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SYM · Symbotic Inc.

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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SYM

Name: Symbotic Inc. (SYM) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Symbotic Inc.

INDUSTRIALS · GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC · CIK 0001837240

ACTIVIST 13DFORM 144 · 13☆ WATCH

INSIDER NET · 180D

-$576.0M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

264

13F, latest reported quarter

REVENUE GROWTH

+25.7%

XBRL, annual

NET MARGIN

-0.8%

CONVERSIONS · 180D

codes C/M, not in net · no price filed

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$576.0M over 180 days

-$3.5M over 90 days · -$281.8M of it by a 10%+ holder

below 98% of Industrials

CONGRESS

no member of Congress has reported trading it

FUNDS

264 funds added or opened last quarter

more than 74% of Industrials

REVENUE

+25.7% year over year

more than 80% of Industrials

MARGIN

-0.8% net margin

below 64% of Industrials

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$576.0M across 10 people in 180 days.

264 funds added or opened positions in the latest 13F quarter, of 420 holders.

Ronald M. Wright disclosed a 5%+ stake (7.9%) in the last six months.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -12.5%

-12.5%12M

INSIDER SELL13D/G STAKEFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

An activist crossed the 5% line with declared intent.

The record shows a net $576.0M sold by insiders over 180 days, 264 funds added last quarter, $3.2M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

DELL ANET TDG TSLA PANW AXON STX KTOS CRCT OFLX JOBY FTNT

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Symbotic Inc. insiders sold a net $576.0M of stock across 356 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

KANE CHARLES

Director

SELL

2026-09-01

2,000.0

$78.0K

Kuffner James

Chief Technology Officer

SELL

2026-08-24

3,952.0

$160.4K

KANE CHARLES

Director

SELL

2026-08-03

2,000.0

$86.4K

KRASNOW TODD

Director

SELL

2026-08-03

194.0

$8.5K

KRASNOW TODD

Director

SELL

2026-08-03

598.0

$26.8K

356 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 351 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

SOFTBANK GROUP CORP.

39,825,312.0 sh

$1.8B

Walmart Inc.

15,000,000.0 sh

$674.2M

BAILLIE GIFFORD & CO

12,263,759.0 sh

$551.3M

VANGUARD PORTFOLIO MANAGEMENT LLC

4,295,652.0 sh

$193.1M

MORGAN STANLEY

3,867,532.0 sh

$173.8M

5%+ owners

13D = intent 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%

Planned sales · Form 144

Filed before the sale — intent, not a trade

MICHAEL DUNN

FILED 2026-08-26

$235.5K

MICHAEL D DUNN

FILED 2026-08-24

$161.7K

JAMES J KUFFNER JR.

FILED 2026-08-24

$160.4K

MICHAEL DUNN

FILED 2026-08-12

$62.4K

MICHAEL DUNN

FILED 2026-07-29

$87.3K

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

AlphaCentric Robotics and Automation Fund

$665.0K POSITION · AS OF 2026-03-31

3.1%

TCW Artificial Intelligence ETF

$2.9M POSITION · AS OF 2026-04-30

2.7%

SLOW CAPITAL GROWTH FUND

$2.3M POSITION · AS OF 2026-04-30

2.3%

Abacus FCF Real Assets Leaders ETF

$1.7M POSITION · AS OF 2026-04-30

2.0%

Global X Robotics & Artificial Intelligence ETF

$69.5M POSITION · AS OF 2026-02-28

2.0%

ARK Autonomous Technology & Robotics ETF

$39.7M POSITION · AS OF 2026-04-30

1.9%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$14.5M

+432%

+108%

2024

$4.2M

+160%

+63%

2023

$4.4M

+241%

+8%

2022

$8.5M

+8%

-20%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-09	2024-09	2023-09	2023-06
REVENUE	$2.2B	$1.8B	$1.2B	—
GROSS PROFIT	$422.6M	$245.7M	$189.7M	—
OPERATING INCOME	$-115.0M	$-116.7M	$-223.2M	—
NET INCOME	$-16.9M	$-13.5M	$-23.9M	$-13.7M
EPS (DILUTED)	-0.16	-0.14	-0.37	—
OPERATING CASH FLOW	$866.9M	$-58.1M	$230.8M	—
CASH	$1.2B	$727.3M	$258.8M	—

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE