[SCHEDULE 13G] Symbotic Inc. SEC Filing
Rhea-AI Filing Summary
Filing: Schedule 13G dated 08/08/2025 reporting Baillie Gifford & Co beneficial ownership of Symbotic Inc. (CUSIP 87151X101).
Holdings: Baillie Gifford reports beneficial ownership of 13,440,113 ordinary shares, representing 12.32% of the class. The filer reports sole voting power over 6,141,035 shares and sole dispositive power over 13,440,113 shares; shared voting and dispositive powers are 0.
Classification & purpose: Filer is classified as an Investment Adviser (IA); securities are held on behalf of investment advisory clients and the filer certifies the holdings were acquired and are held in the ordinary course of business and not to change or influence control. The filing is signed by Grant Meikle, Manager on 08/08/2025.
Positive
- Material stake disclosed: Beneficial ownership of 13,440,113 shares representing 12.32% of Symbotic, a clearly reportable position above 5%.
- Clear voting/dispositive metrics: Filing details sole voting power (6,141,035) and sole dispositive power (13,440,113), enabling precise ownership analysis.
- Investment adviser classification: Baillie Gifford is identified as an IA and states holdings are on behalf of advisory clients, clarifying client-managed custody.
Negative
- None.
Insights
TL;DR: Baillie Gifford holds a material 12.32% stake (13.44M shares) in Symbotic, with meaningful sole dispositive power.
Baillie Gifford's reported 13,440,113 shares (12.32%) constitutes a sizeable equity position that could be relevant for holder composition and liquidity analysis. The filer states sole dispositive power over the full stake and sole voting power over 6,141,035 shares, indicating discretionary control over dispositions while voting authority is partial. The filing classifies the filer as an Investment Adviser and affirms passive intent in the certification.
TL;DR: Schedule 13G signals a large institutional stake held passively by an investment adviser; no disclosed intent to seek control.
The document documents a >5% institutional stake filed under Schedule 13G with explicit certification that holdings are not for the purpose of changing control. The split between sole voting power (6,141,035) and sole dispositive power (13,440,113) is noteworthy for proxy and engagement considerations. The filing and signature by a named manager provide standard regulatory disclosure for investor monitoring and governance stakeholders.