A detailed history of Polen Capital (Polen Capital Management LLC) transactions in Symbotic Inc. stock. As of the latest transaction made, Polen Capital Management LLC holds 8,385 shares of SYM stock, worth $487,839. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,385
Previous 20,003 58.08%
Holding current value
$487,839
Previous $777,000 41.96%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$39.68 - $63.21 $461,002 - $734,373
-11,618 Reduced 58.08%
8,385 $451,000
Q2 2025

Aug 13, 2025

BUY
$17.5 - $38.85 $350,052 - $777,116
20,003 New
20,003 $777,000

Others Institutions Holding SYM

About Symbotic Inc.


  • Ticker SYM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Shell Companies
  • Shares Outstandng 55,318,800
  • Market Cap $3.22B
  • Description
  • Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.
More about SYM
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