D.E. Shaw & Co
SYM icon

D.E. Shaw & Co’s Symbotic SYM Stock Holding History

D.E. Shaw & Co’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Sell
5,478
-243,032
-98% -$12.4M ﹤0.01% 4489
2026
Q1 		$13.2M Buy
248,510
+193,458
+351% +$11.1M 0.01% 1412
2025
Q4 		$3.28M Buy
55,052
+45,077
+452% +$2.98M ﹤0.01% 2660
2025
Q3 		$538K Sell
9,975
-408,367
-98% -$20.6M ﹤0.01% 3831
2025
Q2 		$16.3M Buy
+418,342
New +$11M 0.01% 1162
2024
Q3 		– Sell
-62,980
Closed -$1.71M – 4879
2024
Q2 		$2.21M Buy
+62,980
New +$2.55M ﹤0.01% 2568
2024
Q1 		– Sell
-120,407
Closed -$5.28M – 4722
2023
Q4 		$6.18M Buy
120,407
+89,234
+286% +$3.91M 0.01% 1741
2023
Q3 		$1.04M Buy
31,173
+14,584
+88% +$600K ﹤0.01% 3033
2023
Q2 		$710K Buy
+16,589
New +$545K ﹤0.01% 3258
2022
Q2 		– Sell
-412,106
Closed -$4.08M – 5764
2022
Q1 		$4.08M Hold
412,106
– – ﹤0.01% 2554
2021
Q4 		$4.12M Buy
412,106
+139,082
+51% +$1.38M ﹤0.01% 2600
2021
Q3 		$2.68M Buy
273,024
+171,896
+170% +$1.69M ﹤0.01% 2733
2021
Q2 		$1M Buy
101,128
+81,128
+406% +$818K ﹤0.01% 3532
2021
Q1 		$202K Buy
+20,000
New +$205K ﹤0.01% 3852

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co's SYM Position: Q2 2026 in Review

D.E. Shaw & Co reduced its Symbotic (SYM) stake by 98% in Q2 2026, selling an estimated $12.4M and leaving 5,478 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #4489.

D.E. Shaw & Co first reported a position in SYM in Q1 2021 and has held it in 14 quarters since. The position peaked at $16.3M in Q2 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • D.E. Shaw & Co held 5,478 shares of Symbotic worth $246K as of Q2 2026.
  • D.E. Shaw & Co sold 243,032 Symbotic shares in Q2 2026, an estimated $12.4M.
  • Symbotic made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #4489 holding.
  • D.E. Shaw & Co first reported a position in Symbotic in Q1 2021 and has held it in 14 quarters since.
  • D.E. Shaw & Co's Symbotic position peaked at $16.3M in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.