SYM Symbotic Inc.
XNAS
37.79
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
SYM
$37.79
—
What changed
Recent filings, trades and movesKey stats
$37.79
- 52-Week Range
- $33.17 – $87.88
- YTD
- -41.75%
- IV Rank (30D)
- 88.71
- Straddle Price
- $8.00
- P/C Vol Ratio
- 0.70
- Market Cap
- $4.8B
- Open
- $37.41
- Day Range
- $37.21 – $39.09
- Volume
- 1,323,622
- Prev Close
- $36.82
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.16 |
| Cost of Equity (CAPM) | 11.28% (VRP-adj) |
| WACC | 11.35% |
| Volatility Risk Premium | +40.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +16.6% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.7B |
| Return on Equity (TTM) | 1.8% |
| Book / Price | 23.1% |
| Gross Margin (TTM) | 21.6% |
| FCF Margin (TTM) | 27.9% |
| Debt / Equity | 0.00 |
| Quality Score | 3/6 — normal (10y DCF) |
| SMA 50 | $40.92 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $38.67 |
| Bollinger Width / SMA20 | 16.2% (drives anchor stability) |
| Net Debt | $-1.7B |
| Market Cap | $5B |
Peers used for multiples: ACHR, ASML, AVAV, CAT, DE, EMR, JBTM, RDW
60-Day Conviction
93%
20-Day Fair Value
≈ by Dec 8, 2026
$38.51
α +1.9%
rank 92%
conviction
91%
40-Day Fair Value
≈ by Jan 6, 2027
$39.08
α +3.4%
rank 89%
conviction
85%
60-Day Fair Value
≈ by Feb 4, 2027
$39.98
α +5.8%
rank 89%
conviction
93%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $152.12 | 21% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $3.00 | 5% | median 34.1× · 4 peers |
| Peer EV/EBITDA | $24.45 | 6% | median 20.0× · 5 peers |
| Peer P/B | $13.36 | 8% | median 1.6× · 7 peers |
| Peer P/S | $79.28 | 8% | median 3.6× · 7 peers |
| Market Anchor (SMA50) | $40.92 | 29% | stability 69% (BB-width) |
| Options Expected (B-L 30d) | $37.78 | 21% | 31 strikes · skew +0.06 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC (3569) · industry map
- Exchange
- XNAS
- Market Cap
- $4.8B
- Employees
- 2,000
- List Date
- 2022-06-08
- CIK
- 0001837240
- Next Earnings
- 2026-11-23 (After-Close)
- EPS Forecast
- $0.07
- Headquarters
- Wilmington, MA
- Homepage
- https://www.symbotic.com
Symbotic Inc. is an automation technology company that develops solutions to improve operating efficiencies in modern warehouses. The group designs, commercializes, and deploys end-to-end technology systems that significantly enhance supply chain operations. The company automates the processing of pallets, cases, and individual items within warehouse environments. Its systems strengthen operations at the front end of the supply chain and provide benefits to all supply partners downstream. The company operates in two geographical regions: the United States and international markets, with the ma…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|
| Jan | -- | 29.98% | -13.40% | 18.78% | -16.19% | 4.79% |
| Feb | -- | 7.07% | -15.85% | -22.29% | 1.20% | -7.47% |
| Mar | -- | 42.57% | 9.94% | -3.99% | -1.86% | 11.66% |
| Apr | -- | 11.18% | -15.12% | 3.25% | 7.81% | 1.78% |
| May | -- | 23.20% | 2.99% | 30.14% | -21.17% | 8.79% |
| Jun | -45.34% | 19.38% | -10.81% | 32.41% | -7.13% | -2.30% |
| Jul | 50.55% | 45.80% | -24.44% | 35.96% | -5.24% | 20.53% |
| Aug | -33.19% | -27.46% | -21.98% | -6.73% | -13.48% | -20.57% |
| Sep | -6.35% | -20.25% | 35.73% | 18.23% | 10.07% | 7.49% |
| Oct | -2.76% | -1.42% | 16.62% | 39.33% | -12.14% | 7.93% |
| Nov | -8.15% | 60.10% | -5.41% | 2.37% | 1.50%* | 10.08% |
| Dec | 9.84% | -9.52% | -7.56% | -30.25% | -- | -9.37% |
| Total | -49.49% | 290.79% | -49.03% | 135.18% | -47.13% | 56.06% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $38.52
SMA 50: $40.88
SMA 200: $47.27
Current: $37.79
EMA 12: $37.78
EMA 26: $39.02
MACD: -1.2415 | Signal: -0.0961
BEARISH
ADX (14): 25.43
TREND
+DI: 17.63
−DI: 28.23
Momentum Oscillators
RSI (14): 45.34
NEUTRAL
Stoch %K: 37.10
Stoch %D: 29.33
Williams %R: -49.29
Volume & Volatility
BB Upper: $41.53
BB Lower: $35.52
NEUTRAL
OBV: 25,566,571
Vol SMA 20: 1,720,971
Vol ROC: 2.44%
ATR: $2.19
True Range: $2.27
HV 20: 57.9%
HV 30: 51.5%
HV 60: 49.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-11T00:00:00 – 2026-11-09T00:00:00
AI Analysis
Written before SYM’s Aug 5 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
BULLISH (Confidence Level: 7)
Key drivers:
- Bullish MACD crossover
- Neutral RSI reading
- Recent options activity showing bullish sentiment
Primary risks:
- High volatility, which may lead to increased uncertainty
- Earnings expectations may not meet market consensus
Investment thesis: SYM appears to be on a short-term uptrend, driven by recent technical indicators and options activity. However, the high volatility and risk profile require caution and careful position sizing.
