JY
SYM icon

Jeff Yass’s Symbotic SYM Stock Holding History

Jeff Yass’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 		$29.1M Buy
647,500
+58,800
+10% +$3M ﹤0.01% 2053
2026
Q1 		$31.3M Sell
588,700
-322,900
-35% -$18.5M ﹤0.01% 1698
2025
Q4 		$54.2M Sell
911,600
-481,600
-35% -$31.8M 0.01% 1290
2025
Q3 		$75.1M Buy
1,393,200
+800,800
+135% +$40.5M 0.01% 1068
2025
Q2 		$23M Sell
592,400
-283,700
-32% -$7.43M ﹤0.01% 1862
2025
Q1 		$17.7M Buy
876,100
+90,500
+12% +$2.31M ﹤0.01% 1856
2024
Q4 		$18.6M Buy
785,600
+249,600
+47% +$7.09M ﹤0.01% 1925
2024
Q3 		$13.1M Buy
536,000
+277,200
+107% +$7.53M ﹤0.01% 2281
2024
Q2 		$9.1M Sell
258,800
-121,300
-32% -$4.91M ﹤0.01% 2612
2024
Q1 		$17.1M Sell
380,100
-17,500
-4% -$767K ﹤0.01% 1958
2023
Q4 		$20.4M Buy
397,600
+160,100
+67% +$7.02M ﹤0.01% 1794
2023
Q3 		$7.94M Buy
237,500
+12,100
+5% +$498K ﹤0.01% 2852
2023
Q2 		$9.65M Buy
225,400
+196,400
+677% +$6.45M ﹤0.01% 2546
2023
Q1 		$662K Sell
29,000
-40,000
-58% -$669K ﹤0.01% 7870
2022
Q4 		$824K Buy
69,000
+22,100
+47% +$257K ﹤0.01% 6600
2022
Q3 		$539K Buy
+46,900
New +$690K ﹤0.01% 8280

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

Jeff Yass's SYM Position: Q2 2026 in Review

Jeff Yass reduced its Symbotic (SYM) stake by 3.9% in Q2 2026, selling an estimated $179K and leaving 86,010 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #5111.

Jeff Yass first reported a position in SYM in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.89M in Q2 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Jeff Yass held 86,010 shares of Symbotic worth $3.87M as of Q2 2026.
  • Jeff Yass sold 3,515 Symbotic shares in Q2 2026, an estimated $179K.
  • Symbotic made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5111 holding.
  • Jeff Yass first reported a position in Symbotic in Q3 2022 and has held it in 13 quarters since.
  • Jeff Yass's Symbotic position peaked at $6.89M in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.