.3M$258.8M$255.5M
SEC XBRL, fiscal years, as known on 2026-10-27

SYM Stock Sonar score 5/7 axes

Find similar shapesCompare

SYM ranks highest on institutional and government (68th percentile) and growth (60th), and lowest on insider conviction (1st), among Industrials peers.

ProfitGrowthInsidersInstitutionsRisk
Profitability
32
Inputs
  • Return on equity+1.8% · 32 pct, sector of 198
  • Return on assets+0.3% · 35 pct, sector of 224
  • Return on invested capitaleffective tax rate -1%, not meaningful
  • Return on capital employed-0.0% · 29 pct, sector of 195
Growth
60
Inputs
  • Revenue growth, YoY+25.7% · 86 pct, sector of 254
  • Backlog growth, YoY+0.4% · 33 pct, sector of 89
Insider conviction
1
Inputs
  • Net Form 4 buying (codes P and S), 180d-$570.7M · 2 pct, sector of 170
  • Insider buyers, 180d0 · 0 pct, sector of 172
Institutional and government
68
Inputs
  • Funds adding, latest quarter264 · 68 pct, sector of 201
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
55
Inputs
  • Short interest, % of float+15.5% · 10 pct, sector of 269
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 191
  • New text in Risk Factors, latest 10-K+10.1% · 55 pct, sector of 197
2 not measured: Financial health, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

SYM filings, in plain words

Are Symbotic insiders buying or selling SYM?

In the 180 days to 2026-10-27, Symbotic insiders were net sellers, a net $571.1M across purchases and sales reported on Form 4, by 9 sellers.

Are there planned insider sales of SYM?

Yes. 12 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $2.6M of stock; the latest, by BRIAN D ALEXANDER, was filed 2026-10-26.

Read the full summary

In the 180 days to 2026-10-27, Symbotic insiders were net sellers of SYM, a net $571.1M across purchases and sales reported on Form 4 by 9 sellers. 16% of the 43 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 12 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $2.6M of stock. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 7.9% of the class. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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