Position in SYM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,390,382
-$561,234 QoQ
Shares Held
44,932
-9.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026SIMPLEX TRADING, LLC holds $27,720,555 across 25 Specialty Industrial Machinery names. SYM ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
16,901 | $14,752,882 | |
| 2 | ROK |
Rockwell Automation, Inc
|
8,320 | $2,985,881 | |
| 3 | SMR |
NUSCALE POWER Corp
|
243,026 | $2,634,401 | |
| 4 | SYM |
Symbotic Inc.
This page
|
44,932 | $2,390,382 | |
| 5 | AME |
Ametek Inc/
|
10,908 | $2,338,238 | |
| 6 | NNE |
Nano Nuclear Energy Inc.
|
25,472 | $521,666 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,679 | $437,026 | |
| 8 | GTES |
Gates Industrial Corp plc
|
14,295 | $323,209 |
All Filings in SYM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,390,382 | 44,932 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,951,616 | 49,607 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,330,418 | 34,245 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $497,731 | 24,628 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $3,287,213 | 93,493 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,833,200 | 62,960 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $1,581,773 | 47,316 | Shares | Sole | 2023-11-01 | |
| 2023-03-31 | $221,319 | 9,690 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $48,046 | 4,024 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $101,890 | 8,860 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||