§ MACHINERY
USD · MachinerySYM
SYMBOTIC INC
USDSector · MachineryBeta · 2.15
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 43.29HIGH 43.52LOW 41.9152W 16.32 — 87.88
EVENTSJUN 30 · EARNINGS −129.0%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
277 increased/new, 89 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 143.36 | EPS (TTM) | -0.10 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| SOFTBANK GROUP CORP. | 39.8M | 18.6% | ±0% |
| Walmart Inc. | 15.0M | 95.0% | ±0% |
| BAILLIE GIFFORD & CO | 12.5M | 0.7% | +0% |
| SVF Sponsor III (DE) LLC | 5.6M | 100.0% | ±0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.9M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SYM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER79.8% · 0 holders
DEALER / BANK8.2% · 34 holders
OTHER7.5% · 326 holders
GROWTH / MOMENTUM2.1% · 1 holder
PASSIVE / INDEX1.0% · 11 holders
QUALITY / COMPOUNDER0.7% · 19 holders
TACTICAL / MACRO0.3% · 5 holders
SYSTEMATIC / QUANT0.3% · 10 holders
ACTIVIST0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 9 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SYM in the last 180 days.