Symbotic Inc. SEC filings document the company’s AI-enabled supply-chain robotics business, quarterly financial results, Regulation FD disclosures, governance matters and material corporate events. Recent Form 8-K reports include furnished earnings releases, investor presentation disclosures, board and officer-related arrangements, and other event reporting tied to the company’s operating and corporate structure.
The company’s proxy and annual-meeting filings cover director elections, advisory compensation votes, auditor ratification, non-employee director compensation, executive compensation and shareholder voting mechanics. Symbotic’s filings also describe its multi-class common stock structure, including Class A, Class V-1 and Class V-3 shares, and related voting power in security-holder matters.
A shareholder has filed to sell 60,000 shares of the issuer's common stock. The planned sale, through Fidelity Investments on NASDAQ, has an aggregate market value of 3,540,000.00, based on the filing, with 125,753,388 shares of this class shown as outstanding.
The filing notes that the seller originally acquired 1,227,930 common shares on 06/07/2020 in a merger or acquisition transaction from an entity named Symbotic, with the same date listed as the payment date and the nature of payment marked as not applicable. The notice also includes a representation that the seller is not aware of any undisclosed material adverse information about the issuer's current or prospective operations.
Baillie Gifford & Co, an investment adviser based in Scotland, filed an amended Schedule 13G reporting beneficial ownership of 12,441,000 shares of Symbotic Inc. Class A common stock, representing 10.2% of the class as of 12/31/2025.
Baillie Gifford reports sole voting power over 5,881,270 shares and sole dispositive power over all 12,441,000 shares, with no shared voting or dispositive power. The securities are held by Baillie Gifford and/or its investment adviser subsidiaries, including Baillie Gifford Overseas Limited, on behalf of investment advisory clients.
Baillie Gifford certifies the Symbotic shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the company, and that its foreign regulatory regime is substantially comparable to that of a U.S. investment adviser.
Symbotic Inc. director Todd Krasnow reported indirect transactions through Inlet View, Inc. on February 2, 2026. Inlet View redeemed 4,000 Symbotic Holdings Units, each paired with Class V‑1 stock, for 4,000 shares of Class A Common Stock under a Rule 10b5‑1 trading plan entered on February 19, 2025.
Inlet View then sold 4,000 Class A shares in multiple trades, including blocks at $52.4229, $53.4403, $54.3026 and $54.785, while the corresponding 4,000 Symbotic Holdings Units and 4,000 Class V‑1 shares were canceled. After these transactions, Inlet View held 585,079 Symbotic Holdings Units and an equal number of paired Class V‑1 shares, and no Class A shares.
The filing also lists additional Symbotic Holdings Units and paired Class V‑1 shares held directly and by the reporting person’s spouse and related trusts, as well as 40,000 Class A shares held by two charitable remainder trusts, with beneficial ownership generally disclaimed except for any pecuniary interest.
Symbotic Inc. reported a profitable quarter for the period ended December 27, 2025. Total revenue reached $629,985k, up from $486,693k a year earlier, driven mainly by systems sales. Gross profit increased to $133,424k from $81,016k as revenue growth outpaced cost increases.
Net income was $13,358k versus a prior-year net loss of $16,859k, with net income attributable to common stockholders of $2,602k, or $0.02 per basic and diluted Class A share. Operating cash flow was strong at $191,540k, supporting cash and cash equivalents of $1,819,102k and total assets of $2,994,058k.
The company raised additional capital through an equity offering, issuing 8,000,000 Class A shares and boosting additional paid-in capital. Deferred revenue and contract liabilities remained high, reflecting substantial implementation activity and a significant backlog, including $22.3 billion of remaining performance obligations, much of it tied to large agreements with Walmart and Exol.
Symbotic Inc. furnished an 8-K to share that it has released its financial results and related information for the fiscal quarter ended December 27, 2025. The company issued a press release and posted a supplemental investor presentation on its investor relations website, and both documents are attached as exhibits.
The press release is provided as Exhibit 99.1 and the investor presentation as Exhibit 99.2, each furnished rather than filed under securities laws, meaning they are not automatically incorporated into other SEC filings unless specifically referenced.
A holder of Common A Shares of the issuer has filed a notice under Rule 144 to sell 4,000 shares through Goldman Sachs & Co. LLC on the NASD, with an aggregate market value of 216,520. The filing states that 123,250,254 shares of this class are outstanding and targets an approximate sale date of 02/02/2026.
The 4,000 shares were originally acquired from the issuer in a public offering on 05/05/2022. Over the past three months, the same account reported three separate sales of 4,000 Common A Shares each, with gross proceeds of 283,983.2, 307,005.6, and 274,506.
Symbotic Inc. executive Maria G. Freve reported multiple stock sales under a pre-set trading plan. On January 28, 2026, she sold several blocks of Symbotic Class A common stock at prices ranging from $53.95 to $57.27, with individual reported sale prices including $54.5923, $55.3393, $56.05 and $57.27.
The filing states these transactions were executed pursuant to a Rule 10b5-1 trading plan entered on May 19, 2025, which allows pre-arranged sales. After the reported transactions, she continued to hold Symbotic shares directly.
The Vanguard Group filed a Schedule 13G reporting a passive ownership stake in Symbotic Inc6,932,158 shares of Symbotic common stock, representing 5.68% of the class as of the event date.
Vanguard shows shared voting power over 405,312 shares and shared dispositive power over all 6,932,158 shares, with no sole voting or dispositive power. The firm states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Symbotic.
The filing notes an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries or business divisions are expected to report beneficial ownership separately while pursuing the same investment strategies as before.
Maria G. Freve filed a notice to sell up to 8,306 common shares, with an aggregate market value of $489,970.94. The shares are to be sold through Morgan Stanley Smith Barney on NASDAQ, with an approximate sale date of January 28, 2026.
These 8,306 shares were acquired on January 23, 2026 as restricted stock units from the issuer. The issuer had 113,614,046 shares outstanding. In the prior three months, Freve sold 6,667 common shares for $399,956.66 and 1,666 shares under a Rule 10b5-1 plan for $96,927.88.
SYM shareholder Michael Dunn has filed a Form 144 indicating an intent to sell 3,051 shares of common stock. The planned sale is to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services on NASDAQ around 01/28/2026, with an aggregate market value of 179,978.49.
The 3,051 common shares were acquired as restricted stock units from the issuer on 10/23/2025. The filing notes that 113,614,046 shares of the issuer’s common stock are outstanding. Over the past three months, Dunn has already sold multiple blocks of common shares, including 8,470 shares on 01/26/2026 for gross proceeds of 509,091.89.