Recent news sentiment impact: No recent news available.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Uptrend; Medium-term (1-3 months): Bullish; Long-term (3-12 months): Neutral
Support/Resistance Levels:
- SMA 20: $70.36
- SMA 50: $63.39
- Upper Bollinger Band: $83.15
Momentum Signals:
- MACD signal: Bullish crossover above the signal line.
- RSI interpretation: Neutral reading (39.24).
- Bollinger Bands position: Squeeze, indicating a potential breakout.
News & Sentiment Analysis
Recent Headlines Summary: No recent news available.
Sentiment Assessment: Neutral sentiment due to lack of recent news.
Catalyst Identification: Upcoming earnings release on 2025-11-17 may have a significant impact on the stock price.
Market Narrative: The neutral RSI reading and bullish MACD signal suggest that the market is awaiting further catalysts, such as earnings releases or product launches.
Risk & Volatility Assessment
Beta Interpretation: High risk relative to the market (beta: 2.32).
Volatility Regime: High volatility, with a current IV rank of 62.5% and an expected move of $16.15 by expiration.
Options Market Signals: Bullish sentiment, with a put/call volume ratio of 0.44 and a put/call OI ratio of 1.52.
Downside Protection: Support levels at SMA 50: $63.39 and SMA 20: $70.36 may provide some downside protection.
Market Context & Positioning
Sector Performance: Neutral performance relative to the sector.
Institutional Activity: Volume patterns suggesting institutional interest, with a volume rate of change of -61.05%.
Correlation Analysis: The stock has a moderate correlation with the market (R-squared: 0.47).
Key Levels & Action Items
Critical Price Levels: SMA 20: $70.36 and SMA 50: $63.39.
Breakout/Breakdown Levels: Upper Bollinger Band: $83.15.
Time-Sensitive Catalysts: Upcoming earnings release on 2025-11-17.
Risk Management: Stop-loss levels at SMA 50: $63.39 and position sizing considerations based on the high volatility.
Please note that this analysis is based solely on the provided data and does not constitute investment advice. It's essential to consider your individual risk tolerance, market conditions, and overall portfolio before making any investment decisions.
Generated
News
All SYM news →
Just because a solution isn't jaw-droppingly futuristic doesn't mean it's not incredibly marketable.
