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    Data / Companies / SYM

    Symbotic Inc.Nasdaq

    SYM-US · CIK 0001837240 · General Industrial Machinery & Equipment, Nec

    EDGAR

    $37.41

    Last close · 29 Oct 2026

    37.41 – 87.30

    52-week range

    $22.6B

    Market value

    $2.6B

    Revenue, LTM · +20.6%

    $12.6M

    Net income, LTM

    415.7×

    P/E, LTM

    162

    Filings held

    DES OverviewFA Financial statementsGP ChartsRAT RatiosERN ResultsSEG SegmentsEVT 8-K eventsFIL FilingsINS Insider tradesF144 Planned salesHDS Large holdersOWN Fund holdersPAY Executive payVOTE Shareholder votesCNG House tradesSI Short interestDVD DividendsPEER PeersABT About

    SYM US Equity

    OverviewDESFinancial statementsFAChartsGPRatiosRATResultsERNSegmentsSEG8-K eventsEVTFilingsFILInsider tradesINSPlanned salesF144Large holdersHDSFund holdersOWNExecutive payPAYShareholder votesVOTEHouse tradesCNGShort interestSIDividendsDVDPeersPEERAboutABT

    Revenue by quarter

    US$ · last 8
    Hover a column for its exact figure
    $0$200M$400M$600M$800M
    Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
    QuarterRevenueNet incomeEPS
    Q3 FY2026$720.8M$11.7M0.09
    Q2 FY2026$676.5M$2.0M0.01
    Q1 FY2026$630.0M$2.6M0.02
    Q4 FY2025$618.5M-$3.6M-0.03

    Newest filings

    All 162
    FormFiledAccepted (ET)
    8-K29 Oct 202629 Oct, 4:30 PM
    10-Q5 Aug 2026
    8-K5 Aug 2026
    SD1 Jun 2026
    10-Q6 May 2026
    8-K6 May 2026
    8-K9 Mar 2026
    10-Q4 Feb 2026

    Description

    Ticker
    SYM-US
    Exchange
    Nasdaq
    Index
    –
    Industry
    General Industrial Machinery & Equipment, Nec
    SIC division
    Manufacturing
    CIK
    0001837240
    Fiscal year ends
    Sep
    Filings held
    162 since 2020
    8-K events
    51
    Shares short
    17.7M, 15 Oct 2026

    Financial statements

    The main lines of the income statement, balance sheet and cash flow, by year and by quarter. Each period opens its filing.

    5 years · US$ millions
    Fiscal periodFY2021FY2022FY2023FY2024FY2025
    Period ending25 Sep 202124 Sep 202230 Sep 202328 Sep 202427 Sep 2025
    Reported in10-K10-K10-K10-K10-K
    Report filed9 Dec 2022†11 Dec 2023†11 Dec 20234 Dec 202424 Nov 2025
    Revenue252M593M1,177M1,788M2,247M
    Cost of revenue241M494M987M1,543M1,824M
    Gross profit10M100M190M246M423M
    Gross margin4.1%16.8%16.1%13.7%18.8%
    Research and development73M124M195M173M216M
    Selling, general and administrative59M116M218M189M299M
    Operating income-122M-140M-223M-117M-115M
    Operating margin-48.6%-23.7%-19.0%-6.5%-5.1%
    Profit before tax-122M-139M-213M-80M-79M
    Income tax0M0M-5M4M-2M
    Net income-122M-7M-24M-13M-17M
    Net margin-48.6%-1.2%-2.0%-0.8%-0.8%
    Earnings per share, diluted–-0.13-0.37-0.14-0.16
    Diluted shares–54M64M96M109M

    † FY2021: figures as restated in 10-K filed 9 Dec 2022.

    † FY2022: figures as restated in 10-K filed 11 Dec 2023.

    Showing the last 5 years, FY2021 onwards. The full record goes back to FY2020 and comes with a data plan. See the data plans

    Ratios

    Worked out the same way for every company. Hover a ratio for how it is calculated.

    Valuation
    Market cap
    $22.6B
    Price
    $37.41
    Stock P/E
    415.67×
    Price to book
    31.87×
    Enterprise value
    $20.8B
    Market cap / sales
    8.54×
    52-week high
    $87.30
    52-week low
    $37.41
    Profitability
    Gross margin, TTM
    21.6%
    Operating margin
    0.9%
    Net margin
    0.5%
    ROE
    1.8%
    ROE, 3-year average
    -9706.5%
    ROCE
    3.4%
    Cash conversion
    66.26×
    Effective tax rate, TTM
    -0.4%
    Growth
    Sales growth, TTM
    20.6%
    Sales CAGR, 3 years
    55.9%
    Sales CAGR, 5 years
    89.4%
    Price, 1 year
    -51.9%
    Price CAGR, 3 years
    1.6%
    Price CAGR, 5 years
    30.2%
    Balance sheet
    Cash and equivalents
    $1.7B
    Borrowings
    $0
    Net debt
    -$1.7B
    Debt to equity
    0.00×
    Shareholders' equity
    $708.8M
    Total assets
    $3.5B
    Net debt change, 1 year
    -$968.9M
    Shareholders
    Shares outstanding
    603,863,978
    Share count, last 12 months
    2.4%

    Showing the last 5 years, FY2021 onwards. The full record goes back to FY2020 and comes with a data plan. See the data plans

    What the company said with its results

    The key points, guidance and management's own words from each of the last four results releases.

    No results summary read for this company yet.

    Revenue by segment

    As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.

    By product, FY2025
    • Systems$2.1B 94.3%
    • Operation services$98.5M 4.4%
    • Software maintenance and support$29.6M 1.3%
    3 years held, FY2023 to FY2025
    By region, FY2025
    • United States$2.2B 97.9%
    • International$47.9M 2.1%
    3 years held, FY2023 to FY2025

    Showing the last 5 years, FY2021 onwards. The full record goes back to FY2020 and comes with a data plan. See the data plans

    Company events

    Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.

    29 Oct 202629 Oct, 4:30 PM ET8-KMaterial agreementInvestor update1.01, 7.01, 9.01
    5 Aug 20268-KResultsLeadership changeInvestor update2.02, 5.02, 7.01, 9.01
    6 May 20268-KResultsInvestor update2.02, 7.01, 9.01
    9 Mar 20268-KShareholder vote5.07
    4 Feb 20268-KResultsInvestor update2.02, 7.01, 9.01
    16 Jan 20268-KOther events8.01, 9.01
    8 Dec 20258-KOther events8.01, 9.01
    24 Nov 20258-KResultsInvestor update2.02, 7.01, 9.01
    27 Aug 20258-KLeadership changeOther events5.02, 8.01
    6 Aug 20258-KResultsInvestor update2.02, 7.01, 9.01
    9 Jun 20258-KLeadership changeInvestor update5.02, 7.01, 9.01
    15 May 20258-KLeadership change5.02, 9.01
    7 May 20258-KResultsInvestor update2.02, 7.01, 9.01
    10 Mar 20258-KShareholder vote5.07
    5 Feb 20258-KResultsInvestor update2.02, 7.01, 9.01
    28 Jan 20258-KMaterial agreementInvestor update1.01, 7.01, 9.01
    16 Jan 20258-KMaterial agreementInvestor update1.01, 7.01, 9.01
    27 Nov 20248-K/ARestatementResults2.02, 4.02, 9.01
    18 Nov 20248-KRestatementResults2.02, 4.02
    29 Jul 20248-KResults2.02
    6 May 20248-KResults2.02
    25 Mar 20248-KLeadership change5.02
    8 Mar 20248-KOther events8.01, 9.01
    4 Mar 20248-KShareholder vote5.07
    26 Feb 20248-KOther events8.01, 9.01
    5 Feb 20248-KResults2.02
    20 Nov 20238-KResults2.02, 9.01
    2 Oct 20238-KLeadership changeInvestor update5.02, 7.01, 9.01
    31 Jul 20238-KResults2.02, 9.01
    24 Jul 20238-KMaterial agreementShare saleInvestor update1.01, 3.02, 7.01, 9.01
    7 Jun 20238-KLeadership change5.02
    1 May 20238-KResults2.02, 9.01
    2 Mar 20238-KShareholder vote5.07
    30 Jan 20238-KResults2.02, 9.01
    21 Nov 20228-KResultsLeadership change2.02, 5.02, 9.01
    1 Aug 20228-KResults2.02, 9.01
    24 Jun 20228-KLeadership change5.02
    13 Jun 20228-KChange in controlDeal completedLeadership changeMaterial agreementAuditor changeShare saleShareholder rights changeBylaws or fiscal year changeCode of ethics changeShell company statusOther events1.01, 2.01, 3.02, 3.03, 4.01, 5.01, 5.02, 5.03, 5.05, 5.06, 8.01, 9.01
    3 Jun 20228-KShareholder voteOther events5.07, 8.01, 9.01
    23 May 20228-KOther events8.01, 9.01
    10 May 20228-KInvestor update7.01, 9.01
    10 May 20228-KInvestor update7.01, 9.01
    30 Mar 20228-KOther events8.01, 9.01
    10 Mar 20228-KInvestor update7.01, 9.01
    1 Mar 20228-KInvestor update7.01, 9.01
    25 Jan 20228-K/AOther events8.01, 9.01
    13 Dec 20218-KMaterial agreementShare saleInvestor update1.01, 3.02, 7.01, 9.01
    30 Nov 20218-KRestatement4.02
    14 Apr 20218-KLeadership change5.02
    17 Mar 20218-KOther events8.01, 9.01
    1–50 of 51
    8-K events each year
    Hover a column for its exact count
    051015
    '21'25'26

    Every filing

    The company's filings with the SEC, newest first: 162 held. Insider, fund and large-holder filings have their own tables below.

    29 Oct 20268-K29 Oct 202629 Oct, 4:30 PM ET
    5 Aug 202610-Q27 Jun 2026
    5 Aug 20268-K3 Aug 2026
    1 Jun 2026SD–
    6 May 202610-Q28 Mar 2026
    6 May 20268-K6 May 2026
    9 Mar 20268-K5 Mar 2026
    4 Feb 202610-Q27 Dec 2025
    4 Feb 20268-K4 Feb 2026
    16 Jan 2026ARS27 Sep 2025
    16 Jan 2026DEFA14A–
    16 Jan 2026DEF 14A5 Mar 2026
    16 Jan 20268-K16 Jan 2026
    8 Dec 20258-K8 Dec 2025
    3 Dec 2025S-3ASR–
    24 Nov 202510-K27 Sep 2025
    24 Nov 20258-K24 Nov 2025
    27 Aug 20258-K26 Aug 2025
    6 Aug 2025S-8–
    6 Aug 202510-Q28 Jun 2025
    6 Aug 20258-K6 Aug 2025
    9 Jun 20258-K5 Jun 2025
    15 May 20258-K12 May 2025
    7 May 202510-Q29 Mar 2025
    7 May 20258-K7 May 2025
    29 Apr 2025UPLOAD–
    22 Apr 2025CORRESP–
    17 Apr 2025CORRESP–
    3 Apr 2025UPLOAD–
    10 Mar 20258-K6 Mar 2025
    5 Feb 202510-Q28 Dec 2024
    5 Feb 20258-K5 Feb 2025
    28 Jan 20258-K27 Jan 2025
    17 Jan 2025ARS28 Sep 2024
    17 Jan 2025DEFA14A–
    17 Jan 2025DEF 14A6 Mar 2025
    16 Jan 20258-K15 Jan 2025
    4 Dec 202410-K28 Sep 2024
    4 Dec 202410-Q/A29 Jun 2024
    4 Dec 202410-Q/A30 Mar 2024
    4 Dec 202410-Q/A30 Dec 2023
    27 Nov 20248-K/A18 Nov 2024
    27 Nov 2024NT 10-K28 Sep 2024
    18 Nov 20248-K18 Nov 2024
    31 Jul 2024S-8–
    31 Jul 202410-Q29 Jun 2024
    29 Jul 20248-K29 Jul 2024
    7 May 202410-Q30 Mar 2024
    6 May 20248-K6 May 2024
    25 Mar 20248-K19 Mar 2024
    1–50 of 150

    Insider trades

    Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.

