What is the 13F Pro Quality Score for SYM?

13F Pro ranks Symbotic Inc. (SYM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SYM's current score at https://13fpro.ai/research/SYM (free sign-up required for the full ranking).

Which hedge funds own the most SYM stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SYM include SOFTBANK GROUP, Walmart, BAILLIE GIFFORD & CO. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/SYM as soon as new 13F filings post.

Where does 13F Pro source SYM data?

All Symbotic Inc. fundamentals and ownership data come directly from SEC EDGAR. Symbotic Inc. files with the SEC under CIK 1837240. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SYM in?

Symbotic Inc. (SYM) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

How often is SYM research updated on 13F Pro?

SYM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Symbotic Inc.(SYM)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Industrials →Nasdaq

Institutional-grade research for retail investors

SEC EDGAR: CIK 1837240 SYM stock profile & AI dashboard →

13F Pro Quality Score

55.1/100

Rank #1,178 of 2,879 stocksTOP 50%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

86.9/100

Profitability

39.9/100

Balance Sheet

34.8/100

Earnings Quality

30.0/100

Free Cash Flow

80.8/100

Institutional Flow

1.2/100

Revenue Scale

65.9/100

Dilution Risk

19.4/100

SYM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Symbotic Inc. (SYM), a Industrials sector company. 13F Pro's AI-powered ranking engine scores SYM at 55.1/100 on a 32-signal composite quality model, placing it at rank #1,178 of 2,879 stocks — the top half of the AI-ranked universe. SYM scores in the top quartile across revenue growth (86.9), free cash flow (80.8). Areas of concern include institutional flow (1.2) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Symbotic Inc. reports quarterly revenue of $676.5M, net income of $2.0M, an operating margin of 0.9%. Top institutional holders of SYM by reported 13-F value include SOFTBANK GROUP, Walmart, BAILLIE GIFFORD & CO, based on the most recent SEC filings. SYM trades on the Nasdaq exchange and files with the SEC under CIK 1837240. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SYM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Symbotic Inc. directly from SEC EDGAR. Symbotic Inc.'s 13F Pro composite quality score has ranged between 8 and 85 since 2022, currently 55.1 — an improving long-term trajectory across 49 quarterly and live scoring snapshots.

✦

Fun facts about Symbotic Inc.

Quirks, history, and lore behind SYM — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrials company · listed on Nasdaq · headquartered in Massachusetts · operates in the automation and robotics space.
2
The Numbers
A small-cap with revenue in the hundreds of millions annually, though it has burned through cash as it scales — profitability is still more aspiration than reality.
3
The History
Founded in the 2000s, it spent years as a private company quietly building technology before going public via a SPAC merger around 2022.
4
The Secret
Its core product is an AI-powered robotic system designed to run inside massive warehouse and distribution centers — think hundreds of bots navigating shelves at speed.
5
The Lore
Its anchor customer and biggest backer is Walmart, which signed one of the largest warehouse-automation deals ever recorded — worth potentially billions of dollars over time.
6
The Giveaway
The founder also built C&S Wholesale Grocers, and this spinoff's name is a mashup of 'symbiotic' — because the robots and humans are supposed to work together, get it?

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q2 2026

$676.5M

Net Income

Q2 2026

$2.0M

Free Cash Flow

Q2 2026

$261.3M

Operating Margin

Q2 2026

0.9%

ROIC

Q2 2026

0.9%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+25.7% YoY

$2.25BFY 2025

FY22 $593.3MFY23 $1.18BFY24 $1.79BFY25 $2.25B

Net Income

-25.6% YoY

$-16.9MFY 2025

FY22 $-6.9MFY23 $-23.9MFY24 $-13.5MFY25 $-16.9M

Operating Income

+1.5% YoY

$-115.0MFY 2025

FY22 $-140.4MFY23 $-223.2MFY24 $-116.7MFY25 $-115.0M

EPS (Diluted)

-14.3% YoY

$-0.16FY 2025

FY22 $-0.13FY23 $-0.37FY24 $-0.14FY25 $-0.16

Total Assets

+52.1% YoY

$2.40BFY 2025

FY22 $631.3MFY23 $1.05BFY24 $1.58BFY25 $2.40B

Op. Cash Flow

+1592.7% YoY

$866.9MFY 2025

FY22 $-148.2MFY23 $230.8MFY24 $-58.1MFY25 $866.9M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2020	FY 2019
Revenue	$2.25B +25.7%	$1.79B +51.9%	$1.18B +98.4%	$593.3M +544.3%	$92.1M	—
Net Income	$-16.9M -25.6%	$-13.5M +43.5%	$-23.9M -247.7%	$-6.9M +93.7%	$-109.5M	—
Operating Income	$-115.0M +1.5%	$-116.7M +47.7%	$-223.2M -59.0%	$-140.4M -27.2%	$-110.4M	—
EPS (Diluted)	$-0.16 -14.3%	$-0.14 +62.2%	$-0.37 -184.6%	$-0.13	—	—
Total Assets	$2.40B +52.1%	$1.58B +50.2%	$1.05B +66.4%	$631.3M	—	—
Operating Cash Flow	$866.9M +1592.7%	$-58.1M -125.2%	$230.8M +255.7%	$-148.2M -19.3%	$-124.3M	—

AI Insight: SYM Financial Trends

Symbotic's revenue climbed 44% from Q2 2024 to Q1 2026 as operating income turned positive in the last two quarters after five consecutive quarters of losses.