Earnings History
12 of 17 under expected move
Avg Expected Move
20.42%
Avg Actual Move
16.52%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2022-08-01 | After-Close | 24.93% | 10.72% | 0.43x | Within |
| 2022-11-21 | After-Close | 23.45% | 7.92% | 0.34x | Within |
| 2023-01-30 | After-Close | 18.48% | 15.67% | 0.85x | Within |
| 2023-05-01 | After-Close | 20.92% | 12.59% | 0.60x | Within |
| 2023-07-31 | After-Close | 26.05% | 9.33% | 0.36x | Within |
| 2023-11-20 | After-Close | 26.37% | 40.15% | 1.52x | Exceeded |
| 2024-02-05 | After-Close | 25.50% | 23.57% | 0.92x | Within |
| 2024-05-06 | After-Close | 16.17% | 10.87% | 0.67x | Within |
| 2024-07-29 | After-Close | 23.51% | 23.52% | 1.00x | Exceeded |
| 2024-11-18 | After-Close | 24.38% | 27.68% | 1.14x | Exceeded |
| 2025-02-05 | After-Close | 20.54% | 15.94% | 0.78x | Within |
| 2025-05-07 | After-Close | 15.69% | 6.59% | 0.42x | Within |
| 2025-08-06 | After-Close | 18.76% | 13.82% | 0.74x | Within |
| 2025-11-24 | After-Close | 18.21% | 39.36% | 2.16x | Exceeded |
| 2026-02-04 | After-Close | 17.02% | 0.56% | 0.03x | Within |
| 2026-05-06 | After-Close | 15.12% | 7.73% | 0.51x | Within |
| 2026-08-05 | After-Close | 11.98% | 14.88% | 1.24x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
SYM Options Activity & IV Rank
SYM IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 89.5%
7-DTE IV: 70.1%
Expected Move: $8.00
7-DTE Move: $2.38
Days to Exp: 32 (2026-12-11)
Options Flow · All expiries
Call Volume: 2,994
Put Volume: 2,097
P/C Volume: 0.7
NEUTRAL
Call OI: 48,336
Put OI: 31,106
P/C OI: 0.644
Total OI: 79,442
ATM Options Pricing
ATM Call: $4.30
ATM Put: $3.70
Call %: 11.4%
Put %: 9.8%
Chain Summary
Chain Volume: 5,091
Chain OI: 79,442
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 16th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
16%
vs own history
GEX tilt
-0.25
OI-weighted, today
Vanna tilt
-0.03
δ-sensitivity to IV
Charm tilt
-0.07
δ-decay vs time
? What is this?
· 106 ATM contracts, 26k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
98%
+19.2
pts
EXTREME
ATM 68.6% / Wing 87.8%
30 DTE / 10d
51%
+6.2
pts
EXTREME
ATM 84.4% / Wing 90.6%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)27.5MediumNov 9
IV Rank (30 DTE)88.7HighNov 9
Straddle Price (30 DTE)$8.00Nov 9
Beta Analysis
Risk Metrics
Beta: 2.5711
Alpha: -64.28%
Correlation: 0.4535
R-Squared: 20.6%
Stock Volatility: 78.0%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own SYM
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $43.2M | #384 of 3138 | +34.3% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $34.7M | #810 of 3716 | +115.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $18.0M | #611 of 1945 | +94.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $11.5M | #1483 of 6285 | -59.2% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $8.3M | #367 of 997 | +3.9% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $715K | #1893 of 4729 | +39.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
SYM Institutional Ownership (13F)
Filings for 2026-06-30 · 190 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 126,039,562 (as of 2026-06-27)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
19 filers$133.99M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $29.11M | 21.72% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $21.57M | 16.10% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $19.74M | 14.73% | 2026-06-30 |
| 4 | PEAK6 LLC | $17.63M | 13.16% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $12.72M | 9.49% | 2026-09-30 |
| 6 | GROUP ONE TRADING LLC Custodian | $12.33M | 9.20% | 2026-06-30 |
| 7 | Walleye Trading LLC | $12.08M | 9.02% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $2.94M | 2.19% | 2026-09-30 |