    28 Oct 2026Martins Izilda PChief Financial OfficerSale outside a trading plan7,224$38.93$281.2K42,73228 Oct 2026
    27 Oct 2026Kuffner JamesChief Technology OfficerSale outside a trading plan198$38.34$7.6K248,38228 Oct 2026
    27 Oct 2026Alexander Brian DanielSVP, CommercialSale outside a trading plan89$38.28$3.4K66,87028 Oct 2026
    27 Oct 2026Freve Maria GSee RemarksSale outside a trading plan23$38.34$8825,65328 Oct 2026
    26 Oct 2026Kuffner JamesChief Technology OfficerSale outside a trading plan19,201$38.24$734.3K248,58028 Oct 2026
    26 Oct 2026Alexander Brian DanielSVP, CommercialSale outside a trading plan9,225$38.26$352.9K66,95928 Oct 2026
    26 Oct 2026Freve Maria GSee RemarksSale outside a trading plan2,265$38.25$86.6K5,67628 Oct 2026
    27 Oct 2026Boyd William M IiiChief Strategy OfficerSale outside a trading plan3,500$38.34$134.2K62,80627 Oct 2026
    27 Oct 2026Boyd William M IiiChief Strategy OfficerSale outside a trading plan5,694$39.14$222.9K57,11227 Oct 2026
    5 Oct 2026Krasnow ToddDirectorSale under a trading plan1,753$42.67$74.8K2477 Oct 2026
    5 Oct 2026Krasnow ToddDirectorSale under a trading plan247$43.03$10.6K07 Oct 2026
    1 Oct 2026Kane CharlesDirectorSale under a trading plan1,100$42.72$47.0K90,7525 Oct 2026
    1 Oct 2026Kane CharlesDirectorSale under a trading plan900$43.72$39.4K89,8525 Oct 2026
    8 Sep 2026Krasnow ToddDirectorSale under a trading plan1,489$43.46$64.7K51110 Sep 2026
    8 Sep 2026Krasnow ToddDirectorSale under a trading plan511$43.88$22.4K010 Sep 2026
    1 Sep 2026Kane CharlesDirectorSale under a trading plan2,000$39.00$78.0K89,8523 Sep 2026
    24 Aug 2026Kuffner JamesChief Technology OfficerSale outside a trading plan3,952$40.59$160.4K219,85825 Aug 2026
    3 Aug 2026Kane CharlesDirectorSale under a trading plan2,000$43.21$86.4K89,8525 Aug 2026
    3 Aug 2026Krasnow ToddDirectorSale under a trading plan194$43.76$8.5K1,8065 Aug 2026
    3 Aug 2026Krasnow ToddDirectorSale under a trading plan598$44.80$26.8K1,2085 Aug 2026
    3 Aug 2026Krasnow ToddDirectorSale under a trading plan1,160$45.73$53.0K485 Aug 2026
    3 Aug 2026Krasnow ToddDirectorSale under a trading plan48$46.22$2.2K05 Aug 2026
    27 Jul 2026Martins Izilda PChief Financial OfficerSale outside a trading plan27,463$40.80$1.1M35,1715 Aug 2026
    27 Jul 2026Boyd William M IiiChief Strategy OfficerSale under a trading plan5,700$40.79$232.5K60,60627 Jul 2026
