DCM
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Driehaus Capital Management’s Symbotic SYM Stock Holding History

Driehaus Capital Management’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 		$11.6M Buy
+257,504
New +$13.1M 0.07% 271
2024
Q3 		– Sell
-195,498
Closed -$6.87M – 447
2024
Q2 		$6.87M Sell
195,498
-23,904
-11% -$967K 0.07% 240
2024
Q1 		$9.87M Sell
219,402
-76,334
-26% -$3.34M 0.1% 236
2023
Q4 		$15.2M Buy
295,736
+18,679
+7% +$819K 0.18% 189
2023
Q3 		$9.26M Buy
277,057
+8,809
+3% +$362K 0.12% 217
2023
Q2 		$11.5M Buy
+268,248
New +$8.81M 0.15% 202

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

Driehaus Capital Management's SYM Position: Q2 2026 in Review

Driehaus Capital Management opened a new position in Symbotic (SYM) in Q2 2026: 257,504 shares worth $11.6M. The stake represents 0.07% of the portfolio and ranks #271 among its holdings. This is a return to the name: Driehaus Capital Management previously reported a position in SYM as recently as Q2 2024.

Driehaus Capital Management first reported a position in SYM in Q2 2023 and has held it in 6 quarters since. The position peaked at $15.2M in Q4 2023. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Driehaus Capital Management held 257,504 shares of Symbotic worth $11.6M as of Q2 2026.
  • Symbotic was a new Driehaus Capital Management position in Q2 2026.
  • Symbotic made up 0.07% of Driehaus Capital Management's portfolio in Q2 2026, its #271 holding.
  • Driehaus Capital Management first reported a position in Symbotic in Q2 2023 and has held it in 6 quarters since.
  • Driehaus Capital Management's Symbotic position peaked at $15.2M in Q4 2023.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Driehaus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.