SYM at a glance
Symbotic Inc (SYM, SEC CIK 1837240) filed its latest 10-K annual report on November 24, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 27, 2025 (FY2025), Symbotic Inc (SYM) reported revenue of $2.2 billion (up 25.7% from FY2024) and a net loss of $16.9 million. Diluted EPS was -$0.16.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Symbotic Inc (SYM) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by KANE CHARLES on October 1, 2026 of 900 shares at $43.72 per share.
- In the last 90 days, SYM insiders reported 0 open-market purchases ($0) and 17 open-market sales ($3.3M) on Form 4, a net sale of $3.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.2B
- +25.7% vs prior year
- Insiders · 90 days
- 0 buys · 17 sells
- Net −$3.3M
- 13F holders
- 34 funds
- $1.9B · +1 vs prior quarter
- Latest 8-K
- Mar 9, 2026
- Item 5.07
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 9 director nominees elected with ~98.5%+ approval; Merline Saintil lowest at ~99.4% of votes cast
- Say-on-pay advisory vote passed but with notable dissent: ~1% withheld vs ~99% for on director votes signals minor opposition
AI summaries of SYM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SYM
Don't miss the next SYM filing
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- Fund moves. Which tracked funds opened, added or cut SYM, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| KANE CHARLES | Sell | Oct 1, 2026 | 900 | $43.72 |
| KANE CHARLES | J | Oct 1, 2026 | 2,000 | - |
| KANE CHARLES | Sell | Oct 1, 2026 | 1,100 | $42.72 |
| KANE CHARLES | J | Oct 1, 2026 | 2,000 | - |
| KANE CHARLES | J | Oct 1, 2026 | 2,000 | - |
| Ladensohn David A | G | Sep 10, 2026 | 231,896 | - |
| Ladensohn David A | J | Sep 10, 2026 | 200,000 | - |
| Ladensohn David A | G | Sep 10, 2026 | 373,896 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.8B | $2.2B |
| Gross Profit | - | $245.7M | $422.6M |
| Operating Income | - | -$116.7M | -$115.0M |
| Net Income | - | -$13.5M | -$16.9M |
| Gross Margin | - | 13.7% | 18.8% |
| Op. Margin | - | -6.5% | -5.1% |
| Net Margin | - | -0.8% | -0.8% |
| Balance Sheet | |||
| Total Assets | $1.1B | $1.6B | $2.4B |
| Equity | $82K | $197.2M | $221.3M |
| ROE | - | -6.8% | -7.7% |
| Per Share | |||
| EPS | - | $-0.14 | $-0.16 |
| Cash Flow | |||
| Operating CF | - | -$58.1M | $866.9M |
| CapEx | $15.7M | $42.2M | - |
Source: XBRL data in Symbotic Inc (SYM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SYM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.93B |
| Q1 2026 | 33 | $2.06B |
| Q4 2025 | 31 | $2.30B |
| Q3 2025 | 33 | $1.66B |
| Q2 2025 | 30 | $1.08B |
| Q1 2025 | 25 | $535.1M |
| Q4 2024 | 19 | $601.6M |
| Q3 2024 | 14 | $74.0M |
- Ameriprise Financial+1.96M (+4136%)
- Morgan Stanley+1.54M (+66%)
- JPMorgan Chase & Co+526.1K (+22%)
- Vanguard Portfolio Management LLC+525.3K (+14%)
- Two Sigma Investments+470.1K (+50%)
- Franklin Resources−537.7K (-99%)
- Goldman Sachs Group−400.1K (-30%)
- FMR LLC (Fidelity)−395.3K (-22%)
- Citadel Advisors LLC−370.8K (-59%)
- D.E. Shaw & Co−243.0K (-98%)
- Allstate−11.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 219 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SYM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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SYM SEC filings: frequently asked questions
Are SYM insiders buying or selling?
In the last 90 days, Symbotic Inc (SYM) officers, directors and 10% owners reported no open-market purchases and 17 open-market sales worth $3.3 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SYM stock?
As of June 30, 2026, the largest Symbotic Inc (SYM) holders among the 13F filers tracked by SignalX were Walmart ($674.3 million), Vanguard Portfolio Management LLC ($193.1 million), Morgan Stanley ($173.8 million), Vanguard Capital Management LLC ($128.2 million), JPMorgan Chase & Co ($121.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SYM's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), Symbotic Inc (SYM) reported revenue of $2.2 billion (up 25.7% from FY2024) and a net loss of $16.9 million. Diluted EPS was -$0.16. The figures come from the XBRL data in the 10-K.
What did SYM report in its latest 8-K?
Symbotic Inc (SYM) filed an 8-K on March 9, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). All 9 director nominees elected with ~98.5%+ approval; Merline Saintil lowest at ~99.4% of votes cast.
What are the latest SYM SEC filings?
Symbotic Inc (SYM) filed its latest 10-K annual report on November 24, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 5, 2026.
What is SYM's SEC CIK number?
Symbotic Inc (SYM)'s SEC Central Index Key (CIK) is 1837240. EDGAR lists every SYM filing under that number.
Ask anything about SYM
The research agent reads SYM's filings, financials, insider trades and 13F holders, then answers with sources.