    27 Jul 2026Boyd William M IiiChief Strategy OfficerSale under a trading plan3,494$41.46$144.9K57,11227 Jul 2026
    24 Jul 2026Alexander Brian DanielSVP, CommercialSale outside a trading plan9,130$40.30$368.0K55,61127 Jul 2026
    24 Jul 2026Freve Maria GSee RemarksSale outside a trading plan2,244$40.28$90.4K3,09627 Jul 2026
    24 Jul 2026Kuffner JamesChief Technology OfficerSale outside a trading plan18,987$40.38$766.7K214,06227 Jul 2026
    6 Jul 2026Krasnow ToddDirectorSale under a trading plan1,818$43.87$79.8K1828 Jul 2026
    6 Jul 2026Krasnow ToddDirectorSale under a trading plan182$44.41$8.1K08 Jul 2026
    21 May 2026Krasnow ToddDirectorSale under a trading plan3,367$51.00$171.7K08 Jul 2026
    1 Jul 2026Boyd William M IiiChief Strategy OfficerSale under a trading plan5,115$45.15$231.0K57,1126 Jul 2026
    1 Jul 2026Kane CharlesDirectorSale under a trading plan2,000$44.90$89.8K89,8526 Jul 2026
    1 Jun 2026Krasnow ToddDirectorSale under a trading plan483$45.97$22.2K1,5173 Jun 2026
    1 Jun 2026Krasnow ToddDirectorSale under a trading plan348$47.02$16.4K1,1693 Jun 2026
    1 Jun 2026Krasnow ToddDirectorSale under a trading plan1,101$47.90$52.7K683 Jun 2026
    1 Jun 2026Krasnow ToddDirectorSale under a trading plan68$48.51$3.3K03 Jun 2026
    1 Jun 2026Kane CharlesDirectorSale under a trading plan2,000$45.99$92.0K89,8523 Jun 2026
    27 May 2026Svf Sponsor Iii (De) LlcInsiderSale outside a trading plan5,590,000$50.41$281.8M029 May 2026
    27 May 2026Softbank Group Corp.10% ownerSale outside a trading plan5,590,000$50.41$281.8M029 May 2026
    26 May 2026Kuffner JamesChief Technology OfficerSale outside a trading plan3,878$53.51$207.5K185,12627 May 2026
    22 May 2026Krasnow ToddDirectorSale outside a trading plan19,655$53.73$1.1M027 May 2026
    22 May 2026Krasnow ToddDirectorSale outside a trading plan6,978$52.12$363.7K3,36727 May 2026
    11 May 2026Krasnow ToddDirectorSale outside a trading plan24,220$52.41$1.3M1,20213 May 2026
    11 May 2026Krasnow ToddDirectorSale outside a trading plan1,202$53.35$64.1K013 May 2026
    4 May 2026Krasnow ToddDirectorSale under a trading plan1,249$56.96$71.1K7516 May 2026
    4 May 2026Krasnow ToddDirectorSale under a trading plan360$58.38$21.0K3916 May 2026
    4 May 2026Krasnow ToddDirectorSale under a trading plan320$58.72$18.8K716 May 2026
    4 May 2026Krasnow ToddDirectorSale under a trading plan71$60.10$4.3K06 May 2026
    1 May 2026Kane CharlesDirectorSale under a trading plan300$56.90$17.1K91,5525 May 2026
    1–50 of 130

