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Portfolio (Quarterly) Guide ↗

SEI INVESTMENTS CO

· CIK 0000350894
13F Portfolio $113.3B AUM 6,177 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 232 New 978 Added 1842 Reduced 188 Exited
Page 38 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SPHQ INVESCO EXCHANGE TRADED FD T 16,278.0 $1.5M 0.00% +1K +7.3% $90.10 -4.2%
742 PRG PROG HOLDINGS INC Industrials 31,083.0 $1.4M 0.00% +3K +12.2% $46.61 -10.4%
743 REAL THE REALREAL INC Consumer Cyclical 122,302.0 $1.4M 0.00% +19K +18.8% $11.79 -0.3%
744 YMM FULL TRUCK ALLIANCE CO LTD Technology 175,765.0 $1.4M 0.00% +34K +24.3% $8.12 +6.5%
745 NAT NORDIC AMERICAN TANKERS LIMI Industrials 257,556.0 $1.4M 0.00% +127K +97.7% $5.54 +26.0%
746 UI UBIQUITI INC Technology 2,638.0 $1.4M 0.00% +2K +206.4% $534.00 +8.8%
747 PAYS PAYSIGN INC Technology 170,744.0 $1.4M 0.00% +142K +496.1% $8.19 +70.2%
748 VCTR VICTORY CAP HLDGS INC DEL Financial Services 16,476.0 $1.4M 0.00% +3K +19.0% $84.06 +39.7%
749 AKR ACADIA RLTY TR Real Estate 65,189.0 $1.4M 0.00% +24K +57.4% $20.91 +1.1%
750 DFTX DEFINIUM THERAPEUTICS INC Healthcare 28,582.0 $1.3M 0.00% +465.0 +1.6% $47.04 -4.6%
751 RERE ATRENEW INC Consumer Cyclical 347,344.0 $1.3M 0.00% +46K +15.3% $3.87 +17.8%
752 NVTS NAVITAS SEMICONDUCTOR CORP Technology 74,934.0 $1.3M 0.00% +36K +94.0% $17.92 -29.0%
753 MOMO HELLO GROUP INC Communication Services 231,183.0 $1.3M 0.00% +3K +1.3% $5.80 -0.6%
754 IMNM IMMUNOME INC Healthcare 62,483.0 $1.3M 0.00% +10K +18.4% $21.19 +37.2%
755 ERAS ERASCA INC Healthcare 71,599.0 $1.3M 0.00% +40K +125.4% $18.32 -2.9%
756 MPLX MPLX LP Energy 23,094.0 $1.3M 0.00% +919.0 +4.1% $56.33 +4.8%
757 RGTI RIGETTI COMPUTING INC Technology 66,739.0 $1.3M 0.00% +4K +6.6% $19.32 -11.9%
758 GTM ZOOMINFO TECHNOLOGIES INC Technology 439,351.0 $1.3M 0.00% +247K +128.3% $2.93 +32.7%
759 BARNES & NOBLE ED INC 101,315.0 $1.3M 0.00% +90K +779.9% $12.56
760 Z ZILLOW GROUP INC Communication Services 40,364.0 $1.3M 0.00% +17K +73.7% $31.52 +16.0%
Page 38 of 49  ·  978 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Industrials 12.3%
Financial Services 11.9%
Healthcare 9.9%
Consumer Cyclical 9.4%
Communication Services 7.6%
Real Estate 5.5%
Consumer Defensive 3.1%
Energy 3.0%
Basic Materials 2.9%