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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 48 of 49  ·  978 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 SSYS STRATASYS LTD Technology 27,087.0 $232K +11K +64.2% $8.56 +2.5%
942 IUSB ISHARES TR 5,017.0 $232K +367.0 +7.9% $46.15 -1.6%
943 TROX TRONOX HOLDINGS PLC Basic Materials 35,423.0 $223K +7K +23.2% $6.30 -11.0%
944 PUBM PUBMATIC INC Technology 16,977.0 $223K +1K +7.6% $13.12 +31.5%
945 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 16,664.0 $222K +4K +29.6% $13.30 +9.2%
946 FRMI FERMI INC Utilities 22,829.0 $209K +8K +52.1% $9.16 -35.9%
947 DIVERSIFIED ENERGY CO 14,423.0 $200K +136.0 +0.9% $13.86
948 CCCC C4 THERAPEUTICS INC Healthcare 42,376.0 $198K +17K +68.6% $4.67 -10.1%
949 NMR NOMURA HLDGS INC Financial Services 22,290.0 $196K +2K +8.0% $8.78 +10.7%
950 RGNX REGENXBIO INC Healthcare 15,419.0 $185K +499.0 +3.3% $11.98 -8.3%
951 EOLS EVOLUS INC Healthcare 26,438.0 $183K +491.0 +1.9% $6.94 +15.0%
952 DDD 3D SYS CORP DEL Technology 59,690.0 $180K +22K +58.4% $3.02 +17.4%
953 PRCH PORCH GROUP INC Technology 11,797.0 $177K +294.0 +2.6% $15.04 +13.6%
954 TIC TIC SOLUTIONS INC Industrials 21,891.0 $177K +3K +18.0% $8.09 +18.9%
955 SSTK SHUTTERSTOCK INC Communication Services 11,552.0 $161K +82.0 +0.7% $13.95 -61.2%
956 ASST STRIVE INC Communication Services 14,468.0 $158K +860.0 +6.3% $10.91 +18.3%
957 LVO LIVEONE INC Communication Services 24,538.0 $157K +3K +13.7% $6.40 -41.6%
958 AMC ENTMT HLDGS INC 81,985.0 $156K +11K +16.2% $1.90
959 AFRI FORAFRIC GLOBAL PLC Consumer Defensive 14,746.0 $149K +388.0 +2.7% $10.08 +3.9%
960 ALEC ALECTOR INC Healthcare 71,151.0 $143K +17K +32.1% $2.01 +7.7%
Page 48 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%