    Planned insider sales

    Form 144 notices, filed when the sell order goes to the broker.

    28 Oct 2026IZILDA P MARTINSOfficer7,224$281.2K28 Oct 2026
    28 Oct 2026COREY DUFRESNEOfficer9,194$358.4K28 Oct 2026
    27 Oct 2026MARIA G FREVEOfficer23$88227 Oct 2026
    27 Oct 2026MICHAEL D DUNNOfficer31$1.2K27 Oct 2026
    27 Oct 2026MIRIAM ORTOfficer42$1.6K27 Oct 2026
    27 Oct 2026BRIAN D ALEXANDEROfficer89$3.4K27 Oct 2026
    27 Oct 2026JAMES J KUFFNER JR.Officer198$7.6K27 Oct 2026
    27 Oct 2026WILLIAM BOYD IIIOfficer9,194$348.5K27 Oct 2026
    26 Oct 2026MICHAEL D DUNNOfficer1,982$75.8K26 Oct 2026
    26 Oct 2026MARIA G FREVEOfficer2,265$86.6K26 Oct 2026
    26 Oct 2026MIRIAM ORTOfficer3,978$152.1K26 Oct 2026
    26 Oct 2026BRIAN D ALEXANDEROfficer9,225$352.9K26 Oct 2026
    26 Oct 2026JAMES J KUFFNER JR.Officer19,201$734.3K26 Oct 2026
    1 Oct 2026CHARLES KANEDirector6,000$252.4K1 Oct 2026
    8 Sep 2026Todd KrasnowOfficer6,000$259.8K8 Sep 2026
    26 Aug 2026MICHAEL DUNNOfficer5,827$235.5K26 Aug 2026
    24 Aug 2026JAMES J KUFFNER JR.Officer3,952$160.4K24 Aug 2026
    24 Aug 2026MICHAEL D DUNNOfficer3,985$161.7K24 Aug 2026
    12 Aug 2026MICHAEL DUNNOfficer1,496$62.4K12 Aug 2026
    29 Jul 2026MICHAEL DUNNOfficer2,063$87.3K29 Jul 2026
    28 Jul 2026MIRIAM ORTOfficer3,993$159.6K28 Jul 2026
    28 Jul 2026COREY DUFRESNEOfficer9,194$381.5K28 Jul 2026
    27 Jul 2026WILLIAM BOYD IIIOfficer9,194$369.1K27 Jul 2026
    24 Jul 2026MICHAEL D DUNNOfficer1,968$79.4K24 Jul 2026
    24 Jul 2026MARIA G FREVEOfficer2,244$90.4K24 Jul 2026
    24 Jul 2026BRIAN D ALEXANDEROfficer9,130$368.0K24 Jul 2026
    24 Jul 2026JAMES J KUFFNER JR.Officer18,987$766.7K24 Jul 2026
    1 Jul 2026CHARLES KANEDirector6,000$269.7K1 Jul 2026
    3 Jun 2026MICHAEL DUNNOfficer9,235$453.3K3 Jun 2026
    1 Jun 2026Todd KrasnowOfficer6,000$290.4K1 Jun 2026
    27 May 2026SVF Sponsor III (DE) LLC10% Stockholder3,354,000$177.3M27 May 2026
    26 May 2026JAMES J KUFFNER JR.Officer3,878$207.5K26 May 2026
    26 May 2026MICHAEL D DUNNOfficer3,930$208.9K26 May 2026
    22 May 2026Todd KrasnowOfficer29,176$1.6M22 May 2026
    21 May 2026Todd KrasnowOfficer5,824$296.7K21 May 2026
    11 May 2026Todd KrasnowOfficer30,422$1.6M11 May 2026
    6 May 2026MICHAEL DUNNOfficer2,923$169.8K6 May 2026
    28 Apr 2026MARIA FREVEOfficer2,265$134.8K28 Apr 2026
    28 Apr 2026COREY DUFRESNEOfficer9,194$547.2K28 Apr 2026
    27 Apr 2026WILLIAM BOYD IIIOfficer14,309$849.8K27 Apr 2026
    24 Apr 2026MICHAEL D DUNNOfficer2,035$122.1K24 Apr 2026
    24 Apr 2026MARIA G FREVEOfficer2,335$140.3K24 Apr 2026
    24 Apr 2026MIRIAM ORTOfficer4,089$245.5K24 Apr 2026
    24 Apr 2026JAMES J KUFFNER JR.Officer19,729$1.2M24 Apr 2026
    24 Apr 2026BRIAN D ALEXANDEROfficer37,860$2.3M24 Apr 2026
    25 Mar 2026MICHAEL DUNNOfficer10,771$571.0K25 Mar 2026
    11 Mar 2026MERLINE SAINTILDirector3,414$170.3K11 Mar 2026
    11 Mar 2026MICHAEL DUNNOfficer4,926$245.7K11 Mar 2026
    9 Mar 2026Todd KrasnowOfficer6,000$301.4K9 Mar 2026
    9 Mar 2026CHARLES KANEDirector10,000$486.1K9 Mar 2026
    1–50 of 79

    Large holders

    Schedule 13D and 13G filings by holders of more than 5% of the voting shares.

