Current position

Cathie Wood’s Symbotic Inc (SYM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

ARK Investment ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares796.75KHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

ARK Investment Management first reported Symbotic Inc in Q4 2024. The reported position was increased across later filings. ARK Investment Management currently reports 796.75K shares. The latest verified filing showed: Bought 1.9% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 1.9% more+14.53K shares · 796.75K shares reported after the change
Filing context

Quarter-end price $44.95 · Estimated holding basis $37.21

Q1 2026
Bought 21.7% more+139.31K shares · 782.22K shares reported after the change
Filing context

Quarter-end price $53.20 · Estimated holding basis $37.06

Q4 2025
Bought 9.0% more+53.03K shares · 642.91K shares reported after the change
Filing context

Quarter-end price $59.50 · Estimated holding basis $33.57

Q3 2025
Bought 32.4% more+144.39K shares · 589.89K shares reported after the change
Filing context

Quarter-end price $53.90 · Estimated holding basis $31.23

Q2 2025
Bought 13.3% more+52.21K shares · 445.50K shares reported after the change
Filing context

Quarter-end price $38.85 · Estimated holding basis $23.89

Q1 2025
Bought 106.9% more+203.23K shares · 393.29K shares reported after the change
Filing context

Quarter-end price $20.21 · Estimated holding basis $21.90

Portfolio importance

How important is Symbotic Inc in ARK Investment Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.2%Q2 2026
Current rank#74of 190 reported positions
Peak portfolio weight0.3%Q1 2026
Best historical rank#54Q1 2026
At peak importanceQ1 2026
SYM
0.3%
Largest holding
8.2%
Cross-investor discovery

Who else owns Symbotic Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
SYM0.0% of reported portfolio
Explore Symbotic Inc across all tracked investors →
MarketInsiderLab research

Connected research on Symbotic Inc

Only published MIL research mapped to the exact stock identity is shown here.

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SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$43.112026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$44.95Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$37.21Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows ARK Investment Management’s aggregated Form 13F disclosures. It is not Cathie Wood’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.