SYM SYMBOTIC INC

Ownership history in S Squared Technology, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which S Squared Technology, 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
7.86% (2025 Q2)
Avg. % of fund
5.4%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 264,126 -85,874 -24.5% 6.09% $15.7M $59.50
2025 Q3 REDUCED 350,000 -130,000 -27.1% 7.17% $18.9M $53.90
2025 Q2 UNCHANGED 480,000 0% 7.86% $18.6M $38.85
2025 Q1 ADDED 480,000 +30,000 +6.7% 4.96% $9.7M $20.21
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SYM price (monthly, adj. close)
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