| 9 | Point72 Asset Management, L.P. | $2.31M | 1.72% | 2026-06-30 |
| 10 | Squarepoint Ops LLC | $939.46K | 0.70% | 2026-06-30 |
| 11 | CAPITAL FUND MANAGEMENT S.A. | $881.02K | 0.66% | 2026-06-30 |
| 12 | TUDOR INVESTMENT CORP ET AL | $840.57K | 0.63% | 2026-06-30 |
| 13 | Two Sigma Investments, LP Custodian | $422.53K | 0.32% | 2026-06-30 |
| 14 | ZAZOVE ASSOCIATES LLC | $236.25K | 0.18% | 2026-06-30 |
| 15 | Walleye Capital LLC | $134.85K | 0.10% | 2026-06-30 |
| 16 | Arkadios Wealth Advisors | $71.92K | 0.05% | 2026-06-30 |
| 17 | Pathstone Holdings, LLC | $32.60K | 0.02% | 2026-06-30 |
| 18 | INTEGRITY ALLIANCE, LLC. | $8.41K | <0.01% | 2026-09-30 |
| 19 | SIGNATUREFD, LLC | $250 | <0.01% | 2026-09-30 |
17 filers$81.99M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $21.57M | 26.31% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $18.52M | 22.59% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $11.85M | 14.46% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $6.95M | 8.47% | 2026-09-30 |
| 5 | Walleye Trading LLC | $6.01M | 7.34% | 2026-06-30 |
| 6 | Simplex Trading, LLC Custodian | $4.13M | 5.04% | 2026-09-30 |
| 7 | Point72 Asset Management, L.P. | $3.04M | 3.71% | 2026-06-30 |
| 8 | WS MANAGEMENT LLLP | $2.25M | 2.74% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $1.88M | 2.30% | 2026-06-30 |
| 10 | BNP Paribas Financial Markets Custodian | $1.77M | 2.15% | 2026-06-30 |
| 11 | PEAK6 LLC | $930.47K | 1.13% | 2026-06-30 |
| 12 | Millennium Management LLC Custodian | $876.52K | 1.07% | 2026-06-30 |
| 13 | Verition Fund Management LLC | $728.19K | 0.89% | 2026-06-30 |
| 14 | CAPITAL FUND MANAGEMENT S.A. | $503.44K | 0.61% | 2026-06-30 |
| 15 | Two Sigma Investments, LP Custodian | $476.47K | 0.58% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $436.01K | 0.53% | 2026-06-30 |
| 17 | Walleye Capital LLC | $58.44K | 0.07% | 2026-06-30 |
SYM Insider Trading (Form 4)
Latest: 2026-11-04Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-11-04 | Charles Kane | Director | Mixed Sell −2,000 · Other +0 |
−2,000 | $38.44 | -$76.9K | EDGAR |
| 2026-11-04 | Todd Krasnow | Director | Mixed Sell −2,000 · Other +0 |
−2,000 | $38.46 | -$76.9K | EDGAR |
| 2026-10-28 | Izilda P Martins | Chief Financial Officer | Sell (S) | −7,224 | $38.93 | -$281.2K | EDGAR |
| 2026-10-28 | James Kuffner | Chief Technology Officer | Sell (S) | −19,399 | $38.25 | -$741.9K | EDGAR |
| 2026-10-28 | Maria G Freve | See Remarks | Sell (S) | −2,288 | $38.25 | -$87.5K | EDGAR |
| 2026-10-28 | Brian Daniel Alexander | SVP, Commercial | Sell (S) | −9,314 | $38.26 | -$356.3K | EDGAR |
| 2026-10-27 | Izilda P Martins | Chief Financial Officer | Exer (M) | +14,785 | — | EDGAR | |
| 2026-10-27 | William M Boyd III | Chief Strategy Officer | Mixed Exer +9,194 · Sell −9,194 |
— | $38.83 | -$357.0K | EDGAR |
| 2026-10-27 | Maria G Freve | See Remarks | Exer (M) | +4,601 | — | EDGAR | |
| 2026-10-27 | James Kuffner | Chief Technology Officer | Exer (M) | +47,923 | — | EDGAR | |
| 2026-10-27 | Brian Daniel Alexander | SVP, Commercial | Exer (M) | +20,512 | — | EDGAR | |
| 2026-10-07 | Todd Krasnow | Director | Mixed Sell −2,000 · Other +0 |
−2,000 | $42.72 | -$85.4K | EDGAR |
| 2026-10-05 | Charles Kane | Director | Mixed Other +0 · Sell −2,000 |
−2,000 | $43.17 | -$86.3K | EDGAR |
| 2026-09-14 | David A Ladensohn | 10%+ Owner | Mixed Gift +605,792 · Other −400,000 |
+205,792 | — | EDGAR | |
| 2026-09-10 | Todd Krasnow | Director | Mixed Sell −2,000 · Other +0 |
−2,000 | $43.57 | -$87.1K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
SYM Insider Holdings
21 insiders · @ $37.79
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | SVF Sponsor III (DE) LLC | 10%+ Owner | 14,680,000 | $554.76M | -$186.24M | 2 | 2025-12-08 |
