L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 23 Jan 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 6 listed it in both
Shares listed
20,177,386
combined, among listed positions
Reported value
$1.2bn
combined, at the quarter end

Among the 92 comparable managers: 19 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,266,200.

Managers listing SYM in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Baillie Gifford & Co12,441,000$740m0.62%Trimmed-242,73923 Jan 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,712,079$102munder 0.1%Added+1,651,07517 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC905,700$54m0.08%Added+177,80012 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC832,009$50munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC714,250$42munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP713,306$42m0.06%Added+463,89017 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC642,913$38m0.25%Added+53,02611 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP571,381$34munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP411,000$24munder 0.1%Added+280,40017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC272,387$16munder 0.1%Added+87,40117 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc171,593$10munder 0.1%Trimmed-46,12117 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC114,336$6.8munder 0.1%Trimmed-117,41713 Feb 2026 (the filing on sec.gov)
Invesco Ltd108,717$6.5munder 0.1%Trimmed-24,97519 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp105,326$6.3munder 0.1%Trimmed-117,22817 Feb 2026 (the filing on sec.gov)
Man Group PLC87,872$5.2munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP82,555$4.9munder 0.1%Added+4,93513 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP57,053$3.4m0.11%Added+54,20010 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.55,052$3.3munder 0.1%Added+45,07717 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC41,769$2.5munder 0.1%Added+5,63117 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC38,292$2.3munder 0.1%Added+19,89413 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP28,010$1.7munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd21,280$1.3munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP16,901$1.0munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
PDT Partners LLC12,616$751kunder 0.1%Trimmed-21,26217 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP5,921$352kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

035810Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SYM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20231$12mn.a.n.a.
Q3 20232$26mn.a.n.a.
Q4 20233$81m30
Q1 20242$427m21
Q2 20242$375m20
Q3 20242$357m21
Q4 20243$335m21
Q1 20253$287m21
Q2 20255$543m32
Q3 20257$782m43
Q4 20259$938m1910
Q1 20266$757m1514
Q2 20266$704m1910

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SYM and GE →SYM and LRCX →SYM and GEV →Choose a stock to compare with SYM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SYM, latest filings →Back to the 13F Explorer →