SYM

Symbotic Inc.

General Industrial Machinery & Equipment, NECNasdaqLarge accelerated filer

Total Trades

137

Buys

Sells

109

Largest Trade

N/A

Insiders

Institutional Funds

335

Inst. Value

$1M+

Activist Filings

Insider Trades

Insider	Title	Type	Value	Shares	Price	Date
Dunn Michael David	See Remarks	SELL	$1M+	74K	$45.69	Jan 25, 2024
Dunn Michael David	See Remarks	EXERCISE	N/A	175K	—	Jan 4, 2024
Dunn Michael David	See Remarks	SELL	$1M+	145K	$46.16	Jan 4, 2024
KRASNOW TODD	Director	SELL	$100K–$500K	2K	$50.49	Jan 4, 2024
KANE CHARLES	Director	SELL	$1M+	25K	$53.91	Dec 1, 2023
Ford Rollin L.	Director	SELL	$1M+	71K	$54.27	Nov 30, 2023
Ladensohn David A	10% Owner	SELL	$1M+	20K	$58.48	Nov 30, 2023
KRASNOW TODD	Director	SELL	$1M+	70K	$52.31	Nov 29, 2023
Dunn Michael David	See Remarks	EXERCISE	N/A	13K	—	Oct 5, 2023
Dunn Michael David	See Remarks	SELL	$100K–$500K	6K	$31.21	Oct 5, 2023
KANE CHARLES	Director	SELL	$1M+	69K	$39.45	Aug 31, 2023
Ernst Thomas C JR	CFO	SELL	$1M+	119K	$39.45	Aug 31, 2023
Boyd William M III	Chief Strategy Off…	SELL	$1M+	118K	$39.45	Aug 31, 2023
Boyd William M III	Chief Strategy Off…	SELL	$1M+	32K	$50.16	Aug 11, 2023
Ernst Thomas C JR	CFO	SELL	$1M+	31K	$50.15	Aug 11, 2023
KANE CHARLES	Director	SELL	$1M+	31K	$50.15	Aug 11, 2023
KRASNOW TODD	Director	SELL	$1M+	31K	$50.15	Aug 11, 2023
Ladensohn David A	10% Owner	SELL	$1M+	20K	$53.62	Aug 9, 2023
Cohen Janet L	10% Owner	SELL	$1M+	17.8M	$28.05	Jul 28, 2023
Cohen Richard B	See Remarks	SELL	$1M+	17.8M	$28.05	Jul 28, 2023
Ladensohn David A	10% Owner	SELL	$1M+	14.3M	$28.05	Jul 28, 2023
SVF II SPAC Investment 3 (DE) LLC	10% Owner	BUY	$1M+	17.8M	$28.05	Jul 25, 2023
Dunn Michael David	See Remarks	EXERCISE	N/A	13K	—	Jul 5, 2023
Dunn Michael David	See Remarks	SELL	$100K–$500K	5K	$41.32	Jul 5, 2023
Dunn Michael David	See Remarks	SELL	$1M+	60K	$33.32	May 25, 2023
Ford Rollin L.	Director	BUY	$100K–$500K	8K	$24.70	May 16, 2023
Dunn Michael David	See Remarks	SELL	$100K–$500K	5K	$27.58	May 15, 2023
Dunn Michael David	See Remarks	EXERCISE	N/A	13K	—	Apr 5, 2023
Dunn Michael David	See Remarks	SELL	$100K–$500K	5K	$23.16	Apr 5, 2023
Dunn Michael David	See Remarks	SELL	$50K–$100K	4K	$16.51	Mar 3, 2023
Dunn Michael David	See Remarks	SELL	$100K–$500K	24K	$16.71	Mar 1, 2023
Dunn Michael David	See Remarks	SELL	$500K+	53K	$16.93	Feb 24, 2023
Dunn Michael David	See Remarks	SELL	$1M+	80K	$15.12	Feb 3, 2023
Dunn Michael David	See Remarks	SELL	$50K–$100K	5K	$11.33	Dec 9, 2022
Dunn Michael David	See Remarks	SELL	$1M+	84K	$13.13	Aug 25, 2022
Dunn Michael David	See Remarks	SELL	$500K+	42K	$14.49	Aug 19, 2022
Dunn Michael David	See Remarks	EXERCISE	N/A	276K	—	Aug 19, 2022

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Institutional Ownership

13F filings as of Dec 31, 2025 · 335 funds holding

Fund	Shares	Value	Type
Walmart Inc.	15.0M	$1M+	SH
SVF Sponsor III (DE) LLC	5.6M	$1M+	SH
RENAISSANCE TECHNOLOGIES LLC	906K	$1M+	SH
RAYMOND JAMES FINANCIAL INC	765K	$1M+	SH
MORGAN STANLEY	706K	$1M+	SH
ARK Investment Management LLC	643K	$1M+	SH
Navis Wealth Advisors, LLC	26.1M	$1M+	SH
GEODE CAPITAL MANAGEMENT, LLC	611K	$1M+	SH
BAILLIE GIFFORD & CO	506K	$1M+	SH
STATE STREET CORP	487K	$1M+	SH
Burkehill Global Management, LP	475K	$1M+	SH
FIRST TRUST ADVISORS LP	424K	$1M+	SH
Handelsbanken Fonder AB	423K	$1M+	SH
LORD, ABBETT & CO. LLC	400K	$1M+	SH
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	348K	$1M+	SH
BNP PARIBAS FINANCIAL MARKETS	330K	$1M+	SH
EXCHANGE TRADED CONCEPTS, LLC	327K	$1M+	SH
JANE STREET GROUP, LLC	320K	$1M+	SH
Mitsubishi UFJ Trust & Banking Corp	277K	$1M+	SH
S Squared Technology, LLC	264K	$1M+	SH