| 2 | Silver Brick Management PTE. LTD. | 10%+ Owner | 5,590,000 | $211.25M | -$186.24M | 1 | 2025-12-08 |
| 3 | Richard B Cohen | See Remarks | 2,215,990 | $83.74M | -$500.00M | 4 | 2025-12-12 |
| 4 | Janet L Cohen | 10%+ Owner | 2,215,990 | $83.74M | -$699.53M | 4 | 2025-12-12 |
| 5 | SVF II Holdings (DE) LLC | 10%+ Owner | 2,000,000 | $75.58M | $218.18M | 2 | 2026-05-29 |
| 6 | RBC Millennium GST Non-Exempt Trust | 10%+ Owner | 772,405 | $29.19M | -$10.22M | 2 | 2025-12-12 |
| 7 | Todd Krasnow | Director | 357,036 | $13.49M | -$15.85M | 50 | 2026-11-04 |
| 8 | David A Ladensohn | 10%+ Owner | 320,835 | $12.12M | -$408.72M | 15 | 2026-09-14 |
| 9 | William M Boyd III | Chief Strategy Officer | 304,374 | $11.50M | -$21.79M | 39 | 2026-10-27 |
| 10 | James Kuffner | Chief Technology Officer | 248,580 | $9.39M | -$8.56M | 11 | 2026-10-28 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
SYM Board & Officers
As of SEC filings through Nov 4, 2026Directors 10
- Charles Kane · since Jun 7, 2022
- Merline Saintil · since Jun 7, 2022
- Richard B Cohen · since Jun 7, 2022
- Rollin L. Ford · since Jun 7, 2022
- Todd Krasnow · since Jun 7, 2022
- Vikas Jayendra Parekh · since Jun 7, 2022
- Daniela L Rus · since Mar 1, 2023
- Eric Branderiz · since May 14, 2025
- Andrew D Ross · since Aug 26, 2025
- Stephen G Pagliuca · since Aug 4, 2026
Officers 6
- Richard B Cohen · Reporting Person is Board Chair, President and Chief Executive Officer · listed since Jun 2025
- Izilda P Martins · Chief Financial Officer · since Aug 9, 2025
- William M Boyd III · Chief Strategy Officer · since Jun 7, 2022
- Maria G Freve · Reporting Person's title is VP, Controller and Chief Accounting Officer · since Apr 15, 2024
- James Kuffner · Chief Technology Officer · since Jan 1, 2025
- Brian Daniel Alexander · SVP, Commercial · since Mar 3, 2025
10% owners 13
- David A Ladensohn · since Jun 7, 2022
- Janet L Cohen · since Jun 7, 2022
- Northstar GP SB · since Apr 1, 2023
- RBC Millennium GST Non-Exempt Trust (entity) · since Jun 12, 2025
- Richard B Cohen · since Jun 7, 2022
- SB Global Advisers Ltd (entity) · since Jun 7, 2022
- SVF II Aggregator (Jersey) L.P. (entity) · since Jun 7, 2022
- SVF II Holdings (DE) LLC (entity) · since Jun 7, 2022
- SVF II SPAC Investment 3 (DE) LLC (entity) · since Jun 7, 2022
- SVF II Strategic Investments AIV LLC (entity) · since Jul 23, 2023
- Silver Brick Management PTE. LTD. (entity) · on file since Dec 2025
- Softbank Group Corp. (entity) · since Apr 1, 2023
- Softbank Vision Fund Ii-2 L.p. (entity) · since Jun 7, 2022
Changes in the last 10 years (72)
| Aug 4, 2026 | Stephen G Pagliuca became a director |
| May 29, 2026 | Sb Investment Advisers (US) Inc. reported in an SEC filing no longer being a 10% owner |
| May 29, 2026 | SVF Sponsor III (DE) LLC reported in an SEC filing no longer being a 10% owner |
| Dec 8, 2025 | Silver Brick Management PTE. LTD. first on file as a 10% owner |
| Dec 8, 2025 | Sb Investment Advisers (US) Inc. first on file as a 10% owner |
| Dec 8, 2025 | SVF Sponsor III (DE) LLC first listed as a 10% owner in an SEC filing |
| Aug 26, 2025 | Andrew D Ross became a director |
| Aug 9, 2025 | Izilda P Martins became Chief Financial Officer |
| Jun 16, 2025 | Richard B Cohen listed as Reporting Person is Board Chair, President and Chief Executive Officer (previously Board Chair, President and Chief Executive Officer) in SEC filings |
| Jun 12, 2025 | RBC Millennium GST Non-Exempt Trust became a 10% owner |
| May 14, 2025 | Eric Branderiz became a director |
| Apr 3, 2025 | Michael David Dunn listed as Chief Customer Officer (previously Reporting Person's title is Vice President, Sales, Marketing & Product Strategy.) in SEC filings |
| Mar 3, 2025 | Brian Daniel Alexander became SVP, Commercial |