    7 Aug 2026Walmart Inc.13D amended39.9%76.4M
    29 May 2026SoftBank Group Corp.13D amended31.3%39.8M
    19 May 2026Ronald M. Wright13D7.9%10.9M
    19 May 2026David A. Ladensohn13D amended58.2%176.9M
    27 Mar 2026The Vanguard Group13G amended0%0
    9 Feb 2026BAILLIE GIFFORD & CO13G amended10.2%12.4M
    30 Jan 2026The Vanguard Group13G5.68%6.9M
    8 Dec 2025SoftBank Group Corp.13D amended37.7%45.4M

    Trades by members of the House

    From each member's periodic transaction report: the amount is the band the report gives.

    No House trades in this company.

    Short interest

    Shares sold short and not yet bought back, on every FINRA settlement date.

    Shares short, each settlement
    15 Oct 202617.7M+0.01%11.68
    30 Sep 202617.7M+0.47%10.14
    15 Sep 202617.6M+4.59%11.4
    31 Aug 202616.8M+6.79%10.84
    14 Aug 202615.8M+2.71%7.99
    31 Jul 202615.4M-2.62%11.44
    15 Jul 202615.8M-2.36%9.72
    30 Jun 202616.1M-0.39%6.77
    15 Jun 202616.2M+9.65%7.2
    29 May 202614.8M+1.71%4.52
    1–10 of 105

    Funds that hold it

    Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.

    Funds holding

    502

    quarter to 30 Jun 2026

    Added or new

    246

    since 31 Mar 2026

    Trimmed

    88

    in the quarter

    Largest holder

    Softbank Group Corp.

