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Jim Simons's Symbotic Inc. (SYM) position

Yes: as of Q1 2026, Jim Simons holds 715K shares of SYM worth $38M (0.1% of the disclosed portfolio). Last quarter the position was reduced by 21.1%. First disclosed Q1 2023.
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Current value
$38M
Shares held
715K
% of portfolio
0.1%
Est. average buy price (i)
$66.04
est. since Q4 2025
Quarter-end price
$53.20

Estimated trade prices

Average price in quarters with purchases
$36.10
Average prices in quarters with sales
  • Q1 2026: $57.25 (191K shares sold)

SYM price vs Simons's position

Dates
$9$50$10020222023202420252026New position of 9K shares · Q1 2023. Average closing price $16.72 · Price range $12.04–$22.979KsharespurchasedAdded 113K shares (over 1,000%) · Q2 2023. Average closing price $32.85 · Price range $23.18–$51.22113KsharespurchasedNew position of 410K shares · Q2 2025. Average closing price $26.19 · Price range $17.50–$38.85410KsharespurchasedAdded 318K shares (77.8%) · Q3 2025. Average closing price $50.55 · Price range $39.68–$63.21318KsharespurchasedSold 191K shares (21.1%) · Q1 2026. Average closing price $57.25 · Price range $47.41–$73.23191Ksharessold
Average closing price · filing quarter
$57.25
Price range · filing quarter
$47.41 – $73.23

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −191K −$11M −21.1% 715K May 14, 2026
Q4 2025 First covered 906K Feb 12, 2026
Q3 2025 Added +318K +$16M +77.8% 728K Nov 13, 2025
Q2 2025 New +410K +$11M 410K Aug 13, 2025
Q2 2023 Added +113K +$3.7M +1,273.7% 122K Aug 11, 2023
Q1 2023 New +9K +$149K 9K May 12, 2023
Data through Q1 2026 · filed May 14, 2026
6 grouped rows from 6 quarters

More Simons positions

Common questions

Does Jim Simons own SYM?

Yes. As of Q1 2026, Jim Simons disclosed 715K shares of SYM, worth $38M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy SYM?

Jim Simons first disclosed a SYM position in Q1 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell SYM?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in SYM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SYM does Jim Simons own?

Jim Simons disclosed 715K shares of SYM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for SYM?

Jim Simons began building the SYM position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.