| Jan 1, 2025 | James Kuffner became Chief Technology Officer |
| Apr 15, 2024 | Maria G Freve became Reporting Person's title is VP, Controller and Chief Accounting Officer |
| Feb 9, 2024 | Sunlight Investment Corp. reported in an SEC filing no longer being a 10% owner |
| Dec 15, 2023 | Thomas C Ernst JR reported in an SEC filing no longer being Chief Financial Officer |
| Dec 15, 2023 | Carol J. Hibbard became Chief Financial Officer |
| Jul 23, 2023 | Sunlight Investment Corp. became a 10% owner |
| Jul 23, 2023 | SVF II Strategic Investments AIV LLC became a 10% owner |
| Jun 5, 2023 | The company announced the departure of Santhosh P Daniel as Vice President & Controller in an SEC filing |
| Apr 1, 2023 | Softbank Group Corp. became a 10% owner |
| Apr 1, 2023 | SB Management Ltd became a 10% owner |
| Apr 1, 2023 | Northstar GP SB became a 10% owner |
| Mar 1, 2023 | Daniela L Rus became a director |
| Jan 6, 2023 | Richard B Cohen listed as Board Chair, President and Chief Executive Officer (previously Board Chair, President and Chief Product Officer) in SEC filings |
| Nov 19, 2022 | The company announced the departure of Michael J Loparco from the board in an SEC filing |
| Nov 19, 2022 | The company announced the departure of Michael J Loparco as Chief Executive Officer in an SEC filing |
| Jun 20, 2022 | Santhosh P Daniel became Vice President & Controller |
| Jun 20, 2022 | Jacob Michael Gearwar left as officer, per their own SEC filing |
| Jun 9, 2022 | SVF Sponsor III (DE) LLC reported in an SEC filing no longer being a 10% owner |
| Jun 9, 2022 | Navneet Govil reported in an SEC filing no longer being a director |
| Jun 9, 2022 | Navneet Govil reported in an SEC filing no longer being Chief Financial Officer |
| Jun 9, 2022 | Michael Tobin reported in an SEC filing no longer being a director |
| Jun 9, 2022 | Michael A Carpenter reported in an SEC filing no longer being a director |
| Jun 9, 2022 | Ioannis Pipilis reported in an SEC filing no longer being a director |
| Jun 9, 2022 | Ioannis Pipilis reported in an SEC filing no longer being Chief Executive Officer |
| Jun 9, 2022 | Cristiana Falcone reported in an SEC filing no longer being a director |
| Jun 7, 2022 | William M Boyd III became Chief Strategy Officer |
| Jun 7, 2022 | Walmart Inc. became a 10% owner |
| Jun 7, 2022 | Vikas Jayendra Parekh became a director |
| Jun 7, 2022 | Todd Krasnow became a director |
| Jun 7, 2022 | Thomas C Ernst JR became Chief Financial Officer |
| Jun 7, 2022 | Softbank Vision Fund Ii-2 L.p. became a 10% owner |
| Jun 7, 2022 | SVF II SPAC Investment 3 (DE) LLC became a 10% owner |
| Jun 7, 2022 | SVF II Holdings (DE) LLC became a 10% owner |
| Jun 7, 2022 | SVF II Aggregator (Jersey) L.P. became a 10% owner |
| Jun 7, 2022 | SB Global Advisers Ltd became a 10% owner |
| Jun 7, 2022 | Rollin L. Ford became a director |
| Jun 7, 2022 | Richard B Cohen became a director |
| Jun 7, 2022 | Richard B Cohen became a 10% owner |
| Jun 7, 2022 | Richard B Cohen became Board Chair, President and Chief Product Officer |
| Jun 7, 2022 | RJJRP Holdings, Inc. became a 10% owner |
| Jun 7, 2022 | RBC Millennium Trust became a 10% owner |
| Jun 7, 2022 | Michael J Loparco became a director |
| Jun 7, 2022 | Michael J Loparco became Chief Executive Officer |
| Jun 7, 2022 | Michael David Dunn became Reporting Person's title is Vice President, Sales, Marketing & Product Strategy. |
| Jun 7, 2022 | Michael D. Rhodin became a director |
| Jun 7, 2022 | Merline Saintil became a director |
| Jun 7, 2022 | Janet L Cohen became a 10% owner |
| Jun 7, 2022 | Jacob Michael Gearwar became an officer |
| Jun 7, 2022 | David A Ladensohn became a 10% owner |
| Jun 7, 2022 | Charles Kane became a director |