    $1.8B

    The 60 largest of 502 funds, by value
    Softbank Group Corp.$1.8B39.8M0Held9.85%Filing ↗
    Walmart Inc.$674.3M15.0M0Held91.61%Filing ↗
    Baillie Gifford & Co.$551.3M12.3M-216.1KTrimmed0.50%Filing ↗
    Vanguard Portfolio Management LLC$193.1M4.3M+525.3KAdded0.01%Filing ↗
    Morgan Stanley$173.8M3.9M+1.5MAdded0.01%Filing ↗
    Vanguard Capital Management LLC$128.2M2.9M-64.5KTrimmed0.00%Filing ↗
    JPMorgan Chase & Co.$121.9M2.9M+526.1KAdded0.01%Filing ↗
    Ameriprise Financial Inc.$90.4M2.0M+2.0MAdded0.02%Filing ↗
    BlackRock, Inc.$79.0M1.8M+312.5KAdded0.00%Filing ↗
    FMR LLC$64.1M1.4M-395.3KTrimmed0.00%Filing ↗
    Two Sigma Investments, LP$63.4M1.4M+470.1KAdded0.05%Filing ↗
    Mirae Asset Global ETFS Holdings Ltd.$49.3M1.1M+60.7KAdded0.06%Filing ↗
    Bank of America Corp.$47.5M1.1M+16.4KAdded0.00%Filing ↗
    Renaissance Technologies LLC$43.2M960.1K+245.3KAdded0.06%Filing ↗
    Daiwa Securities Group Inc.$42.6M947.3K+947.3KNew0.10%Filing ↗
    Goldman Sachs Group Inc.$42.1M935.6K-400.1KTrimmed0.00%Filing ↗
    Raymond James Financial Inc.$40.6M904.2K-53.1KTrimmed0.01%Filing ↗
    Canada Pension Plan Investment Board$38.9M864.4K+468.4KAdded0.02%Filing ↗
    Geode Capital Management, LLC$37.0M823.8K+1.7KAdded0.00%Filing ↗
    ARK Investment Management LLC$35.8M796.7K+14.5KAdded0.23%Filing ↗
    Millennium Management LLC$34.7M771.0K+413.6KAdded0.02%Filing ↗
    TCW Group Inc.$32.7M728.5K-2.7KTrimmed0.22%Filing ↗
    Exchange Traded Concepts, LLC$30.9M688.1K+194.2KAdded0.15%Filing ↗
    Legal & General Group Plc$28.7M639.0K+276.4KAdded0.01%Filing ↗
    Navis Wealth Advisors, LLC$27.7M615.3K+548.5KAdded10.49%Filing ↗
    Allspring Global Investments Holdings, LLC$26.4M586.3K-138.7KTrimmed0.04%Filing ↗
    State Street Corp.$25.0M557.0K+37.3KAdded0.00%Filing ↗
    UBS Group AG$23.4M520.4K+121.5KAdded0.00%Filing ↗
    Trexquant Investment LP$22.4M499.4K+175.4KAdded0.14%Filing ↗
    S Squared Technology, LLC$21.9M487.1K+118.0KAdded6.79%Filing ↗
    Frontier Capital Management Co. LLC$21.6M481.2K+236.1KAdded0.20%Filing ↗
    BNP Paribas Financial Markets$20.7M461.5K+159.8KAdded0.01%Filing ↗
    Point72 Asset Management, L.P.$18.0M400.5K+194.0KAdded0.03%Filing ↗
    Charles Schwab Investment Management Inc.$17.2M381.7K+3.2KAdded0.00%Filing ↗
    Vanguard Fiduciary Trust Co.$16.9M375.8K+11.0KAdded0.00%Filing ↗
    USS Investment Management Ltd$14.4M320.9K+38.9KAdded0.05%Filing ↗
    LPL Financial LLC$13.8M307.1K+4.8KAdded0.00%Filing ↗
    First Trust Advisors LP$13.5M299.8K-8.7KTrimmed0.01%Filing ↗
    RPG Investment Advisory, LLC$12.0M267.0K+267.0KNew1.23%Filing ↗
    Mitsubishi UFJ Trust & Banking Corp$11.9M264.0K+1.9KAdded0.03%Filing ↗
    Sierra Summit Advisors LLC$11.6M259.1K+259.1KNew1.30%Filing ↗
    Driehaus Capital Management LLC$11.6M257.5K+257.5KNew0.07%Filing ↗
    Citadel Advisors LLC$11.5M255.7K-370.8KTrimmed0.01%Filing ↗
    Price T Rowe Associates Inc.$11.3M250.7K+76.9KAdded0.00%Filing ↗
    Citigroup Inc.$10.7M237.0K+28.2KAdded0.01%Filing ↗
    Mirova$9.7M216.9K+27.2KAdded0.36%Filing ↗
    SG Americas Securities, LLC$9.5M211.1K+211.1KNew0.01%Filing ↗
    Healthcare of Ontario Pension Plan Trust Fund$9.3M208.0K+208.0KNew0.01%Filing ↗
    Amundi$8.8M196.4K+87.8KAdded0.00%Filing ↗
    Bridgewater Associates, LP$8.3M184.0K+7.0KAdded0.03%Filing ↗
    1–50 of 60

    Dividends and buybacks

    Dividend per share, the cash paid and the shares bought back, each fiscal year.

    This company has paid no dividend in the years held.

    Peers

    Companies in the same industry, largest first, on the same measures.

    CompanyMarket valueRevenue, 12 monthsRevenue growthOperating marginNet marginROEP/EEV/EBITDA
    Symbotic Inc.this company$22.6B$2.6B20.6%0.9%0.5%1.8%415.7×–
    Nordson Corp.$18.3B$3.0B7.0%26.9%18.6%17.0%33.3×–
    Regal Rexnord Corp.$10.9B$6.1B3.5%11.7%5.3%4.7%33.7×12.5×
    Esab Corp.$4.6B$3.0B9.7%12.1%5.7%6.8%26.6×14.7×
    Ouster, Inc.$2.2B$204.9M62.8%-30.6%-26.0%-14.4%––

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