SYM · Insider trading · 13F holders · Congress trades
Symbotic Inc. (SYM)
Who is buying and selling SYM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $3.6M
- Congress trades, 12 months
- 0
SYM at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 7 SYM insiders filed 13 sales worth $3.6M on SEC Form 4, and no open-market purchases; 7 of the sales were pre-planned under Rule 10b5-1.
- 27 13F filers hold SYM among their 50 largest positions, worth $2.4B combined. The biggest bets by portfolio weight are Navis Wealth Advisors, LLC (10.5%), Softbank Group Corp. (9.8%) and S Squared Technology, LLC (6.8%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in SYM.
- SYM last closed at $37.40 on Oct 29, 2026.
SYM insider trading
Between Aug 1, 2026 and Oct 29, 2026, 7 SYM insiders filed 13 sales worth $3.6M on SEC Form 4, and no open-market purchases; 7 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Kuffner James | Chief Technology Officer | Sale | 19,399 | $38.25 | $742K | SEC |
| Oct 28, 2026 | Alexander Brian Daniel | SVP, Commercial | Sale | 9,314 | $38.26 | $356K | SEC |
| Oct 28, 2026 | Martins Izilda P | Chief Financial Officer | Sale | 7,224 | $38.93 | $281K | SEC |
| Oct 28, 2026 | Freve Maria G | See Remarks | Sale | 2,288 | $38.25 | $88K | SEC |
| Oct 27, 2026 | Boyd William M III | Chief Strategy Officer | Sale10b5-1 | 9,194 | $38.83 | $357K | SEC |
| Oct 7, 2026 | Krasnow Todd | Director | Sale10b5-1 | 2,000 | $42.72 | $85K | SEC |
| Oct 5, 2026 | Kane Charles | Director | Sale10b5-1 | 2,000 | $43.17 | $86K | SEC |
| Sep 10, 2026 | Krasnow Todd | Director | Sale10b5-1 | 2,000 | $43.57 | $87K | SEC |
| Sep 3, 2026 | Kane Charles | Director | Sale10b5-1 | 2,000 | $39.00 | $78K | SEC |
| Aug 25, 2026 | Kuffner James | Chief Technology Officer | Sale | 3,952 | $40.59 | $160K | SEC |
| Aug 5, 2026 | Martins Izilda P | Chief Financial Officer | Sale | 27,463 | $40.80 | $1.1M | SEC |
| Aug 5, 2026 | Krasnow Todd | Director | Sale10b5-1 | 2,000 | $45.27 | $91K | SEC |
| Aug 5, 2026 | Kane Charles | Director | Sale10b5-1 | 2,000 | $43.21 | $86K | SEC |
Who owns SYM? Hedge funds and superinvestors
27 13F filers hold SYM among their 50 largest positions, worth $2.4B combined. The biggest bets by portfolio weight are Navis Wealth Advisors, LLC (10.5%), Softbank Group Corp. (9.8%) and S Squared Technology, LLC (6.8%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Softbank Group Corp.Hedge fund | 9.8% | $1.8B | 39,825,312 | +0.0% shares | Q2 2026 |
| Baillie Gifford & CoHedge fund | 0.5% | $551.3M | 12,263,759 | -1.7% shares | Q2 2026 |
| Navis Wealth Advisors, LLCWealth manager | 10.5% | $27.7M | 615,291 | +821.2% shares | Q2 2026 |
| S Squared Technology, LLCHedge fund | 6.8% | $21.9M | 487,126 | +32.0% shares | Q2 2026 |
| Mubadala Investment Co PJSCInvestment manager | 0.0% | $7.7M | 171,900 | — | Q2 2026 |
| RPG Investment Advisory, LLCWealth manager | 1.2% | $6.4M | 152,687 | -42.8% shares | Q3 2026 |
| Bourne Lent Asset Management IncWealth manager | 1.4% | $4.0M | 89,710 | +2.6% shares | Q2 2026 |
| Barton Investment ManagementWealth manager | 0.5% | $3.9M | 93,734 | +75.3% shares | Q3 2026 |
| Woodson Capital Management, LPHedge fund | 0.5% | $3.1M | 70,000 | +159.8% shares | Q2 2026 |
| Marathon Capital ManagementWealth manager | 0.6% | $2.9M | 69,085 | -1.0% shares | Q3 2026 |
| Legacy Capital Wealth Partners, LLCWealth manager | 0.6% | $2.7M | 63,519 | +0.0% shares | Q3 2026 |
| Taylor Frigon Capital Management LLCHedge fund | 1.3% | $2.5M | 59,501 | -2.0% shares | Q3 2026 |
| Register Financial Advisors LLCWealth manager | 0.8% | $2.5M | 58,472 | -6.5% shares | Q3 2026 |
| Tanaka Capital Management IncMutual fund manager | 3.8% | $2.3M | 43,094 | -0.6% shares | Q1 2026 |
| Once Capital Management, LLCHedge fund | 0.4% | $2.2M | 50,000 | +25.0% shares | Q2 2026 |
| Hatch Cove Capital, LLCInstitutional asset manager | 0.7% | $2.0M | 47,300 | New | Q3 2026 |
| Broadleaf Partners, LLCWealth manager | 0.3% | $1.7M | 37,978 | — | Q2 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaAsset manager | 0.5% | $1.5M | 35,075 | — | Q3 2026 |
| Nicholas Wealth, LLC.Mutual fund manager | 0.7% | $1.4M | 33,820 | — | Q3 2026 |
| Arta Finance Wealth Management LLCWealth manager | 0.6% | $1.3M | 31,382 | +7.4% shares | Q3 2026 |
| Arkfeld Wealth Strategies, L.L.C.Wealth manager | 0.4% | $1.3M | 29,000 | +1.4% shares | Q3 2026 |
| UNICOM Systems, Inc.Investment manager | 0.1% | $1.1M | 27,147 | +0.0% shares | Q3 2026 |
| Grove Street Fiduciary, LLCWealth manager | 0.5% | $1.1M | 26,500 | +0.0% shares | Q3 2026 |
| Fund Advisors of America Inc/FLAsset manager | 0.8% | $834K | 18,555 | -8.4% shares | Q2 2026 |
| Lighthouse Financial LLCWealth manager | 0.4% | $814K | 19,345 | — | Q3 2026 |
| Littlejohn Financial Services, Inc.Wealth manager | 0.5% | $642K | 14,292 | +25.1% shares | Q2 2026 |
| Hunting Hill Global Capital, LLCHedge fund | 0.2% | $200K | 3,761 | -52.2% shares | Q1 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 11, Q1 2026: 2). Screen SYM in the grand portfolio →
SYM stock trades by members of Congress
No member of Congress has disclosed a trade in SYM.
SYM questions and answers
Are insiders buying SYM stock?
Between Aug 1, 2026 and Oct 29, 2026, 7 SYM insiders filed 13 sales worth $3.6M on SEC Form 4, and no open-market purchases; 7 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own SYM?
27 13F filers hold SYM among their 50 largest positions, worth $2.4B combined. The biggest bets by portfolio weight are Navis Wealth Advisors, LLC (10.5%), Softbank Group Corp. (9.8%) and S Squared Technology, LLC (6.8%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
Has Congress traded SYM?
No member of Congress has disclosed a trade in SYM.
Who is the largest holder of SYM?
Among 13F filers, Softbank Group Corp. reports the largest SYM position, $1.8B (39,825,312 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Navis Wealth Advisors, LLC's: 10.5% of its portfolio.
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