| Jun 7, 2022 | 2021 4 Year GRAT RBC became a 10% owner |
| Apr 13, 2021 | Cristiana Falcone became a director |
| Mar 8, 2021 | SVF Sponsor III (DE) LLC became a 10% owner |
| Mar 8, 2021 | Navneet Govil became a director |
| Mar 8, 2021 | Navneet Govil became Chief Financial Officer |
| Mar 8, 2021 | Michael Tobin became a director |
| Mar 8, 2021 | Michael A Carpenter became a director |
| Mar 8, 2021 | Ioannis Pipilis became a director |
| Mar 8, 2021 | Ioannis Pipilis became Chief Executive Officer |
Not reported recently (8)
- Carol J. Hibbard · Last reported as Chief Financial Officer in an SEC filing dated Aug 5, 2025
- Michael David Dunn · Last reported as Chief Customer Officer in an SEC filing dated Apr 25, 2025
- 2021 4 Year GRAT RBC · Last reported as a 10% owner in an SEC filing dated Feb 28, 2024
- RJJRP Holdings, Inc. · Last reported as a 10% owner in an SEC filing dated Feb 28, 2024
- RBC Millennium Trust · Last reported as a 10% owner in an SEC filing dated Feb 28, 2024
- Walmart Inc. · Last reported as a 10% owner in an SEC filing dated Dec 14, 2023
- SB Management Ltd · Last reported as a 10% owner in an SEC filing dated Jul 25, 2023
- Michael D. Rhodin · Last reported as a director in an SEC filing dated Jan 6, 2023
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
SYM Proposed Insider Sales (Form 144)
Latest: 2026-11-04
? Form 144 Guide
Last 30d:
14 filings
· $2.5M notice value
· Last 90d:
20 filings
· $3.6M notice value
· 10 unique filers
· 35% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
JAMES J KUFFNER JR. (3, $902K) · MICHAEL DUNN (6, $593K) · COREY DUFRESNE (1, $358K) · BRIAN D ALEXANDER (2, $356K) · WILLIAM BOYD III (1, $348K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-11-04 | MICHAEL DUNN | Officer | 1,513 | $56.8K | 2026-11-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-28 | COREY DUFRESNE | Officer | 9,194 | $358.4K | 2026-10-28 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-28 | IZILDA P MARTINS | Officer | 7,224 | $281.2K | 2026-10-28 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-10-27 | WILLIAM BOYD III | Officer | 9,194 | $348.5K | 2026-10-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-27 | MIRIAM ORT | Officer | 42 | $1.6K | 2026-10-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-10-27 | JAMES J KUFFNER JR. | Officer | 198 | $7.6K | 2026-10-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-10-27 | MARIA G FREVE | Officer | 23 | $882 | 2026-10-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-10-27 | MICHAEL D DUNN | Officer | 31 | $1.2K | 2026-10-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-10-27 | BRIAN D ALEXANDER | Officer | 89 | $3.4K | 2026-10-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-10-26 | MIRIAM ORT | Officer | 3,978 | $152.1K | 2026-10-26 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-10-29
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-08-05 | 0001837240-26-000043 | EDGAR |
ETF Holders
87 ETFs hold SYM
25 shown · $499.90M total exposure · 0.05% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VUG Vanguard Morningstar Growth ETF | Vanguard | 0.03% | $115.1M | — | 2026-09-30 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $95.9M | — | 2026-09-30 |
| 3 | BOTZ Global X Robotics & Artificial Intelligence ETF | Global X | 1.37% | $39.6M | — | 2026-11-06 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.04% | $34.5M | — | 2026-09-30 |
| 5 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $33.8M | — | 2026-09-30 |
| 6 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.01% | $32.2M | — | 2026-09-30 |
| 7 | ROBO ROBO Global Robotics and Automation Index ETF | Nport | 1.52% | $30.2M | — | 2026-07-31 |
| 8 | JTEK JPMorgan U.S. Tech Leaders ETF | JPMorgan | 0.48% | $19.5M | $4.0B | 2026-11-06 |
