Penserra Capital Management’s Symbotic SYM Stock Holding History

Penserra 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	$16K	Sell	376 -4,848	-93%	-$247K	﹤0.01%	879
2026 Q1	$276K	Buy	5,224 +4,986	+2,095%	+$285K	﹤0.01%	608
2025 Q4	$14K	Buy	+238	New	+$15.7K	﹤0.01%	835
2025 Q3	–	Sell	-44,419	Closed	-$1.73M	–	1090
2025 Q2	$1.73M	Buy	+44,419	New	+$1.16M	0.02%	332
2024 Q2	–	Sell	-40,524	Closed	-$1.82M	–	1364
2024 Q1	$1.82M	Buy	+40,524	New	+$1.78M	0.02%	366
2023 Q3	–	Sell	-48,837	Closed	-$2.09M	–	1366
2023 Q2	$2.09M	Buy	+48,837	New	+$1.6M	0.04%	301
2022 Q3	–	Sell	-3,472	Closed	-$38K	–	1203
2022 Q2	$38K	Sell	3,472 -650	-16%	-$7.12K	﹤0.01%	967
2022 Q1	$40K	Sell	4,122 -3,080	-43%	-$30.5K	﹤0.01%	1070
2021 Q4	$72K	Sell	7,202 -1,936	-21%	-$19.3K	﹤0.01%	934
2021 Q3	$89K	Buy	+9,138	New	+$89.7K	﹤0.01%	834

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Penserra Capital Management reduced its Symbotic (SYM) stake by 93% in Q2 2026, selling an estimated $247K and leaving 376 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Penserra Capital Management first reported a position in SYM in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.09M in Q2 2023. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Penserra Capital Management held 376 shares of Symbotic worth $16K as of Q2 2026.
Penserra Capital Management sold 4,848 Symbotic shares in Q2 2026, an estimated $247K.
Symbotic made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #879 holding.
Penserra Capital Management first reported a position in Symbotic in Q3 2021 and has held it in 10 quarters since.
Penserra Capital Management's Symbotic position peaked at $2.09M in Q2 2023.
418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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