Welcome to our dedicated page for SYMBOTIC SEC filings (Ticker: SYM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Symbotic Inc. (SYM) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed automation technology company, Symbotic files current reports on Form 8-K, annual reports on Form 10-K, quarterly reports on Form 10-Q and registration statements such as Form S-3 for offerings of its Class A common stock.
In its Form 10-K and Form 10-Q filings, Symbotic presents detailed financial statements and discussions of its business, including revenue from systems, software maintenance and support, and operation services. These reports also describe risk factors, non-GAAP financial measures such as adjusted EBITDA and free cash flow, and information about its A.I.-powered warehouse automation platform and high-density storage technology.
Form 8-K filings for Symbotic disclose material events, such as the release of quarterly and annual financial results, changes to the Board of Directors and other significant corporate developments. For example, the company has used Form 8-K to furnish earnings press releases and to report the appointment of a new director, as well as to note the conclusion of an SEC investigation without a recommendation of enforcement action.
Symbotic also uses registration statements and prospectus supplements, including an effective shelf registration statement on Form S-3, to register shares for primary and secondary offerings of Class A common stock. These filings outline the terms of offerings, selling securityholders and intended use of proceeds.
On Stock Titan, users can review these filings alongside AI-powered summaries that highlight key points from lengthy documents, helping to interpret complex sections of Symbotic’s 10-Ks, 10-Qs and 8-Ks. The page is updated as new filings are posted to EDGAR, providing a structured view of Symbotic’s financial reporting, governance updates and capital markets activity.
SYM stockholder Michael Dunn has filed a Form 144 notice to sell shares under Rule 144. The filing covers the planned sale of 2,593 shares of common stock, with an aggregate market value of $162,607.03, through Morgan Stanley Smith Barney LLC on NASDAQ around 02/11/2026.
The shares to be sold were acquired as restricted stock units from the issuer on 10/23/2025, in the same amount of 2,593 shares. The notice also lists multiple prior 10b5-1 sales over the past three months, including 8,470 shares sold on 01/26/2026 for $509,091.89.
SYM insider Corey C. Dufresnse has filed a notice of proposed sales of Class A Common shares under Rule 144. The filing covers 10,723 shares to be sold through Morgan Stanley Smith Barney LLC, with an aggregate market value of 667719.07, on or about 02/10/2026 on NASDAQ.
The 10,723 shares were acquired on 01/23/2026 as restricted stock vesting under a registered plan in exchange for services rendered. The filing also notes that Dufresnse sold 36872 Class A Common shares in a prior transaction on 01/28/2026 for gross proceeds of 2029196.59.
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.