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/company/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/company/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.

What drives SYM's revenue?

Per Symbotic Inc.'s latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Systems ($671.0M, +20% YoY); Operation services ($37.1M, +49% YoY); Software maintenance and support ($12.8M, +57% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/SYM.

What are SYM's largest expenses?

Symbotic Inc.'s latest 10-Q reports these as the largest expense items: Total cost of revenue ($559.9M); Selling, general, and administrative expenses ($84.2M, +18% YoY); Research and development expenses ($43.8M, -12% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended June 27, 2026).

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

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13F Pro Quality Score

67.8/100

Rank #341 of 2,961 stocksTOP 25%

View Industrials peers →

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

Revenue Growth

86.7/100

Profitability

42.1/100

Balance Sheet

48.1/100

Earnings Quality

95.5/100

Free Cash Flow

85.5/100

Institutional Flow

76.1/100

Revenue Scale

67.5/100

Dilution Risk

18.6/100

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Why SYM Scores 68/100

exact factor attribution · 2026-09-11

SYM's composite is driven by revenue growth and free cash flow, held back by shareholder dilution and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.3 pts

87th pct

Free cash flow

+5.3 pts

86th pct

Earnings quality

+4.5 pts

96th pct

Scale

+2.6 pts

68th pct

Institutional flow

+1.3 pts

76th pct

Capital efficiency

-0.2 pts

48th pct

Earnings growth

-0.3 pts

43th pct

Profitability

-1.2 pts

42th pct

Shareholder dilution

-1.6 pts

19th pct

Latest change (2026-08-06): 55 → 48 · ↓ Free cash flow 81→48; ↓ Revenue growth 87→73

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

SYM Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Symbotic Inc. (SYM), a Industrials sector company. 13F Pro's AI-powered ranking engine scores SYM at 67.8/100 on a 32-signal composite quality model, placing it at rank #341 of 2,961 stocks — the top 25% of the AI-ranked universe. SYM scores in the top quartile across earnings quality (95.5), revenue growth (86.7), free cash flow (85.5). Shareholder dilution risk is elevated at 18.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Symbotic Inc. reports quarterly revenue of $720.8M, net income of $11.7M. Top institutional holders of SYM by reported 13-F value include SOFTBANK GROUP, Walmart, BAILLIE GIFFORD, 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 40 and 68 since 2022, currently 67.8 — an improving long-term trajectory across 61 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?

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What's Driving SYM's Business? Latest 10-Q Breakdown

✓ 33/33 datapoints verified

AI-extracted from Symbotic Inc.'s 10-Q filed 2026-08-05 — Q3 FY2026 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Symbotic swung to GAAP net income of $55.0M on revenue of $720.8M (+22% YoY), with gross margin expanding to 22.3% from 18.9% a year ago.

Biggest Revenue Drivers

Systems$671.0M+20% YoY

77 Systems in Deployment versus 46 in the prior-year quarter

Operation services$37.1M+49% YoY

Increase in the number of Operational Systems where the company is performing Operation Services

Biggest Revenue Drivers

Total revenue: $720.8M+22% YoY

Systems$671.0M+20% YoY

77 Systems in Deployment versus 46 in the prior-year quarter

Operation services$37.1M+49% YoY

Increase in the number of Operational Systems where the company is performing Operation Services

Software maintenance and support$12.8M+57% YoY

56 Operational Systems under Software Maintenance and Support contracts versus 42 a year ago

Largest Expense Items

Total cost of revenue$559.9M

Primarily Systems cost of revenue of $523.6M tied to material, labor, and installation of Systems

Selling, general, and administrative expenses$84.2M+18% YoY

Headcount growth in selling, general, and administrative functions and higher IT costs, partially offset by lower legal expense

Research and development expenses$43.8M-12% YoY

Lower stock-based compensation, restructuring-related cost savings, and fewer developed technology intangibles amortizing

Margins: Gross margin rose to 22.3% from 18.9% YoY (adjusted gross margin 25.0% vs 21.5%), driven by strong project execution, cost discipline, and capturing increasing customer value, partially offset by rising tariff expenses.

Watch Items from the Filing

Customer A represented 90.5% of total revenue this quarter, up from 83.8% a year ago, and 82.8% of accounts receivable.
Disclosure controls remain not effective due to a previously reported material weakness over timing of cost-of-revenue recognition, not yet remediated.
Backlog of approximately $22.5 billion as of June 27, 2026, with agreements with Walmart and Exol comprising the vast majority.
Securities class action (Decker v. Symbotic) partially survived a motion to dismiss on July 23, 2026, with a scheduling conference set for August 31, 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$720.8M

Net Income

Q2 2026

$11.7M

ROIC

Q2 2026

18.6%

Period

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

+51.8% 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

Free Cash Flow

—FY 2025

FY22 $-166.2MFY23 $215.1MFY24 $-100.3MFY25 —

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.25B +25.7%	$1.79B +51.9%	$1.18B +98.4%	$593.3M +135.5%	$251.9M +173.6%	$92.1M
Net Income	$-16.9M -25.6%	$-13.5M +43.5%	$-23.9M -247.7%	$-6.9M +94.4%	$-122.3M -11.7%	$-109.5M
Operating Income	$-115.0M +1.5%	$-116.7M +47.7%	$-223.2M -59.0%	$-140.4M -14.7%	$-122.4M -10.9%	$-110.4M
EPS (Diluted)	$-0.16 -14.3%	$-0.14 +62.2%	$-0.37 -184.6%	$-0.13	—	—
Total Assets	$2.40B +51.8%	$1.58B +50.2%	$1.05B +66.4%	$631.3M +95.0%	$323.8M	—
Operating Cash Flow	$866.9M +1592.7%	$-58.1M -125.2%	$230.8M +255.7%	$-148.2M -235.3%	$109.6M +188.1%	$-124.3M
Free Cash Flow	—	$-100.3M -146.6%	$215.1M +229.4%	$-166.2M -270.6%	$97.4M +175.3%	$-129.4M

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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.
$1.8B39,825,312 sh
Walmart Inc.
$674.3M15,000,000 sh
BAILLIE GIFFORD & CO
$551.3M12,263,759 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$193.1M4,295,652 sh
MORGAN STANLEY
$173.8M3,867,532 sh
VANGUARD CAPITAL MANAGEMENT LLC
$128.2M2,851,280 sh
JPMORGAN CHASE & CO
$121.9M2,889,676 sh
AMERIPRISE FINANCIAL INC
$90.4M2,011,390 sh
BlackRock, Inc.
$79.0M1,756,855 sh
FMR LLC
$64.1M1,426,279 sh

Fund	Value	Shares
SOFTBANK GROUP CORP.	$1.8B	39,825,312
Walmart Inc.	$674.3M	15,000,000
BAILLIE GIFFORD & CO	$551.3M	12,263,759
VANGUARD PORTFOLIO MANAGEMENT LLC	$193.1M	4,295,652
MORGAN STANLEY	$173.8M	3,867,532
VANGUARD CAPITAL MANAGEMENT LLC	$128.2M	2,851,280
JPMORGAN CHASE & CO	$121.9M	2,889,676
AMERIPRISE FINANCIAL INC	$90.4M	2,011,390
BlackRock, Inc.	$79.0M	1,756,855
FMR LLC	$64.1M	1,426,279

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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. SYM is classified as a mid company.

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.