• Revenue grew steadily from $470M in Q2 2024 to $676M in Q1 2026, a 44% increase over eight quarters.

• Operating income turned positive in Q4 2025 ($7M) and Q1 2026 ($6M), reversing five straight quarters of operating losses.

• Equity surged from $205M in Q1 2025 to $686M in Q1 2026, more than tripling, strengthening the balance sheet materially.

• Operating cash flow is highly volatile, swinging from -$138M in Q2 2025 to +$531M in Q3 2025, signaling lumpy project-based cash conversion.

⚠ Operating margins remain razor-thin at roughly 1% in Q1 2026; any project delays or cost overruns could quickly flip income negative again.

⚠ Operating cash flow swung to -$138M in Q2 2025 then rebounded sharply; sustained positive OCF conversion is unproven across full cycles.

⚠ Total debt data is absent across all periods — leverage and interest-coverage dynamics remain opaque and warrant close monitoring.

AI Insight: SYM Ratio Trends

Symbotic's profitability has clawed back to near-breakeven after a brutal loss cycle, but ROIC remains deeply negative on a TTM basis at -6.7%.

• Operating margin recovered from a trough of -6.2% in Q2 2025 to positive 0.9% in Q1 2026, signaling a nascent profitability inflection.

• ROIC swung from -69.4% in Q2 2025 to 3.5% in Q1 2026, though TTM ROIC remains negative at -6.7%.

• ROE deteriorated from -4.5% in Q2 2024 to -11.2% in Q2 2025 before recovering to 1.1% in Q1 2026.

⚠ TTM ROIC of -6.7% lags the latest quarterly reading of 3.5%, suggesting Q3 2025's deep losses still weigh on trailing results.

⚠ Q3 2024's 1.9% operating margin proved a false dawn; monitor whether Q4 2025–Q1 2026 positivity is durable or another one-quarter blip.

⚠ D/E data is absent across all periods, leaving leverage risk unquantifiable — a material gap for assessing balance sheet resilience.

Get alerted when SYM's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for Symbotic Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SYM

SOFTBANK GROUP CORP.
$2.1B39,825,312 sh
Walmart Inc.
$798.0M15,000,000 sh
BAILLIE GIFFORD & CO
$663.9M12,479,888 sh
SVF Sponsor III (DE) LLC
$297.4M5,590,000 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$200.6M3,770,318 sh
VANGUARD CAPITAL MANAGEMENT LLC
$155.1M2,915,736 sh
MORGAN STANLEY
$124.0M2,330,286 sh
FMR LLC
$96.9M1,821,565 sh
BlackRock, Inc.
$76.8M1,444,327 sh
GOLDMAN SACHS GROUP INC
$71.1M1,335,760 sh

Fund	Value	Shares
SOFTBANK GROUP CORP.	$2.1B	39,825,312
Walmart Inc.	$798.0M	15,000,000
BAILLIE GIFFORD & CO	$663.9M	12,479,888
SVF Sponsor III (DE) LLC	$297.4M	5,590,000
VANGUARD PORTFOLIO MANAGEMENT LLC	$200.6M	3,770,318
VANGUARD CAPITAL MANAGEMENT LLC	$155.1M	2,915,736
MORGAN STANLEY	$124.0M	2,330,286
FMR LLC	$96.9M	1,821,565
BlackRock, Inc.	$76.8M	1,444,327
GOLDMAN SACHS GROUP INC	$71.1M	1,335,760

More Industrials Companies

View all Industrials →

AADX

Applied Aerospace & Defense, Inc.

AAL

American Airlines Group Inc.

AAON

AAON, INC.

ABM

ABM INDUSTRIES INC /DE/

ACA

Arcosa, Inc.

ACHR

Archer Aviation Inc.

ACLS

AXCELIS TECHNOLOGIES INC

ACMR

ACM Research, Inc.

Put SYM on your watchlist

Track score changes the day Symbotic Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is SYM a good stock to buy?

13F Pro's AI-powered analysis of Symbotic Inc. (SYM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SYM are available on the SYM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SYM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SYM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Symbotic Inc.'s investment landscape.