BAILLIE GIFFORD & CO SYM — Symbotic

Ownership history in BAILLIE GIFFORD & CO  ·  9 quarters on record

AI Ownership Summary

BAILLIE GIFFORD & CO reported Symbotic (SYM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.68% in 2026 Q1. The latest visible filing shows SYM at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAILLIE GIFFORD & CO's position in Symbotic, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SYM was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SYM stock page BAILLIE GIFFORD & CO fund profile BAILLIE GIFFORD & CO full holdings
How BAILLIE GIFFORD & CO held SYM — position size vs. price
% of Fund (quarterly)    SYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,479,888 +38,888 +0.3% 0.68% $663.9M 2026-05-08 $52.29
2025 Q4 REDUCED — — — 12,441,000 -242,739 -1.9% 0.62% $740.2M 2026-01-23 $62.08
2025 Q3 REDUCED 5.6% +11.0% ❌ 12,683,739 -756,374 -5.6% 0.51% $683.7M 2025-10-31 $80.95
2025 Q2 REDUCED — — — 13,440,113 -266,352 -1.9% 0.39% $522.1M 2025-08-06 $62.90
2025 Q1 REDUCED — — — 13,706,465 -198,324 -1.4% 0.24% $277.0M 2025-05-07 $22.46
2024 Q4 REDUCED — — — 13,904,789 -166,210 -1.2% 0.25% $329.7M 2025-01-31 $29.35
2024 Q3 ADDED — — — 14,070,999 +3,410,050 +32.0% 0.26% $343.2M 2024-11-05 $29.30
2024 Q2 ADDED — — — 10,660,949 +1,177,578 +12.4% 0.29% $374.8M 2024-07-25 $37.84
2024 Q1 INITIATED — — — 9,483,371 — — 0.33% $426.8M 2024-05-01 $38.42

🏢 Other funds also holding SYM

As of 2026 Q1 — sorted by position size

SVF Sponsor III (DE) LLC 3Y 100.0% Walmart Inc. 94.96% SOFTBANK GROUP CORP. 3Y 18.57% S SQUARED TECHNOLOGY, LLC 3Y 7Y 7.43% TANAKA CAPITAL MANAGEMENT INC 3Y 7Y 3.83% Navis Wealth Advisors, LLC 3Y 1.81% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 1.71% Burkehill Global Management, LP 1.25% Taylor Frigon Capital Management LLC 3Y 7Y 1.22% Register Financial Advisors LLC 3Y 1.18%

FAQ About BAILLIE GIFFORD & CO and SYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAILLIE GIFFORD & CO reported owning SYM?

BAILLIE GIFFORD & CO reported SYM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SYM position in BAILLIE GIFFORD & CO's portfolio?

The largest reported portfolio weight for SYM was 0.68% in 2026 Q1.

What is the latest reported SYM position on this page?

The most recent filing on this page is 2026 Q1, when BAILLIE GIFFORD & CO reported 12,479,888 shares, equal to 0.68% of portfolio, with an estimated market value of $663.9M.

What does the chart on this SYM ownership page compare?

The chart compares BAILLIE GIFFORD & CO's quarterly SYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAILLIE GIFFORD & CO time their SYM position?

Based on 13F filing dates vs. subsequent SYM price moves, BAILLIE GIFFORD & CO correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on SYM relative to SPY over the holding period was -5.0%.

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