Catherine Wood's SYM Position Overview
Catherine Wood (via Ark Investment Management LLC) currently holds 642,913 shares of Symbotic Inc. (SYM) worth $38.25 M, representing 0.25% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Catherine Wood has maintained this position in SYM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 203,226 shares.
Analysis based on 13F filings available since 2013 Q2
Catherine Wood's Symbotic (SYM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Symbotic (SYM) Trades by Catherine Wood
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +190,067 | New Buy | 190,067 | $23.71 |
| Q1 2025 | +203,226 | Add 106.92% | 393,293 | $20.21 |
| Q2 2025 | +52,205 | Add 13.27% | 445,498 | $38.85 |
| Q3 2025 | +144,389 | Add 32.41% | 589,887 | $53.90 |
| Q4 2025 | +53,026 | Add 8.99% | 642,913 | $59.50 |
Catherine Wood's Symbotic Investment FAQs
Catherine Wood first purchased Symbotic Inc. (SYM) in Q4 2024, acquiring 190,067 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood has held Symbotic Inc. (SYM) for 5 quarters since Q4 2024.
Catherine Wood's largest addition to Symbotic Inc. (SYM) was in Q1 2025, adding 393,293 shares worth $7.95 M.
According to the latest 13F filing for Q4 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 642,913 shares of Symbotic Inc. (SYM), valued at approximately $38.25 M.
As of the Q4 2025 filing, Symbotic Inc. (SYM) represents approximately 0.25% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings.
Catherine Wood's peak holding in Symbotic Inc. (SYM) was 642,913 shares, as reported at the end of Q4 2025.