SYM — SYMBOTIC INC

Ownership history in FORA Capital, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in SYMBOTIC INC (SYM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2025 Q3)
Avg. % of fund
0.07%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,060 +83 +0.8% 0.10% $542K $53.90
2025 Q2 REDUCED 9,977 -8,342 -45.5% 0.04% $388K $38.85
2023 Q4 INITIATED 18,319 — — 0.08% $940K —
% of Fund (quarterly)    SYM price (monthly, adj. close)

Other funds also holding SYM

As of 2025 Q4 — sorted by position size

SVF Sponsor III (DE) LLC 3Y 100.0% Walmart Inc. 91.6% Navis Wealth Advisors, LLC 3Y 15.63% S Squared Technology, LLC 3Y 7Y 6.09% TANAKA CAPITAL MANAGEMENT INC 3Y 7Y 4.71% Ghisallo Capital Management LLC 3Y 2.81% Burkehill Global Management, LP 1.86% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 1.75% Register Financial Advisors LLC 3Y 1.37% Fund Advisors of America Inc/FL 1.26%
← Back to FORA Capital, LLC Holdings