SYMBOTIC INC (SYM) Institutional Ownership Changes & 13F Activity

SYMBOTIC INC (SYM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, ARK Invest, and Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-190,900714,800$38,027,360
Q1 2026ARK InvestBuy139,310782,223$41,614,264
Q4 2025Renaissance Technologies LLCBuy177,800905,700$53,889,150
Q4 2025ARK InvestBuy53,026642,913$38,253,324
Q4 2025Polen Capital ManagementSell-4,0874,298$255,731
Q3 2025Renaissance Technologies LLCBuy318,400727,900$39,233,810
Q3 2025ARK InvestBuy144,389589,887$31,794,909
Q3 2025Polen Capital ManagementSell-11,6188,385$451,952
Q2 2025Renaissance Technologies LLCBuy287,238409,500$15,909,075
Q2 2025ARK InvestBuy52,205445,498$17,307,597
Q2 2025Polen Capital ManagementBuy20,00320,003$777,117
Q1 2025ARK InvestBuy203,226393,293$7,948,452
Q4 2024ARK InvestBuy190,067190,067$4,506,489
Q2 2023Renaissance Technologies LLCBuy113,362122,262$5,234
Q1 2023Renaissance Technologies LLCBuy8,9008,900$203

Frequently asked questions about SYM activity

  • Which institutional owners are buying SYM?

    Institutional owners buying SYM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SYM activity?

    "Buy" means an investor increased their reported position in SYM compared to the prior reporting period. This reflects growing exposure to SYMBOTIC INC (SYM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SYM increasing?

    Institutional interest in SYM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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