| 9 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.04% | $18.8M | — | 2026-09-30 |
| 10 | VOT Vanguard Morningstar Mid-Cap Growth ETF | Vanguard | 0.04% | $11.8M | — | 2026-09-30 |
| 11 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.05% | $11.3M | — | 2026-08-31 |
| 12 | ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF | First Trust | 1.62% | $11.1M | $682.5M | 2026-11-06 |
| 13 | SFLO VictoryShares Small Cap Free Cash Flow ETF | Nport | 1.27% | $7.7M | — | 2026-06-30 |
| 14 | GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | Goldman | 0.19% | $4.2M | $2.2B | 2026-11-05 |
| 15 | BGGG Baillie Gifford Long Term Global Growth ETF | Nport | 1.14% | $3.9M | — | 2026-06-30 |
| 16 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.09% | $3.8M | $4.2B | 2026-11-06 |
| 17 | VIS Vanguard Industrials ETF | Vanguard | 0.04% | $3.8M | — | 2026-09-30 |
| 18 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $3.6M | $93.2B | 2026-11-06 |
| 19 | KOMP State Street® SPDR® S&P Kensho New Economies Composite ETF | SPDR (State Street) | 0.14% | $3.4M | $2.3B | 2026-11-05 |
| 20 | ABFL Abacus FCF Leaders ETF | Nport | 0.58% | $3.0M | — | 2026-07-31 |
| 21 | QQQJ Invesco NASDAQ Next Gen 100 ETF | Invesco | 0.24% | $2.7M | — | 2026-11-05 |
| 22 | MNVT Moonvest ETF | Nport | 3.91% | $2.7M | — | 2026-07-31 |
| 23 | FBOT Fidelity Disruptive Automation ETF | Fidelity | 1.38% | $2.7M | $194.9M | 2026-11-05 |
| 24 | AIFD TCW Artificial Intelligence ETF | Nport | 1.87% | $2.3M | — | 2026-07-31 |
| 25 | RNIN Bushido Capital US SMID Cap Equity ETF | Nport | 1.22% | $2.2M | — | 2026-07-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
472.38
TTM Diluted EPS
$0.08
TTM Revenue
$2.65B
TTM Net Income
$12.62M
TTM Op. Cash Flow
$836.26M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-06-27 | $720.84M | $11.67M | $0.09 | $-147.30M |
| Q2 '26 | 2026-03-28 | $676.48M | $1.97M | $0.01 | $261.34M |
| Q1 '26 | 2025-12-27 | $629.99M | $2.60M | $0.02 | $191.54M |
| Q4 '25 | 2025-09-27 | $618.46M | $-3.62M | $-0.04 | $530.68M |
| Q3 '25 | 2025-06-28 | $592.12M | $-3.92M | $-0.04 | $-196.51M |
| Q2 '25 | 2025-03-29 | $549.65M | $-1.80M | $-0.02 | $269.57M |
| Q1 '25 | 2024-12-28 | $486.69M | $-3.17M | $-0.03 | $205.03M |
| Q4 '24 | 2024-09-28 | $564.57M | $2.84M | $0.04 | $-99.38M |
| Q3 '24 | 2024-06-29 | $470.34M | $-4.68M | $-0.05 | $50.38M |
| Q2 '24 | 2024-03-30 | $393.33M | $-8.81M | $-0.09 | $21.07M |
| Q1 '24 | 2023-12-30 | $359.94M | $-2.84M | $-0.03 | $-30.15M |
| Q4 '23 | 2023-09-30 | $391.89M | $-6.21M | $-0.08 | $44.53M |
Q3 2026 • period ending 2026-06-27 • filed 2026-08-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
472.38
P/B
4.20
P/S
1.80
EV/EBITDA
43.91
EV/Sales
1.14
ROE
1.1%
ROA
0.4%
Div Yield
0.03%
FCF Yield
17.56%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$4.76B
as of 2026-11-09
SYM vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| ASML ASML Holding NV | $549.1B | — | — | +30.0% | 32 |
| CAT Caterpillar Inc. | $255.6B | 23.5 | +20.3% | +0.1% | 38 |
| DE Deere & Company | $181.1B | 38.4 | +8.0% | +48.1% | 86 |
| EMR Emerson Electric Co. | $90.6B | 37.1 | +4.8% | +24.8% | 45 |
| JBTM JBT Marel Corporation | $6.6B | 34.3 | +20.3% | −14.0% | 23 |
| AVAV AeroVironment, Inc. | $5.7B | — | +140.9% | −50.4% | 77 |
| SYM Symbotic Inc. Class A Common Stock | $4.8B | 472.4 | +20.6% | −41.7% | 89 |
| ACHR Archer Aviation Inc. | $3.4B | — | — | −40.8% | 68 |
| RDW Redwire Corporation | $1.8B | — | +63.1% | −9.7% | 16 |
| Peer median | $48.6B | 35.7 | +20.3% | −4.8% | 42 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
17.69M
SI % of Float
24.19%
Days to Cover
11.68
Short Vol Ratio
34.8%
Free Float
73.14M
Float %
56.3%
Short interest 2026-10-15 • Short volume 2026-11-09 • Float 2026-08-26